#SpaceXQualcomm5GDeal
About SpaceXQualcomm5GDeal
Qualcomm a annoncé un accord pluriannuel avec SpaceX le 4 novembre pour fournir des puces Dragonwing et des logiciels pour le réseau 5G terrestre américain de Starlink Mobile. Le déploiement est prévu pour 2027, avec des dizaines de milliers de stations de base au cours des années suivantes, intégrant les réseaux satellite et terrestre. Cet accord étend l'empreinte infrastructurelle de Qualcomm et les ambitions mobiles de SpaceX. Les termes financiers restent confidentiels. Les progrès du déploiement, la croissance des utilisateurs et les revenus permettront d'évaluer son impact.
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Bavardage du marché : les actions Tesla et SpaceX chutent après les gains des démocrates aux élections de mi-mandat
04:36 AM EST, 11/04/2026 (MT Newswires) -- Les actions Tesla (TSLA) et SpaceX (SPCX) ont chuté d'environ 1,8 % lors des échanges après la clôture mardi, alors que les premiers résultats des élections de mi-mandat aux États-Unis indiquaient de forts gains démocrates, suscitant des inquiétudes quant à un renforcement de la surveillance réglementaire et une possible fusion entre les entreprises, a rapporté Bloomberg mercredi.
Les gains démocrates projetés ont suscité des inquiétudes concernant un c
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 a signé avec Qualcomm pour construire un réseau 5G terrestre à l'échelle des États-Unis, appelé Starlink Mobile. Qualcomm affirme qu'il s'agit du plus grand contrat 5G de l'histoire de l'entreprise, avec un déploiement prévu à partir de 2027, couvrant des dizaines de milliers de stations de base macro à travers le pays. Le point technique remarquable est l'application du Massive MIMO dans la bande des 2 GHz, alors que cette technologie fonctionne généralement au-dessus de 3,5 GHz.
Ce qui mérite le plus d'attention n'est pas la technologie, mais pourquoi SpaceX doit absolument construire son propre réseau. Ils ont d'abord approché AT&T, Verizon et T-Mobile pour lancer un MVNO, mais les trois ont refusé, les obligeant à déployer leur propre infrastructure. Les satellites ne peuvent pas traverser les murs, et la capacité en ville est insuffisante ; pour concurrencer les trois grands opérateurs, il est indispensable d'avoir des stations de base terrestres. Côté spectre, ils ont dépensé 8 milliards en octobre pour acheter des bandes basses fréquences, que Musk qualifie de « dernière pièce du puzzle ».
Pour Qualcomm, dont la croissance des puces pour smartphones est faible, se concentrer sur les infrastructures est une stratégie évidente, et décrocher ce client majeur est un pas important.
Mais il ne faut pas crier à la révolution trop vite. Construire un réseau national coûte une somme astronomique, et il faut tout créer de zéro pour l'exploitation, le service client et la vente. Le déploiement ne commencera qu'en 2027, donc la vraie compétition est encore loin. Mais la direction est claire : Musk veut devenir le quatrième opérateur mobile national aux États-Unis.
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.
