SpaceX takes aim at US wireless carriers with spectrum acquisition
The FCC approved a 15,000-satellite Gen2 network as SpaceX says the low-band airwaves will improve indoor coverage and direct competition with major carriers.
- On Thursday, October 8, 2026, SpaceX announced an agreement to acquire Grain Management's nationwide 800 MHz spectrum portfolio, enabling Starlink Mobile to provide indoor coverage and compete directly with major U.S. carriers pending FCC approval.
- This 14 MHz low-band spectrum addresses a critical technical gap, as low-frequency signals penetrate walls and obstacles far more effectively than mid-band options, solving a major hurdle for Starlink Mobile's indoor service.
- Shares of AT&T, Verizon, and T-Mobile fell 10%, 6.5%, and 7.1% respectively on Friday, while the FCC recently authorized SpaceX to deploy 15,000 next-generation satellites for enhanced network capacity.
- Industry analysts, including UBS analyst John Hodulik, warn that scaling Starlink Mobile's wireless business will take considerable time, noting SpaceX faces a 'very long road' to match incumbent carriers' terrestrial coverage and capacity.
- Pending final FCC approval, SpaceX anticipates service deployments beginning in 2027, planning to combine its satellite constellation with terrestrial infrastructure to deliver high-speed connectivity directly to unmodified devices.
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Kreiszeitung
SpaceX secures frequencies for an estimated eight billion US dollars, Deutsche Telekom loses more than 10 billion euros of stock exchange value. Höttges argues with the grid of today, the stock exchange evaluates the grid of tomorrow.
SpaceX Secures Spectrum Deal to Challenge Major Telecom Carriers, Report Says
SpaceX announced Thursday an agreement to acquire a nationwide low-band spectrum license portfolio, a move the company said will pave the way for Starlink to become a major mobile carrier in the United States, according to a report by ZeroHedge [1]. The deal covers up to 14 MHz of paired low-band spectrum in the 800 MHz band, the report said [1]. The deal is intended to support a mobile broadband service that would compete with established wirel…
US stock markets ended the week with gains: the NASDAQ rebounded 0.64 percent after Thursday's decline, while the S&P 500 rose 0.59 percent.
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