Satellite and NTN tracker, Q1 2025

This report is available to those subscribed to the IoT & Enterprise or Mobile Operators and Networks modules.
To charge or not to charge?
Direct to cell (D2C) continues to be the main attraction for operators due to the monetisation opportunities from an extended coverage footprint. IoT is an interesting storyline in 2025 given that the latest standards (Release 19) incorporate new functionality for non-terrestrial network (NTN) services geared at IoT applications such as sensors, telematics and energy monitoring.
AST SpaceMobile’s momentum has continued into Q1 2025, including a key partnership with Vodafone to cover its pan-European footprint and a video call demonstration with Verizon. Competitors on the mobile satellite service side (e.g. Viasat, Intelsat) have the advantage of secure spectrum but their D2C services will only work on handsets manufactured the last four years, making their addressable market smaller.
On pricing, so far (and it is very early days) there is a mixed approach between charging a premium versus bundling as a value add. Based on published tariffs, the implied satellite-associated uplift for an average contract customer sits at 10–30%. The impact on overallrevenues is not yet known, as services are largely pre-commercial. But this will be a crucial metric to track over the course of2025.
Related research
Satellite and NTN tracker, Q4 2024
In the last three months, eight more operators moved into the satellite space, taking the total to almost 100. This report tracks data and developments from telcos and satellite companies in pursuit of monetisation in the consumer, B2B and government sectors.
Satellite and NTN tracker, Q3 2024
This report tracks data and developments from telcos and satellite companies in pursuit of monetisation in the consumer, B2B and government sectors.
MWC Barcelona 2025: monetising in an AI world
MWC Barcelona 2025 attracted over 2,900 exhibitors, including telecoms operators, vendors and firms from across the broader technology ecosystem. This report examines the key announcements and innovations that took centre stage, what came as a surprise and what it all means for telecoms and the wider TMT industry.
Authors
How to access this report
Annual subscription: Subscribe to our research modules for comprehensive access to more than 200 reports per year.
Enquire about subscriptionContact our research team
Get in touch with us to find out more about our research topics and analysis.
Contact our research teamMedia
To cite our research, please see our citation policy in our Terms of Use, or contact our Media team for more information.
Learn moreRelated research
Satellite and NTN tracker, Q4 2024
In the last three months, eight more operators moved into the satellite space, taking the total to almost 100. This report tracks data and developments from telcos and satellite companies in pursuit of monetisation in the consumer, B2B and government sectors.
Satellite and NTN tracker, Q3 2024
This report tracks data and developments from telcos and satellite companies in pursuit of monetisation in the consumer, B2B and government sectors.
MWC Barcelona 2025: monetising in an AI world
MWC Barcelona 2025 attracted over 2,900 exhibitors, including telecoms operators, vendors and firms from across the broader technology ecosystem. This report examines the key announcements and innovations that took centre stage, what came as a surprise and what it all means for telecoms and the wider TMT industry.
- 200 reports a year
- 50 million data points
- Over 350 metrics