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IPhones and Some Android Phones Will Support Starlink Direct-to-Cell Coverage in US


"iPhone devices are now eligible to test SpaceX-owned Starlink's direct-to-cell capability," Reuters reported this week, citing an announcement from T-Mobile: T-Mobile and Elon Musk's SpaceX are currently testing the Starlink cell network on a trial basis after receiving approval from the Federal C...

"iPhone devices are now eligible to test SpaceX-owned Starlink's direct-to-cell capability," Reuters reported this week, citing an announcement from T-Mobile: T-Mobile and Elon Musk's SpaceX are currently testing the Starlink cell network on a trial basis after receiving approval from the Federal Communications Commission in November last year. Canada's MDA, which is building at least 17 satellites for Globalstar after Apple agreed to cover most of the costs to replenish the constellation, also saw its shares fall more than 9%..."Combined, today's price action in Globalstar and satellite manufacturer MDA suggest a real investor fear that SpaceX could disintermediate the Apple-Globalstar partnership," said Adam Rhodes, a senior telecoms analyst at Octus. Based on the information we have seen, we do not anticipate that Apple views the T-Mobile-Starlink service as a replacement for the Globalstar MSS network, but rather it is choosing to enable the added feature on its T-Mobile phones...." B. Riley analyst Mike Crawford noted that Apple's two binding contracts with Globalstar extend well into the next decade, ensuring both capital expenditure (capex) and recurring service revenues.

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