In its IPO prospectus, SpaceX said that Starlink accounted for just over 60% of its $18.7 billion in revenue last year.

Comcast has been quietly contemplating acquiring a 33-year-old telecom competitor as it continues to struggle with customer losses in its cable TV and internet business. The company lost 322,000 cable TV customers and 65,000 internet customers in the first quarter of 2026 as it faces growing ...

SpaceX shares fell back to Earth following their blockbuster initial public offering. T-Mobile has fallen slightly since SpaceX’s IPO in mid-June and is down 8% this year, partly due to worries about competition from Starlink. Shares of Verizon and AT&T as well as cable companies Comcast and Charter Communications have all slid since SpaceX went public.

Bernstein slashed the price targets on the five major telecom operators, citing valuation risks tied to SpaceX's plans to launch a direct-to-consumer Starlink mobile service.

A Bernstein research note just slashed price targets across the entire telecom sector, and Jim Cramer is telling viewers to get out. The question dividing analysts is whether Starlink stays a rural curiosity or becomes a suburban threat that rewrites the competitive landscape for good.

The market is offering a startlingly high cash return to own this telecom giant, forcing a hard look at whether the offer is a bargain or a trap.