Starlink Passes AT&T Fiber in Subscribers, Shifting Broadband Power
As seen on the 24/7 Wall St. homepage on October 24, 2026.
A satellite network has now out-scaled the subscriber base AT&T spent years and billions of capex building, which reframes who sets broadband pricing from here.
Starlink now has more subscribers than AT&T fiber. $SPCX $T https://t.co/BipM934LcC
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Starlink now has more subscribers than AT&T's fiber business, which weakens AT&T's pricing power in residential broadband. Keep an eye on subscriber trajectory and average revenue per user into the next round of earnings.
AT&T built that fiber base over years of capital spending, and a satellite network outscaled it without trench permits, utility poles, or last-mile construction costs.
Starlink is now a mainstream competitor with a larger customer base, which changes how the street should think about AT&T's ability to defend broadband pricing and retention.
Investors in telecom and space alike have a direct read on whether fixed-line infrastructure can hold its ground.
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