Starlink’s New $47 Bundle Taps AT&T Network, Potentially Boosting Wholesale Revenue
Starlink and US Mobile rolled out a bundle offering unlimited mobile data, calls and texts over AT&T, Verizon or T-Mobile networks plus 100Mbps Starlink home internet for $47 per month, with a 200Mbps option at $77. The MVNO partnership may boost AT&T wholesale data traffic and network leasing revenue.
1. Partnership Overview and Bundle Details
SpaceX’s Starlink and MVNO US Mobile have launched a combined service package that pairs unlimited mobile data, calling and texting with home satellite internet. The base bundle features 100Mbps Starlink download speeds and unlimited mobile use for $47 per month, while a 200Mbps option is available for $77 per month.
2. MVNO Model and Network Selections
US Mobile operates as a mobile virtual network operator leasing capacity from AT&T, Verizon and T-Mobile. Subscribers choose among network options marketed as Dark Star (AT&T), warp (Verizon) or Lightspeed (T-Mobile), making US Mobile the only provider offering network selection on its plans.
3. Implications for AT&T Wholesale Revenue
By routing unlimited mobile data through AT&T’s network under the Dark Star plan, the bundle stands to increase AT&T’s wholesale leasing volume and network utilization. Incremental MVNO traffic could translate into higher recurring revenue from network services.
4. SpaceX IPO Subscriber Growth Context
The deal is timed ahead of SpaceX’s anticipated IPO to bolster Starlink’s subscriber count, which is estimated at 9.2 million users. A larger and growing customer base may strengthen SpaceX’s valuation case during its road show with investment banks.