Update: SpaceX picks Qualcomm to build Starlink Mobile's nationwide 5G network
Qualcomm CEO Cristiano Amon tells investors the SpaceX deal's revenue lands mostly in fiscal 2028, calling it the start of a relationship with "tremendous po...
Qualcomm CEO Cristiano Amon tells investors the SpaceX deal's revenue lands mostly in fiscal 2028, calling it the start of a relationship with "tremendous po...

Per Höttges: SpaceX would need years and roughly $200 billion to build a US network able to compete with incumbent carriers.
T-Mobile's own SEC filing confirms it received $2.9 billion cash plus $690 million in spectrum for the Grain sale, is entitled to 50% of Grain's further gain...

SpaceX taps Qualcomm's Dragonwing radios to build Starlink Mobile's nationwide US 5G network, with rollout starting in 2027.
SpaceX is negotiating to buy or lease Boost Mobile's network from EchoStar for Starlink Mobile, per the Washington Post.

Per Boost Mobile founder Peter Adderton: AST SpaceMobile "needs to pivot, and pivot FAST" against SpaceX's wireless push.
The FCC's own drone order confirms SpaceX's Grain spectrum transfer is still pending and that the agency expects drones and Starlink Mobile to coexist with t...
SpaceX tells the FCC that T-Mobile's proposed interference protections would create 400 km buffer zones cutting millions off from direct-to-cell service, acc...

Per telecom analyst William Webb: SpaceX may need another $120-130 billion to compete head-on with T-Mobile, AT&T and Verizon.
The FCC's Oct. 29 vote opened a formal rulemaking rather than granting the spectrum outright, leaving the carriers' band-exclusion request undecided during a...
American Tower's CEO says the company expects to be a top tower vendor if Starlink builds out a US network, the second tower operator after Crown Castle to c...

Canada's Terrestar signed an MOU to interwork its CaStar constellation with Viasat and Space42's Equatys D2D platform.

Per T-Mobile CEO Gopalan: satellite service offers no "incremental TAM," so there is "no room" for an MVNO with SpaceX.
CTIA filed a formal 10-page petition on Oct. 22 quantifying the disputed bands at 290 MHz, about 60% of the FCC's 482 MHz proposal, and citing new T-Mobile i...
The FCC approves the transfer of Globalstar's satellite licenses to Amazon, clearing a key regulatory condition toward the deal's expected 2027 close.
The FCC approved transferring Globalstar's satellite licenses to Amazon, clearing the way for their $11.57 billion merger.

SpaceX's Oct. 23 FCC filing urges adding the lower 900 MHz band to its draft satellite-to-phone rules, backing NextNav's spectrum bid.

Per Schulman: SpaceX needs 4-6 years and $300-500B to rival Verizon in wireless; Musk says 2-3 years.

Starlink Mobile launched nationwide in Brazil via Vivo, reaching 50 million eligible customers; 7 million phones already connected.

The FCC approved transferring three unbuilt AWS-3 licenses from Tristar to SpaceX for its direct-to-device network, waiving reauction.

SpaceX is negotiating with tower companies including Crown Castle for access to at least 80,000 US cell sites, Bloomberg reports.
AT&T and AST SpaceMobile completed the industry's first terrestrial-to-satellite cellular handoff, with beta testing next.

Carriers' trade group CTIA met FCC leadership Oct. 20 seeking to strip two bands from an Oct. 29 satellite-spectrum vote.
Deutsche Telekom, Orange, Telefónica and Vodafone sign a letter of intent to jointly bid for European 2 GHz satellite spectrum.
The FCC cleared Globalstar's 48-satellite C-3 constellation to operate nationwide for direct-to-device smartphone connectivity.

US ambassador to the EU Andrew Puzder warns of "devastating" retaliation if Brussels reserves 2 GHz satellite spectrum for European firms.
Per ESPI's Elisabeth Clemmons: reserving 2 GHz spectrum for EU firms isn't enough without a full European D2D supply chain.
Reuters reports, citing a Wall Street Journal account of people familiar with the matter, that the spectrum deal is valued at about $8 billion.

Banglalink became the first operator in South Asia to launch Starlink Mobile, aimed at emergencies and dead zones.

Conatel gave Starlink a general license plus seven Ku-band concessions to operate across Venezuela, per El Nacional and Reuters.

