--- title: RS&I Blog description: Your source for information on Authorized Dealership opportunities, programs, our services and more! image: https://blog.rsiinc.com/hubfs/layout/Custom%20modules/Blog-hero-bg.jpg --- - [About](https://www.rsiinc.com/home/about-rsi.asp) - Resources \> - [Training](https://www.rsiinc.com/home/training-courses.asp) - [EZ-Marketing](https://www.rsiinc.com/home/ez-marketing.asp) - [Marketing Portal](https://www.rsiinc.com/home/marketingportal.asp) - [Product Catalog](https://www.rsiinc.com/catalog/FullPageCatalog.asp) - [Order Products Online](https://www.rsiinc.com/OE/OE.asp) - [Branch Locations](https://www.rsiinc.com/home/about-rsi.asp#rsi_map) - [Careers](https://www.rsiinc.com/home/careers.asp) - [Contact Us](https://www.rsiinc.com/home/about-rsi.asp#contact-us) - Follow Us Online: - [RS&I Blog](https://blog.rsiinc.com) - [![Icons\_Blue\_Facebook](https://blog.rsiinc.com/hs-fs/hubfs/images/template_assets/Icons_Blue_Facebook.png?width=40&height=40&name=Icons_Blue_Facebook.png)](https://www.facebook.com/rsidistributor) - [![Instagram](https://blog.rsiinc.com/hs-fs/hubfs/images/template_assets/Icons_Blue_Instagram.png?width=40&height=40&name=Icons_Blue_Instagram.png)](https://www.instagram.com/rsidistributor) - [![LinkedIn](https://blog.rsiinc.com/hs-fs/hubfs/images/template_assets/Icons_Blue_LinkedIn.png?width=40&height=40&name=Icons_Blue_LinkedIn.png)](https://www.linkedin.com/company/rs%26i) - [![Twitter/X](https://blog.rsiinc.com/hs-fs/hubfs/Twitter-X-icon_blue.png?width=40&height=40&name=Twitter-X-icon_blue.png)](https://twitter.com/rsidistributor) - [![YouTube](https://blog.rsiinc.com/hs-fs/hubfs/YouTube-icon_blue.png?width=40&height=40&name=YouTube-icon_blue.png)](https://www.youtube.com/@rsi6429) - [Log In](https://www.rsiinc.com/home.asp) - Follow Us Online: - [RS&I Blog](https://blog.rsiinc.com) - [![Icons\_Blue\_Facebook](https://blog.rsiinc.com/hs-fs/hubfs/images/template_assets/Icons_Blue_Facebook.png?width=40&height=40&name=Icons_Blue_Facebook.png)](https://www.facebook.com/rsidistributor) - [![Instagram](https://blog.rsiinc.com/hs-fs/hubfs/images/template_assets/Icons_Blue_Instagram.png?width=40&height=40&name=Icons_Blue_Instagram.png)](https://www.instagram.com/rsidistributor) - [![LinkedIn](https://blog.rsiinc.com/hs-fs/hubfs/images/template_assets/Icons_Blue_LinkedIn.png?width=40&height=40&name=Icons_Blue_LinkedIn.png)](https://www.linkedin.com/company/rs%26i) - [![Twitter/X](https://blog.rsiinc.com/hs-fs/hubfs/Twitter-X-icon_blue.png?width=40&height=40&name=Twitter-X-icon_blue.png)](https://twitter.com/rsidistributor) - [![YouTube](https://blog.rsiinc.com/hs-fs/hubfs/YouTube-icon_blue.png?width=40&height=40&name=YouTube-icon_blue.png)](https://www.youtube.com/@rsi6429) [![RS&I Logo](https://blog.rsiinc.com/hs-fs/hubfs/images/Blog/RSI-logos/RSI-logo-white.png?width=100&height=70&name=RSI-logo-white.png)](https://www.rsiinc.com/home/index.asp) - [Log In](https://www.rsiinc.com/home.asp) ### Keep up with the industry, latest news, and insider tips. ## [The RS&I Dealer Download: "Why America's Three Biggest Wireless Rivals Are Working Together"](https://blog.rsiinc.com/the-rsi-dealer-download-why-americas-three-biggest-wireless-rivals-are-working-together) WRITTEN BY: Michael Shiverdecker DATE: November 11, 2026 [YouTube: Watch Here](https://www.youtube.com/watch?v=KNbyTIw75Hk) | [Spotify: Watch Here](https://open.spotify.com/episode/6ScvePh7vyIqCIuEXyaEKz?si=kkzJPbRUS7aaeuzn38k8aw) # Why America's Three Biggest Wireless Rivals Are Working Together **AT&T, Verizon and T-Mobile have formed an unexpected alliance to expand satellite connectivity. Here's what their partnership could mean for SpaceX, wireless customers and authorized dealers.** Welcome to **The Dealer Download, powered by RS&I.** AT&T, Verizon and T-Mobile spend billions of dollars competing for wireless customers. Each company invests heavily in network coverage, technology and customer acquisition. But now, America's three largest wireless network operators have agreed to work together. On October 1, 2026, the companies officially established a joint venture designed to expand satellite-to-phone connectivity across the United States. The partnership aims to reduce wireless dead zones, establish common technical standards and encourage additional satellite providers to enter the market. The announcement comes as SpaceX continues developing its own wireless ambitions, raising an interesting question: Why would three fierce competitors cooperate on technology that could reshape their industry? In this episode of *The Dealer Download*, host Michael Shiverdecker examines the business strategy behind the joint venture, the relationships between major wireless carriers and satellite providers, and what these developments could mean for the future of mobile communications. --- ## What You'll Learn in This Episode - Why AT&T, Verizon and T-Mobile established a satellite connectivity joint venture. - How direct-to-device satellite technology could help reduce wireless dead zones. - Why coordinating spectrum and technical standards matters. - How Starlink, AST SpaceMobile and Skylo fit into the emerging satellite market. - Why the carriers want multiple satellite companies competing for their business. - What the partnership could mean for SpaceX's wireless ambitions. - Why satellite connectivity currently represents a small fraction of overall cellular network usage. - How authorized dealers can prepare for changing customer expectations. --- ## AT&T, Verizon and T-Mobile Form a Satellite Connectivity Joint Venture The three carriers originally announced plans for their joint venture in May 2026. On October 1, they confirmed its formal establishment, naming industry veteran Paul Roth as interim CEO and appointing representatives from each carrier to its board. The venture focuses on satellite-based direct-to-device connectivity, a technology that allows compatible mobile phones to communicate with satellites when traditional cellular coverage is unavailable. Its objectives include coordinating certain spectrum resources, establishing common technical specifications and making satellite services more accessible to wireless customers. The companies also intend to encourage participation from additional satellite providers and explore opportunities to work with rural wireless operators. Importantly, AT&T, Verizon and T-Mobile will continue operating their traditional wireless networks independently. Their existing competition for wireless subscribers remains unchanged. The joint venture represents cooperation in a specific area of technology where the carriers believe a shared approach could offer advantages. ## Why Wireless Dead Zones Remain a Challenge Despite decades of network investment, cellular coverage gaps remain across the United States. Remote highways, mountainous regions, national parks and sparsely populated rural communities can present