What podcasters are saying about Telecom & connectivity

Summary

In the past 30 days, 8 speakers on 7 finance podcasts discussed Telecom & connectivity in 10 views. Chorus has followed Telecom & connectivity since October 16, 2026.

Who talks about it most

• Craig Moffett · 2
• Steve Eisman · 2
• Ted Mortonson · 1
• Steve Grasso · 1
• Walter Piecyk · 1
• Brad Gerstner · 1
• Alex Kantrowitz · 1
• Michael Batnick · 1

The latest views

Newest first. Every quote is checked against the episode's transcript.

• Ted Mortonson · Baird

  Starlink is a disruptive threat to AT&T and Verizon, which must respond.

  Ted argues that SpaceX's Starlink and its laser communication work are incredibly disruptive. If he were AT&T or Verizon, he would see the threat and start responding. He also sees a possible Tesla integrated secure phone using Starlink as very powerful for the device market.

  “And if I was AT and T and Verizon, I would think, oh, boy, you better start looking...”at 55:40

  Excess Returns: Baird's Tech Strategist Says This Isn't 2000. So Why Is He Warning Against Buying the Dip? · October 24, 2026

• Craig Moffett · MoffettNathanson

  The SpaceX threat to telcos is a narrative overhang, not a near-term earnings threat; it could take years.

  Moffett says the telco sell-off is overdone if it is based on earnings. The threat is more narrative than financial. SpaceX could take years to build anything that mounts a real threat, if it ever does, so investors face an overhang with uncertain duration and little demonstrated earnings damage.

  “Well, it is if you're basing the sell off on the threat to earnings. The problem is this is more of a narrative threat than a financial threat... It could take years for SpaceX to actually do anything that that mounts a threat if if if at all.”at 23:08

  CNBC Closing Bell: Closing Bell Overtime: Markets Search for Opportunity After a Wild Week 10/23/26 · October 23, 2026

• Craig Moffett · MoffettNathanson

  A new bidder in the upper C-band spectrum auction would raise carriers' costs with no added revenue.

  Even if SpaceX never builds a network, bidding for spectrum could push up prices. The upper C-band auction is due next year. If another bidder enters, prices could rise sharply. Paying more for spectrum generates no extra revenue, so Moffett calls this unequivocally bad for carriers.

  “Even if they don't successfully build a network, if they start bidding for spectrum that could really bid up the price of spectrum. There's a spectrum auction due next year called the upper c band spectrum auction. And if that happens, and there's another bidder, you could see much higher prices. It doesn't generate any extra revenues.”at 28:11

  CNBC Closing Bell: Closing Bell Overtime: Markets Search for Opportunity After a Wild Week 10/23/26 · October 23, 2026

• Steve Eisman · The Real Eisman Playbook

  Starlink is becoming a viable wireless competitor, the 'telepocalypse', pressuring carriers.

  Eisman coined the term 'telepocalypse' for SpaceX's Starlink becoming a much more viable competitor to existing wireless carriers. On SpaceX's call, Musk reaffirmed plans for a fourth major mobile operator in the US. Eisman says creating such a carrier would be unbelievably expensive, but no one wants to spoil a good narrative. T-Mobile, Verizon and AT&T fell 2% to 6% the day after, even though AT&T's own results were okay.

  “The telepocalypse stands for SpaceX's Starlink division becoming a much more viable competitor to existing wireless carriers.”at 15:50

  The Real Eisman Playbook: AI Narrative Switched, Debt Yields Spike | The Weekly Wrap · October 23, 2026

• Steve Grasso · Grasso Global Inc.

  Telecom weakness on SpaceX headlines is a buying opportunity, since disruption is not happening yet.

  Grasso says SpaceX's satellite network will disrupt many industries, but the impact on telecom carriers is not visible today. He argues that when SpaceX headlines push telecom stocks lower, traders should buy the weakness. The Bloomberg report on SpaceX talks to access 80,000 cell sites sent Crown Castle lower in the same session.

