MVNO

In 2024, the U.S. cable sector generated $568.7 billion in total economic output and supported 1.3 million jobs across the country. This footprint spans broadband networks, video programming, construction, manufacturing, and a broad vendor ecosystem. It underscores why cable remains a central pillar of Americaโ€™s connectivity and media economy even as consumption shifts to IP and streaming. Cable broadband providersโ€”led by Comcast, Charter Communications (Spectrum), Cox, Altice USA (Optimum), Mediacom, Cable One (Sparklight), and WOW!โ€”accounted for $366 billion in total economic impact and nearly 888,000 jobs.
SpaceXโ€™s $17 billion purchase of EchoStar spectrum signals a deliberate push to blend satellite and mobile connectivity at consumer scale. SpaceX is acquiring EchoStarโ€™s AWS-4 and H-Block licenses, adding roughly 1.9โ€“2.0 GHz spectrum into its portfolio for direct-to-device (D2D) service in the U.S. Owning licensed spectrum lets SpaceX widen capabilities beyond roaming-style add-ons, potentially toward a branded service that spans home broadband and handset connectivity. A two-year window for first compatible handsets is a realistic baseline. Analysts broadly expect Starlink to expand via partnerships: wholesale arrangements to MNOs for satellite fallback, and potentially an MVNO to bring a Starlink-branded phone plan to market.
SpaceX agreed to acquire EchoStarโ€™s AWS-4 and H-Block spectrum licenses in a transaction valued at up to $17 billion, split between as much as $8.5 billion in cash and up to $8.5 billion in SpaceX equity. As part of the package, SpaceX will also cover approximately $2 billion in cash interest payments on EchoStar debt through November 2027. The parties have also signed a long-term commercial agreement that would allow EchoStarโ€™s Boost Mobile subscribers to access SpaceXโ€™s next-generation Starlink โ€œDirect to Cellโ€ service once live.
AT&T has agreed to acquire approximately 50 MHz of low- and mid-band spectrum licenses from EchoStar for about $23 billion in cash, a move that could reset capacity economics and regulatory debates across U.S. mobile and satellite markets. The transaction adds a significant block of licensed spectrum covering more than 400 U.S. markets, with closing targeted for mid-2026 pending regulatory approvals and customary conditions. Strategically, this portfolio densifies AT&Tโ€™s spectrum layer cake and narrows the mid-band depth gap with competitors in key markets, improving headroom for consumer, enterprise, and public-sector growth over the next five to seven years.
Maxis will host China Mobile Internationals CMLink MVNO in Malaysia, expanding CMIs cross-border mobile footprint and deepening a wholesale partnership focused on 4G/5G services and innovation. China Mobile International (CMI) has selected Maxis as the host network for CMLink in Malaysia, formalized at the 2025 China Mobile SEA Cooperation Conference in Kuala Lumpur. The move extends CMLink’s presence beyond markets such as the UK, Singapore, Japan, Thailand, and Italy, and brings a cross-border, China Malaysia mobile proposition to students, professionals, and frequent travelers. For Maxis, it signals an assertive MVNO enablement strategy designed to monetize its network through wholesale while diversifying revenue.
A fresh class action intensifies scrutiny of Charter Communications broadband strategy and disclosures following the end of the Affordable Connectivity Program (ACP) and a sharp Q2 subscriber decline. New complaints filed in the Southern District of New York allege Charter and senior executives misled investors about the operational and financial impact of ACPs expiration. ACP, which provided a $30 per month subsidy to eligible low-income households, exhausted funding in June 2024; Charter was the largest ACP participant with more than 5 million subsidized broadband customers. In Q2 2025, Charter reported a net loss of roughly 117,000 Internet subscribers, including about 50,000 disconnects associated with ACPs end.
Utilities are turning private LTE and 5G networks into revenue engines with monetization and shared use models. Learn how Fixed Wireless Access, neutral host strategies, mobile wholesale partnerships, and edge services help utilities bridge the digital divide, support local economies, and generate ROI from advanced network investments.
FinTech, private 5G networks, and AI are converging to reshape digital finance across industries. From embedded payments and super apps to AI-driven credit scoring and secure M2M transactions, this $2 trillion opportunity is powered by mobile technology, cloud infrastructure, and regulatory evolution. Leaders must act fast to unlock new revenue, scale inclusion, and secure digital ecosystems.
The dispute between T-Mobile and Lycamobile deepens as Lycamobile opposes T-Mobile’s planned acquisitions, including Mint Mobile, due to concerns over potential anti-competitive practices. Lycamobile claims that T-Mobile has failed to provide essential technological services and that the acquisitions would further disadvantage independent MVNOs. They have called for regulatory intervention to ensure fair competition in the telecom sector. As T-Mobile defends its actions, stating that Lycamobile’s claims are untimely, the outcome of this conflict may significantly impact consumer choices and market competition in the telecommunications industry.
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