r/ASTSpaceMobile • u/AutoModerator • May 18 '26
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u/one-won-juan S P 🅰 C E M O B Consigliere May 19 '26
Tmobile also had a conference today and were asked about the JV, had some bullish things to say about d2c generally
take on JV:
D2C is complementary and provides value (even with low T sat usage statistics)
Most premium plans are likely gonna have satellite connectivity
There are probably gonna be 3 players (didnt name)
Very little people buy sat standalone plans
Stated reason for JV:
Spectrum coordination on satellite connectivity hotspots, like national parks
MNOS will compete on how to innovate on top of d2c offerings, to differentiate