significant challenges for traditional wireless infrastructure. Building a new cellular tower requires substantial investment. Beyond the tower itself, operators need electrical power, network connections, equipment maintenance and ongoing operational support. In remote areas, the number of potential customers may be too small to justify the expense. Satellite connectivity offers another approach. With appropriately equipped satellites and compatible mobile devices, customers may be able to communicate in locations where terrestrial networks cannot provide coverage. The technology could also provide additional communications options during emergencies, particularly when natural disasters damage ground-based infrastructure. Actual capabilities will depend on the satellite network, supported devices, service availability and environmental conditions. For the wireless industry, the opportunity is significant: extending connectivity into locations where conventional network construction is difficult or economically impractical. ## How the Joint Venture Could Make Satellite Connectivity Easier to Deliver One of the partnership's most important objectives involves technical standardization. Satellite-to-phone communications require appropriate radio frequencies, compatible devices and coordination between satellite operators and wireless networks. Today, different carriers may have different technical requirements for integrating satellite services. That can increase development costs for satellite providers and create additional complexity for device manufacturers. The joint venture aims to establish a more consistent framework. By coordinating certain spectrum resources and developing common technical specifications, the carriers hope to make it easier for satellite companies to serve multiple wireless networks. Consider the familiar frustration of trying to charge a device at a friend's house, only to discover that their charging cable uses a different connector. Common standards can reduce that kind of compatibility problem. In satellite communications, the technical challenges are considerably more complex, but the underlying principle is similar. A shared framework could reduce duplicated development work and help more satellite providers participate in the market. However, the venture's goals should not be confused with services that are already available. The announcement does not mean every smartphone will immediately support nationwide satellite connectivity or that competing satellite networks will automatically become interchangeable. Those capabilities will depend on future technology development, commercial agreements and network deployment. ## The Surprising Relationships Between Wireless Carriers and Satellite Companies One of the most interesting aspects of the joint venture is that each carrier already has relationships with satellite providers. And those relationships are different. ### T-Mobile and SpaceX's Starlink T-Mobile has partnered with SpaceX to provide satellite connectivity through Starlink. That partnership has already produced a commercial direct-to-device service, extending certain connectivity capabilities beyond the reach of traditional cell towers. At the same time, SpaceX has been developing plans that could eventually place it in competition with T-Mobile's broader wireless business. The companies therefore have overlapping interests. They can cooperate on satellite connectivity while potentially competing in other areas of the wireless market. ### AT&T and AST SpaceMobile AT&T has been working with AST SpaceMobile, a company developing satellites designed to communicate directly with conventional mobile devices. The objective is to extend connectivity into areas where AT&T's terrestrial network does not reach. ### Verizon, AST SpaceMobile and Skylo Verizon also has a commercial relationship with AST SpaceMobile. Additionally, Verizon offers satellite messaging capabilities through Skylo on certain supported devices. These partnerships demonstrate that satellite connectivity is developing through multiple companies and technical approaches. The new joint venture is intended to create a more coordinated framework while allowing the carriers to maintain their existing satellite relationships. That flexibility is an important part of the arrangement. ## Why the Big Three Want Multiple Satellite Providers The joint venture also has significant business implications. Following the initial announcement in May, AT&T CEO John Stankey discussed the importance of developing a competitive wholesale market for satellite services. The concern is straightforward. If only one satellite provider can deliver the connectivity wireless carriers need, that company could gain substantial influence over pricing and commercial terms. But when multiple satellite providers compete for carrier business, wireless operators have more choices. Competition among suppliers could encourage innovation and help control wholesale costs. Verizon leadership has also discussed the benefits of common technical standards, while T-Mobile executives have emphasized the advantages of combining demand across multiple carriers. For smaller satellite companies, a shared framework could make the market more attractive. Instead of developing separate technical arrangements with each major wireless operator, providers could potentially work within a more consistent set of requirements. That could lower barriers to participation and support a broader competitive market. ### What Does This Mean for SpaceX? SpaceX has invested heavily in Starlink and is pursuing increasingly ambitious plans for satellite-to-phone connectivity. The joint venture could give AT&T, Verizon and T-Mobile greater flexibility in choosing satellite partners. By supporting an environment where multiple providers can compete, the carriers may reduce their dependence on any single satellite company. That could also strengthen their negotiating position as satellite connectivity becomes more important. Industry analysts have interpreted the partnership partly as a response to SpaceX's growing wireless ambitions. However, that competitive interpretation should be distinguished from the carriers' officially announced objectives. The companies have emphasized expanding coverage, improving technical compatibility and encouraging competition among satellite providers. Those goals may benefit consumers while also supporting the carriers' long-term competitive interests. ## Satellite Connectivity Still Represents a Small Share of Wireless Traffic Despite the attention satellite technology receives, its current role in the wireless industry remains relatively limited. In May 2026, T-Mobile CEO Srini Gopalan said satellite connectivity represented approximately **0.0002% of the company's total network usage**. That's two ten-thousandths of one percent. The statistic is striking, considering the investments