Satellite Connectivity Market Shifts Towards Integration and Digital Sovereignty

SpaceX ’s second-quarter results highlight the growing role of Starlink in the satellite connectivity market, with revenue from connectivity services rising 66% year on year to $4.3 billion. Plans to deploy terrestrial femtocells and its acquisition of spectrum in the 800 MHz band point to SpaceX’s ambitions to build a nationwide network in the United States. Meanwhile, Rocket Lab’s proposed acquisition of Iridium reflects a broader industry shift towards vertical integration, as satellite compa