TechEpiphany

$QCOM calls this its biggest 5G deal yet, and it's in the tower, not the phone. @SpaceX picked @Qualcomm Dragonwing silicon and software for @Starlink Mobile's U.S. terrestrial 5G network: tens of thousands of macro sites from 2027. Some thoughts: -In September I wrote that Qualcomm sells compute from IoT device to data center. Add the cell tower. With the X105 modem doing NR-NTN in the phone, Qualcomm gets a shot at both ends of the Starlink Mobile link. -SpaceX says Qualcomm speeds up a base station it designs itself: the satellite and dish playbook on merchant silicon. Ericsson, Nokia and Samsung aren't in this release. -On its Q3 call, SpaceX pitched Wi-Fi and small radios on Starlink dishes. Macro sites by the tens of thousands is a far costlier plan, and the one it needs. -@anshelsag's four Starlink Mobile gaps in October: no subscribers, no terrestrial network, too little spectrum, no MVNO. This starts on one, closes none. Spectrum is the gate: ~79 MHz vs. 280-380 MHz per big-three carrier. Net-net: first hard evidence $SPCX's terrestrial build is real, and a real $QCOM win. No dollar figure, no guarantees. I’d love potential deal size range and revenue timing on today's call.