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ARTICLE · 10 NOVEMBER 2025

The A&D Minute: Mapping The Future Of Direct-to-device

AlixPartners Asia LLC
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The direct-to-device (D2D) satellite communications sector has reached a pivotal moment as technology collides with the geopolitical realities of expanding from a promising niche into a mass consumer market.

CanadaMedia, Telecoms, IT, Entertainment
Sita Sonty
Sita Sonty
Diane Shaw
Diane Shaw
Andrej Danis
Andrej Danis
Stanley Awenlimobor
Stanley Awenlimobor
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New business models are needed to fully realize the promise of mainstream satellite-enabled communications

The direct-to-device (D2D) satellite communications sector has reached a pivotal moment as technology collides with the geopolitical realities of expanding from a promising niche into a mass consumer market.

The rapidly growing population of satellites in low-Earth orbit is being expanded with birds dedicated to D2D service as the target market shifts beyond basic messaging and use by first responders into the mass market of mobile devices. 

Crucially, many governments now view some form of indigenous satellite connectivity capability as a sovereign priority tied to economic and national security. Such prioritization has triggered a flurry of dealmaking as the satellite industry, telecom operators, and national interests converge.

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