Discussion

• @mdaneman Matt Daneman on x

  Long-rumored teamup true, @Apple and @Globalstar partnering on satellite-delivered services for iPhone 14 starting in Q4. Globalstar says it's committing 85% of its network capacity toward this. @Comm_Daily https://twitter.com/...

• @tmfassociates Tim Farrar on x

  As predicted, today Apple announced a free messaging service with Globalstar. What's most interesting is how little Apple is paying, total revs of $185M-$230M in 2023 implies Apple is paying around $70M-$110M (or a bit more if duplex revenues go to zero) https://investors.globals…

• @abelavellan Abel Avellan on x

  The #iPhone14 SOS messaging is a testament to the importance of satellite connectivity on your phone. Just imagine using SpaceMobile's planned space-based cellular broadband network with any device at 4G/5G speed anywhere. Looking forward to launching #BlueWalker3 this week! 📶🤠

• @tmfassociates Tim Farrar on x

  So why are some people still so delusional about the size of the opportunity? https://www.lightreading.com/ ... https://twitter.com/...

• @tmfassociates Tim Farrar on x

  By 2026 this increases by 35% to a max of $310M. So Apple's payments, including ~$40M-$50M for capex reimbursement, are unlikely to exceed about $200M pa. The read across to SpaceX-TMUS is that for US service (where TMUS brings the spectrum), TMUS payments might be only ~$100M pa

• @stevemoser Steve Moser on x

  “Use Emergency SOS via satellite on your iPhone 14” Apple Support Article is live. “With a direct view of the sky and the horizon, a message might take 15 seconds to send, and over a minute to send under trees with light or medium foliage.” https://support.apple.com/...

• @ourielohayon @ourielohayon on x

  2 critical issues 1. If you travel and need to use a foreign physical sim you re stuck. Forces you to e sim (usually more expensive and requires planning ) 2. Foreigners can't buy iphones in the USA that easily now https://www.macrumors.com/...

• @mkbhd Marques Brownlee on x

  Ok so sounds like iPhone 14 will not have a SIM card tray. At all. e-sim only

• @jvtechtea Joshua Vergara on x

  I'm sorry I can't get over this. So first it was the headphone jack, Apple just made that a thing and it was a big pain for a bit. Now no SIM card so if you're traveling, you're forced to pay for international roaming on your eSIM from US carriers?! #AppleEvent

• @johnonolan John O'Nolan on x

  No physical sim cards on any iPhone 14 model sold in the US — so I guess Apple thinks people from 🇺🇸 never travel(?) because eSims are not available (at all) in a huge number of countries around the world. EU models: eSim + physical sim China models: Dual physical sim

• @gartenberg Michael Gartenberg on x

  “Moving an eSIM from an iPhone to an Android phone isn't necessarily trivial” it's going to be that much harder to leave the walled garden, (er, ecosystem) and that's probably a driving factor. Will take much more than signing out of iCloud to switch https://www.theverge.com/...

• @nedwards Nathan Edwards on x

  Apple is killing the bent-paperclip industry https://www.theverge.com/...

• @gartenberg Michael Gartenberg on x

  The removal of a SIM card is a pretty big deal beyond just changing phones. Going overseas and popping in aa cheap local SIM just got a lot harder. I figure @saschasegan will lay it all out.

• @mkbhd Marques Brownlee on x

  iPhone 14 gets Emergency SOS via satellite? When pointed directly at a satellite with a clear view of the sky, you can send messages with no cellular connection. There's UI to show you exactly where to point your phone so you hit a satellite Free for 2 years in US/Canada https://…

• @alistairmbarr Alistair Barr on x

  When Mark Gurman came to me with this story idea/tip in 2019, I thought it was nuts and was nervous about the logic. Of course, Mark was right as usual, and years ahead of the news - also as usual https://www.bloomberg.com/... via @markgurman

• @wholemarsblog @wholemarsblog on x

  Apple: We are adding satellite capabilities to our latest phones! SpaceX: We are adding satelite capability to *every* phone.