SpaceX poses a serious challenge to major wireless carriers while AST SpaceMobile secures new satellite service agreements with AT&T and Verizon.

The entities involved

• SpaceX →

  American private aerospace company

  • Merlin.01, built on the NewSat platform, was launched aboard a SpaceX mission, with HEO accessing Satellogic images.14:12
  • SpaceX is expanding its operational base in Texas while deepening partnerships with major tech companies like Intel, Nvidia, Tesla, and Google.12:49
• AST SpaceMobile →

  American satellite manufacturer

  • AST SpaceMobile is deploying new satellites (BlueBird 8, 9, 10) for network expansion, pending FCC authorization.02:04
  • Hardware for AST SpaceMobile arrived at Cape Canaveral on October 12, 2026.02:04
• AT&T →

  American multinational conglomerate

  • AT&T plans to relocate its corporate headquarters to Plano, Texas.02:09
  • AT&T is acquiring Lumen's fiber business, while also expanding its nationwide fiber network and competing with Verizon.Mon 19:27

Related events

• FCC offers spectrum opportunities to SpaceX while SpaceX seeks MVNO agreements with AT&T and Verizon.Jul 3
• SpaceX is planning to build a terrestrial mobile network in the United States, potentially utilizing Starlink products.Jul 2
• SpaceX acquired spectrum from EchoStar, advancing its strategy to challenge traditional wireless carriers like Verizon and AT&T.Fri 06:30
• AST SpaceMobile, SpaceX, and L3Harris are all exposed to the competitive and volatile space industry, with AST SpaceMobile shares dropping since the SpaceX IPO.Sep 7
• SpaceX acquired spectrum from T-Mobile (which included Sprint) to advance its Starlink Mobile service.Sat 00:14