Starlink and Skylo Lead ABI Research’s D2C Satellite Rankings, Elveo…

Event summary

ABI Research ranked Starlink and Skylo Technologies as Leaders in its D2C Satellite Service Providers competitive ranking, with Elveo Mobile leading in innovation.
Starlink generated $276 million in end-user connection service revenue in 2025, backed by its extensive infrastructure and MNO partnerships.
Skylo Technologies stood out for its commercial footprint and live services across multiple countries.
Elveo Mobile secured 50-plus MNO partners and 60 MHz of priority MSS spectrum, with a new manufacturing partnership with Apex Space.
Recent M&A activity, including Amazon’s acquisition of Globalstar and Rocket Lab’s acquisition of Iridium, is reshaping the competitive landscape.

The big picture

The D2C satellite service ecosystem is rapidly evolving, with established players like Starlink and Skylo dominating market execution and scale, while innovative challengers like Elveo Mobile are reshaping the innovation landscape. Recent high-profile M&A activity, including Amazon’s acquisition of Globalstar and Rocket Lab’s acquisition of Iridium, is set to fundamentally alter the competitive dynamics. The next few years will separate the ambitious players from the proven networks as the market matures and connectivity demands grow.

What we're watching

Innovation Leadership: Whether Elveo Mobile can sustain its innovation lead and scale production to challenge established players like Starlink and Skylo.
Market Consolidation: The pace at which M&A activity will continue to reshape the D2C satellite service provider ecosystem heading into 2027.
Commercial Execution: How Starlink and Skylo will leverage their current market dominance to expand their commercial footprints and subscription bases.