SpaceX Seeks Access to 80,000 US Cell Sites for Wireless Network, Bloomberg News Reports
SpaceX is negotiating with tower operators for access to 80,000 sites, a move analysts say could cost more than $80 billion.
- On October 9, SpaceX purchased nationwide 800 MHz spectrum from investment firm Grain Management for nearly $8 billion, calling the deal a "critical next step" for Starlink Mobile.
- SpaceX plans a hybrid architecture combining satellites with terrestrial antennas to connect devices "indoors, outdoors, in cellular dead zones, and everywhere in between."
- Julie Zhu, a research analyst at MoffettNathanson, said, "It's just hard to imagine that this is all going to get done within a decade," noting the big three spent about $650 billion through 2023.
- Shares of major carriers fell sharply following the news: T-Mobile dropped 13.3%, AT&T 9.8%, and Verizon 8.8%, while TD Cowen analysts estimated building a network requires more than $80 billion.
- SpaceX has regulatory authorization for up to 15,000 Starlink Mobile satellites, though analyst Anshel Sag of Moor Insights & Strategy warned, "There are too many pitfalls for satellite to be the only source of data.
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SpaceX Targets 80,000 US Cell Sites, Intensifying Mobile Carrier Battle | 🔬 LatestLY
SpaceX is reportedly negotiating for access to over 80,000 US cell sites, indicating a major strategic push to become a national mobile carrier. This move complements its Starlink Direct to Cell service, offering a hybrid satellite-terrestrial network to challenge Verizon, T-Mobile, and AT&T. Recent FCC approvals for 15,000 direct-to-device satellites and. 🔬 SpaceX Targets 80,000 US Cell Sites, Intensifying Mobile Carrier Battle.
He is in discussions with at least one major telecommunications infrastructure company to achieve this goal, according to people familiar with the issue
SpaceX is getting more serious about becoming the fourth carrier the US needs
Credit: Hadlee Simons / Android Authority TL;DR SpaceX is reportedly in talks with at least one major network infrastructure provider as part of plans for Starlink Mobile. The company was apparently in talks with these providers as part of a goal to secure at least 80,000 cell sites in the US. For what it’s worth, T-Mobile reportedly claimed a year ago that it had over 82,000 towers. SpaceX confirmed earlier this year that it intended to get in…
AT&T, Verizon, T-Mobile Shares Slip As SpaceX Reportedly Holds Cell Tower Talks For Starlink Mobile
The report of SpaceX’s talks with key cell tower companies comes just weeks after Musk’s company secured a deal to acquire nationwide low-band wireless spectrum.
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