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Bloomberg

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SpaceX’s spectrum purchase is only a first step toward a US mobile network

SpaceX has described its multibillion-dollar US airwaves purchase as a critical step in building a mobile service, but the deal alone does not put it on equal footing with major carriers. A competitive terrestrial network would require years of work and billions in additional investment, adding to the capital demands on the company.

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CNBC

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Analysts weigh SpaceX’s wireless push against AST SpaceMobile’s launch risks and carrier competition

SpaceX’s planned acquisition of up to 14 MHz of paired 800-MHz spectrum from Grain Management has sharpened investor focus on its satellite-to-phone ambitions. Piper Sandler downgraded AST SpaceMobile to Neutral and cut its price target to $54 from $98, citing deployment uncertainty in 2026–27; Bernstein also downgraded AT&T over SpaceX competition.

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SpaceWatch Global

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Satellite Connect Europe files for 344-satellite direct-to-device network backed by Vodafone and AST SpaceMobile

Satellite Connect Europe has filed with the International Telecommunication Union for a 344-satellite constellation designed to provide direct-to-device connectivity across Europe. The network is backed by Vodafone and AST SpaceMobile, signaling a potential expansion of satellite-enabled mobile services in the region.

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