Market Analysis

MVNO Models for Satellite Connectivity: A Satellite MVNO Model Analysis of the Commercial Opportunity

A satellite MVNO model analysis of 2026's direct-to-device economics: why almost no "satellite MVNO" is a true retail carrier, how SpaceX/T-Mobile's single-anchor model differs from AST SpaceMobile's 60-partner wholesale network, and why realized revenue still lags billions in contracted commitments.

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13,972 Active LEO payloads
170+ Orbital launches YTD
$15.5B Sector funding YTD

Figures as of July 2026. Active LEO payloads per Jonathan McDowell (planet4589).

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LEO Insider is a professional publication covering the Low Earth Orbit satellite sector. We translate technical and commercial developments into sharp, accurate analysis for engineers, investors, enterprise buyers and policy professionals — the business model, not just the technology.