The focus of direct-to-device (D2D) services so far has been mainly on extending the coverage of terrestrial cellular networks for cell phones and remote IoT devices. Although this presents a great business opportunity for both D2D satellite and terrestrial Mobile Network Operators (MNOs), the satellite industry needs to be conscious about another fast-developing opportunity in the terrestrial cellular industry: Mobile Private Networks, which can probably also be addressed with D2D services. These services are poised to become a critical part of making D2D megaconstellations financially feasible in the long-term. But operators need to decide to pursue these services now, before they deploy their satellites, or else they’ll risk missing out on the unaddressed market.

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Enrico Ottolini is co-founder and executive director of Planet Earth Connect. He has more than 25 years of extensive international experience in both the mobile and satellite communications industry. Based on this experience, he guides telecom operators...