SpaceX Could Disrupt Telcos in Australia, New Zealand

Dow Jones

07/08

0329 GMT - Morgan Stanley analysts think that equities markets are underestimating the potential for SpaceX to disrupt telecommunications providers in Australia and New Zealand. They tell clients in a note that SpaceX's ambitions extend far beyond satellite launch services, and into areas including mobile connectivity and AI infrastructure. They warn that Starlink's direct-to-device satellite services could win subscribers and lower the terminal values of existing players such as Telstra, TPG Telecom, Aussie Broadband and Spark NZ. The analysts point out that Australia's large geography, low density and high average revenue per user make it an attractive market. MS lowers its target price on Telstra, TPG Telecom, Aussie Broadband and Spark NZ by between 1.9% and 5.3%, but makes no changes to its prior ratings. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

July 07, 2026 23:29 ET (03:29 GMT)

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They tell clients in a note that SpaceX's ambitions extend far beyond satellite launch services, and into areas including mobile connectivity and AI infrastructure. They warn that Starlink's direct-to-device satellite services could win subscribers and lower the terminal values of existing players such as Telstra, <a href=\"https://laohu8.com/S/TPGTF\">TPG Telecom</a>, <a href=\"https://laohu8.com/S/ABB.AU\">Aussie Broadband</a> and Spark NZ. The analysts point out that Australia's large geography, low density and high average revenue per user make it an attractive market. MS lowers its target price on Telstra, TPG Telecom, Aussie Broadband and Spark NZ by between 1.9% and 5.3%, but makes no changes to its prior ratings. (stuart.condie@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 07, 2026 23:29 ET (03:29 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SpaceX Could Disrupt Telcos in Australia, New Zealand</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSpaceX Could Disrupt Telcos in Australia, New Zealand\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time smaller\">2026-07-08 11:29</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0329 GMT - Morgan Stanley analysts think that equities markets are underestimating the potential for SpaceX to disrupt telecommunications providers in <a href=\"https://laohu8.com/S/AN3PF.AU\">Australia and New Zealand</a>. They tell clients in a note that SpaceX's ambitions extend far beyond satellite launch services, and into areas including mobile connectivity and AI infrastructure. They warn that Starlink's direct-to-device satellite services could win subscribers and lower the terminal values of existing players such as Telstra, <a href=\"https://laohu8.com/S/TPGTF\">TPG Telecom</a>, <a href=\"https://laohu8.com/S/ABB.AU\">Aussie Broadband</a> and Spark NZ. The analysts point out that Australia's large geography, low density and high average revenue per user make it an attractive market. MS lowers its target price on Telstra, TPG Telecom, Aussie Broadband and Spark NZ by between 1.9% and 5.3%, but makes no changes to its prior ratings. (stuart.condie@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 07, 2026 23:29 ET (03:29 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SPK.NZ","symbol_name":"Spark New Zealand Limited Ordinary Shares","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2649528499","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2649528499","pubTimestamp":1783481340,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0329 GMT - Morgan Stanley analysts think that equities markets are underestimating the potential for SpaceX to disrupt telecommunications providers in Australia and New Zealand. They tell clients in a note that SpaceX's ambitions extend far beyond satellite launch services, and into areas including mobile connectivity and AI infrastructure. They warn that Starlink's direct-to-device satellite services could win subscribers and lower the terminal values of existing players such as Telstra, TPG Telecom, Aussie Broadband and Spark NZ. The analysts point out that Australia's large geography, low density and high average revenue per user make it an attractive market. MS lowers its target price on Telstra, TPG Telecom, Aussie Broadband and Spark NZ by between 1.9% and 5.3%, but makes no changes to its prior ratings.  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They tell clients in a note that SpaceX's ambitions extend far beyond satellite launch services, and into areas including mobile connectivity and AI infrastructure. They warn that Starlink's direct-to-device satellite services could win subscribers and lower the terminal values of existing players such as Telstra, TPG Telecom, Aussie Broadband and Spark NZ. The analysts point out that Australia's large geography, low density and high average revenue per user make it an attractive market. MS lowers its target price on Telstra, TPG Telecom, Aussie Broadband and Spark NZ by between 1.9% and 5.3%, but makes no changes to its prior ratings. (stuart.condie@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  July 07, 2026 23:29 ET (03:29 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}