On September 8, insiders disclosed that major European telecom companies—Deutsche Telekom, Orange, Vodafone, and Telefónica—are in early-stage talks to form an alliance. Their aim is to jointly bid for EU satellite spectrum and roll out 'direct satellite-to-phone' services, directly challenging Musk's Starlink. However, no definitive decision has been reached yet.
The EU is currently contemplating new regulations concerning the 2GHz satellite spectrum. Once existing licenses expire in 2027, around one-third of this spectrum will be earmarked for local operators under the control of European companies. This move is designed to bolster Europe's independent satellite communication capabilities. Another third of the spectrum is earmarked for the sovereign communication services of the European IRIS² satellite constellation. The remaining third will be thrown open for bidding by international companies.
At present, Starlink already offers satellite broadband services across most of Europe. It also collaborates with companies such as Deutsche Telekom to develop direct terminal services. Nevertheless, it lacks the authorization to independently harness the relevant EU spectrum for these services.
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