Cutting through the satellite hype: Starlink and LEO’s threat to global telecoms assessed — Strand Consult

John Strand (Founder, Strand Consult)2026-03-24T14:45:00

Source: Starlink

Guest analysis: with D2D connectivity dominating discussions at MWC26, terrestrial operators must reassess their broadband and defence sector strategies. Strand Consult’s outspoken founder cuts through the hype to separate disruptive fact from industry fiction…

This article includes:

Themes: 4G; 5G; Broadband; Cable TV; Competition; Direct-to-cellular (D2C); Direct-to-device (D2D); Fixed broadband; Fixed wireless access (FWA); Low Earth Orbit (LEO); Mobile networks; Spectrum rights; Telecommunications.
Events: Mobile World Congress 2026 (MWC); Morgan Stanley Technology, Media & Telecom Conference 2026.
People: Dan Schulman; Elon Musk; Gwynne Shotwell; Jean-François Fallacher; Michael Nicolls.
Geographic: Denmark; Europe; Greenland; United Kingdom (UK); United States (USA).
Organisations: Altibox; Apple; AT&T; EchoStar; Eutelsat (OneWeb); ICE; NATO; Nokia; Starlink (SpaceX); Strand Consult; T-Mobile; Telenor; Tusass; Verizon; Virgin Media O2 (VM O2).

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