Starlink Mobile: satellite direct-to-device (D2D) services

18 September 2026 | Research

Dongye Liu

Case study | PPTX and PDF | Satellite D2D


"Starlink Mobile V2 has the potential to redefine the economics of D2D offerings by reducing infrastructure costs and supporting higher-capacity services."

image of space and satellites

SpaceX has rapidly scaled its direct-to-device (D2D) service offering since its launch, reaching 7.4 million users worldwide in March 2026. The company is now aiming to evolve beyond basic connectivity capabilities by delivering broadband-like services through its Starlink Mobile V2 constellation. 

Information included in this report

  • The scale and evolution of Starlink's D2D service
  • Starlink's current and future constellation capabilities
  • The company's spectrum access strategy
  • Service and device compatibility
  • Starlink's partnerships with mobile network operators (MNOs)
  • Starlink's revenue and pricing model

This report also considers the strategic implications for competing satellite operators, MNOs and the wider D2D industry.

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Author

Dongye Liu

Analyst