Defense Speak Interpreted: The Impact of Venture Capital-backed Defense Contractor Firms
American Made Advocacy: Don’t Build Our AI Economy on Foreign-sourced Components 
The Right Approach: The End of an Era—DoD Proposes MIL-PRF-31032 Cancellation
The global satellite IoT communications market is growing at a good steady pace according to a new research report from specialist IoT analyst firm Berg Insight. The global satellite IoT subscriber base grew to surpass 7.0 million in 2025. The number of satellite IoT subscribers will increase at a compound annual growth rate (CAGR) of 43.1 percent to reach 42.0 million units in 2030. Only about 10 percent of the Earth’s surface has access to terrestrial connectivity services which leaves a massive opportunity for satellite IoT communications. Satellite connectivity provides a complement to terrestrial cellular and non-cellular networks in remote locations, especially useful for applications in agriculture, asset tracking, maritime and intermodal transportation, oil and gas industry exploration, utilities, construction and governments. Both incumbent satellite operators and more than two dozen new initiatives are now betting on the IoT connectivity market. This new study covers a total of 44 satellite IoT operators.
“Iridium, Orbcomm, Viasat (Inmarsat) and Globalstar are the largest satellite IoT network operators today”, says Johan Fagerberg, Principal Analyst at Berg Insight. Iridium grew its subscriber base by 6 percent in the last year and reached the number one spot serving 2.1 million subscribers. Originally a dedicated satellite operator, ORBCOMM has transitioned into an end-to-end solution provider, delivering services on its own satellite network as well as being a reseller partner of Viasat and others. At the end of Q4-2025, the company had 950,000 million satellite IoT subscribers on its own and Viasat’s networks. Globalstar reached 0.54 million subscribers. Other players with connections in the tens of thousands include for instance Myriota in Australia, Kineis in France and Thuraya in the UAE.
In addition to the incumbent satellite operators a number of new initiatives have appeared on the market recently. Examples of some high-profile projects are AST SpaceMobile, Geespace, Hubble Network, Kineis, Ligado Networks, Lynk, Myriota, Elveo Mobile, OQ Technology, Plan-S, Sateliot, Skylo and Starlink. Many of these are based on low-earth orbit smallsat concepts. While some rely on proprietary satellite connectivity technologies to support IoT devices, several are starting to leverage terrestrial wireless IoT connectivity technologies. Examples include OQ Technology, AST SpaceMobile, Elveo Mobile, Sateliot, Ligado Networks, Skylo, Open Cosmos, Iridium, Terrestar Solutions, Geespace and Starlink (3GPP 4G/5G); EchoStar Mobile, Fossa Systems, Lacuna Space, Innova Space and Plan-S (LoRa); and Hubble Network (Bluetooth). A trend in the past two years has been collaborations between satellite operators and mobile operators & MVNOs that explore new hybrid satellite-terrestrial connectivity opportunities. “Skylo has been the most active NTN provider lately for hybrid cellular/satellite offerings working with Deutsche Telekom, Soracom, Monogoto, floLIVE, emnify, Blues Wireless, BICS, Verizon, Telefónica, Orange, Semtech, Cubic, KPN, Multibyte Info, Tele2, Spectrum Mobile, Vodafone and Xfinity Mobile. Additional satellite IoT operators partnering with mobile operators and MVNOs include AST SpaceMobile, Iridium, Elveo Mobile, OQ Technology, Sateliot, SES, Starlink, Terrestar and Viasat”, concludes Mr Fagerberg.
