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Noticias de NN
Eventos de NN
Roth Capital Says SpaceX Acquires Low-Band Spectrum for $8B
Roth Capital says SpaceX (SPCX) continues its spectrum grab with its purchase of low-band spectrum from Grain Management for a reported $8B. The early implications are increased competition for terrestrial mobile network operators and other device-to-device services like AST SpaceMobile (ASTS) and Amazon Leo (AMZN), the analyst tells investors in a research note. Roth believes the SpaceX purchase "should push a cozier relationship" between AST SpaceMobile (ASTS) and tier 1 mobile operators Verizon (VZ), AT&T (T) and T-Mobile (TMUS). AST will become the preferred neutral device-to-device satellite partner, contends the firm. Roth also sees low band spectrum increasing in value, which is views as positive for Anterix (ATEX), NextNav (NN) and Gogo (GOGO). At a similar megahertz value to what SpaceX paid, Gogo would be valued at $2.3B for spectrum alone versus its current $1B enterprise value, Roth contends. The firm also sees backhaul and access opportunities for Aviat Networks (AVNW) and Ceragon Networks (CRNT) for either a SpaceX terrestrial network buildout or competitive investment from the mobile operators.
NextNav Stock Rises 11.7% to $12.96
NextNav is up 11.7%, or $1.36 to $12.96.
NextNav Shares Drop 13.0% to $11.06
NextNav is down -13.0%, or -$1.65 to $11.06.
NextNav Partners with AiRANACULUS for Strategic Collaboration
NextNav announced a strategic partnership with AiRANACULUS to advance integrated sensing and communications, ISAC, across NextNav's licensed lower 900 MHz spectrum. "Safe airspace management is critically enhanced by long-range detection capabilities that provide an early warning capability and scale cost effectively," said Deepak Joseph, Vice President of Product at NextNav. "Collaborations like this help NextNav bring together the technologies, expertise, and ecosystem partners needed to advance 5G-powered sensing solutions for national security, public safety, and critical infrastructure."
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