Forecast: D2D revenues to double YoY to 2030
May 19, 2026
By Chris Forrester
Researchers at Analysys Mason forecast that Direct-to-Device (D2D) revenues will double year on year to 2030, as satellite connectivity becomes embedded in mainstream mobile networks.
“Ten years ago, the satellite communications sector lagged well behind mainstream telecoms in maturity and development. Then, in December 2015, SpaceX returned a booster to its launch pad for the first time, ready to fly again. Overnight, the cost of access to space dropped by two thirds, opening the door to a new wave of space technologies,” said the research report.
“The decade since has been a period of radical change. Space communications have not merely kept pace with the wider telecoms industry; in several dimensions they have leapfrogged it. Analysys Mason research data on direct-to-device (D2D) services shows that 68 operator groups around the world now have active partnerships with at least one satellite player,” the report added.
But a partnership is not a strategy, said Analysys Mason, noting: “And for most telecoms operators, that deeper work has not yet begun. What most organisations are missing is a space strategy that brings commercial, technical and regulatory functions together around the same goals.”
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