Brazil's ANATEL granted Starlink 15+15 MHz of S-band spectrum for direct-to-cell service, half of what it requested.

SpaceX will acquire 14 MHz of nationwide low-band spectrum to give Starlink Mobile indoor coverage, pending FCC approval.

T-Mobile quietly dropped Starlink and SpaceX branding from its T-Satellite homepage, days after launching a rival satellite joint venture.
The FCC approved 15,000 next-gen Starlink Mobile satellites and waived SpaceX's need to lease spectrum from a carrier.

The three carriers finalized the direct-to-device JV first announced in May, naming Paul Roth interim CEO.

Sateliot deployed five more 5G NTN IoT satellites on a SpaceX rideshare, bringing its constellation to eleven.

Ecuador's state carrier CNT switched on Starlink's direct-to-cell service, branded SatPower, reaching 82.4% of national territory at launch.
Per Axios: AT&T CEO Stankey calls SpaceX's Starlink cellular plan "not a viable strategy," citing cost and legal hurdles.

Starlink Mobile direct-to-cell service went live nationwide in Kazakhstan through a Beeline carrier partnership, backed by the government.

Airtel Africa launched Starlink's direct-to-device service in Uganda, its second African market after the DRC, per Space in Africa.
The FCC accepted the companies' license-transfer applications for filing on September 16, opening a public-comment period running through November 9, per Sto...

Hubble Network raised $200 million and opened its satellite-Bluetooth network to all BLE devices.

The FCC granted SpaceX global facilities-based and resale authority to carry Starlink Mobile traffic between the US and foreign markets.

Viasat and Space42 formally establish Equatys, a shared direct-to-device satellite venture, with up to $1 billion in equity.

KDDI signed with SpaceX for next-generation Starlink Mobile V2 service, which it calls Asia's first such contract.

SES will use Elveo's D2D tech for European mobile roaming and the two will build LEO D2D satellites in Europe.

Elveo Mobile partnered with Apex to stand up a dedicated U.S. factory for its planned 320-satellite direct-to-device constellation.

Iridium, Deutsche Telekom IoT and Toyota sent a voice message from a car over Iridium's satellite network for the first time.
Eclipse Space, founded by former SpaceX engineers, unveiled three satellite platforms for customer-owned constellations.

ST Engineering iDirect piloted its INT3000 modem, which supports both 5G NR-NTN and existing DVB satellite waveforms in one device.
Via Satellite reported separately that Deutsche Telekom is the first operator to sign for Starlink Mobile V2, which SpaceX plans to deploy across 10 European...

4iG and SpaceX signed Europe's first Starlink Mobile and Sovereign Solutions agreements, launching in Hungary and Albania.

Open Cosmos becomes an approved provider on the UK's £8 billion TacSys defence-communications framework.

Per SatNews: MDA Space is applying its software-defined AURORA satellite platform to the direct-to-device market, targeting 2027 deliveries.

Astrum Space is merging with SPAC Black Spade Acquisition III at a roughly $1 billion valuation.

SpaceX's Starlink filed a fresh Gen 2 constellation application with India's IN-SPACe after regulators rejected its first bid.

Seraphim Space Investment Trust put a further $30 million into satellite-Bluetooth network operator Hubble Network.

SES deepens its stake in Elveo Mobile, the D2D operator formed from the Lynk/Omnispace merger, to build a multi-orbit D2D offering.

Airtel Africa commercially deployed Starlink's satellite-to-mobile service in the DRC, the first such commercial launch on the continent.

Lynk and Omnispace closed their merger as Elveo Mobile, and investor SES announced an expanded D2D investment and collaboration.

SpaceX opened Starlink orders in Vietnam under a five-year pilot that caps the service at 600,000 subscribers.
AST SpaceMobile's Q2 net loss widened to $230.9 million, driven partly by a $125.9 million write-off tied to the lost BlueBird 7 satellite.
The FCC voted unanimously August 6 to adopt the Notice of Proposed Rulemaking and seek public comment, per Broadband Breakfast, but the adopted item dropped...

The FCC unanimously adopted a rulemaking exploring ~200 MHz of unlicensed Wi-Fi and IoT spectrum for direct-to-device satellite service.
On SpaceX's first earnings call as a public company, COO Gwynne Shotwell said the company 'definitely' intends to build the terrestrial component of a Starli...

