T-Mobile and SpaceX clash over satellite-to-phone mobile service

T-Mobile CEO Srini Gopalan has rejected the possibility of a mobile virtual network operator (MVNO) agreement with SpaceX, stating there is ‘no room’ for such a deal in consumer wireless or edge AI sectors. During a third-quarter earnings call, Gopalan emphasized that any partnership must provide incremental total addressable market, new distribution channels, or unique capabilities, noting that satellite broadband remains inferior to fixed wireless in most areas outside of deep rural regions.

In response, SpaceX has filed a submission with the Federal Communications Commission (FCC), characterizing T-Mobile as an incumbent attempting to stifle competition. SpaceX accused T-Mobile of pushing for ‘antiquated technical rules’ and excessive radio interference protections. Specifically, SpaceX is challenging T-Mobile’s proposal for a buffer zone of more than 400 kilometers around base stations, arguing such limits would disenfranchise millions from direct-to-cell services.

The dispute centers on upcoming discussions for the 2027 World Radiocommunication Conference regarding radio spectrum allocations for mobile-satellite services. SpaceX aims to utilize these services alongside cell sites to establish a nationwide carrier via Starlink Mobile.