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FCC Daily DigestCodex · 实盘不做把握 8/10不做原因:无增量信息🔁 +1 同一事件
北京时间·源无时间·以抓取为准·⟳ 抓取 00:37:46·⚡ 决策 09-03 00:50:46 +13m00s·54.7 天前

FCC例行受理多项卫星地面站申请,未形成可交易增量催化

公告为FCC例行受理清单,且明确尚非最终批准;没有订单、金额、客户新增、经营指引或监管结果落地,无法建立正期望交易。

📄 原文FCC Daily Digest↗ 原文
Satellite Communications Services - SES
PUBLIC NOTICE FEDERAL COMMUNICATIONS COMMISSION 45 L Street NE WASHINGTON D.C. 20554 News media information 202-418-050…
不做 Planet Labs PBC(PL.US)
FCC仅受理地面站许可修改申请,尚非批准或商业合同,缺少可量化收入增量和短线edge。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

结论摘要

本次一手材料来自FCC官方Daily Digest,但事件性质是申请accepted for filing和30日公示前置程序,不是许可最终批准或商业化合同。可识别的上市候选主要是Planet Labs PBC(PL.US),但其两项地面站修改未显示新增收入、成本下降或业务扩张量级;其它主体多不可直接交易或同样缺少增量。因此不做。

