Satellite Communications
6 companies in this sector
Satellite Communications
Satellite communications companies provide broadband internet, IoT connectivity, and voice services from space. Mega-constellations like Starlink (10,000+ satellites) and Amazon Kuiper are transforming global connectivity, while legacy GEO operators modernize fleets and direct-to-cell technology bridges the digital divide.
Market Size
$145B
Satellite services (2024)
Starlink Subs
5M+
Active subscribers
Growth Rate
~12% CAGR
Through 2030
Companies Tracked
6
4 public + 2 private
Public Companies
(4)AST
🇺🇸
AST SpaceMobile
ASTSNASDAQ
Direct-to-Cell Satellite
$70.9M (100% space-derived; FY2025 — first meaningful revenue year)
IR
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Iridium Communications
IRDMNASDAQ
Satellite Communications
100% space-derived; service revenue ~$616M of FY2025 total; FY2026 guide +2-3% service revenue, $490-505M OEBITDA
VS
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Viasat Inc
VSATNASDAQ
Satellite Broadband
Communication Services ~$3.30B + Defense & Advanced Technologies ~$1.22B = ~$4.5B fully space-derived in FY2025
TS
🇨🇦
Telesat
TSATNASDAQ / TSX
Satellite Comms
CAD $418M (FY2025; 100% space-derived — entirely from GEO satellite services in transition)
Private Companies
(2)Industry Trends
Direct-to-cell satellite broadband — AST SpaceMobile, T-Mobile/SpaceX partnership
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