Starlink sends the telecoms world off in a spin, but what is the big picture?

The telecoms industry is all a flutter.

Satellite connectivity was once seen as useful but peripheral. Starlink is changing that.

With scale, money and ambition behind it, the company is starting to look less like a niche rural broadband provider and more like a serious question for the wider connectivity market.

Founder of The Content Store.

Kester Mann, Director, Consumer and Connectivity at FDM CCS Insight, said this is one of the more interesting developments of 2026.

“The industry is nervous. Operators are currently working to shore up their defenses against potential offerings from a company like Starlink, but the long-term plan is not obvious yet. Starlink has the financial muscle to be disruptive if it wants to be.”

Starlink is clearly a very ambitious business. The recent IPO of its parent company, SpaceX, shattered global financial records, raising $85.7 billion in total capital and valuing the company at $1.77...

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