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Runway GirlMary Kirby

ST Engineering iDirect: LEO disruption creates risks — and new ground-segment opportunities for satcom users

Vertically integrated LEO operators are reshaping satcom business models, compressing margins and altering service delivery. ST Engineering iDirect calls the shift “a glass-half-full moment,” saying the disruption presents both risks and commercial openings for aviation, defense and enterprise customers reliant on satellite connectivity.

2026-04-09T05:06:53.295641-07:00

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