TMUS · News · 20261104N

Competition and New Entrants

T-Mobile US, Inc. · 2026-11-04 · Importance 34 · Surprise 42

SpaceX selected Qualcomm’s Dragonwing Cellular Infrastructure platforms for Starlink Mobile’s planned nationwide terrestrial 5G network. The report says the ground-based network would position Starlink to compete with AT&T, T-Mobile, and Verizon. T-Mobile already has a commercial satellite relationship with Starlink and had begun testing its direct-to-cell service, which the article describes as giving T-Mobile more time to adapt its customer proposition.

Key facts

• T-Mobile US's EBITDA margin was 37.7%, compared with 35.7% for AT&T and 37.4% for Verizon. source