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Despite the market reaction, executives at all three telecom companies recently said satellite broadband is unlikely to materially threaten their core businesses.
FEATURE Stock futures were rising on Wednesday, putting both the and the on track to notch record highs. SpaceX slumped 11% in premarket trading after the rockets, telecom, and AI company beat analysts’ second-quarter earnings target but reported higher capital expenditure than Wall Street was expecting.
Investing.com -- U.S. wireless stocks tumbled Tuesday after SpaceX signaled plans to build a full-fledged mobile service, raising the prospect that Starlink could eventually compete directly with Verizon, AT&T and T-Mobile.
SpaceX is coming for large U.S. telecom providers. During the company’s first earnings call, SpaceX President Gwynne Shotwell referenced the revenue that AT&T, Verizon Communications and T-Mobile US pull in, and said Starlink would take aim at their subscribers.
Annuity payouts are the most competitive they have been in years, which makes the timing of this comparison unusually consequential for anyone sitting on a $675,000 nest egg and trying to decide which structure actually puts more money in their pocket for life.
AT&T and Verizon anchor ASTS’ U.S. strategy, while its broader network includes nearly 60 carrier partners covering more than 3 billion subscribers.
SpaceX's ambition to build a full-fledged mobile service rattled investors in the U.S. wireless sector, as the company outlined plans that could eventually pit Starlink against industry leaders Verizon, AT&T and T-Mobile. SpaceX acquired 65 megahertz of wireless spectrum licenses from EchoStar for a total of $19.6 billion through two deals announced last year, giving Starlink airwaves to expand into mobile services. "The spectrum that we purchased from EchoStar does have terrestrial components, so we definitely intend to build out terrestrial," SpaceX President Gwynne Shotwell said during a post-earnings call on Tuesday.
Traditional U.S. wireless carriers are bracing for aggressive competition as SpaceX plans to expand beyond satellite coverage to build a full-scale terrestrial mobile network.
SpaceX is coming for large U.S. telecom providers. During the company’s first earnings call, SpaceX President Gwynne Shotwell referenced the revenue that AT&T, Verizon Communications and T-Mobile US pull in, and said Starlink would take aim at their subscribers. “I anticipate us to be able to acquire quite a few of their customers because I think our service will be better,” Shotwell said.
Shares of T-Mobile, AT&T, and Verizon Communications dipped late Tuesday after SpaceX said it planned to launch a mobile offering in 2027. SpaceX can use its Starlink space-based broadband product to offer service. Shares of T-Mobile were off 1.8% in after-hours trading.
One burns $1.1B in cash annually while the other generates $351.6M, a stark divide in financial health that reshapes the growth-vs.-stability debate.
TMUS lifts its free cash flow outlook after strong subscriber growth, rising service revenue and expanding broadband momentum strengthen quarterly results.
T-Mobile US continues adding subscribers and expanding broadband, but can strong growth keep justifying its premium valuation amid intense wireless competition?
These stocks pay between 3.4% and 6.1% in dividends.
If you're invested in telecoms, you need to put SpaceX's earnings report on your radar. The disruption that SpaceX represents has been a stressor ever since June 12 -- SpaceX's IPO date--when company President Gwynne Shotwell told CNBC that the opportunity for Starlink Mobile was huge. Shares bottomed out near $20 in early July, then recovered as SpaceX started to drop.
Chasing the highest dividend yield feels like the fastest path to $1,500 a month in passive income, but the math reveals a compounding trap that catches most income investors off guard.
AT&T (NYSE:T), T-Mobile, and Verizon have jointly enabled Glide.id's cryptographic authentication technology at the carrier network level. The collaboration targets rising AI-driven fraud by shifting from SMS-based logins to SIM-anchored cryptographic authentication. This move is intended to support passwordless authentication across services that rely on mobile identity verification. AT&T is one of the largest U.S. telecom companies, with its core business centered on wireless...
AST SpaceMobile targets Aug. 5 for launching BlueBirds 11-13 and will report Q2 earnings Aug. 10, key tests for its satellite constellation amid stock volatility.
Verizon recently scored some wins in improving customer retention within its business; however, it is seeing an unexpected slowdown in demand for a service that has become a key battleground for major wireless carriers. In the second quarter of 2026, Verizon managed to turn around its ...
Both companies are unprofitable and burning cash, but their balance sheets and risk profiles tell very different stories for 2026.
One operates a satellite cellular network burning $1.1 billion in cash annually; the other provides lunar infrastructure with a negative equity position.
Bain Capital and Tillman Global Holdings are investing $1.5b in Eaton Fiber to accelerate Verizon’s fiber broadband rollout. The plan includes Eaton Fiber’s acquisition of Ripple Fiber to expand Verizon’s network footprint and customer reach. The partnership is aimed at supporting Verizon Communications (NYSE:VZ) as it builds out fiber infrastructure across the US. For Verizon Communications, fiber broadband sits at the core of its connectivity business alongside wireless services and...
Verizon’s second quarter was met with a positive market reaction, despite revenue coming in below Wall Street expectations. Management credited improved customer additions and reduced churn for the company’s solid operational performance. CEO Dan Schulman highlighted that postpaid phone net additions reached the highest level in five years and attributed the improvement to Verizon’s updated customer value proposition and disciplined cost management. The company also noted early progress in cross
Needham says Verizon's dark fiber partnership with Google could create more than $100 million in new revenue for Ciena, adding another catalyst to its AI growth story.
The low valuation multiples for value stocks provide a margin of safety that growth stocks rarely offer. However, the challenge lies in determining whether these cheap assets are genuinely undervalued or simply on sale due to their potentially deteriorating business models.
SpaceX faces a key earnings test as investors weigh launch progress, AI-related deals and valuation after its recent public market debut.
A safer dividend, stronger free cash flow, and new growth opportunities make Verizon increasingly attractive for income-focused investors.
AST SpaceMobile burns cash to build satellites while Lockheed Martin generates billions, but one valuation gap hints at where growth investors should look.
The company still reports the numbers it used to lead with, but the case out front now rests on a payoff much further away.
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