SpaceX
Ukraine seeks Starlink alternatives from the EU
Ukraine is exploring EU satellite alternatives to Starlink, driven by concerns over Elon Musk’s unpredictability. Starlink remains vital for Ukraine’s battlefield connectivity and cannot be easily replaced. While the European Union has started developing Starlink alternatives, they have not quite reached SpaceX’s capacity to provide internet connection.
Starlink’s Critical Role and Vulnerabilities
Starlink’s 7,000+ satellite network provides essential connectivity for Ukraine’s military. However, SpaceX CEO Elon Musk’s influence has raised strategic concerns.
“Elon Musk is, in fact, the guardian of Ukraine’s connectivity on the battlefield. And that’s a strategic vulnerability,” warns Arthur De Liedekerke, Senior Director of European Affairs for Rasmussen Global.
Opinions of Musk have started to influence dealings with any of his companies, including SpaceX and Tesla. Starlink has not escaped criticism due to its relationship with Musk, resulting in a few governments seeking alternatives to SpaceX’s internet services.
For instance, the German military has announced plans to develop a Starlink alternative. Kyiv and the EU are also seeking options to reduce reliance on Starlink.
EU’s Govsatcom as a Near-Term Option
Member of the EU Parliament (MEP) Christophe Grudler pitched the European Union’s Govsatcom system as a viable alternative to Starlink for Ukraine.
“It is clear that if Starlink decides to cut the signal today, we have options, in particular with Govsatcom, which is the European network that we have brought into service and which, from June, will make it possible to supplement Starlink’s missing signal in Ukraine, if necessary,” he said.
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Grudler affirmed: “The European Union is very committed to helping Ukraine, so there would certainly be agreement from all the Member States to come to Ukraine’s aid if it no longer had a Starlink signal in the future.”
However, De Liedekerke pointed out that GovSatcom was made for government use. He noted that “GoveSatcom is a governmental secure satellite communications and it’s essentially to provide reliable, secure, strategically autonomous networks for communication services between governments in the EU. It couldn’t replace the kind of battlefield connectivity that we’re discussing for Ukraine. So it’s not a silver bullet at the moment.”
Eutelsat’s Competitive Edge
Eutelsat, a Franco-British operator, offers a low-Earth orbit network with 630 satellites and 35 geostationary ones, though it trails Starlink’s scale. It has 2,000 terminals deployed in Ukraine and 14,000 more planned to deploy. Starlink has 40,000 terminals in Ukraine, used by the military and civilians.
Price is another factor to consider when seeking a Starlink alternative. Eutelsat’s €9,000 terminals are pricier than Starlink’s €500 units.
“Eutelsat is our European champion, one that has convincing functioning solutions. And one that we need to be able to support through funding and political will,” De Liedekerke said, noting its political independence from the U.S.
Iris2 as a Future Solution
The EU’s Iris2 project is another Starlink alternative Ukraine might consider. The Iris2 project is a 290-satellite constellation, promising secure, low-latency connectivity by 2030, with partial operations by 2028.
“From 2028, we will have an operational Iris2 constellation that will be able to provide telecommunications services to all the Member States that so wish. I would add that this will be the first time we have had a constellation secured with post-quantum cryptography, so cyber-attacks will not be possible on this constellation. It will be a world first with an ultra-secure signal, which is not the case with the Starlink signal either,” Grudler said. ‘
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Led by the SpaceRISE consortium, Iris2 offers a long-term alternative, though its timeline limits immediate impact.
Strategic Diversification
De Liedekerke has stressed the need for options aside from Starlink.
“It’s about having options. It’s about not having a single point of failure. It’s being able to say no to one and still be online. And today, we’re not in a situation where we can do that. We’ve let Ukraine’s war zone connectivity be in the hands of one man…that’s a strategic vulnerability.
By having options, by having alternatives, by diversifying our partnerships, we avoid that single point of failure.”
Ukraine’s pursuit of EU solutions aims to ensure battlefield resilience. However, the EU has some way to go before it can match Starlink’s reach.
SpaceX will report second quarter results after the market closes on Tuesday, August 4, marking the first time the company has opened its books to the public since its record IPO in June. Management will host a live audio only webcast at 4:30 p.m. ET, streamed on X, with no dial in option.
The debut carries more weight than a typical first quarter as a public company. Two trading days after the release, on August 6, the first tranche of SpaceX’s lockup expires, freeing roughly 911.5 million insider and employee shares, worth well over $100 billion at current prices and the largest such release in Wall Street history. A second, larger tranche tied to the stock trading 30 percent above its $135 IPO price never triggered, since shares have spent most of July trading below that price.
Wall Street’s models point to revenue near $6.9 billion for the quarter, up sharply from the $4.69 billion SpaceX reported in the first quarter, with a narrower per share loss than the $1.27 posted three months earlier, according to estimates compiled by Motley Fool. Those numbers will be the first look at how SpaceX’s three segments, Starlink, launch and AI, are performing independently.
