#SpaceXQualcomm5GDeal
About SpaceXQualcomm5GDeal
Qualcomm kündigte am 4. November einen mehrjährigen Vertrag mit SpaceX an, um Dragonwing-Chips und Software für das terrestrische 5G-Netz von Starlink Mobile in den USA zu liefern. Die Einführung ist für 2027 geplant, mit Zehntausenden von Basisstationen in den folgenden Jahren, die Satelliten- und Bodennetze integrieren. Der Vertrag erweitert Qualcomms Infrastrukturpräsenz und SpaceXs mobile Ambitionen. Finanzielle Details bleiben unveröffentlicht. Der Fortschritt der Einführung, das Nutzerwachstum und die Einnahmen werden helfen, die Auswirkungen zu bewerten.
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Marktgespräch: Tesla- und SpaceX-Aktien fallen nach den Erfolgen der Demokraten bei den Zwischenwahlen
04:36 AM EST, 11/04/2026 (MT Newswires) -- Die Aktien von Tesla (TSLA) und SpaceX (SPCX) fielen am Dienstag im nachbörslichen Handel um etwa 1,8 %, nachdem frühe US-Zwischenwahlergebnisse auf starke Gewinne der Demokraten hindeuteten, was Bedenken hinsichtlich einer verstärkten regulatorischen Kontrolle und einer möglichen Fusion der Unternehmen aufkommen ließ, berichtete Bloomberg am Mittwoch.
Die prognostizierten Gewinne der Demokraten führten laut Bloomberg zu Befürchtungen über eine strenger
Our fourth quarter delivered non-GAAP revenues of $10.4 billion, with QCT revenues of $9.0 billion at the high end of guidance. We exited fiscal 2026 with QCT Automotive revenues at an annualized run rate of approximately $8 billion and continued momentum across our diversification strategy. Our Data Center business is beginning its ramp, and we reached a landmark agreement with SpaceX to accelerate Starlink Mobile’s nationwide terrestrial 5G network in the U.S.
Key highlights:
🔵Licensing: Apple, Huawei and Transsion renewals provide stability for QTL stability as we move to the 6G era; QTL revenue run rate is unchanged.
🔵Data Center: December-quarter revenues expected to exceed $650 million; Reiterating $5 billion fiscal 2027 target. Multigeneration AWS agreement covers custom AI inference silicon and optical connectivity. AI250 with Qualcomm High Bandwidth Compute exceeding our expectations for power-efficiency and bandwidth.
🔵Automotive and Robotics: Q4 Automotive revenue grew 89% year-over-year; annualized revenue run rate reached approximately $8 billion exiting fiscal 2026. Fifth-generation @Snapdragon Digital Chassis commercial shipments began in the September quarter, ramping through fiscal 2027. Qualcomm Dragonwing IQ10’s commercial ramp is set to begin.
🔵Agentic AI: World’s first agentic smartphones launched on Snapdragon; customers are building agentic experiences for smartphones, smart glasses and new personal AI devices.
🔵SpaceX selected Qualcomm for its @Starlink Mobile’s nationwide U.S. terrestrial 5G network. Deployment with Qualcomm Dragonwing infrastructure platforms begins in 2027 under a multiyear agreement.
Looking ahead, we expect QCT non-handset revenues to grow more than 60% year-over-year and account for more than 50% of QCT revenues in fiscal 2027. $QCOM
For a cautionary note regarding forward-looking statements, information regarding our use of non-GAAP financial measures and a reconciliation to the most directly comparable GAAP measures, please see our earnings presentation available on our Investor Relations website:
Excellent breakdown — you nailed the strategic logic.
Latest data adds nuance: Qualcomm announced Nov 4 its Dragonwing QRU100 + QDU100 will power Starlink Mobile, calling it its biggest 5G deal yet — tens of thousands of sites from 2027, Massive MIMO down to 2GHz.
Yet QCOM fell to ∼$152 today, -12.2%, after Q4 handset revenue fell 26% to $5.14B, even as auto jumped 89% to $1.99B and Q4 revenue beat at $10.44B.
So the market agrees with you: brilliant long-term pivot, but execution.
