AT&T Faces Subscriber Risk as Starlink Targets 15 M Users, Unveils Toy Story 5 Campaign
T•Oppenheimer raised its 2035 space revenue to $800 billion and expects Starlink to reach 15 million U.S. broadband subscribers by 2030, warning accelerated losses at AT&T. AT&T unveiled a Toy Story 5 campaign with Disney and Pixar, rolling out immersive retail activations in six U.S. cities and exclusive merchandise from June 5 to July 9.
1. Oppenheimer Highlights Starlink Threat
Oppenheimer increased its 2035 space revenue estimate to $800 billion, citing Starlink’s rapid expansion and forecasting 15 million U.S. broadband subscribers by 2030. The note warns this growth could accelerate subscriber and revenue declines at legacy providers like AT&T as cable firms face intensified competition.
2. AT&T’s Toy Story 5 Marketing Initiative
AT&T partnered with Disney and Pixar to create a Toy Story 5 promotional campaign featuring a bespoke animated commercial and themed in-store experiences. From June 5 to July 9, six U.S. retail locations will host immersive activations and sell exclusive Toy Story 5 merchandise to engage families and showcase AT&T’s consumer services.