being made in satellite infrastructure, spectrum and new technology. However, it needs context. The figure reflects network usage at that point in time. It does not measure how many customers had access to satellite services, and it cannot predict future adoption. What it illustrates is the continued importance of terrestrial cellular networks. Traditional cell towers provide the capacity and coverage needed for everyday wireless activity, particularly inside buildings and in densely populated areas. Satellite connectivity is especially valuable in locations where those networks are unavailable. As technology advances, satellite services may support additional capabilities and greater usage. For now, traditional cellular infrastructure remains central to the wireless experience. ## What the Joint Venture Means for Wireless Customers Over time, satellite connectivity could become a more common feature of wireless service. Customers may increasingly expect some level of connectivity when traveling through remote areas or visiting locations beyond conventional cellular coverage. Satellite capabilities could also become more valuable during emergencies. However, customers will need to understand the differences between available services. Satellite messaging, voice communications and broadband data involve different technical requirements. A phone capable of sending satellite text messages may not provide the same experience as a conventional cellular connection. Supported devices, service plans, geographic availability and environmental conditions can also affect performance. As carriers expand their satellite offerings, accurately communicating these distinctions will become increasingly important. ## What Authorized Dealers Should Know For authorized dealers, emerging satellite technology creates an opportunity to provide better information and help customers make informed decisions. As satellite connectivity receives more media attention, customers may begin asking whether their phones will work everywhere. Some may assume that satellite-enabled service provides the same capabilities as traditional cellular coverage. Dealers should be prepared to explain the differences. That starts with understanding the products currently available through their authorized programs. Coverage information, supported devices, service limitations and applicable eligibility requirements should always be verified using official provider resources. Future satellite capabilities should not be presented as existing services before the provider has confirmed their availability. As new offerings become available, dealers will need to stay informed about product announcements and approved marketing claims. For RS&I dealers, working closely with their Area Sales Manager remains an important part of understanding new opportunities and confirming program eligibility. ## Authorized Dealer Action Plan Before we wrap up, let's turn this information into something useful with your Authorized Dealer Action Plan. **1. Understand your provider's current satellite capabilities.** Know which features are available, what devices support them and what limitations apply. **2. Prepare your sales teams for customer questions.** Make sure representatives can explain the differences between satellite messaging, emergency connectivity and conventional cellular service. **3. Monitor official provider announcements.** The joint venture could eventually influence device compatibility, coverage options and available services. Stay informed through authorized program communications. **4. Work with your RS&I Area Sales Manager.** Before promoting new products or expanding into additional territories, confirm eligibility and obtain any required approvals. Dealers who understand emerging technologies and communicate accurately with customers will be better positioned as the wireless industry evolves. ---   SHARE POST: [![Share on Facebook](https://blog.rsiinc.com/hs-fs/hubfs/images/template_assets/Icons_Blue_Facebook.png?width=24&name=Icons_Blue_Facebook.png)](http://www.facebook.com/share.php?u=https%3A%2F%2Fblog.rsiinc.com%2Fthe-rsi-dealer-download-why-americas-three-biggest-wireless-rivals-are-working-together%3Futm_medium%3Dsocial%26utm_source%3Dfacebook) [![Share on LinkedIn](https://blog.rsiinc.com/hs-fs/hubfs/images/template_assets/Icons_Blue_LinkedIn.png?width=24&name=Icons_Blue_LinkedIn.png)](http://www.linkedin.com/shareArticle?mini=true&url=https%3A%2F%2Fblog.rsiinc.com%2Fthe-rsi-dealer-download-why-americas-three-biggest-wireless-rivals-are-working-together%3Futm_medium%3Dsocial%26utm_source%3Dlinkedin) [![Share on Twitter](https://blog.rsiinc.com/hs-fs/hubfs/images/template_assets/Icons_Blue_Twitter.png?width=24&name=Icons_Blue_Twitter.png)](https://twitter.com/intent/tweet?original_referer=https%3A%2F%2Fblog.rsiinc.com%2Fthe-rsi-dealer-download-why-americas-three-biggest-wireless-rivals-are-working-together%3Futm_medium%3Dsocial%26utm_source%3Dtwitter&url=https%3A%2F%2Fblog.rsiinc.com%2Fthe-rsi-dealer-download-why-americas-three-biggest-wireless-rivals-are-working-together%3Futm_medium%3Dsocial%26utm_source%3Dtwitter&source=tweetbutton&text=The%20RS%26I%20Dealer%20Download%3A%20%22Why%20America%27s%20Three%20Biggest%20Wireless%20Rivals%20Are%20Working%20Together%22) ## [The RS&I Dealer Download: "MUSK TAKING ON AMERICA’S WIRELESS GIANTS"](https://blog.rsiinc.com/the-rsi-dealer-download-musk-taking-on-americas-wireless-giants) WRITTEN BY: Michael Shiverdecker DATE: November 6, 2026 [YouTube: Watch Here](https://youtu.be/Rbm9Uh_VcSE) | [Spotify: Watch Here](https://spotifycreators-web.app.link/e/wS8y9cvcR7b) Welcome to **The Dealer Download, powered by RS&I.** Elon Musk has built a reputation for challenging established industries. Through SpaceX, he has transformed commercial spaceflight and developed Starlink into a major satellite internet provider. Now, SpaceX is setting its sights on another enormous opportunity: the American wireless industry. According to reporting published November 2, 2026, by The Washington Post and Reuters, SpaceX has explored acquiring Boost Mobile or gaining access to its existing wireless network arrangements. Such a move could help SpaceX compete with AT&T, Verizon and T-Mobile. But entering the nationwide wireless market presents challenges that go far beyond launching satellites. The three major wireless network operators have spent decades building infrastructure, acquiring spectrum and developing the systems required to serve millions of customers. And a new development makes SpaceX's ambitions even more interesting. On November 4, Qualcomm announced a multiyear agreement to provide technology for SpaceX's planned terrestrial 5G network, with deployment expected to begin in 2027. That announcement suggests SpaceX is preparing to invest in substantial ground-based infrastructure rather than relying exclusively on satellite technology or another carrier's