technology

Starlink Mobile Poised to Disrupt US Telecoms, Analysts Predict

Published on 02/10/2026 09:01 in technology • Linda Jackson

The Big 3 – T-Mobile, Verizon, and AT&T – face a significant challenge as Starlink Mobile is projected to rapidly expand its revenue, potentially becoming a major player in the US telecom market.

According to a recent analysis by The Besen Group, Starlink Mobile’s revenue could surge from an estimated $1.14 billion in 2027 to approximately $25.35 billion by 2031. This dramatic increase highlights the potential of SpaceX’s satellite-based service.

A Hybrid Connectivity Model

A Hybrid Connectivity Model

Starlink Mobile’s business model will combine terrestrial and satellite connectivity to offer a seamless customer experience, utilizing each network where it provides optimal coverage and capacity. Founder and CEO Alex Besen emphasized this integrated approach.

Spectrum Advantage and Future Expansion

Spectrum Advantage and Future Expansion

SpaceX’s acquisition of spectrum from EchoStar provides a crucial advantage, particularly in the US market. The company is also expected to pursue additional frequencies through future FCC auctions, including the upper C-band auction in 2027. This will allow Starlink to directly compete with traditional wireless carriers.

Global Connectivity Potential

Analysts suggest Starlink could evolve into a global connectivity provider, raising questions about its future form and impact. The US market is seen as a key battleground for the company’s success.