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$ASTS $SPCX:🚨 SPACEX CFO BRET JOHNSEN DISCUSSES PLAN TO ROLL OUT STARLINK MOBILE GLOBALLY TO COMPETE WITH MNOS OVER THE NEXT 2 YEARS + Starlink is focused on "attacking terrestrial markets" from space + Starlink Mobile will become "table stakes" and “others (MNOs)” will have to come up with... show more

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SpaceX has released an updated Starlink Mobile website, along with a new video and coverage map that shows where the service is currently available and where it's coming soon. Starlink Mobile: • Available on 40+ apps and on 100+ devices. Future service will offer video calls, streaming, emails and more. • 32+ countries (covering 1.7+ billion people) • The next generation of Starlink Mobile satellites - V2 - will deliver full cellular coverage to "places never thought possible via the highest performing satellite-to-mobile network ever built." • V2 Starlink Mobile satellites will use custom SpaceX-designed silicon and phased array antennas. The satellites will support thousands of spatial beams and higher bandwidth capability, enabling around 20x the throughput capability as compared to a first-generation satellite. • V2 will enable full 5G cellular connectivity with a comparable experience to current terrestrial service. Site:

SpaceX has released an updated Starlink Mobile website, along with a new video and coverage map that shows where the service is currently available and where it's coming soon. Starlink Mobile: • Available on 40+ apps and on 100+ devices. Future service will offer video calls, streaming, emails and more. • 32+ countries (covering 1.7+ billion people) • The next generation of Starlink Mobile satellites - V2 - will deliver full cellular coverage to "places never thought possible via the highest performing satellite-to-mobile network ever built." • V2 Starlink Mobile satellites will use custom SpaceX-designed silicon and phased array antennas. The satellites will support thousands of spatial beams and higher bandwidth capability, enabling around 20x the throughput capability as compared to a first-generation satellite. • V2 will enable full 5G cellular connectivity with a comparable experience to current terrestrial service. Site:

Sawyer Merritt

196,019 Aufrufe • vor 6 Monaten

Banglalink is partnering with Starlink Mobile to bring direct-to-device satellite connectivity to Bangladesh. The agreement will integrate Starlink’s satellite connectivity in remote areas with Banglalink’s terrestrial coverage. Hear more from Banglalink CEO Johan Buse:

Banglalink is partnering with Starlink Mobile to bring direct-to-device satellite connectivity to Bangladesh. The agreement will integrate Starlink’s satellite connectivity in remote areas with Banglalink’s terrestrial coverage. Hear more from Banglalink CEO Johan Buse:

VEON

1,244,169 Aufrufe • vor 5 Monaten

If there is one thing that is abundantly clear after SpaceX's Q2 earnings call, it's that people are sleeping on Starlink Mobile. The potential of this business if vastly under-appreciated, and I think it will disrupt the legacy carriers in a way that most people aren't expecting. Just like what we saw with Hughnet after Starlink Residential launched, and with Viasat after Starlink Aviation launched, these legacy mobile companies will start to bleed users when these next-gen sats come online. Sounds like Starlink Mobile will have a reliable terrestrial service, even in urban areas, thanks to the use of base stations from existing Starlink dishes, lowering Capex spend on SpaceX's part.

If there is one thing that is abundantly clear after SpaceX's Q2 earnings call, it's that people are sleeping on Starlink Mobile. The potential of this business if vastly under-appreciated, and I think it will disrupt the legacy carriers in a way that most people aren't expecting. Just like what we saw with Hughnet after Starlink Residential launched, and with Viasat after Starlink Aviation launched, these legacy mobile companies will start to bleed users when these next-gen sats come online. Sounds like Starlink Mobile will have a reliable terrestrial service, even in urban areas, thanks to the use of base stations from existing Starlink dishes, lowering Capex spend on SpaceX's part.