network. For Authorized Dealers, understanding these developments provides valuable perspective on how wireless competition could evolve and why established network infrastructure remains such an important advantage. --- ## What You'll Learn in This Episode ### SpaceX Wants to Challenge America's Three Largest Wireless Networks AT&T, Verizon and T-Mobile dominate the American nationwide wireless network market. Each operates extensive terrestrial infrastructure supporting millions of customers who expect reliable service at home, at work and while traveling. SpaceX already operates thousands of Starlink satellites and has developed direct-to-cell technology that allows compatible mobile phones to communicate with specially equipped satellites. That creates opportunities to extend connectivity into areas where conventional cellular coverage is limited or unavailable. However, competing for mainstream wireless subscribers requires a different level of service. Customers expect their phones to work inside buildings, in crowded public places and throughout their daily routines. SpaceX would need to provide a competitive experience across those environments to become a serious alternative to the established carriers. ### Why Starlink Satellites Cannot Simply Replace Cell Towers Satellite connectivity offers significant advantages in remote locations. But the technology faces limitations involving signal strength, available spectrum, interference and network capacity. Even satellites operating in low Earth orbit are hundreds of miles above the surface. A mobile phone must communicate with those satellites using a relatively small antenna, often under conditions where buildings, trees or other obstacles interfere with the signal. Indoor coverage presents a particularly difficult challenge. Traditional cellular operators have spent decades positioning towers, antennas and smaller network installations to provide service where customers live and work. Capacity is another important consideration. A crowded stadium, shopping center or metropolitan area can generate enormous amounts of simultaneous wireless traffic. Terrestrial cellular networks distribute that demand across multiple sites, frequency bands and specialized equipment. Direct-to-cell satellite technology continues to improve, but it cannot currently replace the capacity and indoor coverage provided by a mature terrestrial wireless network. For SpaceX, satellite connectivity may become an important competitive advantage when combined with traditional cellular infrastructure. ### Why AT&T, Verizon and T-Mobile May Resist Providing Network Access One potential way for SpaceX to enter the wireless market would be through a wholesale network agreement. This is the model used by mobile virtual network operators, commonly known as MVNOs. An MVNO sells wireless service to customers while relying on another company's infrastructure to carry much of the traffic. The arrangement can benefit both parties. The network operator receives wholesale revenue, while the MVNO can enter the market without building an entire nationwide network. But the commercial terms are critical. According to The Washington Post, SpaceX approached major wireless operators about obtaining network access, and the companies were unwilling to provide the arrangements it was seeking. From the perspective of AT&T, Verizon and T-Mobile, the concern is understandable. These companies have invested enormous resources in their networks. Providing access to a potential new competitor could help that company enter the market without making comparable infrastructure investments. Wholesale partnerships can be profitable, but carriers must evaluate network capacity, pricing, contractual obligations and competitive risks. SpaceX's resources and technological capabilities do not automatically guarantee access to another company's network. ### Could Acquiring Boost Mobile Provide a Shortcut? Boost Mobile is an established wireless brand with customers, distribution relationships and existing network arrangements. Its parent company, EchoStar, has also been involved in significant spectrum transactions with AT&T and SpaceX. In 2025, AT&T announced an approximately $23 billion agreement to acquire spectrum licenses from EchoStar. SpaceX separately announced an approximately $17 billion agreement involving EchoStar spectrum licenses and commercial arrangements related to Starlink's direct-to-cell services. Against that background, reports that SpaceX explored acquiring Boost Mobile attracted considerable attention. An acquisition could potentially provide an existing wireless brand, customer relationships and distribution infrastructure. However, there is an important complication. Buying Boost Mobile would not necessarily give SpaceX unrestricted access to the network agreements Boost currently uses. Commercial contracts can contain provisions governing changes in ownership and the transfer of contractual rights. Industry reporting published November 3 raised questions about whether existing wholesale agreements could continue under SpaceX ownership without approval from the underlying network operators. That means an acquisition could provide SpaceX with an established wireless business while leaving some of its most important network access questions unresolved. The reported discussions should not be confused with a confirmed acquisition. Whether SpaceX ultimately purchases Boost or reaches another commercial arrangement remains uncertain. ### Qualcomm's New Agreement Signals a Major Development On November 4, 2026, Qualcomm announced a multiyear agreement to support SpaceX's planned nationwide terrestrial 5G network. The arrangement involves technology and equipment intended to support Starlink Mobile's ground-based wireless infrastructure. Deployment is expected to begin in 2027, with plans involving tens of thousands of cellular sites. This is a significant development because it provides evidence that SpaceX is preparing to construct substantial terrestrial infrastructure of its own. Rather than depending entirely on satellites or another carrier's wholesale network, SpaceX is pursuing technology that could eventually support an integrated satellite and terrestrial wireless offering. But the announcement does not mean a nationwide network is already operational. Building and activating cellular infrastructure takes time. Sites must be acquired or leased, equipment installed, network connections established and performance tested. Regulatory requirements and ongoing operational responsibilities add further complexity. A planned deployment beginning in 2027 represents an important step toward the company's ambitions, but nationwide coverage would require extensive additional work. ### Building a Nationwide Wireless Network Could Cost $100 Billion or More One of the largest obstacles facing SpaceX is the financial commitment required to compete