SpaceX is coming for T-Mobile, AT&T and Verizon

Aug 05, 2026 01:50 PM - 2 hours ago 2

SpaceX is preparing to build a terrestrial mobile web to “acquire rather a few” of the customers now subscribed to T-Mobile, AT&T, and Verizon. The connection to compete head-to-head pinch the US carriers was delivered by SpaceX president Gwynne Shotwell and CEO Elon Musk during the Q&A section of the company’s first net call.

“The spectrum that we purchased from EchoStar does person terrestrial components, truthful we decidedly intend to build retired the terrestrial component,” said Shotwell. “You will person not only the capacity from the satellites themselves, but you will person a buildout of the terrestrial, fundamentally the hardware and systems basal to make a existent mobile work precisely what you want it to be.”

SpaceX already operates a direct-to-device work dubbed “Starlink Mobile.” It augments bearer networks — for illustration T-Mobile, successful the US — by providing constricted messaging and information successful cellular dormant zones. The work will beryllium “100 times better,” according to Shotwell, erstwhile it starts leveraging the bandwidth acquired from EchoStar and next-generation Starlink Mobile (V2) satellites that “will commencement flying adjacent year.”

SpaceX only acquired 65 megahertz of spectrum from EchoStar which pales successful comparison to the spectrum each of the Big 3 wireless carriers holds successful the US. To build a nationwide network, it either needs to get much spectrum aliases get imaginative pinch really it deploys crushed infrastructure. To that end, Shotwell teased immoderate “great and caller ideas” for really it could build a ground-based web efficiently:

Let maine springiness a small hint. And that is you could put a guidelines station, a cellular guidelines position connected the cogwheel that holds a Starlink broadband dish. So you tin person benignant of these small femtocells astir the country, and you deploy that arsenic you request it.

At which constituent Elon Musk chimed in:

Yeah, that constituent is astir apt worthy conscionable a fewer much words, because this is rather an important point. Instead of having to deploy these very costly and difficult to locate, ample cellular guidelines stations, we consciousness reasonably assured that we tin deploy a ample number of mini stations. Essentially, they’re really conscionable Starlink dishes that besides supply connectivity successful the mobile spectrum bands, and person them beryllium each complete the place.

The Starlink antennas are located connected the roofs of houses and businesses, truthful they’ve sewage benignant of a clear position for providing connectivity straight to cellphones connected the ground. Providing connectivity, that is, we think, astir apt amended and higher bandwidth than what is presently disposable from cellular providers. This is an important point.”

SpaceX’s larger ambitions had been rumored during the run-up to its IPO, pinch Shotwell telling investors of plans to waste mobile contracts straight to individuals successful the US.

The US wireless marketplace — dominated by AT&T, T-Mobile, and Verizon — is estimated to beryllium worthy astir $600 cardinal annually, according to Shotwell, and SpaceX is coming for its portion of the pie. “I expect america to beryllium capable to get rather a fewer of their customers because I deliberation our work will beryllium better,” said Shotwell.

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