SpaceX agreed on Thursday to buy Grain Management's nationwide 800 MHz spectrum portfolio for Starlink Mobile, pending approval from the FCC. AT&T, Verizon and T-Mobile shares fell after hours on fears that a satellite rival that can reach phones indoors will start a price war.
Perspective Coverage
27 publishers
- Builder
- Builder 24%
- Operator
- Operator 34%
- Investor
- Investor 42%
Reality
- Evidence58
- Adoption
- Not scored
- Hype gap+40
- Incentives62
- Confidence70
FCC commissioners will vote Oct. 29 on auctioning 25MHz for satellite-to-phone service and on taking comment on 482MHz more. A clearing price would test the roughly $302 million a megahertz SpaceX paid EchoStar, by Reuters' figures.
Reality
- Evidence62
- Adoption30
- Hype gap+20
- Incentives65
- Confidence60
T-Mobile cut "with Starlink" from its T-Satellite homepage in the week it, AT&T and Verizon launched a joint venture to pool satellite spectrum. The satellites behind the service are still SpaceX's, under a US exclusivity T-Mobile's CEO says lasts beyond this year.
Perspective Coverage
3 publishers
- Builder
- Builder 20%
- Operator
- Operator 40%
- Investor
- Investor 40%
Reality
- Evidence60
- Adoption25
- Hype gap+15
- Incentives65
- Confidence55
Bloomberg reports Deutsche Telekom, Orange, Vodafone and Telefonica are in early talks about one bid for the European third of the 2 GHz band, a licence that changes hands well before any EU constellation can carry phone traffic.
Reality
- Evidence45
- Adoption10
- Hype gap+25
- Incentives60
- Confidence50
Space42 and Viasat commit $1 billion to satellites in a region that budgets $2.5 billion a year
Gulf space money is moving off government budget lines and onto corporate balance sheets, where Space42's venture with Viasat now sits. KPMG's projection to 2034 is for slower growth than the decade behind it.
Reality
- Evidence45
- Adoption55
- Hype gap+25
- Incentives68
- Confidence52
Lynk and Omnispace close their merger, and the asset that matters is 60MHz of S-band
Elveo Mobile starts life with five satellites in orbit and globally coordinated spectrum. In direct-to-device, the second asset is the harder one to replace.
Reality
- Evidence42
- Adoption34
- Hype gap+38
- Incentives72
- Confidence48