SpaceX卫星威胁临近：美国三大运营商CEO集体回应

Mobile World Live ( MWL ) brings you our top three picks of the week as a pair of US operators shrugged off SpaceX’s mobile threat, Anthropic’s IPO filing revealed mounting revenues and costs, and Amazon secured FCC clearance for its $11.5 billion acquisition of Globalstar. T-Mobile US CEO quashes SpaceX MVNO talk What happened: T-Mobile US CEO Srini Gopalan and Verizon CEO Dan Schulman ruled out MVNO agreements with SpaceX in their respective earnings calls, as the latter played down the threat from Elon Musk’s Starlink as it prepares to enter the US mobile market. Why it matters: “I see no room for an MVNO with SpaceX,” Gopalan said on the company’s Q3 results call, adding a resale arrangement would be “a wholly different thing”. Earlier in the week, Schulman argued building of a competing terrestrial network would require 65,000 to 80,000 macro sites and estimated costs of $300 billion to $500 billion over seven or eight years. “There’s no magic wand, there’s no secret sauce, there’s no shortcut,” he said. Last week, AT&T CEO John Stankey similarly questioned the threat posed by SpaceX, emphasising the time and scale of construction required to match incumbent networks. The comments follow reports SpaceX is seeking access to at least 80,000 US cell sites as it develops Starlink Mobile, targeting an early 2028 launch for its direct-to-device (D2D) service. According to Reuters , AT&T shares fell 5.6%, Verizon lost 1.6% and T-Mobile dropped 5% in the wake of reports on SpaceX’s cell-site plans. Bernstein analysts told the publication: “The competitive impact may still be years away, but anticipation alone, reinforced by each successive spectrum and infrastructure move, is likely to remain an overhang on sector sentiment.” T-Mobile US CEO quashes SpaceX MVNO talk Anthropic files for IPO What happened: Anthropic filed to list Class A shares on the Nasdaq Global Select Market under the symbol ANT, disclosing a sharp rise in revenue alongside substantial infrastructure commitments and a large net loss. Why it matters: In its registration statement with the US Securities and Exchange Commission (SEC), the AI player revealed it generated $16.3 billion in revenue in the first half of 2026, compared with $1.2 billion a year earlier and $4.6 billion for the whole of 2025. However, it reported a net loss of $80.7 billion. Compute and infrastructure costs accounted for most of its $2.4 billion cost of revenue. Jonathan Tower, founder and managing partner of Catapult, told Fortune : “Extraordinary revenue growth doesn’t necessarily trend into extra extraordinary investment returns.” He warned investors risk “confusing the magnitude of the AI opportunity with the profitability of its participants”. Anthropic warned in its filing: “We do not expect our revenue will continue to grow at comparable rates, and we cannot assure you that it will continue to grow at all.” It attributed its explosive growth to “early-stage adoption dynamics, the nascency of the AI market, and rapid initial customer expansion,” noting that it “may not be sustainable over time, and may decline significantly and more rapidly than we anticipate” as the market matures. Anthropic files for IPO, reveals revenue surge US clears $11.5B Amazon-Globalstar deal What happened: Amazon’s proposed $11.5 billion acquisition of Globalstar cleared a key regulatory hurdle after the US Federal Communications Commission (FCC) approved the deal, advancing the company’s plans to add D2D services to its Leo satellite business. Why it matters: The FCC Space Bureau approved Amazon’s acquisition of around 25MHz of Globalstar’s mobile satellite spectrum and authorised access to its C-3 system , a 48-satellite constellation set to increase network capacity. The deal also preserves Apple’s pact with on Globalstar for satellite features, with Amazon agreeing to maintain connectivity for current and future iPhones and Apple Watches. The regulator explained the transaction could improve coverage in underserved areas, strengthen emergency communications and expand industrial and enterprise data services. Earlier this year, FDM CCS Insight principal analyst Luke Pearce said the deal gives Amazon “a major shortcut in providing satellite services to smartphones” and “strengthens its position against SpaceX’s Starlink”. Richard Haas, spectrum policy consultant at LS Telecom, argued Amazon was acquiring Globalstar “for its spectrum assets first and foremost”, noting “companies aren’t willing to wait until regulators start assigning more MSS spectrum” and were buying assets to catch up with Elon Musk’s satellite venture. US clears $11.5B Amazon-Globalstar deal The post The Friday File: US operators; Anthropic; Amazon appeared first on Mobile World Live .