Sawyer Merritt

121,137 Aufrufe • vor 1 Monat

Starlink Mobile just hit 32+ countries - covering 1.7 BILLION people with satellite-to-mobile connectivity Direct satellite → your phone 🛰️ No WiFi. No hotspot. No terrestrial cell tower Video calls without a satellite dish. Just your existing phone Deserts, oceans, mountains - Starlink is clearing dead zones left on Earth. Anywhere you go, you will have a signal 🌍

Starlink Mobile just hit 32+ countries - covering 1.7 BILLION people with satellite-to-mobile connectivity Direct satellite → your phone 🛰️ No WiFi. No hotspot. No terrestrial cell tower Video calls without a satellite dish. Just your existing phone Deserts, oceans, mountains - Starlink is clearing dead zones left on Earth. Anywhere you go, you will have a signal 🌍

X Freeze

24,039 Aufrufe • vor 6 Monaten

BREAKING: Cathie Wood says SpaceX could eventually become a global telecom provider. In the short term, SpaceX may partner with mobile carriers worldwide. But in the long term, she expects it to offer connectivity directly to consumers at a much lower cost as Starlink scales globally.

BREAKING: Cathie Wood says SpaceX could eventually become a global telecom provider. In the short term, SpaceX may partner with mobile carriers worldwide. But in the long term, she expects it to offer connectivity directly to consumers at a much lower cost as Starlink scales globally.

DogeDesigner

164,823 Aufrufe • vor 2 Monaten

BREAKING: SpaceX CFO Bret Johnsen hints that Starlink’s next-generation mobile network will bring full 5G directly from space. SpaceX plans to launch the new direct-to-device satellites throughout 2027 and turn on the service in the first half of 2028. “We’re planning to fly the satellites next year and have the capability to turn on service first half of ’28. The next version of this, what we’re gonna start flying next year with the satellites, is full 5G quality service.”

BREAKING: SpaceX CFO Bret Johnsen hints that Starlink’s next-generation mobile network will bring full 5G directly from space. SpaceX plans to launch the new direct-to-device satellites throughout 2027 and turn on the service in the first half of 2028. “We’re planning to fly the satellites next year and have the capability to turn on service first half of ’28. The next version of this, what we’re gonna start flying next year with the satellites, is full 5G quality service.”

DogeDesigner

78,387 Aufrufe • vor 13 Tagen

Here is the full talk from SpaceX CFO Bret Johnsen (Bret Johnsen) at todays Goldman Sachs Communacopia and Technology Conference. Some interesting highlights: 04:31 - Flight 14 later this month is the first revenue Starship flight 06:13 - First orbital compute satellites next year, scaling hard into 2028 10:02 - On track for $100B ARR by year-end (annualizing December) 10:12 - Closed another hosting deal earlier this month worth 1.11B a month 29:39 - Direct-to-device satellites next year, service on in 1H 2028 30:41 - Next Starlink mobile is full 5G-quality from space

Here is the full talk from SpaceX CFO Bret Johnsen (Bret Johnsen) at todays Goldman Sachs Communacopia and Technology Conference. Some interesting highlights: 04:31 - Flight 14 later this month is the first revenue Starship flight 06:13 - First orbital compute satellites next year, scaling hard into 2028 10:02 - On track for $100B ARR by year-end (annualizing December) 10:12 - Closed another hosting deal earlier this month worth 1.11B a month 29:39 - Direct-to-device satellites next year, service on in 1H 2028 30:41 - Next Starlink mobile is full 5G-quality from space

Robin

105,847 Aufrufe • vor 13 Tagen

NEWS: SpaceX CFO Bret Johnsen walks investors through the entire business in the company's new IPO roadshow video. Johnsen, the only CFO SpaceX has ever had, lays out the numbers behind the listing. SpaceX raised just $9 billion to build its space and connectivity business. In 2025 alone it generated roughly $19 billion in revenue, up over 30%, with almost $7 billion in positive adjusted EBITDA. Starlink ended Q1 with 10.3 million users, up over 100% year over year. Its 9,600+ satellites represent 75% of all active maneuverable satellites in orbit. V3 satellites fly in the second half of this year. Each delivers roughly 1 terabit per second, a 20x jump in capacity per launch. On AI, Johnsen said orbital data centers are coming within the next couple of years and that SpaceX recently signed a deal to host Anthropic's models on its data centers. Long term, SpaceX is targeting roughly 70% gross margins and 45% net income margins against a $28 trillion addressable market.

