LEO

Verizon and AST SpaceMobile have advanced their partnership into a definitive commercial agreement to deliver space-based cellular coverage in the United States starting in 2026. The agreement enables Verizon subscribers to connect โ€œwhen neededโ€ to AST SpaceMobileโ€™s low Earth orbit (LEO) satellites using standard, unmodified phones. AST says service will focus on coverage gaps across the continental U.S., and will extend Verizonโ€™s premium 850 MHz low-band spectrum into remote areas. AST highlights successful space tests as proof points and positions the network for both commercial and government use.
India and the United Kingdom have launched the Indiaโ€“UK Connectivity and Innovation Centre to accelerate secure, AI-driven, and resilient telecom technologies over the next four years. The two governments committed an initial ยฃ24 millionโ€”roughly โ‚น250โ€“โ‚น282 crore depending on exchange ratesโ€”to fund applied research, joint testbeds, field trials, and standards contributions in emerging telecom domains. The investment concentrates on three pillars: AI in telecommunications, non-terrestrial networks (NTNs) for satellite and airborne connectivity, and telecoms cybersecurity with open, interoperable systems. The multi-year window aligns to the critical runway for 5Gโ€‘Advanced and early 6G experimentation.
SafetyCaseโ€”Orange Businessโ€™s portable emergency telecoms unitโ€”now bonds terrestrial access with OneWebโ€™s LEO satellite backhaul to keep voice, data, and video online when fixed and mobile networks fail. The move adds low-latency satellite links from a European operator to a solution already engineered and built in France, aligning with sovereignty and continuity mandates across the EU. The target users include first responders, public safety agencies, local authorities, operators of vital importance (OVIs), and essential enterprises. LEO adds a robust, geographically independent path that supports modern, IP-based coordination toolsโ€”push-to-talk over LTE/5G (MCX), live video, GISโ€”and does so with the latency profile field teams require.
India is poised to greenlight commercial satellite communication services once TRAI issues final pricing for satellite spectrum use and associated charges. The communications minister indicated the policy and licensing groundwork for satellite broadband is largely complete, with two GMPCS licenses issued and one additional letter of intent granted. The final trigger is the Telecom Regulatory Authority of Indiaโ€™s decision on spectrum pricing and usage fees for satcom bands. After that, operators can commence rolloutsโ€”initially for enterprise and backhaul, then for consumer broadband in selected markets. Bharti-backed Eutelsat OneWeb and Reliance Jioโ€™s satellite unit are positioned to move early, with constellation capacity and gateways progressing.
Indiaโ€™s nationwide launch of BSNLโ€™s โ€œSwadeshiโ€ 4G stack moves the country from a services-first model to domestic production of core telecom equipment at national scale. India formally launched an indigenous 4G stack for state-run BSNL, alongside more than 97,500 towers announced from Jharsuguda, Odisha. Officials highlighted early reach metrics, noting that roughly 92,000 sites are active and connecting an estimated 22 million users. Telecom equipment sovereignty has become a board-level issue as operators de-risk supply chains, comply with trusted source mandates, and balance costs amid rising traffic and spectrum refarming needs.
KDDIโ€™s move to enable satellite data on recent iPhones via โ€œau Starlink Directโ€ is a meaningful step toward resilient, nationwide connectivity that blends terrestrial and non-terrestrial networks. KDDI now supports satellite data communication on all models of iPhone 13 through iPhone 17, plus iPhone Airโ€”21 models in total, so consumers and field teams can use essential apps when they are outside cellular coverage. The satellite layer augments KDDIโ€™s 5G/4G LTE footprint; combined, the operator aims to cover virtually all of Japanโ€™s geography, not just its population centers. Notably, the service is available to au subscribers and customers of other carriers.
A multi-hour outage in the Dallasโ€“Fort Worth airspace tied to legacy telecom services triggered cascading delays and cancellations, spotlighting urgent modernization needs for U.S. air traffic networks. On Friday afternoon, a telecommunications failure forced a ground stop across Dallas Fort Worth International (DFW) and Dallas Love Field, with ripple effects at several regional airports. The FAA attributed the incident to multiple failures in TDM-based data services delivered by a local telecom provider, compounded by redundancy gaps overseen by a prime contractor. Initial field reports tied the outage to fiber damage that simultaneously knocked out primary and backup data paths.
Iridium Communications and Deutsche Telekom (DT) are collaborating to integrate Iridium NTN Direct with DTโ€™s global IoT footprint, enabling DT customers to roam onto Iridiumโ€™s low Earth orbit (LEO) network for narrowband IoT. The service targets 3GPP-compliant 5G NTN for NB-IoT, bringing satellite reach to sensors, machines, and vehicles. Commercial launch is slated for 2026, pending integration, testing, and a roaming agreement. DT is among the first major mobile operators to pursue a standards-based NTN IoT integration, aligning with its broad NB-IoT/LTE-M roaming strategy. The pairing aims to offer seamless terrestrial-satellite service without proprietary devices or walled gardens.
Indiaโ€™s Digital Communications Commission has sent most of TRAIโ€™s satellite spectrum recommendations back for review, signaling a tougher stance on pricing, compliance, and market safeguards. TRAI recommended that satellite internet providers pay 4% of adjusted gross revenue (AGR) as spectrum usage charges, an additional Rs 500 per urban subscriber per year, and a minimum annual spectrum fee of Rs 3,500 per MHz when the AGR-linked payout falls short. At its September 16 meeting, the DCCโ€”comprising senior DoT officials and representatives from finance, IT, and NITI Aayogโ€”reviewed the satcom framework and withheld approval on most elements.
EchoStar has reset its strategy after regulator-driven spectrum sales, trading long-cycle infrastructure bets for an asset-light, capital-rich posture focused on satcom growth. Federal Communications Commission scrutiny over spectrum utilization forced EchoStar to accelerate decisions it had hoped to phase over time. Complaints from rivals spurred investigations into whether the company was meeting buildout and use obligations. Even if EchoStar prevailed in court, the process risked tying up key licenses and stalling its direct-to-device (D2D) ambitions. The company opted to monetize holdings and remove uncertainty rather than fight a prolonged, value-destructive battle.
SpaceX wants the FCC to count Starlink as โ€œadvancedโ€ broadband in its annual Section 706 report, a move that could reshape funding, benchmarks, and competition in rural internet buildouts. In 2024, the agency set a 100/20 Mbps benchmark, added affordability and adoption metrics, and floated a long-term goal of 1 Gbps/500 Mbps. SpaceX argues that excluding LEO distorts the national picture. The company says Starlink serves more than 2 million U.S. subscribers and posts median peak-hour speeds near 200 Mbps today. Rural electric co-ops and community telcos counter that LEO networks remain capacity constrained and variable.
SpaceXโ€™s $17 billion purchase of EchoStar spectrum signals a deliberate push to blend satellite and mobile connectivity at consumer scale. SpaceX is acquiring EchoStarโ€™s AWS-4 and H-Block licenses, adding roughly 1.9โ€“2.0 GHz spectrum into its portfolio for direct-to-device (D2D) service in the U.S. Owning licensed spectrum lets SpaceX widen capabilities beyond roaming-style add-ons, potentially toward a branded service that spans home broadband and handset connectivity. A two-year window for first compatible handsets is a realistic baseline. Analysts broadly expect Starlink to expand via partnerships: wholesale arrangements to MNOs for satellite fallback, and potentially an MVNO to bring a Starlink-branded phone plan to market.

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