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Free Research

D2C Market Outlook and Forecasts: Satellite Service Operators

Price: Starting at USD 1,950
Publish Date: 08 Jun 2026
Code: PT-6044
Research Type: Presentation
Actionable Benefits

Actionable Benefits

  • Understand the entire ecosystem enabling Direct-to-Device (D2D) services – Satellite network operators (SNOs), mobile network operators (MNOs), handset OEMs, chipset and module vendors and regulatory players.
  • Understand each satellite service operator’s current network capabilities in terms of service reach, geographic coverage, paid subscribers and connections, and total addressable market.
  • Understand each satellite service operator’s satellite constellation current and planned fleet, spectrum bands and technology advancements and their roadmap towards full D2D service.
  • Understand the value of D2D services for consumers and enterprises, including business and pricing models
  • Understand how the 3GPP NTN Standards Evolution are shaping the next wave of D2D services, including regulatory landscape across various regions – North America, Asia-Pacific (excluding China), China, Western Europe
  • Recommendations for Telcos, Satellite Operators, Handset OEMs, and Chipset Vendors on how to defend their current market position, differentiate and monetize, partner and scale, and long-term strategy.
Research Highlights

Research Highlights

  • Forecasts for satellite Non-Terrestrial Networks (NTN) and D2D users in terms of paid subscriptions by region and global ARPU, 2025 to 2035
  • Key Forecasts for satellite NTN and D2D users in terms of paid subscriptions by connectivity standard and global ARPU, 2025 to 2035
  • Breakdown of satellite network operators’ (Starlink, AST SpaceMobile, Lynk Global, Skylo Technologies, Iridium, Globalstar) MNOs partnerships, current D2D service availability and deployment status, satellite constellation, spectrum bands.
  • Analyst’s prediction for each satellite network operator and their ability to reach their D2D targets.
  • Regulatory outlook and landscape for North America, Western Europe, Asia-Pacific (excluding China), and China.
Critical Questions Answered

Critical Questions Answered

  • What is the number of D2D paid subscriptions by region and global average revenue per user (ARPU)?
  • What is the number of D2D paid subscriptions by connectivity standard and global ARPU?
  • What are the smartphone unit shipments by region?
  • Who are the top 5 smartphone vendors and their 2025 market share?
  • How many smartphone models support NTN capability across the different handset players?
Who Should Read This?

Who Should Read This?

  • Satellite network operators who want to gain insights into the competitive D2D landscape, benchmark constellation deployment strategies, evaluate partnership opportunities with MNOs, and understand future market demand and monetization potential.
  • Mobile network operators who want to understand how D2D services can complement terrestrial coverage, evaluate satellite partnership strategies, assess revenue opportunities, and identify approaches to differentiate connectivity offerings.
  • Handset OEM players who want to track the adoption of NTN-enabled smartphones, understand competitive positioning, and inform future product roadmaps.
  • Chipset and module vendors who want to identify evolving NTN technology requirements, evaluate market opportunities, and align product development with future standards and deployments.
  • Product managers who want to gain visibility into emerging D2D use cases, service models, and technology roadmaps to guide product planning, feature prioritization and go-to-market strategies.
  • Strategy and business development managers who want to understand market dynamics, competitive positioning, ecosystem partnerships, and long-term growth opportunities to support strategic planning and investment decisions.

Companies Mentioned

Amazon
AST SpaceMobile
Iridium Satellite LLC
Lynk Global
Skylo
SpaceX

Table of Contents

Key Findings

Key Predictions

Key Forecasts  for Satellite NTN & D2C Users

Paid Subscriptions by Region and Global ARPU
Paid Subscriptions by Connectivity Standard and Global ARPU

Ecosystem Map

Satellite Operators Direct-to-Cell Services:

SpaceX’s Starlink
AST SpaceMobile
Lynk Global 
Skylo Technologies
Iridium
Globalstar

Architectural Models and D2C Roadmaps:

SpaceX’s Starlink
AST SpaceMobile
Lynk Global
Skylo Technologies
Iridium
Amazon – Globalstar (After acquisition)
China’s Domestic Ecosystem – Handsets and Telcos

Companies Mentioned

  • Amazon
  • AST SpaceMobile
  • Globalstar
  • Iridium Satellite LLC
  • Lynk Global
  • Skylo
  • SpaceX