r/SPCXInvestors

Hi everyone, do you guys know when SpaceX will be report earning scheduled? And what are you guys thoughts of the result after report release?

SpaceX has agreed to buy Grain's nationwide 800 MHz spectrum portfolio for Starlink Mobile, and some are calling it the "last critical piece" needed to compete with the national wireless carriers.

I have tremendous respect for what SpaceX has accomplished in space. But having spent decades building wireless networks here on Earth, I can tell you there's a big difference between owning spectrum and delivering a great mobile experience to millions of customers.

A few things worth keeping in perspective:

1. Spectrum is just the starting point.

The Grain transaction involves approximately 14 MHz of spectrum that T-Mobile previously divested because it was no longer central to our network strategy. Even with this acquisition, Starlink Mobile would have roughly 80 MHz of spectrum, some of it uplink-only. Compare that to T-Mobile's nearly 400 MHz of mid-band and low-band spectrum holdings.

We used 800 MHz spectrum as a single 5 MHz uplink/5 MHz downlink channel for LTE years ago. Today, we're operating a nationwide 5G Standalone network, launched nationwide 5G-Advanced, and are already helping shape the path to 6G, all using channels that are much wider. The industry has moved forward and so have the expectations of customers.

2. Physics still applies.

A satellite hundreds of kilometers above Earth faces approximately 50 dB more path loss than a terrestrial cell site just a kilometer away. Moving from 2 GHz to 800 MHz recovers only a few dB of that enormous disadvantage.
Lower-frequency spectrum can help improve satellite connectivity, but it doesn't change the fundamental physics. A satellite signal traveling hundreds of kilometers simply faces challenges that a nearby cell tower doesn't.

3. Indoor coverage is where the real test begins.

More than 70% of mobile traffic takes place indoors. Think about where you use your phone most: at home, in the office, inside a store, or at a crowded venue.

That's where terrestrial networks have a fundamental advantage. Buildings, walls, and other obstacles make it much harder for signals traveling from space to reach customers reliably. Direct-to-Cell technology can extend connectivity to outdoor places traditional networks don't reach, but delivering a consistent indoor mobile experience is a very different challenge.

4. Capacity matters just as much as coverage.

One satellite beam can cover an area served by hundreds of terrestrial cell sectors. Those terrestrial sectors provide the network density needed to support millions of customers streaming video, making calls, working, gaming, and using data simultaneously.

Covering a geographic area is one thing. Delivering the speed, responsiveness, and capacity customers expect from a modern 5G-Advanced network is another.
Direct-to-Cell has an important role to play in extending coverage. But it is a complement to terrestrial networks, not a replacement for the capacity of a dense 5G-Advanced network.

5. Building a great network takes more than capital. It takes time and experience.

The U.S. wireless industry has invested more than $250B in network infrastructure since 2018. That’s on top of more than $200B in spectrum auctions over the past decade, plus the stores, care, and distribution that support customers every day.  And that investment represents only part of what it takes to deliver a great wireless experience.
It takes years of engineering, site acquisition, network optimization, technology innovation, and relentless execution. It also takes the stores, customer care, distribution, and relationships that customers depend on every day.

You can acquire spectrum in a single transaction. You cannot acquire a nationwide, high-performing wireless network overnight.

If this is truly the beginning of a new wireless provider in America, we welcome competition. It's good for innovation, good for the industry, and most importantly, good for customers.

But great wireless networks aren't built with headlines or spectrum licenses alone. They're built site by site, neighborhood by neighborhood, in subway tunnels, office buildings, stadiums, and communities across America.

At T-Mobile, we've spent years building that foundation, and we're continuing to push what's possible with 5G-Advanced and beyond.

That's why I'm confident in the Un-carrier's combination of the best network, the best value, and the best customer experience.

Spectrum is an essential ingredient. But it takes a network to deliver on its promise.

Barclays just initiated coverage of SpaceX $SPCX with an Overweight rating and a $254 price target — about 58% upside from the ~$160 close.

The analyst is Anthony Valentini, leading Barclays’ new aerospace and defense coverage. His thesis: the U.S. is in the ‘early innings of a modern day industrial revolution,’ and SpaceX’s dominant commercial launch and satellite communications footprint gives it deep competitive moats supporting unparalleled growth and margins.

And tomorrow is unlock day for 328 millions shares. The valuation is not so tempting finally, we can imagine that few people will sell unless they are afraid of the coming major unlock or to see SpaceX borrowing another $40B!

Tomorrow anyway will be red but what about next week? We need some news about the global SpaceX business to figure out how good or not the earning will be.

In a regulatory win, SpaceX has secured approval to launch and operate 15,000 next-gen satellites for Starlink Mobile, the company’s service to deliver satellite connectivity to phones. 

On Tuesday, the Federal Communications Commission cleared the company’s request for the 15,000 satellite constellation after SpaceX originally filed the application back in Sept. 2025. In addition, the FCC issued a waiver so that SpaceX can offer wireless services through satellites without entering into a leasing agreement with a ground-based mobile operator. 

The approval seems to create a regulatory path for SpaceX to turn Starlink Mobile into a competitor to AT&T, T-Mobile and Verizon, something that SpaceX executives have already been teasing.

Currently, “version 1” of Starlink Mobile is exclusively available in the US through T-Mobile as T-Satellite —but it only uses around 650 satellites with data speeds estimated at 4Mbps. 
In contrast, the upcoming 15,000 satellite constellation promises to deliver 5G speeds at 150Mbps per user, according to the company.  Rather than using traditional cell towers, SpaceX envisions harnessing both satellites and smaller, cost effective ground-based femtocells to offer cellular coverage for phones, including in suburban areas and cities.

Delta Airlines CEO Ed Bastian in new interview on Delta not adopting @Starlink:

"We know what we’re doing in the space, and we’ve been the pioneer in Wi-Fi. We set that standard launching free, fast Wi-Fi that forced the industry to adopt it. We’re happy with where we sit."

He said he wasn't worried about being at a competitive disadvantage by not having Starlink. Delta said it will adopt Amazon's LEO satellite internet, but won't start installations until 2028.

https://x.com/sawyermerritt/status/2108559222719819785?s=46

We're bringing Starlink to our entire mainline fleet, and will be one of the world's largest Starlink-connected airlines. With more than 1,000 aircraft planned for installation beginning in 2027, we're taking connectivity to new heights.

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Very cool video/commercial featuring Starship and Starlink footage.

An interesting point I just noticed now: 3 millions less shares available for shorting on IBKR. It was not the case 30 minutes ago.