SpaceX reiterated on its Q2 2026 earnings call that it plans to build its own terrestrial network—without copying AT&T, T-Mobile, or Verizon. The idea: leverage existing Starlink dishes and EchoStar spectrum, potentially mounting femtocells onto Starlink terminals to create “micro cell towers,” plus satellites and limited terrestrial infrastructure

SpaceX is tightening control of the 2 GHz Mobile Satellite Services (MSS) band—the spectrum that makes satellite-to-phone viable—while AT&T, Verizon, and T-Mobile respond from the back foot. With FCC rules favoring a single operator holding both terrestrial and satellite rights, consolidation could decide who sets the terms for Direct-to-Device service.