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Satellite Connectivity is Coming to Your Mobile Phone (AAPL, ASTS, GSAT, SpaceX, T, TMUS, VZ)
  • Mobile carriers are going all in on satellite connectivity. T-Mobile revealed its highly anticipated partnership with SpaceX in a Super Bowl commercial earlier this year.
  • Verizon and AT&T have announced satellite connectivity partnerships with AST SpaceMobile. See more here and here .
  • Occam has been closely tracking consumer interest—and the ARPU lift potential—of satellite services. Early findings show nearly two-thirds of subscribers are willing to pay extra, with about half open to ~$5/month for off-grid connectivity.
  • Occam tracks many emerging trends. Subscribe today to stay ahead of the curve.

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