# AT&T

Type: Company

Source: Space & Defense Intelligence Brief — https://getspacebrief.com/entity/att
Canonical HTML page: https://getspacebrief.com/entity/att

## Timeline

- **2026-06-25**: Mobile Service Plans Revealed — Financial Times reports SpaceX's plan for a Starlink mobile retail service; President Shotwell discusses terrestrial network ambitions at IPO roadshow.
- **2026-06-17**: Successful launch of 3 satellites — AST SpaceMobile launches three satellites into orbit; stock surges 6%, directly refuting the bearish launch-execution thesis.
- **2026-06-02**: Barclays price target cut — Barclays follows with its own price target reduction, calling the risk-reward profile unattractive.
- **2026-06-01**: Deutsche Bank downgrade — Deutsche Bank cuts AST SpaceMobile to Hold from Buy and lowers its price target, citing launch delay risks.
- **2026-05-28**: Blue Origin test failure — A Blue Origin rocket test failure raises fears that AST's launch partner cannot deliver satellites on schedule.
- **2026-05-10**: BlueBird 7 failure — The BlueBird 7 satellite fails to reach its intended altitude and is deorbited, adding to execution concerns.
- **2026-05-07**: Earnings miss and stock plunge — AST reports Q1 2026 loss of $0.66 per share vs. $0.21–0.23 expected, revenue of $14.7M vs. ~$39M estimate. ASTS falls 13% the next day.
- **2026-03**: Q4 Earnings Call — Company details path to commercialization and Block 2 satellite deployment.
- **2025-11**: Additional Spectrum Purchase — SpaceX buys more spectrum from EchoStar for $2.6 billion, solidifying its mobile assets.
- **2025-Q4**: BlueBird Block 1 Production — Completion of the first five commercial satellites for initial service.
- **2025-09**: Spectrum Acquisition — SpaceX acquires wireless spectrum licenses from EchoStar for approximately $17 billion.
- **2024-05**: Verizon Partnership — Verizon commits $100M in funding and spectrum access to AST SpaceMobile.
- **2022-09**: BlueWalker 3 Launch — Successful launch of the prototype satellite to prove direct-to-cell technology.

## Recent coverage (4 stories)

### SpaceX Starlink's 10M Subscribers Drive $19.6B Spectrum Bet on Mobile
2026-07-25 16:07:52 · Sentiment: Neutral · Impact: 7/10 · Sources: 2

SpaceX is preparing to launch a Starlink mobile service for US consumers, according to an FT report, leveraging $19.6 billion in spectrum acquisitions and a 10-million-subscriber base. The move threatens to disrupt the $1.6 trillion communications industry by potentially building its own terrestrial network alongside its orbital constellation. For the space sector, this signals a paradigm shift where low-Earth orbit assets directly challenge ground-based telecom infrastructure.
Full story: https://getspacebrief.com/story/spacex-starlink-mobile-service-spectrum-bet

### SpaceX T-Mobile acquisition could create a $200B+ orbital-terrestrial comms giant
2026-06-27 00:22:43 · Sentiment: Bullish · Impact: 8/10 · Sources: 3

A TD Cowen analysis suggests SpaceX might purchase T-Mobile to blend Starlink satellite coverage with terrestrial 5G, potentially upending the US wireless market and accelerating space-based connectivity integration.
Full story: https://getspacebrief.com/story/spacex-t-mobile-acquisition-space-2026

### AST SpaceMobile launches 3 satellites, shares climb 6% as launch-risk fears fade
2026-06-18 00:52:16 · Sentiment: Bullish · Impact: 7/10 · Sources: 3

AST SpaceMobile successfully placed three satellites in orbit on June 17, 2026, a crucial milestone that silenced skeptics and gave its direct-to-device network a needed boost. The 6% stock rally reflects eased fears over Blue Origin's launch reliability and keeps the 2026 deployment target alive.
Full story: https://getspacebrief.com/story/ast-spacemobile-launch-3-satellites-stock-6pct-space

### AST SpaceMobile Accelerates Direct-to-Cell Timeline Amid Q4 Results
2026-03-04 23:05:12 · Sentiment: Neutral · Impact: 5/10 · Sources: 2

AST SpaceMobile reports significant progress in its mission to deliver space-based cellular broadband, highlighting key partnerships with AT&T and Verizon. The company’s Q4 results underscore a pivotal shift from research and development to the commercial deployment of its BlueBird satellite constellation.
Full story: https://getspacebrief.com/story/ast-spacemobile-q4-earnings-direct-to-cell-analysis

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This page is a machine-readable summary. Sentiment measures the directional read of each development for this entity, not the tone of the reporting; impact weights consequence, not syndication reach. See https://getspacebrief.com/guides/methodology for the full editorial methodology.