NEWS: SpaceX CFO Bret Johnsen walks investors through the entire business in the company's new IPO roadshow video. Johnsen, the only CFO SpaceX has ever had, lays out the numbers behind the listing. SpaceX raised just $9 billion to build its space and connectivity business. In 2025 alone it generated roughly $19 billion in revenue, up over 30%, with almost $7 billion in positive adjusted EBITDA. Starlink ended Q1 with 10.3 million users, up over 100% year over year. Its 9,600+ satellites represent 75% of all active maneuverable satellites in orbit. V3 satellites fly in the second half of this year. Each delivers roughly 1 terabit per second, a 20x jump in capacity per launch. On AI, Johnsen said orbital data centers are coming within the next couple of years and that SpaceX recently signed a deal to host Anthropic's models on its data centers. Long term, SpaceX is targeting roughly 70% gross margins and 45% net income margins against a $28 trillion addressable market.

Muskonomy

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$ASTS is the most overvalued asset in the market. A $60 stock trading on pure hype. Imagine trying to out-build Starlink D2D and SpaceX $SPCX The satellite timeline is a joke. Watch to the end. 👇

$ASTS is the most overvalued asset in the market. A $60 stock trading on pure hype. Imagine trying to out-build Starlink D2D and SpaceX $SPCX The satellite timeline is a joke. Watch to the end. 👇

Spy Before You Buy

46,586 Aufrufe • vor 3 Monaten

ARK INVEST JUST SAID STARLINK IS ABOUT TO COMPETE DIRECTLY WITH EVERY MAJOR CELL CARRIER And Brett Winton thinks SpaceX $SPCX is going to beat all of the carriers Here's why: Connectivity today is completely geographically fragmented. You're a Verizon customer in the US, but the second you move to Europe you're someone else's customer. A business operating in 10 countries has 10 different telecom relationships. Starlink fixes that. "That's what Starlink is basically doing, amortizing connectivity across the entire world. That gives them the ability to become a truly global telecom provider, which nobody has been. Nobody can do that today." The next move: SpaceX launches its own cellular brand. Default satellite, fail over to cellular. Right now it's the reverse.

WOLF

130,809 Aufrufe • vor 3 Monaten

TOM LEE: STARLINK COULD END UP A MULTI-TRILLION DOLLAR BUSINESS He says the addressable market is far bigger than the existing business: - Starlink already delivers a quantum leap in broadband for rural and desolate regions with no connectivity - A mobile service wouldn't just compete with cell phones, it would offer omniconnectivity anywhere in the world on a device - It could solve the machine-to-machine bottleneck and unlock a whole new industry of things that stay connected all the time

TOM LEE: STARLINK COULD END UP A MULTI-TRILLION DOLLAR BUSINESS He says the addressable market is far bigger than the existing business: - Starlink already delivers a quantum leap in broadband for rural and desolate regions with no connectivity - A mobile service wouldn't just compete with cell phones, it would offer omniconnectivity anywhere in the world on a device - It could solve the machine-to-machine bottleneck and unlock a whole new industry of things that stay connected all the time

Tom Lee Tracker (Not actually Tom)

19,289 Aufrufe • vor 2 Monaten

🇺🇸 ELON: STARLINK WILL COMPLETE THE GOAL OF A CONNECTED WORLD "SpaceX is very focused on the Starlink constellation for internet connectivity. It's bringing internet connectivity to places which don't have it, or where it's very expensive. It's a tremendous enabler of education and for enabling people to sell their goods and services internationally. Even if you're a remote village, you can still sell your goods and services." Source: SpaceX

🇺🇸 ELON: STARLINK WILL COMPLETE THE GOAL OF A CONNECTED WORLD "SpaceX is very focused on the Starlink constellation for internet connectivity. It's bringing internet connectivity to places which don't have it, or where it's very expensive. It's a tremendous enabler of education and for enabling people to sell their goods and services internationally. Even if you're a remote village, you can still sell your goods and services." Source: SpaceX

