Space Investor(@SpaceInvestor_D):$SPCX / $AMZN / $ASTS AT&T CEO Stankey explain why AT&T, Verizon and T-Mobile set up the JV, creating a buying consortium. The goal of the JV is to create a buying consortium that can aggregate MNOs satellite volumes, work with multiple constellations, and get the best economics for customers.

2026.09.10 16:38

$SPCX / $AMZN / $ASTS AT&T CEO Stankey explain why AT&T, Verizon and T-Mobile set up the JV, creating a buying consortium. The goal of the JV is to create a buying consortium that can aggregate MNOs satellite volumes, work with multiple constellations, and get the best economics for customers.

Space Investor@SpaceInvestor_D

2026.09.10 15:56

$SPCX / $ASTS: In this morning’s interview on Yahoo Finance, AT&T CEO John Stankey was very clear about how he sees the satellite segment evolve. He expects AT&T to keep the customer and ~98% of the traffic on its fiber and towers. "there's also going to be the complementary dynamic of us being able to solve that other 2% of the use cases I talked about and bring our customers to those satellite operators, whether it be Amazon or SpaceX."