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Starlink Spectrum Deal Threatens AT&T, T-Mobile, and Verizon

Ars Technica •
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SpaceX has acquired 10 MHz of nationwide mid-band spectrum from T-Mobile to launch Starlink Mobile, aiming to outcompete major US carriers. The deal, part of a broader strategy, allows SpaceX to use T-Mobile’s spectrum for direct-to-device satellite service. CEO Elon Musk plans to deploy small base stations and use Starlink antennas on rooftops to enhance connectivity.

The FCC recently approved SpaceX’s application to launch up to 15,000 next-generation satellites, which will offer over 100 times the bandwidth of current models. These V2 satellites will support unmodified devices globally and integrate with existing Starlink gateway networks. SpaceX aims to provide reliable service indoors, outdoors, and in dead zones by late 2027, with thousands more satellites launched by 2028.

Stock prices for AT&T, T-Mobile, Verizon, and AST Space Mobile dropped following the announcement.

Source: Ars Technica · Summarized by HeadlinesBriefing