Geopolitics Alpha

Get ready for the ‘Year of Starlink’ as airlines battle over superfast WiFi

Published . Updated .

GEOPOLITICS ALPHAGet ready for the ‘Year ofStarlink’ as airlines battle oversuperfast WiFiSPCXGEOPOLITICS ALPHA

More airlines are looking to add the SpaceX-owned satellite internet to their fleets as passengers clamor for fast and reliable wifi/

Directly affected

  • SPCX Space Exploration Technologies-9.6% 15d

    Named in this report.

Indirectly affected

  • JETS U.S. Global Jets ETF-2.7% 30d

    U.S. Global Jets ETF: it holds airlines. Linked by “airline” (airlines) in this story.

  • XLC Communication Services Select Sector SPDR-3.0% 16d

    Communication Services Select Sector SPDR: it holds telecom companies. Linked by “satellite internet” (telecoms) in this story.

  • DAL Delta Air Lines+1.2% 30d

    Delta Air Lines (air transportation, scheduled): airlines' costs move with jet fuel and travel demand. Linked by “airline” (airlines) in this story.

  • UAL United Airlines Holdings+1.0% 16d

    United Airlines Holdings (air transportation, scheduled): airlines' costs move with jet fuel and travel demand. Linked by “airline” (airlines) in this story.

  • AAL American Airlines Group-2.7% 30d

    American Airlines Group (air transportation, scheduled): airlines' costs move with jet fuel and travel demand. Linked by “airline” (airlines) in this story.

  • LUV Southwest Airlines+9.0% 6d

    Southwest Airlines (air transportation, scheduled): airlines' costs move with jet fuel and travel demand. Linked by “airline” (airlines) in this story.

  • T At&T-18.4% 30d

    At&T (telephone communications (no radiotelephone)): telecoms move with network spending and rules. Linked by “satellite internet” (telecoms) in this story.

  • VZ Verizon Communications-15.8% 19d

    Verizon Communications (telephone communications (no radiotelephone)): telecoms move with network spending and rules. Linked by “satellite internet” (telecoms) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
SPCXNo price data for this ticker———————
JETSNo price data for this ticker———————
XLCNo price data for this ticker———————
DALNo price data for this ticker———————
UALNo price data for this ticker———————
AALNo price data for this ticker———————
LUVNo price data for this ticker———————
TNo price data for this ticker———————
VZNo price data for this ticker———————

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Market Call

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More airlines are looking to add the SpaceX-owned satellite internet to their fleets as passengers clamor for fast and reliable wifi/

Source: MarketWatch

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This story

12 out of 100

“Get ready for the ‘Year of Starlink’ as airlines battle over superfast WiFi” scores 12 out of 100. The score uses 1 sources.