Four European telecom giants are exploring a joint bid for satellite frequencies, aiming to integrate space-based connectivity into mobile networks while navigating control and sovereignty issues.
European telecoms explore satellite partnership
Deutsche Telekom, Orange, Telefónica, and Vodafone are considering a joint application for mobile satellite frequencies in Europe. The four companies aim to share terrestrial infrastructure and collaborate with a space partner to provide satellite-based mobile services.Joint effort to influence new infrastructure
The operators plan to establish terrestrial infrastructure and critical coordination functions in Europe, while a space partner will provide the satellite constellation. This alliance seeks to shape the conditions for accessing the new infrastructure and integrating it into their services.New satellite coverage for mobile devices
A new layer of coverage, part of the Direct-to-Device (D2D) initiative, would allow compatible devices to communicate directly with satellites. This could provide connectivity where terrestrial networks are unavailable, without requiring a separate satellite terminal.Differentiating service offerings
For operators, this additional coverage could enhance their service packages, differentiate professional offerings, or help retain customers. The economic challenge lies in determining how much customers value occasional satellite use and how much of that value should go to the space provider.Pooling resources for better negotiation
By combining their infrastructure, expertise, and market access, the four companies could strengthen their position when negotiating with a satellite provider. They also plan to offer open and non-discriminatory access to other networks, including those of Free and Bouygues Telecom.European regulatory landscape
The collaboration aligns with European efforts to control its satellite infrastructure and reorganize the 2 GHz frequency band. Current rights held by Viasat and EchoStar expire in 2027, and the European Union is considering a temporary extension. This has sparked opposition from American companies.Competition with American players
The European alliance is not the only one in the race for satellite internet. Deutsche Telekom has partnered with Starlink, and Vodafone is working with AST SpaceMobile. Orange has also engaged with these players, demonstrating satellite capabilities in Romania.Sovereignty and control over satellite services
The consortium emphasizes European governance and the implementation of critical functions on the continent. Discussions will focus on who controls the service, assigns capacity, and manages interruptions. Vodafone and AST SpaceMobile have already proposed a European control mechanism.Balancing control and investment
The operators aim to support a European satellite constellation without directly investing in it. Negotiations with the space partner will need to balance the telecommunications companies’ desire for control with the provider’s need to make a profit. Revenue sharing and service guarantees will be key.Challenges ahead
The next step will be translating intentions into commitments, including the availability of satellite capacity, the territories it will cover, and the associated costs. The operators must agree on technical architecture and secure necessary authorizations, while ensuring the service is reliable and accessible.
