Satellite D2D

Overview

This programme provides data and strategic analysis on the satellite direct-to-device (D2D) services market. It explores how mobile network operators (MNOs) integrate satellite D2D services to grow revenue, enhance retention and capture new subscribers, and evaluates pricing models and retail strategies. It assesses the evolution of technologies and standards along with key enablers such as spectrum and the regulatory framework. The programme also evaluates the maturity of the ecosystem and the partnership models across the value chain.

Topics for 2026

• Pricing, consumer interest and retail strategies
• Partnerships, technologies and enablers
• Market opportunities and business models

Typical client enquiries

• How are smartphone OEMs incorporating satellite capabilities? What are the timelines and capabilities?
• What performance can be expected from satellite D2D services? What is the density of capacity and how will that evolve over time?
• What are the different retail strategies for satellite D2D services? How will they evolve over time? How is pricing affecting demand?
• What are the various tech giants doing in the D2D space? What is the risk of cannibalisation?
• What are the spectrum strategies for satellite D2D services? How are different regulators approaching the use of IMT bands (terrestrial) from space? What spectrum assets does each operator have access to?