Veytics Intelligence
2026-10-09 · Yahoo

SpaceX's mobile play: The 'best argument just got weaker' for carriers

SpaceX's (SPCX) move to buy nationwide 800 MHz spectrum closes the biggest technical gap in its bid for a true mobile product. Wall Street believes the pieces are in place for Elon Musk's rocket and satellite company to make the move, but there's still a way to go. The portfolio includes up to 14 MHz of paired low-band spectrum. In itsannouncement, SpaceX said the spectrum "addresses one of the key remaining technical gaps that will pave the way for Starlink Mobile to become a major mobile carrier in the US.

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