Mario Nawfal

3,076,270 Aufrufe • vor 2 Jahren

Gavin Baker re $SPCX: Investors should start to consider Grok when they think about SpaceX, very few of them talk about Grok at all "I talk to a lot of investors about SpaceX. And what's just amazing to me is everyone will have a nuanced view on Starlink." "Maybe they're a skeptic on Starlink direct-to-cell. I think the plan to use these distributed Starlink effectively almost as, we'll call them, small cells, femtocells, is interesting." "Everybody will have a nuanced view on orbital compute -- whether they're bullish or bearish, they will have a view. They'll have a view on terrestrial compute." "Very few of these investors talk about Grok at all." "And it is Pareto dominant on a lot of measures." "And we have an existence proof that Anthropic went from, whatever it is, $1 billion to $50 billion really fast." "And if Anthropic is worth, with the $2 trillion per the FT, $3 or $4 trillion, maybe the numbers settle out -- I said I thought that was a market-clearing price, I didn't say that's where I thought it was worth." "Maybe people should start to consider Grok when they think about SpaceX."

Gavin Baker re $SPCX: Investors should start to consider Grok when they think about SpaceX, very few of them talk about Grok at all "I talk to a lot of investors about SpaceX. And what's just amazing to me is everyone will have a nuanced view on Starlink." "Maybe they're a skeptic on Starlink direct-to-cell. I think the plan to use these distributed Starlink effectively almost as, we'll call them, small cells, femtocells, is interesting." "Everybody will have a nuanced view on orbital compute -- whether they're bullish or bearish, they will have a view. They'll have a view on terrestrial compute." "Very few of these investors talk about Grok at all." "And it is Pareto dominant on a lot of measures." "And we have an existence proof that Anthropic went from, whatever it is, $1 billion to $50 billion really fast." "And if Anthropic is worth, with the $2 trillion per the FT, $3 or $4 trillion, maybe the numbers settle out -- I said I thought that was a market-clearing price, I didn't say that's where I thought it was worth." "Maybe people should start to consider Grok when they think about SpaceX."

Fireside Alpha

393,503 Aufrufe • vor 1 Monat

The Starlink technology is no stranger to the concept of off-grid. $DIONE, with the help of Starlink, would like to introduce ORION (Off-grid, Reliable, Independent, Open Network) The adaptation of these two networks will be utilizing emerging technology to center Dione Protocol as the World’s first truly decentralized blockchain powered by the sun using the indestructible power of SpaceX Starlink to provide validators with consistent, remote internet connectivity from outer space. Blockchain Nodes will be strategically deployed across the globe in unknown, off-grid locations to ensure maximum decentralization, security and privacy. Elon Musk #Dione #Starlink #SpaceX

The Starlink technology is no stranger to the concept of off-grid. $DIONE, with the help of Starlink, would like to introduce ORION (Off-grid, Reliable, Independent, Open Network) The adaptation of these two networks will be utilizing emerging technology to center Dione Protocol as the World’s first truly decentralized blockchain powered by the sun using the indestructible power of SpaceX Starlink to provide validators with consistent, remote internet connectivity from outer space. Blockchain Nodes will be strategically deployed across the globe in unknown, off-grid locations to ensure maximum decentralization, security and privacy. Elon Musk #Dione #Starlink #SpaceX

Dione Protocol

786,995 Aufrufe • vor 3 Jahren

President Trump is restoring U.S. leadership in technology & connectivity. America will be first out of the gate with multiple competitors offering fast, next-gen connectivity straight from satellites to your smartphone anywhere in the country. Starlink, Amazon, & others are now empowered to seek out opportunities in this emerging space.

President Trump is restoring U.S. leadership in technology & connectivity. America will be first out of the gate with multiple competitors offering fast, next-gen connectivity straight from satellites to your smartphone anywhere in the country. Starlink, Amazon, & others are now empowered to seek out opportunities in this emerging space.

