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Technology
#Skylo#Rakuten#Viasat#Telesat

Skylo, Rakuten, Viasat, Telesat execs debate D2D telecom impact

Source: All StoriesApril 7, 2026
TL;DR:
  • Executives from Skylo, Rakuten, Viasat and Telesat discussed whether direct-to-device satellite services could threaten mobile telecom operators.
  • The discussion focused on whether satellite connectivity will complement terrestrial mobile networks or compete with them.
  • The source frames direct-to-device satellite as an open strategic question for the telecom sector, not a settled outcome.

Executives from Skylo, Rakuten, Viasat and Telesat discussed the impact of direct-to-device satellite services on telecom operators in a Fierce Network report. The discussion centered on whether direct-to-device connectivity will complement terrestrial mobile networks or become a competitive threat.

The source identifies direct-to-device as the main issue under debate and describes it as the “elephant in the room” for satellite executives. It does not provide launch dates, pricing, country coverage, device compatibility, or technical specifications in the excerpt provided.

Direct-to-device satellite has become a key topic in the broader eSIM and mobile connectivity market because it affects how operators, satellite providers and device makers position coverage beyond terrestrial networks. The source specifically references Skylo, Rakuten, Viasat and Telesat, but the excerpt does not state any formal partnership, product launch, or standard such as eUICC (embedded Universal Integrated Circuit Card) or RSP (remote SIM provisioning).

Related Questions

What is direct-to-device satellite service?
Direct-to-device satellite service is satellite connectivity delivered directly to consumer devices rather than through a separate satellite terminal. In this report, executives discussed whether that model complements or competes with telecom networks.
Are Skylo, Rakuten, Viasat and Telesat saying satellite will replace mobile networks?
No. The report says executives discussed whether direct-to-device satellite is complementary to telecom or a threat, which means the competitive impact remains under debate.

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