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Investing.com -- U.S. wireless stocks tumbled Tuesday after SpaceX signaled plans to build a full-fledged mobile service, raising the prospect that Starlink could eventually compete directly with Verizon, AT&T and T-Mobile.
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.
AT&T and Verizon anchor ASTS’ U.S. strategy, while its broader network includes nearly 60 carrier partners covering more than 3 billion subscribers.
SpaceX's ambition to build a full-fledged mobile service rattled investors in the U.S. wireless sector, as the company outlined plans that could eventually pit Starlink against industry leaders Verizon, AT&T and T-Mobile. SpaceX acquired 65 megahertz of wireless spectrum licenses from EchoStar for a total of $19.6 billion through two deals announced last year, giving Starlink airwaves to expand into mobile services. "The spectrum that we purchased from EchoStar does have terrestrial components, so we definitely intend to build out terrestrial," SpaceX President Gwynne Shotwell said during a post-earnings call on Tuesday.
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.
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.
T-Mobile, which has more than 143 million U.S. wireless customers, ruffled some feathers last week when its network went down nationwide. The company is now taking steps to make it right by rolling out generous offers to keep customers happy. On July 27, a swarm of T-Mobile customers took to ...
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.
Major US carriers, including T-Mobile US, have jointly enabled a new SIM-anchored cryptographic authentication technology aimed at reducing AI-driven digital fraud. The rollout shifts verification closer to the mobile network level and moves away from traditional SMS-based authentication methods. The initiative positions carriers as more active participants in digital identity security for both consumers and enterprises. T-Mobile US, NasdaqGS:TMUS, is taking part in this carrier-level...
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...
As is the case with all mobile carriers, T-Mobile US Inc. (NASDAQ:TMUS)’s story also revolves around the firm’s subscriber base. More subscribers mean more revenue and happy investors. On this front, the firm’s shares closed a strong 10.7% lower on July 23rd. The dip came after the firm’s second quarter earnings report. Among other factors, […]
T-Mobile’s U.S. leadership has told Deutsche Telekom that it no longer backs the transaction, Semafor reported.
Consumer stocks were mixed late Friday afternoon, with the State Street Consumer Staples Select Sect
Investing.com -- T-Mobile's US executives informed Deutsche Telekom that they no longer support a proposed $300 billion merger between the two companies, Semafor reported Friday, citing people familiar with the matter.
Consumer stocks were mixed Friday afternoon, with the State Street Consumer Staples Select Sector SP
The company still reports the numbers it used to lead with, but the case out front now rests on a payoff much further away.
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.
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.
AT&T, Verizon, and T-Mobile took a beating on Wednesday as investors braced for an orbital clash with Elon Musk. Shares of AT&T (NYSE: T) and Verizon (NYSE: VZ) both fell 4%, while T-Mobile (NASDAQ: TMUS) slid 2%, following a Semafor report that SpaceX is plotting a direct assault on the U.S. wireless oligopoly. The rocket titan is actively hunting urban-grade spectrum—either by snapping up rivals or crashing next year’s federal auction—to build out dense coverage in major cities. The selloff hi
Two trading sessions reached opposite conclusions about the same report. One of them had the better argument.
Major outage disrupted T-Mobile US mobile service for thousands of customers across the US. The issue affected both T-Mobile and providers that rely on its network. Service reliability and customer experience were impacted while the outage was being addressed. T-Mobile US, listed as NasdaqGS:TMUS, is a nationwide wireless operator that relies on consistent network uptime to support its core business. A disruption of this scale can draw attention to how critical infrastructure is managed,...
The telecom industry is entering the next era powered by 5G. Global 5G subscriptions surpassed 3 billion in the first quarter of 2026, and the figure is projected to hit 6.4 billion by the end of 2031. In North America, 5G penetration has surpassed 79%. With the initial land grab for 5G coverage complete, the […]
American Tower (NYSE:AMT) raised its full-year 2026 outlook for the second time this year after reporting second-quarter growth in tower leasing and record leasing activity at its CoreSite data center business. President and CEO Steve Vondran said the company’s performance was supported by “robust
Customer service can be a competitive differentiator, but the companies need to be careful about taking CX metrics as a forecast for future growth.
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Growth & Income Fund”. A copy of the letter is available to download here. The second quarter of 2026 was driven by a sharp rally in AI-related stocks, although gains were concentrated in highly cyclical semiconductor, memory and optical companies. The S&P 500 […]
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