Research Centre

Cellular-Satellite Communications: Opportunities & Outlook 2025

Research Highlights

  • Direct-to-device IoT connections and revenue
  • Direct-to-device smartphone connections and revenue
  • Analysis of 15 satellite network operator players’ position and strategy
  • Risk assessment of large-scale constellations and core players
  • Monetisation strategies for direct-to-device connectivity
  • Use case analysis across smartphones and IoT devices today and future outlook

 

Price range: £500.00 through £2,500.00

The latest focus research from Kaleido Intelligence provides a comprehensive analysis of the future of the Direct-to-Device (D2D) market for cellular-satellite connectivity, assessing the development opportunities and business models for this technology for a number of industry stakeholders. The report considers how various players are developing strategies for D2D connectivity, while examining how the market is developing in terms of technology enhancements and infrastructure improvements.

Additionally, an 8-page executive summary is available, offering readers a concise overview of key findings and strategic insights.

D2D currently represents one of the most talked-about areas for cellular connectivity, due to the ability for unmodified cellular devices to connect to satellite networks at considerably lower costs than ever before. Payload launches into orbit, particularly for communications purposes, have exponentially risen over the past decade due to massive decreases in launch costs. Nevertheless, key barriers exist in terms of extant business models, partnership strategies and expectations surrounding future use cases.

Readers will receive the following insights:

How use cases for smartphones and IoT will develop from today into the future, in consideration of satellite technology development and airtime economics
Key strategic opportunities that MNOs and connectivity service providers can leverage to generate market traction
An assessment of 15 key satellite network operators, in terms of their infrastructure capabilities, future strategy and long-term viability
An understanding of how lack of sustainable practices in space represent a systemic risk to the industry in terms of financial viability for players

Access the Report:

Clients with access to our Data Hub will receive full data, including regional and country-level data for all forecast metrics.

Members will be able to access the research directly through the Member Zone.

Delivery

PDF

Market

Global

Pages

27

Published

July, 2025

The latest focus research from Kaleido Intelligence provides a comprehensive analysis of the future of the Direct-to-Device (D2D) market for cellular-satellite connectivity, assessing the development opportunities and business models for this technology for a number of industry stakeholders. The report considers how various players are developing strategies for D2D connectivity, while examining how the market is developing in terms of technology enhancements and infrastructure improvements.

Additionally, an 8-page executive summary is available, offering readers a concise overview of key findings and strategic insights.

D2D currently represents one of the most talked-about areas for cellular connectivity, due to the ability for unmodified cellular devices to connect to satellite networks at considerably lower costs than ever before. Payload launches into orbit, particularly for communications purposes, have exponentially risen over the past decade due to massive decreases in launch costs. Nevertheless, key barriers exist in terms of extant business models, partnership strategies and expectations surrounding future use cases.

Readers will receive the following insights:

  • How use cases for smartphones and IoT will develop from today into the future, in consideration of satellite technology development and airtime economics
  • Key strategic opportunities that MNOs and connectivity service providers can leverage to generate market traction
  • An assessment of 15 key satellite network operators, in terms of their infrastructure capabilities, future strategy and long-term viability
  • An understanding of how lack of sustainable practices in space represent a systemic risk to the industry in terms of financial viability for players

Access the Report:

Clients with access to our Data Hub will receive full data, including regional and country-level data for all forecast metrics.

Members will be able to access the research directly through the Member Zone. 

Type

Full Report, Executive Summary

Report Authors

Steffen Sorrell

Steffen Sorrell

Chief of Research

Contact Author

James Moar

James Moar

Principal Analyst

Members will be able to access the research directly through the Member Zone.

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