The article notes SpaceX has 650 direct-to-cell (D2C) satellites in orbit and just won FCC approval to launch 15,000 more, while AST SpaceMobile has only 13 satellites and needs at least 45 to offer service in select markets. D2C satellites make up about 6.5% of Starlink's more than 10,000 satellites, and Starlink is growing revenue 66% and profit 79% a year. According to Opensignal's tracker, most D2C connections are in the United States, Canada and Japan, with activity along the coasts of Australia, New Zealand and Puerto Rico. The author sees significant room for growth as more satellites launch, and suggests investors could track the tracker data alongside exchange rates of the local currencies.
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