SpaceX’s ambition to have a mobile network should be taken seriously, even if the current plan is flawed

07 August 2026 | Research

Tom Rebbeck

Article | PDF | Mobile Services| Wireless Infrastructure| Satellite D2D


"When one of the world’s most valuable companies and (arguably) the most successful entrepreneur comes after your market, the correct response is to take it seriously (even if much of the initial plan looks questionable)."

Image of space and connectivity

In its first earnings call on 4 August 2026, SpaceX surprised investors by providing information about the terrestrial mobile network that it “definitely intends” to build, even if the financial results held few shocks. This article discusses SpaceX’s ideas for a terrestrial network and the implications of this plan for the wider market. 

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Author

Tom Rebbeck

Partner, expert in telecoms