🔎 新鲜度:最早出现 2026-09-02 · 扩散 low · price-in 风险 low ↗

主要风险

  • 若后续FCC正式批准且伴随公司披露新的客户、覆盖能力或收入贡献,需重新评估。

先例如何影响了这次决策

对本次决策的影响:不需要先例即可排除交易;核心原因是事件阶段太早且无基本面增量。

方向:未进入外部先例研究;源文本已足以判定为无实质增量的例行监管受理。

涨幅量级:无可校准幅度,因为当前事件没有批准、订单金额或经营量级。

形态:不适用。

原文全文

展开原文 · 9,267 字
PUBLIC NOTICE FEDERAL COMMUNICATIONS COMMISSION 45 L Street NE WASHINGTON D.C. 20554 News media information 202-418-0500 Internet: http://www.fcc.gov Report No. SES-02892 Wednesday September 2, 2026 Satellite Communications Services RE: Applications Accepted for Filing The applications listed herein have been found, upon initial review, to be acceptable for filing. The Commission reserves the right to return any of the applications if, upon further examination, it is determined they are defective and not in conformance with the Commission's Rules and Regulations and its Policies. Final action will not be taken on any of these applications earlier than 30 days following the date of this notice. 47 U.S.C. § 309(b). All applications accepted for filing will be assigned call signs, or other unique station identifiers. However, these assignments are for administrative purposes only and do not in any way prejudice Commission action. SES-STA-20260707-01958 Universal Space Network, Inc. Date filed: 2026-07-07 Special Temporary Authority Universal Space Network, Inc. requests special temporary authority (STA) for 180 days, to operate two antennas at its fixed satellite earth station located in North Pole, AK to provide telemetry, tracking, and command (TT&C) and data downlink support to the Pixxel’s Firefly constellation (licensed by India), in the 2100 MHz (Earth-to-space) and 2243 MHz and 8200 MHz (space-to-Earth) center frequencies. Page 1 of 7 SES-MOD-20260805-02173 E150030 Planet Labs PBC Date filed: 2026-08-12 Modification Class of Station: a. FSS Fixed Earth Station (single location) Nature of Service: Earth Exploration-Satellite Service SITE ID: 1 LOCATION: 1625 Richardson Hwy, Fairbanks, Fairbanks North Star, AK 96768 64 ° 47 ' 37.3 " N LAT. 147 ° 32 ' 12.5 W LONG. ANTENNA ID: 1 2.7 meters M2 Inc. 450CP34 449.97 - 450.03 60K0F1D 37 dBW Digital MHz 450.07 - 450.13 60K0F1D 37 dBW Digital MHz 401.27 - 401.33 60K0F1D Digital MHz Points of communication: Site ID Common Name Orbit Location 1 Planet FLOCK (S2912) NGSO Page 2 of 7 SES-MOD-20260805-02174 E150005 Planet Labs PBC Date filed: 2026-08-12 Modification Class of Station: a. FSS Fixed Earth Station (single location) Nature of Service: Earth Exploration-Satellite Service SITE ID: Hawaii-1 LOCATION: Paumalu Teleport Facility Comsat Rd, Haleiwa, Honolulu, HI 96712 21 ° 40 ' 12 " N LAT. 158 ° 2 ' 2 W LONG. ANTENNA ID: UHF_DL 2.7 meters M2 INC. 400CP30 401.27 - 401.33 60K0F1D DIGITAL MHz ANTENNA ID: UHF_UL 2.7 meters M2 INC. 450CP34 449.97 - 450.03 60K0F1D 37 dBW DIGITAL MHz 450.07 - 450.13 60K0F1D 37 dBW DIGITAL MHz Points of communication: Site ID Common Name Orbit Location Hawaii-1 Planet FLOCK (S2912) NGSO SES-STA-20260721-02058 Universal Space Network, Inc. Date filed: 2026-07-21 Special Temporary Authority Universal Space Network, Inc. requests an additional 180-day special temporary authority (STA) to operate its USHI01 and USHI02 fixed earth stations in Naalehu, HI to provide telemetry, tracking, and command (TT&C) services for the non-geostationary orbit (NGSO) Astrolab FLIP (S3229) satellite at the 2069.135 MHz (Earth-to-space), and 2247.024869 MHz and 8455.0 MHz (space-to-Earth) center frequencies. Page 3 of 7 SES-MOD-20260730-02135 E220162 Heighliner Corp Date filed: 2026-08-07 Modification Class of Station: j. Other (please specify) Nature of Service: Fixed-Satellite Service Heighliner Corp. requests modification of its earth station license to include blanket license authority to deploy and operate a network of fixed earth stations and earth stations in motion (ESIMs) across the Contiguous United States (CONUS) and United States (U.S.) territories in the 14.0-14.5 (Earth-to- space), and 10.95-11.2 and 11.45-12.2 GHz (space-to-Earth) frequency bands. SITE ID: Blanket License LOCATION: ., ., ., . 