Could Starlink Mobile and satellite D2D disrupt the MNO business?

In its first earnings call on 4 August 2026 following its IPO, SpaceX announced that it “definitely intends” to build a US mobile network, leveraging Starlink Mobile’s constellation and a web of femtocells.  

In this podcast, our experts explore the results from the early deployment of direct-to-device (D2D) services, the future evolution of costs and capabilities for satellite D2D services, and the competitive threats and opportunities D2D services pose to the mobile network operator (MNO) business.