Grab A Seat: Starlink - Assessing Threats and Opportunities in Outer Space

Research evidence excerpt

Grab A Seat: Starlink - Assessing Threats and Opportunities in Outer Space

Global | Infrastructure EquityJulyResearch3, 2026

Grab A Seat: Starlink - Assessing Threats and

Opportunities in Outer Space

Join us for a discussion on the potential impact of Starlink Direct-to-Cell .

on terrestrial network operators, the TowerCo economic model and the

wider role of LEO networks as part of global connectivity. We welcome

back Michael Charitos, Technical Director of Satellite Technology at GSMA.

Mr Charitos brings deep expertise in Non-Terrestrial Networks and LEO

integration, with over 15 years in the Telco and Satcom industries. Register

for the call HERE.

REGISTER HERE

Wednesday, 8 July 2026

3:00 PM UKT / 4:00 PM CET / 10:00 AM EDT

Hosted by Graham Hunt (European Infrastructure) & Jonathan Petersen (US REITs & Digital

Infrastructure).

Discussion Topics

Limitations of replacing terrestrial networks with satellite technology.•

Coverage and cost trade-offs between satellite and tower infrastructure.•

Regulatory and logistical challenges in shifting to satellite-based networks.•

Background

In our conversation with Michael Charitos, we will look to examine the potential impact

on terrestrial networks from LEO satellite technology, including technical limitations and

complementary opportunities. We will also look to explore the strategic implications of satellite

versus ground-based Tower solutions, including coverage capacity, cost and replacement

cycle, and scalability.

Relevant stocks: Cellnex, INWIT, Helios Towers, American Tower, Crown Castle, SBA

Communications, IHS Towers.

Replay: No replay available.

Speaker Biography

Michael Charitos has more than 15 years of experience in the Telco and Satcom sectors.