Three-Carrier Satellite JV Faces SpaceX Fourth-Carrier Threat

AT&T, Verizon and T-Mobile established a satellite-focused wholesale direct-to-device JV on October 2. Commentary characterizes Starlink Mobile tower leasing as a competitive threat, but provides no substantiated timing or demonstrated impact on AT&T; SpaceX site discussions remain unconfirmed. The October 29 FCC vote remains a near-term watch point.