Deutsche Telekom, Orange, Telefónica, and Vodafone agree to explore a joint bid to offer "direct-to-device" satellite service in Europe, challenging Starlink
THE SO WHAT
Incumbent carriers teaming up on direct-to-device spectrum is a defensive move to keep satellite from disintermediating their customer relationship. If you operate connectivity-dependent products in Europe, assume more fragmented satellite options and start modeling for carrier-bundled D2D rather than a single Starlink-style provider.
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