with established wireless operators. Industry analyst estimates reported in November 2026 suggest that SpaceX's combined satellite and terrestrial network ambitions could require an investment of at least $100 billion, including spectrum acquisition. That figure is an estimate rather than an announced SpaceX budget. Nevertheless, it illustrates the scale of the undertaking. Spectrum licenses provide rights to use particular radio frequencies under specified conditions. They do not automatically provide the physical infrastructure required to deliver wireless service. A nationwide cellular network also requires towers, antennas, fiber connections, network equipment and ongoing maintenance. And infrastructure is only one part of the expense. A competitive wireless provider must also invest in customer acquisition, advertising, device support, billing systems and customer service. If SpaceX enters the market with aggressive pricing, it will need to balance attracting subscribers against the cost of delivering those services. The established carriers already operate large networks and have substantial customer bases over which to distribute their operating expenses. SpaceX would be entering a market where those competitors have decades of experience and enormous existing investments. ### Why Customer Experience Will Be Just as Important as Technology SpaceX has demonstrated its ability to solve difficult engineering problems. But operating a nationwide consumer wireless business involves challenges beyond network construction. Customers expect a relatively simple experience when activating service, transferring their phone numbers, changing devices or resolving billing questions. They also expect consistent connectivity. A wireless provider must support those expectations across millions of individual customer relationships. That requires reliable systems, trained personnel, customer support operations and processes that can scale as the business grows. A technically impressive network will attract attention. Long-term success will also depend on whether customers receive the coverage, service quality and support they expect. For an established wireless dealer, these requirements are familiar. The technology behind a service matters, but so does the experience customers have when purchasing and using it. ### Satellite and Terrestrial Networks May Become More Integrated One of the most interesting aspects of SpaceX's strategy is the possibility of combining satellite and terrestrial wireless infrastructure. Traditional cellular networks provide high-capacity connectivity in populated areas. Satellite technology can extend service into locations where constructing towers is impractical or economically challenging. An integrated approach could eventually allow customers to move between different types of coverage with fewer interruptions. That could become particularly valuable in rural areas, during emergencies and in locations where traditional infrastructure is unavailable. However, the capabilities of future services will depend on network deployment, device compatibility, technical performance and commercial arrangements. Consumers should not assume that every satellite-enabled service will offer the same performance as a traditional cellular connection. For the wireless industry, the long-term opportunity is substantial. The challenge is making the technology reliable, commercially viable and available at scale. ### What This Means for Authorized Dealers For Authorized Dealers, the developments surrounding SpaceX provide a reminder that the wireless industry continues to evolve. Satellite connectivity is receiving more attention, and customers may increasingly ask questions about its capabilities. Dealers should be prepared to explain the differences between satellite and terrestrial wireless service. That includes understanding where products work, what devices are supported and what limitations may apply. Dealers should also distinguish confirmed product announcements from speculation about future services. The reported Boost Mobile discussions, for example, do not establish that SpaceX has acquired Boost or secured nationwide wholesale network access. Likewise, Qualcomm's newly announced agreement represents a significant infrastructure commitment, but it does not establish that SpaceX is already operating a competitive nationwide cellular network. For dealers representing AT&T through RS&I, the immediate opportunity remains helping customers evaluate the services currently available through their authorized programs. Accurate product information, verified eligibility and knowledgeable customer support remain essential. ### Preparing for Changes in Wireless Competition The arrival of a potential new competitor does not mean authorized dealers need to abandon their existing business strategies. It does provide a reason to stay informed. Dealers should monitor developments involving SpaceX, Starlink, Boost Mobile and the established carriers, particularly when those developments involve new products, network capabilities or distribution opportunities. Sales teams should understand the strengths and limitations of the products they currently represent. They should also be prepared to answer questions from customers who may have seen headlines suggesting satellite technology will soon replace traditional wireless networks. The most productive response is to explain what is available today and how the service meets the customer's actual needs. For dealers considering additional products or expansion into new markets, any changes should be coordinated with their RS&I Area Sales Manager. Program eligibility, territorial requirements and necessary approvals must be confirmed before expanding authorized sales activities. SHARE POST: [![Share on Facebook](https://blog.rsiinc.com/hs-fs/hubfs/images/template_assets/Icons_Blue_Facebook.png?width=24&name=Icons_Blue_Facebook.png)](http://www.facebook.com/share.php?u=https%3A%2F%2Fblog.rsiinc.com%2Fthe-rsi-dealer-download-musk-taking-on-americas-wireless-giants%3Futm_medium%3Dsocial%26utm_source%3Dfacebook) [![Share on LinkedIn](https://blog.rsiinc.com/hs-fs/hubfs/images/template_assets/Icons_Blue_LinkedIn.png?width=24&name=Icons_Blue_LinkedIn.png)](http://www.linkedin.com/shareArticle?mini=true&url=https%3A%2F%2Fblog.rsiinc.com%2Fthe-rsi-dealer-download-musk-taking-on-americas-wireless-giants%3Futm_medium%3Dsocial%26utm_source%3Dlinkedin) [![Share on Twitter](https://blog.rsiinc.com/hs-fs/hubfs/images/template_assets/Icons_Blue_Twitter.png?width=24&name=Icons_Blue_Twitter.png)](https://twitter.com/intent/tweet?original_referer=https%3A%2F%2Fblog.rsiinc.com%2Fthe-rsi-dealer-download-musk-taking-on-americas-wireless-giants%3Futm_medium%3Dsocial%26utm_source%3Dtwitter&url=https%3A%2F%2Fblog.rsiinc.com%2Fthe-rsi-dealer-download-musk-taking-on-americas-wireless-giants%3Futm_medium%3Dsocial%26utm_source%3Dtwitter&source=tweetbutton&text=The%20RS%26I%20Dealer%20Download%3A%20%22MUSK%20TAKING%20ON%20AMERICA%E2%80%99S%20WIRELESS%20GIANTS%22) ## [The RS&I Dealer Download: "Why AT&T Is Willing to Discount Fiber"](https://blog.rsiinc.com/the-rsi-dealer-download-why-att-is-willing-to-discount-fiber) WRITTEN BY: Michael Shiverdecker DATE: October 28, 2026 [YouTube: Watch Here](https://youtu.be/LO0il0q1BN8) | [Spotify: Watch Here](https://open.spotify.com/episode/1HeXnwOYSBmX4QwdPO2j2g?si=SnnWowUgQFiEle4DPh9rOw) Welcome to **The Dealer Download, powered by RS&I.