A signal in satellite noise?
We covered our impression of T-Mobile's Super Bowl ad offering its Starlink-based direct-to-device (D2D) service when it aired. While not news, we just noticed that the commercial generated 13x more engagement than the median Super Bowl ad, by far the most of any ad aired during the game. Investors have been questioning whether consumers will be interested in taking a D2D service as well as what they will pay for it. The strong engagement the T-Mobile ad generated may offer a clue as to the first question. We may not get an indication on the second question until July, when the trial period announced by T-Mobile's Super Bowl ad ends.
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New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:
- Pan European Telecom Services and Cable
- US Telecoms, Cable, Satellite and Towers
- Global Emerging Market Telecoms
- Japan Telecoms
- Asian Internet
- Pan European Healthcare
- Global healthcare thematic research
We provide debt research on:
- Pan European Telecom Services and Cable
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