Oppenheimer Predicts SpaceX Will Disrupt U.S. Communications Industry

Oppenheimer predicts that SpaceX's Starlink will disrupt the $1.6 trillion U.S. communications industry, posing a risk to legacy broadband providers like AT&T and Verizon. The brokerage raised its 2035 space revenue estimate to $800 billion ahead of SpaceX’s anticipated IPO.

By Kanchana Chakravarty Wed, June 3, 2026 at 5:16 PM GMT+3 1 min read · Yahoo Finance ·

Oppenheimer Predicts SpaceX Will Disrupt U.S. Communications Industry

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Topics: communications industry disruption IPO valuation SpaceX Starlink

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