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
- 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
- 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?
- 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
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