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Comcast will split into two publicly traded companies through a spinoff of NBCUniversal and Sky, separating its cash-generating broadband arm from a media and entertainment business under pressure from streaming rivals and industry consolidation

Comcast is planning to separate its media and entertainment arm including NBCUniversal and Sky from its mobile and broadband business in a bid to reverse a sharp decline in its share price.

BREAKING: Starlink becomes New Zealand’s largest rural internet provider. 🇳🇿 • Starlink now has 27% share of NZ’s rural broadband market. • Share jumped from 19% to 27% in one year. • Satellite broadband connections rose from 56,000 to 85,000, up 52%. • Around 72,000 are rural residential fixed connections. • Starlink Residential averaged 226 Mbps download speed. • That is around 4x faster than rural 4G FWA at 56 Mbps. • NZ now has the highest satellite broadband uptake per capita in the OECD. Starlink is helping rural families, farms, and remote communities get fast internet where traditional networks struggled.

SpaceX has just officially received an investment grade credit rating of Baa1 from Moody's, slightly higher than @Tesla's Baa3 rating. Their reasoning: "SpaceX's Baa1 issuer rating reflects the company's exceptional franchise strength as the world's leading orbital launch provider and operator of the largest low earth orbit satellite broadband network, Starlink. The company benefits from robust and expanding recurring revenue from Starlink, which has become the primary cash flow generator and underpins improving scale, margin expansion, and diversification away from more cyclical launch revenues. Additionally, SpaceX's vertical integration across manufacturing, launch, satellite deployment, and end-customer delivery drives superior cost efficiency and operational velocity that competitors have been unable to replicate. Strategic relevance to the U.S. government, as the primary launch provider for NASA and the Department of Defense, adds demand visibility and long-cycle contract support, while the company's ability to monetize AI compute capacity through third-party arrangements provides additional revenue diversification and downside optionality. The AI segment addresses a large total addressable market across AI infrastructure, consumer and enterprise applications, and digital advertising, and represents significant long-term revenue and earnings upside as the company scales its compute infrastructure, develops its frontier models, and expands enterprise and consumer monetization channels. The company maintains conservative financial policies, alongside strong liquidity and financial flexibility, supported by substantial cash balances and continued access to both equity and debt capital markets."

SpaceX 15-Year Investment @elonmusk My evaluation of a long-term bullish investment for SpaceX based on a 15-year investment horizon. The evaluation assumes SpaceX evolves beyond aerospace into a global infrastructure platform spanning communications, defense, transportation, AI infrastructure, and the emerging space economy. Key Value Drivers - Starlink broadband growth
- Direct-to-cell mobile connectivity
- Government and defense contracts
- Starship and launch-cost reduction
- Orbital infrastructure
- Lunar and Mars logistics
- Future industries enabled by low-cost access to space An extremely important development is the impact of large AI infrastructure contracts on the valuation of SpaceX. A key component of the bullish investment thesis is that the market may be underestimating the value of recurring AI compute revenue when compared with traditional launch and satellite communications businesses. Google AI Infrastructure Contract Recent reports indicate that Google entered into a computing capacity agreement with SpaceX valued at approximately $920 million per month. If maintained over the reported contract period, the agreement represents nearly $30 billion of contracted revenue. Anthropic Contract In addition to Google, reports indicate that Anthropic entered into a compute-capacity agreement valued at approximately $1.25 billion per month. Together, the Google and Anthropic contracts imply annualized revenue of approximately $26 billion. Why This Matters Many investors continue to value SpaceX primarily as a launch company and satellite communications provider. However, these AI-related contracts suggest the emergence of a third major business segment: AI infrastructure and compute services. Potential Strategic Position If SpaceX successfully integrates launch services, Starlink communications, AI infrastructure, and future orbital computing capabilities, the company could evolve into a hybrid of a cloud infrastructure provider, global telecommunications company, defense contractor, and transportation platform. Investment Implications Recurring infrastructure revenue generally receives higher valuation multiples than project-based revenue streams. Consequently, sustained growth in AI infrastructure revenue could materially alter the market’s perception of SpaceX and support valuation frameworks significantly above those used for traditional aerospace companies. Bull Case SpaceX becomes the dominant communications and transportation infrastructure provider for Earth and near-Earth economic activity. Starlink achieves global scale, Starship reaches full operational capability, and multiple new industries emerge around orbital infrastructure. Base Case SpaceX remains the global leader in launch services and satellite communications while generating strong growth from Starlink and defense-related revenue streams. Bear Case Growth continues but at a slower pace due to regulatory, competitive, technical, or capital allocation challenges. Comparison with Historic Winners Historically, Amazon, NVIDIA, Apple, Microsoft, and Tesla created extraordinary shareholder wealth by becoming platform companies rather than remaining confined to their original industries. The bullish SpaceX thesis assumes a similar transition. Key Risks The principal risks include execution risk, regulatory risk, geopolitical factors, competition, slower-than-expected adoption of space-based industries, and the possibility that SpaceX enables large industries without capturing most of the resulting value. Conclusion The bullish investment thesis is that SpaceX is transitioning from a launch and communications company into a foundational infrastructure platform serving communications, AI, defense, and future space-based industries. If successful, this transition could support valuation outcomes substantially above conventional aerospace benchmarks A bet on technological progress, and the emergence of a large space-based economy

SpaceX is such a bad ass company. In their IPO filing, they wrote this: • The first private company to develop and launch a liquid-fuel rocket to reach orbit (2008) • The first private company to successfully dock a private spacecraft with the International Space Station (2012) • The first to successfully propulsively land (2015) and refly orbital-class rocket boosters (2017) • The first to begin deploying a large-scale LEO broadband satellite constellation (2019); • The first private company to transport astronauts to orbit, returning America's ability to fly astronauts to and from the International Space Station (2020) • The first to manufacture consumer-grade phased-array user terminals at scale (2022); The first to deploy a large-scale LEO satellite-to-mobile constellation (2025) • The first to build a gigawatt-scale Al training cluster and largest coherent supercomputer (2026) • The first gigawatt-scale Megapack battery installation (2026); and • The only company capable of building orbital AI compute at scale. BOOM.

Starlink just hit all-time high speeds in the US according to Ookla We are talking real broadband performance now - actually faster or matching cable for millions of Americans who used to have no good options → Blazing Speeds: Median download speeds of 100+ Mbps in 49 U.S. states → FCC Standards: Upload speeds now hitting the 20 Mbps threshold in 22 states → Dropping Latency: Multi-server latency under 40ms in 10 states → Massive Scale: A constellation of ~10,300 satellites powering over 12 million active global subscribers across 160+ countries, territories and markets SpaceX added a million users in just 53 days. Next-gen satellites are coming with 100x the data capacity and gigabit speeds on the horizon Now are targeting 25 million users by the end of this year SpaceX is leading the broadband race, reaching places no one else can

We just introduced SuperBroadband — the first nationwide broadband solution to integrate 5G and @Starlink for virtually unbreakable connectivity. One contract. One partner. Every ZIP code in the U.S. The connectivity patchwork ends now. 🌐 @EricssonEnt | @Acuative

"Children are Azerbaijan's future. Broadband has opened doors to knowledge that were previously out of reach." High-speed connectivity is changing the face of education in Khinalig, one of Azerbaijan's highest, oldest & more remote villages.

From a single, 5,000-year-old village to the whole nation. In just 4 years, All-Optical connectivity has transformed Azerbaijan: - 100% national fiber coverage achieved - 2.4 million households & businesses covered - 13x increase in broadband users