The idea that SpaceX might acquire one of the so-called 'Big Three' carriers in the US is getting fairly hackneyed, with a speculative report popping up seemingly on a weekly basis now. Even so, the latest research note from TD Cowen differs from the recent speculative commentary and lays out SpaceX's choices and the associated costs of acquiring T-Mobile in fairly stark terms. Why SpaceX desperately needs additional terrestrial spectrum SpaceX recently acquired around 65 MHz of nationwide, exclusive-use, contiguous spectrum for $19.6 billion, divided into three distinct bands: Here's the rub, however. Apart from the relatively limited AWS-3, the […]

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