Direct-to-cell and spectrum
Starlink Mobile already provides satellite-to-mobile service through about 30 mobile network partners. Next-generation V2 mobile satellites are expected to deploy on Starship from 2027.
What it is
SpaceX sells satellite-to-mobile connectivity to standard phones through mobile network operators and plans V2 mobile satellites for broadband data and IoT. It agreed to buy spectrum licenses from EchoStar; the FCC approved the deal on May 12, 2026 and closing is expected in November 2027.↗ source
Why it matters to the stock. Direct-to-cell widens Starlink's market from dish owners to every phone user. Any spectrum or timing news moves the Connectivity outlook.
News
SpaceX agrees to buy 14 MHz of nationwide 800 MHz spectrum from Grain Management
On October 8, 2026, SpaceX said it will acquire nationwide low-band spectrum from Grain Management, covering 14 megahertz of paired spectrum in the 800 MHz band.
FCC approves SpaceX's 15,000-satellite direct-to-device constellation
The FCC approved 15,000 non-geostationary satellites for SpaceX's direct-to-device service on October 6, 2026, using mobile satellite spectrum bought from EchoStar.