US Operators Unite Against Starlink in Satellite Connectivity

Major US telecom operators—Verizon, AT&T, and T-Mobile—have joined forces to create a unified satellite infrastructure aimed at providing backup connectivity during emergencies and natural disasters. The initiative involves shared satellite spectrum usage, enhancing service quality in areas with limited coverage. However, Starlink is notably absent from official statements, raising questions about the future of their collaboration.

Previously, Starlink had partnered with T-Mobile under the T-Satellite project, offering satellite connectivity in areas lacking terrestrial coverage. However, the agreement expires in summer 2024, and T-Mobile CEO Srinivasan Gopalan has already stated the company has no plans to extend the MVNO-style collaboration. He cited unmet usage expectations, suggesting a strategic shift toward proprietary solutions.

Meanwhile, Starlink has not hidden its ambitions in the mobile segment. The company has registered trademarks for “Starlink Mobile” and “Powered by Starlink,” while acquiring terrestrial spectrum from Boost Mobile and EchoStar. Elon Musk has hinted at developing a proprietary mobile device with satellite connectivity and AI support, though project details remain undisclosed. Experts speculate this could involve a “smart” satellite router with advanced features rather than a smartphone.

If operators proceed with the joint satellite network without Starlink, the company may need to explore alternative market strategies. Possible scenarios include launching a low-cost MVNO service or partnering with niche operators under the “Powered by Starlink” brand. However, without access to the terrestrial infrastructure of major players, competing in the mass market will be challenging.

In the long term, Starlink may focus on expanding global backup access or offering unique features, such as seamless switching between satellite and terrestrial connectivity on demand. For now, the Verizon, AT&T, and T-Mobile initiative signals their intent to strengthen their positions in the satellite segment without relying on external partners.