A Starlink Mobile está chegando – e as grandes telecoms sentiram
A SpaceX comprou ontem um portfólio de licenças de espectro de baixa frequência que deve viabilizar a Starlink Mobile como uma operadora nos EUA, assustando as incumbentes. As ações da Verizon, T-Mobile e AT&T recuaram 6% depois da notícia, enquanto os papéis de empresas de infraestrutura terrestre como Crown Castle e American Tower subiram 9% e 6%, respectivamente.
Starlink Mobile, a satellite internet service from SpaceX, is set to enter the United States telecom market with the purchase of a low-frequency spectrum license portfolio. This development has caused concern among established telecom companies such as Verizon, T-Mobile, and AT&T, whose stocks have dropped by 6% following the news.
The licenses, purchased from thematic VC Grain Management, cover the entire national spectrum up to 14 MHz in the 800 MHz range. SpaceX claims this "privileged low-frequency spectrum" will position Starlink Mobile as a major mobile phone operator in the U.S., despite current customer counts of over 100 million for Verizon, T-Mobile, and AT&T.
Analyst Citi notes that incumbent companies still have a solid short-term outlook due to the "lengthening device substitution cycle and lower customer churn." However, SpaceX's new venture can now claim to leverage terrestrial and satellite technologies to deliver high-speed mobile broadband to American customers. The growing demand for mobile telephony and satellite communication, coupled with a shrinking available spectrum, is expected to make the market more competitive.
As of now, SpaceX's market valuation stands at $2.2 trillion, while Verizon, T-Mobile, and AT&T are valued at $180 billion, $168 billion, and $156 billion, respectively.
Written by urgent.news from Brazil Journal's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
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