Satellite & NTN

New usage data shows AT&T subscribers are tapping into T-Mobileโ€™s Starlink-powered T-Satellite more than expected, signaling a rapid shift in how carriers and customers think about direct-to-device connectivity. Speedtest intelligence indicates T-Mobile users account for the majority of direct-to-device (D2D) connections to Starlink, roughly six in ten overall and more than seven in ten among devices reporting active service at connection time. The surprise is AT&Tโ€™s footprint: about a third of observed connections come from AT&T subscribers, while Verizonโ€™s share is minimal.
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.
Airbus has partnered with Ericsson to deploy private 5G networks at its Hamburg and Toulouse factories, transforming operations through secure, low-latency connectivity. The rollout supports AR, predictive maintenance, and IoT-driven smart manufacturing, setting a scalable model for global digital transformation.
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.
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.
Space42 and Viasat plan to form Equatys, a joint venture designed to deliver standards-based Direct-to-Device (D2D) connectivity to smartphones and IoT devices over a unified satelliteโ€“terrestrial network. The partners intend to launch a 3GPP Non-Terrestrial Network (NTN) platform that integrates with 5G networks and works with unmodified handsets and IoT modules. The companies say Equatys will aggregate well over 100 MHz of harmonized Mobile Satellite Services (MSS) spectrum already assigned across more than 160 markets, describing it as the largest coordinated block available for this purpose. Equatys positions itself as a neutral โ€œspace towerโ€ operator that multiple licensed service providers can share.
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.
Franceโ€™s space agency CNES has selected Capgemini, Thales, and Thales Alenia Space to lead a national demonstration of 5G direct-to-device (D2D) satellite connectivity under the France 2030 investment program. The consortium will deliver โ€œU DESERVE 5G,โ€ a government-backed project designed to prove that standard mobile devices and fixed terminals can connect directly to a satellite using 5G non-terrestrial network (NTN) technology. The team will launch a low Earth orbit (LEO) demonstrator satellite equipped with an active antenna payload able to form and steer beams directly to devices. The trial will evaluate interoperability with terrestrial 5G, handover behavior between networks, and user experience under varying coverage conditions
SpaceX agreed to acquire EchoStarโ€™s AWS-4 and H-Block spectrum licenses in a transaction valued at up to $17 billion, split between as much as $8.5 billion in cash and up to $8.5 billion in SpaceX equity. As part of the package, SpaceX will also cover approximately $2 billion in cash interest payments on EchoStar debt through November 2027. The parties have also signed a long-term commercial agreement that would allow EchoStarโ€™s Boost Mobile subscribers to access SpaceXโ€™s next-generation Starlink โ€œDirect to Cellโ€ service once live.

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