SpaceX has long sought to transform Starlink into a full US mobile carrier. Last month, the company purchased additional spectrum to support this goal. However, a major obstacle remains: T-Mobile's CEO has refused to let Starlink Mobile operate on its network.
Recent reports suggest Elon Musk may circumvent this by acquiring Boost Mobile. According to sources, SpaceX has held recent talks with Boost's parent company, EchoStar, and Musk met with EchoStar chairman Charlie Ergen in October. A potential deal would allow SpaceX to use Boost's network, which leases from AT&T and T-Mobile, enabling service over traditional cell towers in urban areas where satellite signals are weak.
Previously, Musk requested network access from Verizon, AT&T, and T-Mobile, all of whom declined. This creates a regulatory hurdle, as carrier lease agreements typically cannot transfer without the host's permission. Consequently, AT&T and T-Mobile would likely need to approve any SpaceX service via Boost to launch.
In August, SpaceX announced its intent to challenge AT&T, T-Mobile, and Verizon in the US market. During a recent earnings call, CFO Bret Johnsen stated the goal is to "become a major mobile carrier... in the United States." The company views a built-out mobile network as a way to monetize its fleet of over 12,000 satellites. Verizon estimates it would take SpaceX four to six years to build the necessary infrastructure, while Musk claims half that time.
Given Musk's history of timeline shifts, the actual rollout remains uncertain. Verizon and EchoStar declined to comment. SpaceX, AT&T, and T-Mobile did not respond to requests for comment.
Source: GSMArena · Summarized by HeadlinesBriefing