D2D Is Helping Drive Satellite Industry Consolidation: Xona
Spectrum access is the key regulatory and operational hurdle for direct-to-device satellite services, with SpaceX, AST SpaceMobile, Globalstar and Omnispace/Lynk controlling the mobile satellite service rights "that matter most for D2D," Xona Partners said this week. Their spectrum holdings give…
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them less reliance on mobile network operators, greater pricing power and long-term strategic options, the firm said. D2D is also driving satellite system consolidation, with more mergers and acquisitions expected in 2026, Xona predicted. The Omnispace/Lynk Global merger and SES’ strategic positioning, as well as geostationary orbit operators’ push into low earth orbit fixed wireless and D2D in response to mounting revenue pressure, point to the likelihood of more consolidation across the sector, it added.