AT&T CEO John Stankey rejects MVNO partnership with SpaceX Starlink

11 articles · Updated · Barron's · Apr 28

Stankey stated during AT&T’s April 22 earnings call that he does not see value in an MVNO deal with Starlink, emphasizing AT&T’s goal of reaching over 60 million fiber homes by 2030.
The rejection highlights AT&T’s focus on its own network expansion, while SpaceX’s Starlink, with over 10 million customers and 11,000 satellites, continues to grow and prepare for a midyear IPO.
Analysts note SpaceX could still pursue strategies to increase leverage in future negotiations, as its expanding spectrum holdings and upcoming IPO raise new questions for the wireless industry.

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