比特币飞哥
#SpaceX携手高通建设美国5G网络
SpaceX hat mit Qualcomm einen Vertrag abgeschlossen, um ein landesweites 5G-Netz in den USA aufzubauen, genannt Starlink Mobile. Qualcomm sagt, dies sei der größte 5G-Vertrag in der Firmengeschichte, mit Beginn der Implementierung im Jahr 2027, und es werden zehntausende Makrozellen im ganzen Land installiert. Das technische Highlight ist, dass Massive MIMO im 2-GHz-Band realisiert wird, normalerweise läuft das über 3,5 GHz.
Das Interessanteste ist nicht die Technik, sondern warum SpaceX unbedingt selbst bauen muss. Zuvor versuchten sie, mit AT&T, Verizon und T-Mobile MVNO-Deals zu machen, aber alle drei lehnten ab, also müssen sie selbst ausbauen. Satelliten können nicht durch Wände dringen, und in Städten reicht die Kapazität nicht aus. Um mit den drei großen Netzbetreibern um Kunden zu konkurrieren, kommt man an Bodenstationen nicht vorbei. Im Oktober hat man für 8 Milliarden US-Dollar das Niedrigfrequenzspektrum gekauft, Musk nennt das das „letzte Puzzlestück“.
Bei Qualcomm stagniert das Wachstum im Bereich Smartphone-Chips, daher ist der Ausbau im Infrastruktursegment ein klarer Schritt, und mit diesem Großkunden sichern sie sich eine wichtige Position.
Aber man sollte nicht zu schnell von einer Revolution sprechen. Der Aufbau eines landesweiten Netzes kostet astronomische Summen, Betrieb, Kundenservice und Vertrieb müssen von Grund auf neu aufgebaut werden, und die Implementierung beginnt erst 2027. Ein echter Wettkampf steht also noch aus. Aber die Richtung ist klar: Musk will der vierte landesweite Mobilfunkanbieter in den USA werden.
BIG NEWS 🚨 SpaceX just tapped Qualcomm to help build its own nationwide cell network to take on AT&T, Verizon and T-Mobile 🔥
This deal didn't come out of nowhere.
For the past year, SpaceX has been quietly building a phone company, one piece at a time.
First, it locked down the airwaves. A $17 billion deal for EchoStar's spectrum gave Starlink Mobile the mid-band capacity every real carrier needs.
Then it claimed the sky. On October 6, the FCC approved 15,000 next-generation direct-to-cell satellites.
Two days later, it went after the walls. SpaceX agreed to buy nationwide 800 MHz spectrum, the low-band signal that punches deep inside buildings.
Today, SpaceX brought the fight down to the ground.
It just signed a multi-year deal with Qualcomm to build tens of thousands of cell sites across the U.S., with deployment kicking off in 2027.
Qualcomm says it's the biggest 5G project in its history.
Every site runs on Qualcomm's Dragonwing platforms. The QRU100 drives the radio up on the tower, while the QDU100 crunches the heavy processing behind it.
The real magic is 64T64R Massive MIMO, which means 64 antennas sending and 64 receiving.
Instead of blasting signal in every direction, a single tower can fire focused beams at many phones at once. The same airwaves stretch further and serve far more people.
The chips are built to sip power, too. Multiply every watt saved across tens of thousands of sites, and the savings get serious.
The hardware handles multiple spectrum bands, so it's ready for the different airwaves SpaceX has been collecting.
It even lays the groundwork for AI-native 6G, which means these sites are built for the next generation, not just this one.
SpaceX's goal is bold: the first fully integrated nationwide satellite and terrestrial mobile network.
AT&T, Verizon and T-Mobile built their networks tower by tower, and every one of them still has spots where your bars drop to zero.
SpaceX can put towers where the crowds are and let satellites cover everything in between.
Sure, this won't happen overnight. Tens of thousands of sites is a multi-year build, and the 800 MHz deal still needs FCC approval.
But for the first time in years, the big three are staring down a challenger with its own spectrum, its own ground network and its own satellites.
For decades, the battle for your phone has been fought on the ground.
Now AT&T, Verizon and T-Mobile have to look up 🆒
Everyone still thinks SpaceX is a rocket company and they're missing the bigger play.
Qualcomm just signed a massive 5G deal with SpaceX, which already has 13.6M Starlink subscribers and is expanding into AI infrastructure. Rockets, telecom, AI. Three trillion-dollar industries, one company.
Elon's building the infrastructure everyone else could end up paying to use.