SpaceX launched three new Block 2 BlueBird direct-to-cell satellites for AST SpaceMobile from Cape Canaveral.

AST SpaceMobile began active satellite-to-phone service in Japan alongside Rakuten Mobile, its first commercial market outside the US.

Amazon Leo asked the FCC to license 5,105 satellites for direct-to-device service on Globalstar spectrum, starting 2028.

The SEC filing flags possible vertical integration into launch and an advanced-stage Rakuten joint venture for Japan's J-LEO program.

FCC proposes letting Wi-Fi, Bluetooth and IoT devices link directly to satellites across 225+ MHz of unlicensed spectrum.

Space42 and Skylo tested two-way SMS and SOS messaging to standard Android phones via the Thuraya-4 satellite.
On July 6, 2026, Iridium said it completed its acquisition of the remaining 61% of Aireon, the space-based air-traffic-surveillance venture it did not alread...

Rocket Lab agreed to acquire Iridium Communications in a cash-and-stock deal valuing Iridium at about $8 billion enterprise value.
Rocket Lab and Iridium Communications said they signed a definitive agreement for Rocket Lab to acquire all outstanding Iridium common stock, per a joint press release filed as an exhibit to Rocket Lab's 8-K with the SEC on June 29, 2026. Iridium stockholders will receive $27.00 in cash plus Rocket Lab shares under an exchange ratio collared between $67.50 and $112.50, a structure the companies say has a notional value of $54.00 per Iridium share and implies an $8.0 billion enterprise value. Both boards approved the deal unanimously, Rocket Lab has commitments for a $3.6 billion bridge loan from Deutsche Bank and Wells Fargo, and the companies expect to close in mid-2027 subject to Iridium stockholder and regulatory approval. On July 6, 2026, Iridium said it completed its acquisition of the remaining 61% of Aireon, the space-based air-traffic-surveillance venture it did not already own, paying about $367 million to providers in Canada, England, Denmark, Ireland, and Italy, per SpaceNews, consolidating Aireon as a wholly owned subsidiary ahead of the Rocket Lab deal's close. The FCC accepted the companies' license-transfer applications for filing on September 16, opening a public-comment period running through November 9, per Stocktwits; Iridium's shareholders are scheduled to vote on the merger at a special meeting on September 24, per Iridium's definitive proxy filing as reported by TradingView. Rocket Lab CEO Peter Beck said September 22 that Iridium's L-band spectrum, not its satellites, is the deal's core asset: "Spectrum is physics. You can't just magic up spectrum," he said, estimating Rocket Lab could have deployed a comparable constellation for roughly $350 million instead of the deal's $8 billion price, per Stocktwits.

Shotwell confirmed on SpaceX's first earnings call that it will build a terrestrial network for Starlink Mobile using EchoStar spectrum.
Three Block 2 direct-to-cell satellites launched successfully, per AST's release; the prior BlueBird 7 was lost in May.

The FCC approved SpaceX's roughly $17 billion purchase of EchoStar spectrum, with a $2.4 billion escrow condition.

Amazon Leo will absorb Globalstar's satellite fleet and direct-to-device spectrum rights in a deal expected to close in 2027.
Amazon agreed April 14, 2026 to acquire Globalstar for up to $90 per share in cash or Amazon stock, a deal worth roughly $11.6 billion, per Amazon's own release. Globalstar shareholders holding about 58% of voting power approved the deal by written consent. Closing is expected in 2027, subject to regulatory approvals and Globalstar meeting satellite-deployment milestones tied to its HIBLEO-4 replacement constellation, with up to $110 million of downward price adjustment if those milestones are missed, per Amazon and IoT Business News. Amazon said it will use Globalstar's direct-to-device spectrum licenses and more than 30 years of low Earth orbit satellite operations expertise to build a next-generation Amazon Leo direct-to-device system. Globalstar CEO Paul Jacobs said the combination "will advance innovations in digital connectivity," and Apple SVP Greg Joswiak noted Apple and Amazon's existing infrastructure relationship, per Amazon's release. The FCC approved the transfer of Globalstar's licenses to Amazon on Oct. 27, finding no competitive harm and noting the deal would let Amazon Leo offer direct-to-device service to underserved areas and improve emergency communications, per Via Satellite and Light Reading; the commission dismissed a competing bidder's objection due to a separate arbitration dispute.