A week when two of the industry's biggest structures started to move. On November 13, Reuters reported that Verizon's new CEO Dan Schulman was preparing to cut roughly 15,000 jobs, the largest layoff in the company's history, as part of a restructuring aimed at reversing subscriber losses. The same day, Amazon retired the Project Kuiper name and rebranded its satellite constellation as Amazon Leo, unveiling a lineup of customer terminals as it shifts from launch project to commercial service. And on November 15, EchoStar completed its retreat from network ownership, shutting down its own 5G network and moving all Boost Mobile traffic onto AT&T under a hybrid arrangement, ending the four-network era in US wireless.
The satellite race hit two milestones on the same Monday. On June 23 T-Mobile announced that T-Satellite, its Starlink-powered direct-to-cell service, would exit beta and launch commercially on July 23, with data service for apps to follow in October, putting a date on the industry's most anticipated product. Hours earlier, a ULA Atlas V lifted the second batch of 27 Amazon Project Kuiper satellites into orbit, doubling the constellation as Amazon chases its FCC deployment deadline. And by Friday, EchoStar confirmed the pressure campaign was producing movement, with President Trump publicly urging an amicable resolution between the company and the FCC as grace periods on half a billion dollars in skipped interest neared expiration.
Amazon finally left the launchpad. On April 28 a ULA Atlas V carried the first 27 operational Project Kuiper satellites to orbit, the opening deployment of Amazon's 3,236-satellite answer to Starlink and the true start of the LEO broadband duopoly race, six years after the project was announced. The same day, the FCC's open meeting delivered a satellite-friendly rulemaking package, proposing to modernize licensing and squeeze more intensive use from spectrum allocated to space services. And EchoStar closed the week deepening its distress narrative, with filings and reports making clear the company viewed the FCC's gathering scrutiny as a threat to its ability to meet obligations, days before Chairman Carr's letters made the review official.