Defence and Sovereign Space

Overview

This programme assesses government investment into space-based capabilities to support both armed forces and governance. It sizes the business opportunity for satellite operators, service providers, equipment vendors and infrastructure players to support government objectives across sectors from satellite communications to Earth observation. The programme addresses the technologies driving government decision-making, including constellations, alt-PNT, D2D and secure multi-network resilience.

Topics for 2026

• Sovereign constellations and defence programmes
• Commercial integration and new services
• Technology developments

Typical client enquiries

• I want to understand the impact of sovereignty concerns on the satcom ecosystem. Will the role of commercial players and constellations grow, and if so, what kind of services will need to be offered?
• Can you break down the components of large programmes such as PWSA? How is the revenue spread across the value chain?
• How do geopolitical instabilities affect the outlook for this market? Where are these accounted for in the regional forecasts, and how might different qualitative scenarios play out?
• What are the underlying trends in defence technology that are affecting the addressable market for satcom solutions? Will spending and requirements shift towards UAVs and other unmanned platforms?
• I want to understand the business and procurement models for recently announced national Earth observation programmes. Can you elaborate on the report findings with a discussion on distinct player strategies?