satellite-to-device — satellite-to-device — Satellite direct-to-device connectivity is gaining traction across Europe, transitioning from concept to early commercialisation as of March, according to new research from market intelligence firm Omdia. This shift highlights increasing activity among mobile operators, with 22 per cent of European mobile network operators having either launched, trialled, or formed partnerships for D2D satellite services.
This growing engagement indicates a rising confidence in the future role of D2D connectivity within mobile service portfolios, particularly as networks continue to evolve. Julia Schindler, principal analyst for service provider strategy at Omdia, remarked, “European telcos have started to integrate D2D satellite into their mobile portfolios.”
Operators are currently viewing D2D primarily as a means to enhance coverage and resilience, rather than as a standalone revenue driver. As commercial services remain limited to messaging and basic data, monetisation opportunities are constrained in the short term. Many telecom providers are adopting strategies that bundle D2D capabilities into premium mobile plans or offer them as paid add-ons, akin to international roaming services.
The research underscores that this early phase presents an optimal opportunity for experimentation among operators. “Operators that use this early phase to test technology, form partnerships, and understand customer demand will be better positioned for a 6G future in which terrestrial and non-terrestrial networks are deeply integrated,” Schindler added.
European operators are gravitating towards solutions that allow unmodified smartphones to connect directly to satellites via existing mobile technologies. This approach is perceived as the most scalable pathway, facilitating seamless integration with current mobile services and billing systems. Schindler noted, “While Starlink has enabled the fastest path to early deployment, sovereignty and control are becoming increasingly important drivers for alternative partner selection.”
As the market evolves, many European telcos are pursuing multi-vendor strategies to maintain flexibility and reduce long-term dependency, particularly as D2D becomes a crucial part of national infrastructure. Alternative providers like Satellite Connect Europe are gaining traction as operators seek to diversify their partner ecosystems.
Despite the promising developments, regulatory uncertainty and spectrum availability pose significant challenges to broader commercial rollout across Europe. The report indicates that regulatory readiness varies markedly between countries, leading to inconsistent deployment conditions.
Looking ahead, the trials and early commercial services are expected to play a pivotal role in preparing operators for the 6G era, where non-terrestrial networks will be fully integrated into terrestrial systems. Schindler concluded, “D2D capabilities are limited today, but their strategic importance for the future should not be underestimated.”
