Direct-to-cell and spectrum
Plans to connect standard phones directly to Starlink satellites. The timing for commercial service is not yet set.
What it is
SpaceX aims to sell satellite connectivity straight to standard mobile phones, which would let carriers and SpaceX share the same customers. Growth depends on new spectrum rights and later satellite generations.
Why it matters to the stock. Direct-to-cell would widen 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.