Satellite consumer direct-to-device services: trends and forecasts 2024–2034

03 February 2026 | Research and Insights

Dongye Liu

Forecast report | PPTX and PDF (13 slides); Excel | Satellite D2D| Satellite–Telecoms Integration


"Consumer D2D voice and data services will become widely accessible by 2030, opening up multi-billion-dollar revenue opportunities."

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This report provides forecasts on the traffic and revenue for satellite direct-to-device (D2D) services between 2024 and 2034, by region and segment. It also includes our expectations for future market evolution with respect to standardisation, spectrum, technologies and business models to inform all D2D players’ strategies and partnership choices.

The insights are derived from Analysys Mason’s broad knowledge of telecoms, media and technology trends, supplemented by interviews with industry participants and comprehensive reviews of recent sector developments.

Report overview

  • Projections for satellite consumer D2D traffic and service revenue between 2024 and 2034, by region and segment
  • Expectations for future market evolution with respect to standardisation, spectrum, technologies and business models
  • Recommendations for mobile network operators (MNOs), original equipment manufacturers (OEMs) and other players in the telecoms ecosystem on how to expand into the D2D market

Coverage

Metrics
  • Traffic
  • Service revenue
Verticals
  • Consumer
Segments
  • Emergency alerts
  • Messages
  • Calls
  • Roaming data
  • Unconnected users
Geographical regions
  • Asia
  • Europe
  • Latin America (LAM)
  • Middle East and Africa (MEA)
  • North America (NAM)

Questions answered in this report

  • What is the revenue opportunity for the emerging satellite D2D consumer market?
  • Which region has the largest revenue growth potential for D2D services?
  • What are the technology developments that will shape the future of the market and how should players respond to this evolution?
  • What are the main business models and strategies?

Who should read this report

  • Satellite operators
  • MNOs and other telecoms operators
  • Chipset and parts vendors
  • OEMs and infrastructure vendors
  • Regulators and other D2D industry players

Companies mentioned

Anatel, Apple, AST Space Mobile, China Telecom, Claro, Deutsche Telekom, Globalstar, Google, Huawei, Iridium, KDDI, Lynk, MediaTek, MTN, One NZ, Qualcomm, Rogers, Samsung, Skylo, Space 42, Starlink, stc, Telstra, Tiantong, TIM, T-Mobile, Viasat, Virgin Media O2 (VMO2), Vodafone, Zain, ZTE

USD8995

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Author

Dongye Liu

Analyst