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Traditional U.S. wireless carriers are bracing for aggressive competition as SpaceX plans to expand beyond satellite coverage to build a full-scale terrestrial mobile network.

SpaceX is coming for large U.S. telecom providers. During the company’s first earnings call, SpaceX President Gwynne Shotwell referenced the revenue that AT&T, Verizon Communications and T-Mobile US pull in, and said Starlink would take aim at their subscribers. “I anticipate us to be able to acquire quite a few of their customers because I think our service will be better,” Shotwell said.

Primoris Services (PRIM) delivered earnings and revenue surprises of +22.86% and -0.51%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Shares of T-Mobile, AT&T, and Verizon Communications dipped late Tuesday after SpaceX said it planned to launch a mobile offering in 2027. SpaceX can use its Starlink space-based broadband product to offer service. Shares of T-Mobile were off 1.8% in after-hours trading.

One burns $1.1B in cash annually while the other generates $351.6M, a stark divide in financial health that reshapes the growth-vs.-stability debate.

TMUS lifts its free cash flow outlook after strong subscriber growth, rising service revenue and expanding broadband momentum strengthen quarterly results.

T-Mobile US continues adding subscribers and expanding broadband, but can strong growth keep justifying its premium valuation amid intense wireless competition?

If you're invested in telecoms, you need to put SpaceX's earnings report on your radar. The disruption that SpaceX represents has been a stressor ever since June 12 -- SpaceX's IPO date--when company President Gwynne Shotwell told CNBC that the opportunity for Starlink Mobile was huge. Shares bottomed out near $20 in early July, then recovered as SpaceX started to drop.

Vince Lombardi once said “We didn’t lose the game; we just ran out of time.” Hollywood has seen this movie before, and only a decade ago.

Array Digital, Optimum and AT&T have been highlighted in this Industry Outlook article.

These stocks pay between 4.8% and 7.1% in dividends.

AT&T (NYSE:T), T-Mobile, and Verizon have jointly enabled Glide.id's cryptographic authentication technology at the carrier network level. The collaboration targets rising AI-driven fraud by shifting from SMS-based logins to SIM-anchored cryptographic authentication. This move is intended to support passwordless authentication across services that rely on mobile identity verification. AT&T is one of the largest U.S. telecom companies, with its core business centered on wireless...

AST SpaceMobile targets Aug. 5 for launching BlueBirds 11-13 and will report Q2 earnings Aug. 10, key tests for its satellite constellation amid stock volatility.

AD, OPTU and T are likely to ride long-term gains from 5G momentum and rising demand for wireless connectivity despite near-term headwinds.

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Both companies are unprofitable and burning cash, but their balance sheets and risk profiles tell very different stories for 2026.

One operates a satellite cellular network burning $1.1 billion in cash annually; the other provides lunar infrastructure with a negative equity position.

Companies with more cash than debt often have stronger financial flexibility, making them attractive in uncertain markets. With interest payments less of a worry, these businesses can invest more in growth, innovation, or buybacks and dividends.

SpaceX faces a key earnings test as investors weigh launch progress, AI-related deals and valuation after its recent public market debut.

MasTec (MTZ) delivered earnings and revenue surprises of +1.37% and +1.81%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

AST SpaceMobile burns cash to build satellites while Lockheed Martin generates billions, but one valuation gap hints at where growth investors should look.

The company still reports the numbers it used to lead with, but the case out front now rests on a payoff much further away.

A falling churn rate is quietly doing more for Verizon than any headline contract, and it is why management keeps raising its own guidance.

SPCX heads into its first public earnings report amid a 16.6% post-IPO drop, Starship progress and concerns over valuation, debt and AI expansion.

D-Wave Quantum’s recent past announcement that it was added to the NASDAQ Composite Index followed news that AT&T would expand its use of the company’s quantum computing technology across multiple network operations workflows. AT&T reported cutting a key network optimization workload from about one hour to less than 15 seconds using D-Wave’s annealing-based system, underscoring the technology’s operational impact. Next, we’ll explore how AT&T’s broader adoption of D-Wave’s annealing quantum...

D-Wave's technology keeps impressing the telecom giant, but investors shouldn't jump on board just yet.

Its five-year correlation to the index is low enough that most of its return has been its own story, and over the past year it has tended to move opposite the market.

The revenue shortfall and the record margin came out of the same decision, and management raised its full-year outlook on the strength of it.

AT&T stock has nearly doubled investors' money over the past three years, yet at a recent price of US$23.94 the valuation checks still lean toward the shares looking cheap rather than fully priced in. With the company committing US$23b to fresh spectrum and pushing into quantum supported network optimisation, the market is weighing those investments against what current earnings and cash flows appear to justify. AT&T has delivered a return of 95.4% over the past three years, which puts...

SpaceX is exploring acquisitions and a government spectrum auction as Starlink moves closer to competing with major U.S. wireless carriers, says a Semafor report.