The Future of Mobile: Satellite Readies its Challenge

SpaceX's Starlink is making bold moves in the direct-to-device (D2D) arena, but can it really challenge traditional carriers like Verizon, AT&T, and T-Mobile? The latest "MediaTalk" episode dives deep into SpaceX's ambitious plan to build a hybrid satellite-terrestrial network. While Starlink leads in rural connectivity, experts question whether it can overcome massive technical hurdles in dense urban markets.  Meanwhile, the "Big Three" mobile carriers are fighting back with new strategies: T-Mobile pivots to profitability over growth; AT&T leverages fiber bundles with a 42.5% conversion rate; and Verizon posts best subscriber growth in 5 years. The D2D space is heating up with Amazon's $10 billion Globalstar acquisition and AST SpaceMobile's carrier partnerships. As 6G approaches, will satellite-terrestrial hybrids disrupt traditional mobile, or are physics and economics too challenging? More S&P Global content: Orbit as the Next Data Frontier: Capital Flows, Risk, and Realities Featured experts: Lynnette Luna, senior research analyst at S&P Global Market Intelligence Kagan. Credits: Host/Author: Mike Reynolds Producer/Editor: Sarah James www.spglobal.com www.spglobal.com/market-intelligence