ViaSat-3 entered service adding over 1 terabit of capacity. Delta is using the boost to roll free Delta Sync WiFi onto transpacific routes this month most of its fleet already has the Viasat hardware. $VSAT also holds scarce globally coordinated L-band and S-band spectrum. AST SpaceMobile gained long-term access to a large block of that spectrum for its LEO direct-to-device network which is designed for higher-capacity 4G and 5G broadband to ordinary phones. T-Mobile Delta’s free WiFi partner recently removed Starlink branding from its main T-Satellite consumer site as carriers form a multi-provider satellite joint venture. Whether $ASTS architecture ever reaches Delta’s fleet remains open but as SpaceX tries to monopolize the this space is suspect deals like this are very likely