Mobile report: Is D2D the next growth opportunity for MVNOs?

"Fifty-six percent of mobile phone users in the United States said that they would pay extra to be able to link to satellites from their devices, according to a new report conducted by GSMA Intelligence. The portion of U.S. subscribers willing to pay a premium for direct-to-device (D2D) capabilities was smaller than in other countries, according to the report, which included the views of more than 12,000 mobile phone users. The report, entitled "The Great Connectivity Convergence: NTN in Consumer Mobile," found that 56% of respondents in the United States were willing to pay more for D2D satellite capabilities. The international average is more than 60%."

""This data highlights frustration with mobile blackspots and shows that consumers are willing to pay or even switch providers for reliable coverage," Andy Kessler, Vice President Viasat Enterprise, said in a press release about the mobile report. "This means the industry is reaching an inflection point - MNOs need to move fast to harness the excitement over satellite services to secure loyalty and generate revenue. This is about more than providing a feature upgrade - it can be an essential tool for digital inclusion, safety, and economic growth.""

Fifty-six percent of mobile phone users in the United States said they would pay extra to link to satellites from their devices, below an international average above 60%. The United States has among the highest share of users (23%) unable to use basic SMS services at least five times per month. Consumers express frustration with mobile blackspots and show willingness to pay or switch providers for reliable coverage. Mobile network operators and satellite services are racing to deliver direct-to-device services at scale. Global commercial broadband satellite value rose to $13.5 billion in 2024 and is projected to reach $29.8 billion by 2033, implying a 9.8% CAGR.

Read at Telecompetitor