Post
橙子Joyce
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Bullish🚀 SpaceX Looks to Acquire Nationwide Low-Frequency Spectrum, Directly Challenging Ground Telecommunications Giants
On Thursday, SpaceX announced it has reached an agreement to acquire a portfolio of 800MHz low-band spectrum assets nationwide (up to 14MHz of bandwidth) held by digital infrastructure investment company Grain Management, further paving the way for Starlink to become the United States’ leading mobile operator. In response to the news, SpaceX rose about 2.5% after the close, while traditional telecom giants AT&T, Verizon, and T-Mobile all collectively plunged more than 7% after the close.
💡 Key Advantages and Shifts in the Industry Landscape:
Technically Fill the Gaps: Starlink’s existing 2GHz mid-band provides large capacity and high bandwidth, while the newly acquired low-frequency spectrum will significantly improve signal penetration and indoor coverage. Combined with satellite high-band capacity, Starlink can reduce its reliance on traditional terrestrial cell towers.
Direct Competition with the Traditional Titans: D2D (device-to-device) communications are evolving from providing supplemental service for blind spots in remote areas into a commercial competitive offering that can potentially fully replace terrestrial cellular networks. Previously, T-Mobile, AT&T, and Verizon had formed satellite communication joint ventures (with SpaceX not involved). SpaceX’s move signals that it is accelerating an independent build-out, freeing itself from dependence on traditional carriers.
Policy Tailwinds Compound: The FCC is set to vote on multiple proposals in October. It plans to auction and open more spectrum supporting satellite direct-to-device (D2D) services, and industry players such as SpaceX and Amazon are expected to continue benefiting.
As SpaceX’s core profitable business following its record-breaking IPO in June this year with a valuation of over $2 trillion, Starlink is reshaping the global and U.S. communications market.
—————————————————————————We continue to invest in SPCX, MU, SOXL, AMZN, NVDA, and GOOG on the Binance exchange
$SPCX.US
$NVDA.US
$GOOG.US
On Thursday, SpaceX announced it has reached an agreement to acquire a portfolio of 800MHz low-band spectrum assets nationwide (up to 14MHz of bandwidth) held by digital infrastructure investment company Grain Management, further paving the way for Starlink to become the United States’ leading mobile operator. In response to the news, SpaceX rose about 2.5% after the close, while traditional telecom giants AT&T, Verizon, and T-Mobile all collectively plunged more than 7% after the close.
💡 Key Advantages and Shifts in the Industry Landscape:
Technically Fill the Gaps: Starlink’s existing 2GHz mid-band provides large capacity and high bandwidth, while the newly acquired low-frequency spectrum will significantly improve signal penetration and indoor coverage. Combined with satellite high-band capacity, Starlink can reduce its reliance on traditional terrestrial cell towers.
Direct Competition with the Traditional Titans: D2D (device-to-device) communications are evolving from providing supplemental service for blind spots in remote areas into a commercial competitive offering that can potentially fully replace terrestrial cellular networks. Previously, T-Mobile, AT&T, and Verizon had formed satellite communication joint ventures (with SpaceX not involved). SpaceX’s move signals that it is accelerating an independent build-out, freeing itself from dependence on traditional carriers.
Policy Tailwinds Compound: The FCC is set to vote on multiple proposals in October. It plans to auction and open more spectrum supporting satellite direct-to-device (D2D) services, and industry players such as SpaceX and Amazon are expected to continue benefiting.
As SpaceX’s core profitable business following its record-breaking IPO in June this year with a valuation of over $2 trillion, Starlink is reshaping the global and U.S. communications market.
—————————————————————————We continue to invest in SPCX, MU, SOXL, AMZN, NVDA, and GOOG on the Binance exchange
$SPCX.US
$NVDA.US
$GOOG.US
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