SpaceX may become a competitor to telecommunications operators.

SpaceX is setting its sights on major American telecommunications companies. In the company's first earnings call, President Gwynne Shotwell mentioned the revenue scales of AT&T, Verizon Communications, and T-Mobile US, indicating that Starlink will target the users of these companies. I expect we will capture a significant portion of their customers because I believe our service will be better, Shotwell said. Executives and analysts in the telecommunications and satellite industries have been discussing the threat SpaceX may pose to existing mobile service providers. Shotwell noted that SpaceX can expand mobile services by directly deploying cellular base stations on Starlink broadband satellites. This would allow the network to utilize connections between ground equipment and Starlink satellites. You can deploy as needed, she said. The stock prices of AT&T, Verizon, and T-Mobile fell in after-hours trading.