Weekly Telecom Intelligence: November 1–7, 2026 This week SpaceX selected Qualcomm Dragonwing hardware and Layer 1 software to underpin a planned Starlink Mobile terrestrial 5G rollout beginning in 2027, with tens of thousands of sites expected over a multi year agreement. AT&T demonstrated a first successful handoff from its cellular network to AST SpaceMobile's direct to device satellite network, advancing real world NTN integration. Globalstar requested FCC scrutiny of Rocket Lab's supplier role amid a potential Iridium acquisition, while CesiumAstro closed a $730 million Series D to fund a 737 satellite Synchronicity constellation and scale U.S. manufacturing. Collectively these events signal a turning point for wholesale connectivity: large new terrestrial entrants, validated satellite handoffs, and growing satellite supplier depth will reshape MVNE and MVNA commercial and operational priorities.