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Orange expands direct-to-device partnerships with AST SpaceMobile and U.S. constellations

Orange has advanced its direct-to-device strategy by signing partnership agreements with AST SpaceMobile and additional U.S. satellite-constellation operators, broadening commercial D2D options while pressing partners for guarantees on the security, resilience, and commercial launch timelines of satellite-based mobile services in Europe.

Discovered 2026-03-01T23:46:31.069616-08:00 | 2026-03-01T23:46:31.069616-08:00

Briefing

What Hype is tracking

Orange’s deals add a major European incumbent to the emerging D2D market, following other operator moves such as Deutsche Telekom’s Starlink MSS rollout across 10 countries covering >140 million subscribers (source:f3d2d64a-07f5-4f92-9b89-f05fede80bf7) and Virgin Media O2’s UK commercial D2C launch (source:01027716-6ce4-4573-8073-f5e8ac713a18).
Partnerships with AST SpaceMobile and U.S. constellation players underscore accelerating technical readiness and investment in D2D: see AST’s BlueBird antenna deployments (source:8f242437-c8eb-4930-9328-9e13afc4c697) and parallel European funding and development efforts for native D2D capacity (source:f7377785-4474-460a-867e-7bcd86d2d757).

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