Wireless

Analysts Skeptical of SpaceX Mobile Plans

The satellite company said it intended to deploy terrestrial ‘femtocells’ to support its direct-to-device service

Jake Neenan

Jake Neenan

— 3 min read
Analysts Skeptical of SpaceX Mobile Plans
Photo of SpaceX CEO Elon Musk at a May 2026 meeting in Beijing by Go Nakamura/AP

WASHINGTON, Aug. 6, 2026 – During its first earnings call as a public company, SpaceX executives said they intended to build out terrestrial components and use their credit-to-device service to compete with the wireless carriers.

Telecom industry analysts don’t think the plan is very likely.

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Wireless Satellite Sam McHugh Craig Moffett Tim Farrar Elon Musk Gwynne Shotwell SpaceX

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