Space tech is booming.  
How will telcos integrate satellite services into their strategy? 

Satellite communications are rapidly becoming a critical part of terrestrial digital infrastructure. 

Low-Earth orbit (LEO) broadband, mega constellations and direct‑to‑device (D2D) satellite connectivity – 5G from space – are moving quickly into the mainstream. As a result, the market landscape is shifting, creating new revenue pools. 

Telecoms operators (telcos) that integrate satellite services into their strategies will be best placed to capture these opportunities. 

Analysys Mason supports the telco ecosystem in making satellite–terrestrial integration decisions, from strategy through to execution, including non-terrestrial networks (NTNs), D2D, network economics, stakeholder alignment and spectrum allocation. Our insights help clients capture value in a rapidly evolving market. 

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Satellite communication technologies are becoming mainstream and evolving faster than many operators expected. For most telcos, strategic intent is still lacking – having a clear, joined‑up view of the role of space in future telecoms networks is now critical.

Antoine Grenier Partner, expert in space and satellite

How we support our clients

Strategy

  • Corporate strategy 
  • Market assessment and sizing 
  • Commercial and go-to-market strategy 
  • Network strategy 
  • Cost and financial modelling 
  • Customer and operational excellence
  • Regulation, policy and spectrum support 
  • Sustainability and ESG strategy 

Transactions 

  • Pre-deal support  
  • Deal support  
  • Post-deal support  
  • Debt financing  
  • Portfolio review  
  • Exit strategy   

Transformation 

  • Operational excellence and value creation  
  • Transformation design and delivery
  • Growth and commercial optimisation
  • Technology transformation  

Research  

  • Forecasts and data across the space and telecoms ecosystem
  • Independent market insight and analyst commentary
  • Direct access to space market analysts
  • Full access to DataHub, Analysys Mason's market intelligence platform for space and telecoms data

USD150 billion satellite communications revenue by 2032
30+ experts on space and satellite telecoms integration, supported by space research analysts and proprietary research
115 space and satellite projects in the last 5 years

Client projects

Client project

Shaping an investment-ready non-terrestrial network direct-to-device business plan for a satellite operator

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Client project

Assessing how LEO satellite could be a cost-effective broadband option to serve remote and rural areas of Europe for Amazon

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Our insights

Article

Telcos, it's time to dial up your space strategy

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Article

Satellite is an increasingly cost-effective means for MNOs to reach remote mobile customers

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Article

Spectrum choices dictate the launch and evolution of D2D services

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Podcast

How can mobile operators capture the value of satellite direct-to-device services?

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Meet the team

Antoine Grenier

Partner, space and satellite, Consulting lead

Christopher Baugh

Partner, expert in space and satellite telecoms

Lluc Palerm

Research Director, expert in satellite communications

Joan Obradors

Managing Partner, expert in regulation and policy

Samer Mourad

Principal, expert in space and satellite

Janette Stewart

Partner, expert in spectrum policy, pricing and valuation

Yann Perrot

Manager, specialises in the space sector