Brendan Carr

29,420 Aufrufe • vor 5 Monaten

🇺🇸T-MOBILE JOINS APPLE & SPACEX FOR STARLINK EXPANSION T-Mobile is teaming up with Apple and SpaceX to expand satellite mobile coverage, following record-breaking Q4 earnings. The company added 903,000 monthly phone customers and 428,000 high-speed internet subscribers, exceeding projections. CEO Mike Sievert says the company is betting big on leveraging Starlink and Apple’s ecosystem for next-gen mobile coverage. Sievert: " If you can see the sky, you're connected. That's our vision.” Source: Bloomberg Radio

🇺🇸T-MOBILE JOINS APPLE & SPACEX FOR STARLINK EXPANSION T-Mobile is teaming up with Apple and SpaceX to expand satellite mobile coverage, following record-breaking Q4 earnings. The company added 903,000 monthly phone customers and 428,000 high-speed internet subscribers, exceeding projections. CEO Mike Sievert says the company is betting big on leveraging Starlink and Apple’s ecosystem for next-gen mobile coverage. Sievert: " If you can see the sky, you're connected. That's our vision.” Source: Bloomberg Radio

Mario Nawfal

2,346,758 Aufrufe • vor 1 Jahr

NEWS: SpaceX partner One New Zealand on the game-changing Starlink Direct to Cell (DTC) connectivity 🇳🇿 “We've all been stuck in the middle of nowhere with no phone signal at some point, and it's incredibly frustrating. Not overly surprising, though, given 40% of New Zealand’s land mass doesn’t have mobile phone coverage — But that's about to change — We are bringing Starlink Direct to Mobile technology from SpaceX,” said GM Network Services Sharina Nisha

NEWS: SpaceX partner One New Zealand on the game-changing Starlink Direct to Cell (DTC) connectivity 🇳🇿 “We've all been stuck in the middle of nowhere with no phone signal at some point, and it's incredibly frustrating. Not overly surprising, though, given 40% of New Zealand’s land mass doesn’t have mobile phone coverage — But that's about to change — We are bringing Starlink Direct to Mobile technology from SpaceX,” said GM Network Services Sharina Nisha

ALEX

1,860,947 Aufrufe • vor 1 Jahr

Elon Musk has been planning satellite-to-mobile internet for years and it’s now becoming reality High-bandwidth connectivity directly from Starlink satellites to your regular phone is coming Starlink has officially announced its next-generation 5G Mobile V2 satellites “So in parallel, we’re building the satellites and working with the handset makers to add these frequencies to the phones. And then the satellites and the phones will handshake very well to achieve high-bandwidth connectivity" Elon’s vision: “You should be able to watch videos anywhere on your phone” True global coverage with no dead zones - exactly what Elon has been working toward for years

Elon Musk has been planning satellite-to-mobile internet for years and it’s now becoming reality High-bandwidth connectivity directly from Starlink satellites to your regular phone is coming Starlink has officially announced its next-generation 5G Mobile V2 satellites “So in parallel, we’re building the satellites and working with the handset makers to add these frequencies to the phones. And then the satellites and the phones will handshake very well to achieve high-bandwidth connectivity" Elon’s vision: “You should be able to watch videos anywhere on your phone” True global coverage with no dead zones - exactly what Elon has been working toward for years

X Freeze

872,477 Aufrufe • vor 6 Monaten

STARLINK: SpaceX Starlink Government & Enterprise for Latin America and the Caribbean, Juan David Vélez (Juan David Vélez); and Starlink Sr. Director of Market Development, Jonathan Kleinman (Jonathan Kleinman), presented a comprehensive connectivity proposal to Honduras President Nasry Asfura. The Honduran government is promoting an alliance with SpaceX to connect 8,000 schools before the end of the 2026 school year! More Starlink news in the ELON CHRON below!

STARLINK: SpaceX Starlink Government & Enterprise for Latin America and the Caribbean, Juan David Vélez (Juan David Vélez); and Starlink Sr. Director of Market Development, Jonathan Kleinman (Jonathan Kleinman), presented a comprehensive connectivity proposal to Honduras President Nasry Asfura. The Honduran government is promoting an alliance with SpaceX to connect 8,000 schools before the end of the 2026 school year! More Starlink news in the ELON CHRON below!

S.E. Robinson, Jr.

1,355,735 Aufrufe • vor 5 Monaten