SpaceX's Starlink Mobile Plans to Take 'Quite a Few' T-Mobile, Verizon, AT&T Customers [CORRECTED]
Key takeaways
- SpaceX's Starlink Mobile plans to revolutionize the US wireless market with a direct-to-phone service that could acquire a significant number of customers from the big three carriers.
- 65 MHz of bandwidth available to SpaceX through the EchoStar spectrum deal
- 10x the number of satellites
- $600 billion annual revenue of the big three US carriers
What happened
SpaceX's Starlink Mobile plans to offer a direct-to-phone service with improved capabilities, leveraging 65 MHz of bandwidth from the EchoStar spectrum deal.
Why it matters
The upgraded network will support voice and video calls over Signal and WhatsApp, eliminate dead zones, and provide better reliability during natural disasters. SpaceX aims to acquire a significant number of customers from the big three US carriers, AT&T, Verizon, and T-Mobile, which have a combined revenue of $600…
Short-term and longer-term
Short-term. Over the next day or two, watch SpaceX's Starlink Mobile after the open: does the first move hold, and do other companies in the same business move with it.
Longer-term. Over the next few months, the question for SpaceX's Starlink Mobile is whether this changed the longer case, or it is one event in a longer story.