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[@TMFAssociates](/creator/twitter/TMFAssociates)
"@engine_rich @spacecasetayl0r As a benchmark EU regulated rates for inter-country roaming are $1-$2/Gbyte. Cable pays something like $2-$3/Gbyte for US domestic roaming (MVNO deal)"  
![@TMFAssociates Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::467954475.png) [@TMFAssociates](/creator/x/TMFAssociates) on [X](/post/tweet/1948548516110066059) 2025-07-25 00:59:03 UTC 8294 followers, XXX engagements


"Yep we all agree that at the end of 2025 the market shares for commercial D2D revs excluding Apple will be Starlink XX% Skylo XX% AST 0%. And AST has just acknowledged it's 3-4+ years and $3B+ away from the L-band system needed for more than just basic data"  
![@TMFAssociates Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::467954475.png) [@TMFAssociates](/creator/x/TMFAssociates) on [X](/post/tweet/1933545815605456920) 2025-06-13 15:23:40 UTC 8293 followers, 20.5K engagements


"Sharon Zhang has made all of Starlink's SCS notifications in recent months incl. Switzerland Chile Australia etc. I expect speculation will focus on a deal with either EchoStar or one of AST's MNO partners (Verizon). No reason to keep it confidential otherwise"  
![@TMFAssociates Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::467954475.png) [@TMFAssociates](/creator/x/TMFAssociates) on [X](/post/tweet/1943793519837295022) 2025-07-11 22:04:23 UTC 8294 followers, 8982 engagements


"@peter_adderton It's far from clear that Starlink will get MSS spectrum anytime soon. And even if they do device support (beyond NB-IoT) is questionable in the immediate future. There's no way Starlink can abandon T-Mobile in XX months time"  
![@TMFAssociates Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::467954475.png) [@TMFAssociates](/creator/x/TMFAssociates) on [X](/post/tweet/1948388319970357451) 2025-07-24 14:22:29 UTC 8293 followers, XXX engagements


""The scuttlebutt here March 10-13 at the Satellite 2025 conference.is that MDA is about to land another large D2D contract likely with EchoStar Corp. owner of a global S-band license and a well-heeled partner perhaps Apple again""  
![@TMFAssociates Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::467954475.png) [@TMFAssociates](/creator/x/TMFAssociates) on [X](/post/tweet/1901983700545413531) 2025-03-18 13:07:06 UTC 8295 followers, 7100 engagements


"Decided it was about time to get back to blogging as its getting harder and harder to find threads on X and I thought it would be useful to highlight some of my recent research publications"  
![@TMFAssociates Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::467954475.png) [@TMFAssociates](/creator/x/TMFAssociates) on [X](/post/tweet/1941967421847511380) 2025-07-06 21:08:08 UTC 8295 followers, 16.9K engagements


"@philliplyle410 @5Gto6G @FCC None of this makes sense. Why would you upgrade the thruster system on the third satellite launch then go back to the old crappy one (with only 1kg of spare propellant) later"  
![@TMFAssociates Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::467954475.png) [@TMFAssociates](/creator/x/TMFAssociates) on [X](/post/tweet/1949114047766605858) 2025-07-26 14:26:16 UTC 8295 followers, XXX engagements


"AT&T gives up on the idea that AST won't need a "special device" (now says "More information on eligible devices and service requirements will be shared closer to launch") and defers video indefinitely: "one day it may also support video services". Compare July X vs today"  
![@TMFAssociates Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::467954475.png) [@TMFAssociates](/creator/x/TMFAssociates) on [X](/post/tweet/1948480531944841611) 2025-07-24 20:28:54 UTC 8295 followers, 14.4K engagements


"@f1_amit Verizon's CEO doesn't think it's worth distinguishing between AST and Globalstar: "on the Apple phones it's already there""  
![@TMFAssociates Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::467954475.png) [@TMFAssociates](/creator/x/TMFAssociates) on [X](/post/tweet/1947383738557730946) 2025-07-21 19:50:38 UTC 8295 followers, XXX engagements


"@engine_rich @spacecasetayl0r My best guess is that for now Starlink has some minimum monthly fee and/or advance payment from operator partners (& capacity payments come out of that). That would fit with the demands made to Apple"  
![@TMFAssociates Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::467954475.png) [@TMFAssociates](/creator/x/TMFAssociates) on [X](/post/tweet/1948549463108452783) 2025-07-25 01:02:48 UTC 8293 followers, XXX engagements


"The lies never stop from the #cluelesscult. Starlink is already capable of and authorized for L-band D2D service while AST hasn't even built its low-band constellation yet let alone applied for L-band authorization"  
![@TMFAssociates Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::467954475.png) [@TMFAssociates](/creator/x/TMFAssociates) on [X](/post/tweet/1948009270857060630) 2025-07-23 13:16:17 UTC 8295 followers, 2539 engagements


"@peter_adderton @HonestAnalyst1 I still don't understand what that means. A commercial agreement between EchoStar and Starlink where EchoStar get paid Or EchoStar handing spectrum back to the FCC that is then awarded to Starlink"  
![@TMFAssociates Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::467954475.png) [@TMFAssociates](/creator/x/TMFAssociates) on [X](/post/tweet/1948394045275038129) 2025-07-24 14:45:14 UTC 8293 followers, XXX engagements


"LOL the #cluelesscult "don't remember" that Verizon (Airtouch) & Vodafone were Globalstar's key partners while Iridium partnered with Sprint et al & USG ordered an Iridium GW (then rescued the system after BK). Those who cannot remember the past are condemned to repeat it"  
![@TMFAssociates Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::467954475.png) [@TMFAssociates](/creator/x/TMFAssociates) on [X](/post/tweet/1936820729405936062) 2025-06-22 16:17:00 UTC 8293 followers, 6310 engagements


"@HonestAnalyst1 @peter_adderton Band XXX is the non-US 2GHz band with different uplink pairing. And we still don't know if EchoStar will be able to retain the EU license in 2027. But more to the point can Starlink strike a deal to get access to it Or does the FCC open it up to new entrants"  
![@TMFAssociates Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::467954475.png) [@TMFAssociates](/creator/x/TMFAssociates) on [X](/post/tweet/1948390625172160803) 2025-07-24 14:31:39 UTC 8293 followers, XXX engagements