** AT&T reported significant growth in its home internet business during the third quarter of 2026. The company added 442,000 fiber connections and another 327,000 fixed wireless connections, for a combined 769,000 net additions. At the same time, its average fiber revenue per customer declined 4%. At first glance, those numbers might seem contradictory. AT&T is investing billions of dollars to expand its fiber network, yet it's offering introductory promotions and combined-service discounts that can reduce average revenue per connection. But looking at those figures together reveals a larger strategy. AT&T is focused on growing its internet customer base, strengthening relationships with existing wireless subscribers and increasing the number of households using both services. For Authorized Dealers, understanding that strategy can help create better customer conversations around home internet, wireless connectivity and eligible service combinations. --- ## What You’ll Learn in This Episode ### AT&T Added 769,000 Advanced Home Internet Connections During the third quarter of 2026, AT&T reported 442,000 fiber net additions and 327,000 fixed wireless net additions. Together, those products accounted for 769,000 additional connections. AT&T also reported 379,000 postpaid phone net additions, illustrating continued growth across both home internet and wireless services. Those figures are important because the company's strategy increasingly focuses on relationships that include more than one connectivity product. ### What a 4% Decline in Fiber ARPU Actually Means ARPU stands for average revenue per user. It's a common telecommunications metric used to track the average revenue generated by a customer connection over a given period. A decline in ARPU doesn't automatically mean the provider is losing customers or that the overall business is shrinking. In AT&T's case, management identified several factors affecting average fiber revenue, including introductory pricing, discounts associated with combined services and the inclusion of acquired Quantum Fiber customers. The metric reflects the average across the customer base, not necessarily the price paid by every individual subscriber. ### Why Introductory Pricing Can Support Subscriber Growth Building a fiber network requires significant upfront investment. Once a location becomes serviceable, however, the provider still needs to convince customers to subscribe. Introductory promotions can help reduce the initial barrier to switching internet providers, especially in markets where customers already have an established service. The financial question is whether the customer relationship generates sufficient value over time to justify the cost of acquisition and any initial promotional discount. ### Wireless and Internet Bundles Are Part of the Strategy AT&T serves customers through both wireless and home internet services. That creates an opportunity to offer eligible households a combination of services rather than competing for each connection independently. Combined-service offers can help attract customers who want to consolidate their connectivity services and may encourage existing subscribers to add another product. For AT&T, the value of that relationship may extend beyond the revenue generated by one fiber connection. ### Why Customer Retention and Lifetime Value Matter A telecommunications customer can remain with a provider for years. That makes customer lifetime value an important consideration when evaluating promotions, acquisition costs and bundled-service discounts. A provider may accept lower initial revenue from a connection if the overall customer relationship is expected to produce attractive long-term returns. But those outcomes aren't guaranteed. They depend on retention, service costs, customer behavior and the profitability of the products involved. ### The Lumen Acquisition Affects Reported Fiber Revenue AT&T's acquisition of substantially all of Lumen's Mass Markets fiber business brought more than one million existing fiber subscribers into its operations. Those customers included subscribers previously served under the Quantum Fiber brand. Adding an acquired customer base can change the average revenue profile of the combined business, particularly when those customers have different pricing arrangements from AT&T's existing subscribers. That means the reported ARPU decline should not be interpreted as a uniform 4% reduction in the price of AT&T Fiber. ### Fiber and Fixed Wireless Serve Different Connectivity Needs AT&T's advanced home internet growth includes both fiber and fixed wireless services. Fiber is designed to provide high-capacity wired connectivity in locations where the network is available. Fixed wireless provides home internet over a wireless network and can serve eligible locations where fiber isn't available or where a different connectivity solution better fits the customer's needs. Both products contribute to AT&T's broader strategy, but service availability, performance and eligibility vary. ### The Bigger Goal Is Growing Customer Relationships AT&T's earnings discussion emphasizes more than one revenue metric. The company is expanding its fiber footprint, acquiring new internet customers and looking for opportunities to serve households with both wireless and home internet. That approach changes how investors and telecom professionals should evaluate performance. Average revenue per connection remains important, but it needs to be considered alongside subscriber growth, retention, operating costs and overall profitability. ### What This Means for Authorized Dealers For Authorized Dealers, AT&T's strategy highlights the importance of understanding a customer's complete connectivity needs. A customer shopping for wireless service may also be interested in home internet. An existing internet customer may want to evaluate wireless options. The opportunity is to identify those needs, verify which services are available and explain eligible offers accurately. Dealers should review current authorized promotions, confirm address-level serviceability and verify all eligibility requirements and applicable terms before presenting an offer. ### Expansion Creates Opportunities Beyond Existing Customers AT&T's continued fiber investment also means its service footprint is changing. Locations that weren't eligible for AT&T Fiber