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 Communications Commission in November last year. The trial offers 'text via satellite', while voice and data features will be added in the future, according to the T-Mobile website. T-Mobile initially only listed a few Android smartphones as eligible devices to test the network, but has now added iPhone devices with the latest iOS 18.3 software update. The next day stock prices fell for several direct-to-smartphone satellite companies, reports SpaceNews: Shares in Globalstar, which enables connectivity beyond the reach of cellular towers on the latest iPhones via a far-reaching partnership with Apple, closed down nearly 18% the following day. Constellation developer AST SpaceMobile slipped 12%. 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. "However, it appears to us that there is room for both services. 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. Thanks to Slashdot reader jjslash for sharing the news. Read more of this story at Slashdot.

"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. The trial offers 'text via satellite', while voice and data features will be added in the future, according to the T-Mobile website. T-Mobile initially only listed a few Android smartphones as eligible devices to test the network, but has now added iPhone devices with the latest iOS 18.3 software update. The next day stock prices fell for several direct-to-smartphone satellite companies, reports SpaceNews: Shares in Globalstar, which enables connectivity beyond the reach of cellular towers on the latest iPhones via a far-reaching partnership with Apple, closed down nearly 18% the following day. Constellation developer AST SpaceMobile slipped 12%. 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. "However, it appears to us that there is room for both services. 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. Thanks to Slashdot reader jjslash for sharing the news.

Read more of this story at Slashdot.

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