0 ° 0 ' 0 " N LAT. 0 ° 0 ' 0 W LONG. ANTENNA ID: Kymeta Goshawk U8 0.82 meters Kymeta Goshawk U8 QPSK, 8PSK, 16QAM, 10950 - 11200 MHz 2M00G1W data and monitoring QPSK, 8PSK, 16QAM, 10950 - 11200 MHz 30M0G1W data and monitoring QPSK, 8PSK, 16QAM, 11450 - 12200 MHz 2M00G1W data and monitoring QPSK, 8PSK, 16QAM, 11450 - 12200 MHz 30M0G1W data and monitoring QPSK, 8PSK, 16QAM, 14000 - 14500 MHz 30M0G1W 47 dBW data and monitoring QPSK, 8PSK, 16QAM, 14000 - 14500 MHz 2M00G1W 47 dBW data and monitoring ANTENNA ID: L3Harris Shadow 0.45 meters L3Harris Shadow QPSK, 8PSK, 16QAM, 10950 - 11200 MHz 2M00G1W data and monitoring QPSK, 8PSK, 16QAM, 10950 - 11200 MHz 30M0G1W data and monitoring QPSK, 8PSK, 16QAM, 11450 - 12200 MHz 2M00G1W data and monitoring 11450 - 12200 MHz 30M0G1W QPSK, 8PSK, 16QAM, Page 4 of 7 data and monitoring QPSK, 8PSK, 16APSK / 14000 - 14500 MHz 30M0G1W 44 dBW Data QPSK, 8PSK, 16APSK / 14000 - 14500 MHz 2M00G1W 44 dBW Data ANTENNA ID: Global Konet Mini 0.61 meters Global Konet Mini QPSK, 8PSK, 16QAM, 10950 - 11200 MHz 2M00G1W data and monitoring QPSK, 8PSK, 16QAM, 10950 - 11200 MHz 30M0G1W data and monitoring QPSK, 8PSK, 16QAM, 11450 - 12200 MHz 30M0G1W data and monitoring QPSK, 8PSK, 16QAM, 11450 - 12200 MHz 2M00G1W data and monitoring QPSK, 8PSK, 16QAM, 14000 - 14500 MHz 30M0G1W 43 dBW data and monitoring QPSK, 8PSK, 16QAM, 14000 - 14500 MHz 2M00G1W 43 dBW data and monitoring ANTENNA ID: Requtech RESA M Ku 0.9 meters Requtech RESA M Ku QPSK, 8PSK, 16QAM, 10950 - 11200 MHz 30M0G1W data and monitoring QPSK, 8PSK, 16QAM, 10950 - 11200 MHz 2M00G1W data and monitoring QPSK, 8PSK, 16QAM, 11450 - 12200 MHz 2M00G1W data and monitoring QPSK, 8PSK, 16QAM, 11450 - 12200 MHz 30M0G1W data and monitoring QPSK, 8PSK, 16QAM, 14000 - 14500 MHz 30M0G1W 46 dBW data and monitoring QPSK, 8PSK, 16QAM, 14000 - 14500 MHz 2M00G1W 46 dBW data and monitoring Page 5 of 7 ANTENNA ID: Kymeta Osprey U8 0.82 meters Kymeta Goshawk U8 QPSK, 8PSK, 16QAM, 10950 - 11200 MHz 30M0G1W data and monitoring QPSK, 8PSK, 16QAM, 10950 - 11200 MHz 2M00G1W data and monitoring QPSK, 8PSK, 16QAM, 11450 - 12200 MHz 30M0G1W data and monitoring QPSK, 8PSK, 16QAM, 11450 - 12200 MHz 2M00G1W data and monitoring QPSK, 8PSK, 16QAM, 14000 - 14500 MHz 30M0G1W 47 dBW data and monitoring QPSK, 8PSK, 16QAM, 14000 - 14500 MHz 2M00G1W 47 dBW data and monitoring ANTENNA ID: Satcube Ku 0.47 meters Satcube Ku QPSK, 8PSK, 16QAM, 10950 - 11200 MHz 30M0G1W data and monitoring QPSK, 8PSK, 16QAM, 10950 - 11200 MHz 2M00G1W data and monitoring QPSK, 8PSK, 16QAM, 11450 - 12200 MHz 2M00G1W data and monitoring QPSK, 8PSK, 16QAM, 11450 - 12200 MHz 30M0G1W data and monitoring QPSK, 8PSK, 16QAM, 14000 - 14500 MHz 30M0G1W 46 dBW data and monitoring QPSK, 8PSK, 16QAM, 14000 - 14500 MHz 2M00G1W 46 dBW data and monitoring Points of communication: Site ID Common Name Orbit Location Blanket License PERMITTED LIST GSO Blanket License Nu View Bravo (S3150) 83.1° W.L. Blanket License Nu View Alpha (S3151) 83.1° W.L. Page 6 of 7 SES-STA-20260715-02024 E010112 Intelsat License LLC Date filed: 2026-07-15 Special Temporary Authority Note: This STA is going back on AFFPN due to an administrative error. Intelsat License LLC, requests a 180-day special temporary authority (STA) to operate its satellite earth station in Ellenwood, GA (E010112) to provide on-station telemetry, tracking, and command services (TT&C) for the Quetzsat-1 (E090020) satellite. Operations will be performed in the following center frequencies: 17793.0 MHz and 17797.0 MHz (Earth-to-space) and 12692.0 MHz, 12693.0 MHz, 12694.5 MHz, and 12698.5 MHz (space-to-Earth). SES-STA-20260513-01310 Universal Space Network, Inc. Date filed: 2026-05-13 Special Temporary Authority Universal Space Network, Inc. requests a special temporary authority for 180 days to operate its satellite earth station located in Naalehu, HI to provide launch and early orbit phase (LEOP) support to the Galileo L15 satellites (GSAT0231) and (GSAT0229), operated by European Space Agency, in the 2040.399 MHz, 2048.877 MHz, and 2051.703225 MHz (Earth-to-space), and 2215.818 MHz, 2225.025 MHz, and 2228.094000 MHz (space-to-Earth) center frequencies. SES-STA-20260805-02163 Universal Space Network, Inc. Date filed: 2026-08-05 Special Temporary Authority Universal Space Network Inc. requests an additional 180-day special temporary authority (STA) to operate its fixed earth station in North Pole, AK to provide telemetry, tracking, and command (TT&C) and routine operations support for the non-geostationary orbit (NGSO) Sentinel-1D satellite, operated by the European Space Agency (ESA) at the 2075.65 MHz (Earth-to-space), and 2254.1 MHz (space-to- Earth) center frequencies. SES-STA-20260716-02045 E250002 SES Americom, Inc. Date filed: 2026-07-16 Special Temporary Authority Note: This STA is going back on AFFPN due to an administrative error. SES Americom, Inc. requests a 180-day special temporary authority (STA) to operate its 250 ThinKom KA2517 earth stations aboard aircraft (ESAA) terminals on domestic and international flights to communicate with the SES-17 (S3043) and AMC-15 (S2180) satellites. Operations will be performed in the 28.35–28.6 GHz and 29.5–30.0 GHz (Earth-to-space) and 17.8–18.8 GHz, 19.3–19.4 GHz, and 19.6–20.2 GHz (space-to- Earth) frequency bands. For more information concerning this Notice, contact the Space Bureau/ Earth Station Licensing Division at 202-418-0719. Page 7 of 7

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