Updated
Updated · The Motley Fool · Jul 5
Analysts Float $180 Billion SpaceX-T-Mobile Deal as 6% Spectrum Share Limits Starlink
Updated
Updated · The Motley Fool · Jul 5

Analysts Float $180 Billion SpaceX-T-Mobile Deal as 6% Spectrum Share Limits Starlink

3 articles · Updated · The Motley Fool · Jul 5

Summary

  • $180 billion is the rough price tag analysts attached to a SpaceX acquisition of T-Mobile, arguing Starlink's satellite network and T-Mobile's terrestrial wireless service could create near-constant global internet coverage.
  • 6% of U.S. FCC-licensed spectrum is all Starlink currently holds, and satellite links still lag terrestrial 5G on speed, capacity and congestion—limiting what SpaceX would add for T-Mobile beyond remote-area coverage.
  • AT&T and Verizon already back AST SpaceMobile, so owning T-Mobile could turn SpaceX from neutral infrastructure partner into direct competitor and shut it out of much of the broader mobile market.
  • 12 million direct-to-device customers and 4.6 million additions last year suggest Starlink is growing fast enough organically, while Deutsche Telekom's majority stake and likely antitrust scrutiny add more obstacles than upside.

Insights

Is the T-Mobile merger talk a smokescreen for SpaceX's real plan to become a global mobile carrier from space?
Now valued at over $2 trillion, will SpaceX bypass carriers to connect all phones directly to its satellites?