> As that is reportedly going to cause a noticable increase in their future launch insurance costs.

Interesting speculation...except there's this eyebrow raising P&E footnote buried in their 10-K filing[1; p. F-33]:

>> We generally do not carry commercial launch or in-orbit insurance on any of the satellites that we own and therefore, we will bear the risk associated with any uninsured launch or in-orbit satellite failures.

[1] https://www.sec.gov/Archives/edgar/data/1001082/000155837023...