Connectivity automation from the sky is changing from a vision to a reality. A mobile satellite network that will allow ordinary phones to connect directly to satellites is moving from technology trials to the first commercial services. A key breakthrough is a long-term agreement with US operator AT&T and the launch of the first generation of satellites to provide direct mobile coverage in areas without a signal.

Unlike competitors that focus on emergency messaging or limited services, this project is aimed squarely at full voice and data. After successfully launching the first five satellites and making test calls with AT&T and Verizon, it is now preparing for a commercial launch. Both production and launch capacity are set to grow in the coming months, a prerequisite for covering key markets and transitioning to regular revenues.

Top points of the analysis

• Commercial contract with AT&T valid until 2030 and the entry of an operator representative on the board of directors.
• First five…