The 6G Podcast by Moor Insights & Strategy

T-Mobile Plan Hikes, Upper C-Band Auction Timing, and D2D Spectrum Battles

July 3, 2026·26 min
Episode Description from the Publisher

In episode 254 of the 6G podcast, Anshel Sag and Mike Danow discuss major telecom and space-industry developments. Sag covers T-Mobile forcing customers off older plans with roughly $4-per-line increases and potential competitive fallout, plus a Verizon–BT 50/50 joint venture combining international enterprise operations serving 3,000 customers in 180 countries with about $4B in revenue, and renewed reporting about a rumored SpaceX/xAI handheld AI device that Elon Musk denies. Danow focuses on spectrum and satellite trends: the FCC’s planned upper C-band auction next summer for 160 MHz nationwide with commercial use delayed until 2030–2031, Rocket Lab’s announced $8B acquisition of Iridium emphasizing L-band spectrum for direct-to-device services, and the FCC approving Grain Management’s plan to lease divested 800 MHz spectrum for D2D, with interest hinted from AST SpaceMobile and results due by November 5.00:00 Welcome and Catch Up01:27 T-Mobile Plan Price Hike04:43 FCC Upper C Band Auction07:42 Verizon BT Enterprise JV11:17 Rocket Lab Buys Iridium17:09 SpaceX AI Device Rumor19:36 Grain 800 MHz D2D Leasing26:21 Wrap Up and Holiday

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