#SpaceXQualcomm5GDeal
About SpaceXQualcomm5GDeal
Qualcomm ha annunciato un accordo pluriennale con SpaceX il 4 novembre per fornire chip Dragonwing e software per la rete 5G terrestre statunitense di Starlink Mobile. Il dispiegamento è previsto per il 2027, con decine di migliaia di stazioni base negli anni successivi, integrando reti satellitari e terrestri. L'accordo amplia la presenza infrastrutturale di Qualcomm e le ambizioni mobili di SpaceX. I termini finanziari restano riservati. I progressi nel rollout, la crescita degli utenti e i ricavi aiuteranno a valutarne l'impatto.
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Discussioni di mercato: azioni Tesla e SpaceX in calo dopo i guadagni dei Democratici alle elezioni di medio termine
04:36 AM EST, 11/04/2026 (MT Newswires) -- Le azioni Tesla (TSLA) e SpaceX (SPCX) sono scese di circa l'1,8% nel trading after-hours di martedì, poiché i primi risultati delle elezioni di medio termine negli Stati Uniti indicavano forti guadagni per i Democratici, suscitando preoccupazioni riguardo a un aumento del controllo normativo e a una potenziale fusione tra le due società, ha riportato Bloomberg mercoledì.
I previsti guadagni democratici hanno sollevato preoccupazioni circa un controllo
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 ha firmato con Qualcomm per costruire una rete 5G terrestre in tutti gli Stati Uniti, chiamata Starlink Mobile. Qualcomm ha dichiarato che si tratta del più grande contratto 5G nella storia dell'azienda, con il dispiegamento che inizierà nel 2027 e decine di migliaia di macro stazioni base distribuite in tutto il paese. Il punto tecnico più interessante è l'applicazione del Massive MIMO nella banda a 2 GHz, mentre solitamente questa tecnologia opera sopra i 3,5 GHz.
La cosa più degna di riflessione non è la tecnologia, ma il motivo per cui SpaceX deve costruire la rete da sola. In precedenza aveva cercato di collaborare con AT&T, Verizon e T-Mobile per realizzare un MVNO, ma tutte e tre hanno rifiutato, quindi non è rimasto che costruire la rete in proprio. I satelliti non penetrano bene attraverso le pareti, e la capacità in città non regge; per competere con i tre grandi operatori e conquistare utenti, le stazioni base terrestri sono indispensabili. A ottobre hanno appena speso 8 miliardi per acquistare spettro a bassa frequenza, che Musk ha definito "l'ultimo pezzo del puzzle".
Per Qualcomm, che sta vedendo una crescita stagnante nei chip per smartphone, puntare sulle infrastrutture è una mossa chiara, e acquisire questo super cliente rappresenta un passo importante.
Ma non affrettatevi a parlare di rivoluzione. Costruire una rete nazionale richiede cifre astronomiche, e bisogna partire da zero con operazioni, assistenza clienti e vendite; il dispiegamento è previsto solo per il 2027, quindi è presto per una sfida diretta. Ma la direzione è chiara: Musk vuole diventare il quarto operatore mobile nazionale negli Stati Uniti.
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.
