Insights
VeraOren Perspectives
Commercial Strategy · 4 min
Everyone Is Counting Satellites. Nobody Is Asking Who Owns the Spectrum.
Satellite count is a vanity metric. What matters is control over dedicated spectrum—and whether that means a walled garden or a shared tower.
Telecom · 4 min
What “SOS and SMS Only” Actually Means for Enterprise Buyers
An honest view of where direct-to-device stands today: what works, what is real but not yet commercial, and what is still years away.
Commercial Strategy · 4 min
Satellite Count or the Door to the MNO?
The strategic advantage in D2D may belong to whoever controls access to the MNOs plugging in—not whoever owns the most satellites.
Telecom · 6 min
The Four-Way Value Chain in D2D Nobody Talks About
D2D is not simply satellites talking to phones. Its business model runs through four links—and only one is difficult to replace.
Regulatory · 6 min
One Thing Is Certain: Things Are Uncertain
Satellite market entry repeatedly converges on one issue: uncertainty over rights, costs and the durability of regulatory decisions.
Telecom · 5 min
Is D2D Going to Replace Mobile Networks?
Physics, spectrum and economics point to D2D as a powerful extension of terrestrial mobile coverage—not a replacement.
Market Entry · 4 min
Where to Launch Next?
Tanzania, Equatorial Guinea and Uganda reveal three very different regulatory postures toward LEO market entry in Africa.
Satellite · 5 min
Can My Phone Call Through Satellite Yet?
D2D is advancing quickly, but the journey from short messages to dependable satellite voice and data is not finished.
Commercial Strategy · 3 min
The UAE Proves Connectivity Convergence Is Already Here
Fibre, 5G and satellite no longer compete for a single budget line. The commercial opportunity is in assembling the stack.