previously may become serviceable as new infrastructure is built or acquired networks are integrated. For dealers, that creates a reason to revisit previous customer inquiries and stay informed about changes in availability. When considering new markets or additional product offerings, dealers should work with their RS&I Area Sales Manager to confirm program eligibility and obtain any required territorial approvals. SHARE POST: [![Share on Facebook](https://blog.rsiinc.com/hs-fs/hubfs/images/template_assets/Icons_Blue_Facebook.png?width=24&name=Icons_Blue_Facebook.png)](http://www.facebook.com/share.php?u=https%3A%2F%2Fblog.rsiinc.com%2Fthe-rsi-dealer-download-why-att-is-willing-to-discount-fiber%3Futm_medium%3Dsocial%26utm_source%3Dfacebook) [![Share on LinkedIn](https://blog.rsiinc.com/hs-fs/hubfs/images/template_assets/Icons_Blue_LinkedIn.png?width=24&name=Icons_Blue_LinkedIn.png)](http://www.linkedin.com/shareArticle?mini=true&url=https%3A%2F%2Fblog.rsiinc.com%2Fthe-rsi-dealer-download-why-att-is-willing-to-discount-fiber%3Futm_medium%3Dsocial%26utm_source%3Dlinkedin) [![Share on Twitter](https://blog.rsiinc.com/hs-fs/hubfs/images/template_assets/Icons_Blue_Twitter.png?width=24&name=Icons_Blue_Twitter.png)](https://twitter.com/intent/tweet?original_referer=https%3A%2F%2Fblog.rsiinc.com%2Fthe-rsi-dealer-download-why-att-is-willing-to-discount-fiber%3Futm_medium%3Dsocial%26utm_source%3Dtwitter&url=https%3A%2F%2Fblog.rsiinc.com%2Fthe-rsi-dealer-download-why-att-is-willing-to-discount-fiber%3Futm_medium%3Dsocial%26utm_source%3Dtwitter&source=tweetbutton&text=The%20RS%26I%20Dealer%20Download%3A%20%22Why%20AT%26T%20Is%20Willing%20to%20Discount%20Fiber%22) ## [The RS&I Dealer Download: "What Spirit Halloween Can Teach Telecom Dealers About Business Expansion"](https://blog.rsiinc.com/the-rsi-dealer-download-what-spirit-halloween-can-teach-telecom-dealers-about-business-expansion) WRITTEN BY: Michael Shiverdecker DATE: October 26, 2026 [YouTube: Watch Here](https://youtu.be/_mfzURJnwso) | [Spotify: Watch Here](https://open.spotify.com/episode/4buc26JEYRhAz71e8mNv9F?si=PXwSeIdIR7C6aow8KZeLXA) Welcome to **The Dealer Download, powered by RS&I.** Every fall, Spirit Halloween transforms vacant retail spaces into seasonal stores across North America. In 2026, the company announced plans to operate more than 1,550 locations, supported by tens of thousands of seasonal employees. Then, shortly after Halloween, most of those locations close. It's an unusual business model, but one that offers important lessons about market selection, operational efficiency, preparation and expansion. For independent telecom dealers, the similarities are worth examining. Opening another retail location, entering a new market or expanding a sales team can create new revenue opportunities. But expansion also brings expenses, operational responsibilities and potential risks. And unlike Spirit Halloween, Authorized Dealers must consider something particularly important before expanding: territorial authorization. --- ## What You’ll Learn in This Episode ### How Spirit Halloween Operates More Than 1,550 Stores Spirit Halloween has built a seasonal retail model around opening a large number of temporary locations during a relatively short selling period. Rather than maintaining every storefront throughout the year, the company leases retail spaces, prepares them for the Halloween season and closes most locations after the holiday. That approach requires significant coordination across real estate, staffing, inventory, logistics and store operations. ### Why Temporary Retail Locations Make Financial Sense Traditional retail stores carry ongoing expenses, including rent, utilities, staffing and maintenance. Spirit Halloween's seasonal approach concentrates much of its physical retail activity around the period when demand for Halloween merchandise is highest. Short-term leasing arrangements can reduce the need to maintain year-round storefronts, although temporary stores still involve substantial setup, staffing and operating costs. The broader lesson is to match the business model to customer demand rather than assuming every location needs the same operating structure. ### Successful Expansion Starts Months Before Opening Spirit Halloween's stores may operate for only a few months, but preparing for that season is a year-round process. The company must identify suitable properties, negotiate leases, coordinate inventory, recruit employees and prepare store operations before the selling season begins. Telecom dealers face a similar challenge when opening additional offices. The location may be new, but the planning, recruiting, training and operational processes should already be established before the doors open. ### Market Selection Matters More Than Store Count Opening more locations can increase sales opportunities, but the number of stores alone doesn't establish whether expansion is financially successful. A location must have sufficient demand, manageable expenses and the right operational support. For telecom dealers, market evaluation should include customer demand, service availability, local competition, staffing requirements and the costs associated with operating an additional office. Expansion should be based on a realistic business opportunity, not simply the desire to increase the number of locations. ### Telecom Dealers Must Obtain Territory Approval One of the biggest differences between general retail expansion and Authorized Dealer expansion is territorial authorization. Telecommunications providers may establish specific rules governing where dealers can market, sell and operate. Selling outside an approved territory can result in serious consequences, including escalations, commission losses and potential risks to Authorized Dealer status. Before investing in a new location or beginning sales in another market, dealers should contact their RS&I Area Sales Manager to confirm availability and obtain the required approvals. ### RS&I Offers Expansion Incentives for Qualifying Dealers RS&I offers financial incentives to qualifying Authorized Dealers interested in establishing additional offices in approved markets. These incentives can help support eligible expansion efforts, but they are not a substitute for evaluating the underlying business opportunity. Dealers should first discuss the proposed market with their Area Sales Manager, confirm territorial authorization and review any available program requirements before committing resources. ### Repeatable Processes Make Growth More Manageable One of Spirit Halloween's strengths is its ability to repeat a complex store-opening process across a large number of locations. That requires standardized systems for recruiting, training, merchandising and operations. Telecom dealers can apply a similar principle. A repeatable process for hiring sales representatives, training employees, managing leads, following provider requirements