SpaceX says it plans to enter the US mobile telecom market with a terrestrial cellular network, aiming to compete directly with AT&T, Verizon, and T-Mobile. In discussions tied to its first earnings call and related investor updates, company leaders, including CEO Elon Musk and president Gwynne Shotwell, describe plans to build out ground-based infrastructure supported by spectrum SpaceX acquired from EchoStar.
Multiple outlets report that SpaceX bought 65 MHz of wireless spectrum licenses from EchoStar for $19.6 billion. They say the spectrum includes terrestrial components, which SpaceX intends to use to offer a “true mobile service” rather than relying only on satellite connectivity. The company also discusses ideas such as using many lower-cost base stations paired with Starlink dishes instead of traditional cell towers.
Analysts cited by one outlet note that competing without an MVNO (mobile virtual network operator) arrangement could be difficult because smaller spectrum holdings and reliance on major carriers’ capacity are potential constraints. SpaceX also points to future Starlink Mobile satellite upgrades, with next-generation satellites targeted for 2027 and improved service later that year.