  “Whenever you get some weakness in these names due to a SpaceX headline, you should probably try to buy that weakness.”at 38:28

  CNBC Fast Money: Tech Tumbles In Market Sell-Off… And Moderna’s Meltdown After Data Leak 10/22/26 · October 22, 2026

• Walter Piecyk · LightShed Partners

  Cable broadband is losing customers to wireless, satellite and Amazon, and cable firms handle competition poorly.

  Cable companies have a poor track record against competition. They downplayed fixed wireless and AT&T's fiber investment, and they are now suffering customer losses. Amazon may be a bigger risk to cable than SpaceX because it can add broadband competition, while SpaceX builds a terrestrial network aimed at the telcos.

  “they aren't really known for being able to handle competition. They downplayed when the wireless companies came into the market with fixed wireless... now you look at how the cables companies are suffering with their inability to stop customer losses.”at 19:00

  CNBC Power Lunch: Tech Earnings Season, SpaceX Targeting Telecoms, CME Group CEO Interview 10/21/26 · October 21, 2026

• Brad Gerstner · Altimeter Capital

  Starlink's odds of disrupting carriers have risen sharply, so carrier multiples should compress.

  Gerstner says the market sold off AT&T after its solid earnings because it is pricing a large disruption to carriers, not current results. The market is not saying SpaceX will certainly take them out, but the probability that SpaceX can compete with them has risen sharply. He expects SpaceX to become an alternative carrier with fast diffusion and high penetration, since carriers still leave dead zones. He argues that SpaceX's engineering and free cash flow will solve the coverage problem. So carriers' discount rates must rise and their multiples must come down. He calls the carriers' pushback a classic innovator's dilemma.

  “I'm not surprised that you report earnings and your stock goes down because the market doesn't really care about what your earnings are today. They're saying there's this massive disruption coming to your business.”at 26:47

  Squawk Pod (CNBC Squawk Box): Musk Floats Mega-Merger, United CEO on Airfares & Fuel 10/21/26 · October 21, 2026

• Alex Kantrowitz · Big Technology

  Starlink's satellite mobile push should make mobile carriers nervous, since space-based coverage fills dead spots.

  Starlink is in space, so it can cover the dead spots that terrestrial mobile networks have. That gives Starlink a real advantage over mobile carriers, so he thinks carriers should be nervous about the planned Starlink mobile expansion.

  “I think mobile companies should be nervous. One of the nice things about Starlink is, you know, there are... Because it's in space, there are a few dead spots.”at 7:41

  CNBC Closing Bell: Closing Bell 10/20/26 · October 20, 2026

• Michael Batnick · Ritholtz Wealth Management

  Cable companies are a case of out-of-favour stocks with no turnaround coming; falling prices reflect that.

  Michael argues that a stock that keeps falling is usually falling for a fundamental reason, and he uses cable companies as the example. He says there is no turnaround coming for cable and that these out-of-favour businesses are not a value opportunity yet, though they might get cheap enough to be worth paying pennies on the asset. The support is an illustrative example rather than specific data.

  “When stocks are going down and down and down, look at the cable companies as an example, or a lot of these companies that are out of favor. Like, there's no turnaround coming for cable.”at 13:28

  Animal Spirits: Talk Your Book: The Case for Value and Momentum · October 19, 2026

• Steve Eisman · The Real Eisman Playbook

  Starlink threat to US carriers is probably overblown; Starlink still lacks a good terrestrial network.

  AT&T, Verizon and T-Mobile fell 9% to 13% after SpaceX's Starlink, which Eisman says provides service that is much worse than telecom providers', bought 14 MHz of spectrum. That improves Starlink's US service but is still not good enough. Building a terrestrial network would be unbelievably expensive, so the cheapest route is a deal with one of the big three carriers, which Eisman believes have no interest in helping. He concludes the telepocalypse is probably overblown, though the narrative is powerful and will not go away.

  “And none of the big three believe me have any interest in helping Starlink. So the telepocalypse is probably overblown.”at 4:45

  The Real Eisman Playbook: Market Cracks Under AI Debt Burden | The Weekly Wrap · October 16, 2026