SpaceX scores another massive Pentagon deal to support military satellites
Investors heading into the call have a specific list of questions. How many net new Starlink subscribers did SpaceX add after ending March with 10.3 million, and is average revenue per user holding up as the service expands into lower income markets. How much of the AI segment’s revenue reflects contract signings with Anthropic, Google and Reflection AI this year, deals that combined could annualize to nearly $28 billion if fully ramped. Whether capital expenditures, which nearly doubled in the AI segment alone between 2024 and 2025, are still accelerating or starting to plateau. And whether management offers any forward guidance at all, something SpaceX has never done publicly.
The report will also land days after Elon Musk publicly denied a Wall Street Journal report describing internal planning to separate Tesla’s China business ahead of a potential Tesla-SpaceX merger. Whether Musk or SpaceX executives address that speculation on the call, even indirectly, maybe something investors will be listening for on Tuesday.
As Teslarati reported after Musk’s own warning to short sellers last week, the CEO has made clear he expects skeptics to be proven wrong over time. Tuesday will be the first chance for the numbers themselves to make that case.
Elon Musk
SpaceX’s Starship just got filmed by its own cargo
SpaceX released new footage of Starship in space captured by the Starlink satellites it deployed.
SpaceX released a new video Friday evening showing Starship from an angle showcased by its own Starlink satellites, watching the rocket drift away in orbit.
The 65 second clip, posted on X, stitches together footage from four cameras mounted on a single Starlink V3 satellite. It opens with a close view of Starship’s 171 foot upper stage, still catching sunlight, then pulls back as the two spacecraft separate.
The footage comes from Starship’s 13th flight test, which launched July 24 from Starbase after a scrubbed attempt and an abort caused by an engine issue the week before. When Flight 13 finally flew, it carried the first batch of functional Starlink V3 satellites Starship has ever deployed, twenty of them, with six equipped with cameras meant to scan the ship’s heat shield during reentry.
View of Starship in space from a Starlink V3 satellite on Flight 13.
This composite is made of imagery from four separate cameras on a single satellite. Six of the satellites were equipped with cameras to scan Starship’s heat shield and transmit imagery down to operators to… pic.twitter.com/sNTHHz5vLr
— SpaceX (@SpaceX) July 31, 2026
Flight 13 checked most of its boxes. Starship deployed all 20 satellites, relit a Raptor engine in space, and splashed down softly in the Indian Ocean off Western Australia. Musk’s longer term plan calls for a Starlink V3 constellation of 100,000 satellites, according to a recent FCC filing, with Starship as the only vehicle capable of launching them at the volume that requires. Each Starship flight is designed to carry up to 60 V3 satellites once the vehicle reaches routine service, well beyond what Falcon 9 can carry in a single mission.
Starship is next expected to fly with an attempt at catching the ship itself with the launch tower’s mechanical arms, a maneuver SpaceX has so far reserved for the Super Heavy booster.
SpaceX just picked up another $1.6 billion from the Pentagon, with the U.S. Space Force awarding two task orders worth $1.6 billion to fly 18 Falcon 9 missions from Vandenberg Space Force Base in California through the end of 2027. The launches will carry satellites for the Space Based Sensing and Targeting portfolio, a set of programs meant to help the military detect and track airborne threats and relay that information across forces in near real time.
The award falls under National Security Space Launch Phase 3 Lane 1, the Space Force’s faster, commercial style procurement track for missions that do not require the military’s most demanding certification process. It is also the largest single order publicly disclosed under that program so far, and the first task order issued since the Space Force nearly tripled Lane 1’s contract ceiling from $5.6 billion to $17 billion on July 17.
SpaceX to become America’s Military data backbone for missiles, drones, and warfighters
Eric Zarybnisky, the Space Force’s acting portfolio acquisition executive for space access, said the entire process, from identifying the requirement to signing the contract, took about two months, including a month set aside for companies to prepare proposals.
SpaceX is not just launching these satellites. It already holds the contracts to build two of the programs within the same portfolio, $4.16 billion for the Space Based Airborne Moving Target Indicator system and $2.29 billion for the Space Data Network Backbone, which Teslarati covered in May. That means SpaceX is now responsible for both building key pieces of the military’s next generation sensing network and getting them into orbit.
With this latest award, SpaceX’s Pentagon contract total for 2026 alone tops $8 billion, adding to a defense portfolio that already includes the Golden Dome missile defense software group SpaceX joined in April and a string of GPS launches it inherited after ULA’s Vulcan rocket ran into a booster anomaly, which we detailed in March.
Lane 1’s vendor pool technically includes seven companies: SpaceX, ULA, Blue Origin, Rocket Lab, Stoke Space, Impulse Space, and Relativity Space. In practice, SpaceX remains the only provider with the combination of launch cadence, flight proven Falcon 9 hardware, and West Coast infrastructure to support a campaign requiring roughly one Vandenberg launch a month for the next year and a half.
Some lawmakers have flagged the growing concentration of national security launches with one company as a risk worth watching. For now, the Space Force keeps backing SpaceX, with it being the company that shows up ready to launch.
SpaceX’s biggest test yet arrives this week and it’s not a rocket launch
SpaceX’s Starship just got filmed by its own cargo
