SpaceX studies own Starlink mobile service for US

SpaceX is considering a major expansion into the U.S. mobile telecommunications market by launching a direct-to-consumer Starlink mobile service and potentially building its own terrestrial cellular network, company President Gwynne Shotwell told investors during a recent initial public offering roadshow. The move would position Elon Musk's aerospace company as a direct competitor to industry giants Verizon, AT&T, and T-Mobile.

Currently, SpaceX provides satellite connectivity for T-Mobile's "TSatellite" service, which offers supplemental coverage in remote areas where traditional cell towers are unavailable. Under the new plan, SpaceX would launch its own Starlink-branded mobile service, taking control of customer subscriptions, billing, and support. This represents a significant strategic shift from being a partner to traditional carriers to becoming a standalone competitor.

The ambition highlights SpaceX's drive to grow its most profitable unit, Starlink, which already boasts over 10 million subscribers for its satellite broadband service. A terrestrial mobile network would allow the company to reach far beyond its rural customer base and reduce its dependence on carrier...