REPLAY: SPACEX AND THEIR TERRESTRIAL MOBILE AMBITIONS NEW STREET RESEARCH SPACE

NEW STREET RESEARCH Space Team hosted a Space Vertical focused call on SpaceX and their terrestrial mobile ambitions, on WEDNESDAY, SEPTEMBER 16TH, 10AM ET.
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WHY: Some key topics that were addressed on the call include the following:

• Following its Sep/Nov 2025 purchases of 65Mhz from Echostar, speculation raged about SpaceX’s terrestrial mobile ambitions and how, or if, it could achieve them
• Today, the conversation has shifted to the notion of a small-cell network build, yet the company maintains a primary desire to secure an MVNO

This call analyzed the evolution of SpaceX’s thinking on the terrestrial mobile topic, centered on the feasibility of using small cells as a terrestrial option. But if an MVNO isn’t on the table, there may be a better way.