SpaceX

100% this was the case.

Plausible. It's not how I imagine them engaging with their defence contractors but I don't actually have a clue how it works. One supporting point might be if there were any other companies treated similarly, like if Lockheed Martin was ordered to immediately ramp up production of relevant types of military hardware, and told that the details (contracts / payment / etc.) would be sorted out later.

An opposing point would be the fact that the US and its allies knew an invasion was likely well in advance. Yet the initial Starlink 'roll out' seemed pretty ad hoc, with SpaceX organizing its own logistics. But then maybe the allies didn't expect Russia to be so effective in disrupting the existing military comms infrastructure.