THE CRUNCH
Deutsche Telekom, Orange, Telefónica and Vodafone have signed a letter of intent to consider a joint bid for spectrum that would support European direct-to-device satellite competition with SpaceX's Starlink. The four carriers say they would build the ground infrastructure in Europe while a separate, still-unselected satellite partner provides the constellation itself.
The operators frame the initiative as a way to meet demand for universal coverage in underserved areas, strengthen the resilience of public networks, protect critical communications and support the development of a European constellation. By handling ground network infrastructure, coordination and monitoring functions in Europe without investing directly in satellites, the partnership would combine European governance and market access with a satellite operator's deployment expertise.
The move follows a similar collaboration announced in the US earlier this year by AT&T, T-Mobile and Verizon, which plan to combine spectrum in rural areas and dead zones to increase capacity and give satellite providers a unified platform to reach more customers. It also lands amid regulatory manoeuvring: in May the EU was reportedly considering reserving part of the 2 GHz band for local satellite services, an idea SpaceX criticised, claiming it would worsen service in Ukraine.
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