Satellite D2D services: strategies, capability and market status

06 August 2026 | Research

Dongye Liu

Strategy report | PPTX and PDF | Satellite D2D


"D2D is scaling rapidly, but low availability of compatible devices and limited capabilities are holding back market potential."

The direct-to-device (D2D) ecosystem is developing rapidly across consumer and IoT services. However, revenue is constrained by limited capabilities, opaque IoT pricing strategies and low availability of compatible devices. This report analyses the status of the D2D and IoT markets and assesses the availability of D2D services and compatible devices. It also considers the relevant business models and pricing strategies.

Information included in this report

  • Analysis of the consumer and IoT D2D services active and announced, including an assessment of the relevant business models, pricing and service status
  • Analysis of the D2D-compatible consumer devices active and announced, including the pathways utilised by original equipment manufacturers (OEMs) and the operators involved
  • A data-centric view of where satellite D2D adoption stands today, across consumer and IoT services as well as consumer devices and partnerships
  • Insights into monetisation strategies, pricing and business models that are scaling under current constraints, as well as details of market leaders
  • A framework to assess D2D strategy and capability evolution, and competitive intelligence on relevant MNO and satellite operator activity

USD2199

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Author

Dongye Liu

Analyst