and monitoring performance makes additional locations easier to manage. The objective isn't simply to open another office. It's to build an operation that can perform consistently. ### Expansion Creates Additional Management Responsibilities Every new location introduces additional costs and operational complexity. Owners may need to manage more employees, coordinate inventory or equipment, supervise sales activity, maintain compliance and monitor location-level profitability. A business that performs well with one office may need stronger management systems before it can operate several successfully. Growth should be supported by the resources necessary to sustain it. ### A Bigger Business Isn't Always a More Profitable Business Store count is an easy metric to notice, but it doesn't tell the entire story. A telecom dealer operating five offices isn't necessarily more successful than one operating two. The more important questions involve sales productivity, operating expenses, profitability and the return generated by each location. Expanding too quickly can weaken an otherwise healthy business. Expanding carefully into the right markets can create meaningful opportunities. 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Through acquisitions, network investments and years of competition, the company established an operation serving nearly 25 million subscribers. Now AT&T has agreed to sell that business. The October 13, 2026, announcement outlines a transaction with Grupo Televisa and Fintech Holdings valued at $2 billion in cash, plus additional contractual and contingent benefits. That raises an interesting question: Why would a telecommunications company sell a business with such a large customer base? The answer involves more than subscriber counts. It reflects the economics of competing in a challenging market and AT&T's broader decision to focus investment on expanding fiber and wireless connectivity in the United States. --- ## What You’ll Learn in This Episode ### Why AT&T Entered Mexico in the First Place AT&T entered the Mexican wireless market in 2014 through its acquisition of Iusacell, followed by its purchase of Nextel Mexico in 2015. Those acquisitions gave the company an established customer base and infrastructure it could use to build a larger wireless operation. The strategy offered an opportunity to expand beyond the United States and compete in another major North American telecommunications market. ### Building a Large Subscriber Base Takes Investment AT&T invested billions of dollars into its Mexican operations over the following decade. Expanding network coverage, improving service, acquiring customers and competing with established providers all required significant resources. The company succeeded in building a wireless operation serving nearly 25 million subscribers. But subscriber growth and financial performance aren't necessarily the same thing. ### Why Nearly 25 Million Subscribers Weren't Enough A large customer base can generate substantial revenue, but profitability depends on operating expenses, pricing, capital investment and competitive conditions. AT&T Mexico faced a challenging market with strong established competitors, including Telcel. Building and maintaining a modern wireless network requires ongoing investment, even when customer growth is strong. Those economics help explain why a company might decide that a large operation no longer represents the best use of its capital. ### What the $2 Billion Sale Includes AT&T's agreement with Grupo Televisa and Fintech Holdings calls for $2 billion in cash, along with additional contractual and contingent benefits. The transaction represents a major change in AT&T's international operations and gives the buyers an established wireless business with a significant subscriber base. As announced, the transaction remains subject to applicable closing conditions, including regulatory approvals. Until those requirements are satisfied and the transaction closes, AT&T Mexico remains part of AT&T. ### AT&T Is Refocusing on the United States The Mexico sale fits into a broader strategy centered on domestic fiber and wireless connectivity. AT&T has outlined plans to reach more than 60 million fiber locations by the end of 2030. That expansion involves acquisitions, construction partnerships, major supply agreements and new infrastructure financing arrangements. Rather than continuing to invest in every market where it operates, AT&T is concentrating resources on the opportunities it believes best support its long-term strategy. ### Fiber Is Becoming Central to AT&T's Growth Strategy AT&T's fiber expansion isn't limited to building new infrastructure within its traditional wireline territory. The company completed its acquisition of substantially all of Lumen's Mass Markets fiber business and announced a new fiber joint venture involving Gigapower, Forged Fiber 37, Global Infrastructure Partners and CPP Investments. These moves support expansion into additional markets and demonstrate how AT&T is using multiple approaches to grow its fiber footprint. For dealers, that means the geography of AT&T Fiber opportunities may continue changing. ### Why Fiber and Wireless Convergence Matters AT&T's strategy increasingly emphasizes the relationship between home internet and wireless connectivity. A customer who can obtain both services from the same provider may see advantages in convenience, account management and available service combinations. For AT&T, offering fiber and wireless together can create opportunities to deepen customer relationships and improve retention. The combination also gives sales organizations more ways to address a customer's overall connectivity needs. ### What the Buyers Could Do With AT&T Mexico Grupo Televisa and Fintech Holdings are acquiring an established wireless operation rather than building a network and customer base from the beginning. That creates opportunities to explore operating efficiencies, distribution strategies and potential service combinations. However, the buyers will still face challenges involving competition, network investment and profitability. The transaction's longer-term impact on the Mexican wireless market will depend on regulatory approval, closing and the strategies implemented afterward. ### What This Means for Authorized Dealers For Authorized Dealers, AT&T's shift toward U.S. fiber and wireless expansion creates several practical considerations. As the company's network grows, previously unserviceable locations may become eligible for fiber service. Dealers can revisit past customer inquiries, verify current availability and identify opportunities to serve customers looking for wireless, home internet or both. The key is to stay informed about changes in the service footprint rather than relying on outdated assumptions about where AT&T Fiber is available. 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