Posted Jun 26, 2026 at 6:49 AM UTCTExternal LinkSpaceX might compete directly with AT&T, T-Mobile, and Verizon.President and COO Gwynne Shotwell has apparently told investors that SpaceX plans to launch a new terrestrial Starlink service that would sell mobile contracts directly to individuals in the US — a threat that could extract better revenue-sharing deals from its current telecom partners. Analysts think a T-Mobile acquisition makes sense to accelerate the move and solve SpaceX’s spectrum deficit issue.Follow topics and authors from this story to see more like this in your personalized homepage feed and to receive email updates.Thomas Ricker
SpaceX might compete directly with AT&T, T-Mobile, and Verizon.
President and COO Gwynne Shotwell has apparently told investors that SpaceX plans to launch a new terrestrial Starlink service that would sell mobile contracts directly to individuals in the US — a threat that could extract better revenue-sharing deals from its current telecom partners. Analysts think a T-Mobile acquisition makes sense to accelerate the move and solve SpaceX’s spectrum deficit issue. [Link: Elon Musk’s SpaceX plans Starlink mobile push into US consumer market | https://www.ft.com/content/42af0f15-3aa9-49b7-b429-4a39540af03e?syn-25a6b1a6=1 | Financial Times]
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