Lynk Global and Omnispace have completed their merger to form a new direct-to-device satellite operator named Elveo Mobile. The combined entity will leverage LEO smallsat architecture and 60 MHz of S-band spectrum to provide 3GPP-compliant connectivity to unmodified mobile devices.
The completion of this merger provides Elveo Mobile with the licensed spectrum and orbital processing power necessary to challenge established players like SpaceX and AST SpaceMobile in the direct-to-device market. By utilizing 3GPP-compliant frequencies, the company bypasses the need for proprietary hardware or software updates, potentially accelerating mass-market adoption for satellite-based emergency and roaming services. This consolidation signals a shift toward standardized non-terrestrial networks that integrate directly into existing mobile carrier ecosystems rather than operating as isolated satellite silos. Watch for the integration of S-band payloads into new LEO manufacturing runs through 2027 to determine how quickly Elveo can achieve continuous global broadband coverage.
The direct-to-device satellite market is consolidating rapidly as operators race to secure licensed spectrum and demonstrate commercial viability. Elveo Mobile's formation through the Lynk Global and Omnispace merger places it in direct competition with AST SpaceMobile and SpaceX's Starlink Direct-to-Cell service, both of which have been scaling their own constellations. Ericsson's networks chief Per Narvinger noted at MWC 2026 that SpaceX paid $17 billion for EchoStar's 2 GHz AWS-4 spectrum to run mobile satellite services, plus $2.6 billion for AWS-3 licenses, underscoring the enormous capital required to secure terrestrial-compliant frequencies for satellite-to-phone connectivity. That spending benchmark contextualizes why Elveo Mobile's 60 MHz of S-band holdings represent a strategically valuable asset acquired through merger rather than auction. The business case for direct-to-device operators depends on integrating with existing mobile carrier ecosystems rather than building standalone subscriber bases. Ericsson's June 2025 Mobility Report found that gen AI traffic currently represents only 0.06% of total network data traffic but carries a fundamentally different uplink-to-downlink profile than traditional mobile usage, with AI traffic showing 26% uplink versus the traditional 10%. This shift toward bidirectional traffic patterns aligns with the service model Elveo Mobile is building, where satellite links must handle both outbound queries and inbound data without requiring device modifications. The 3GPP compliance of Elveo's S-band spectrum positions it to plug directly into carrier core networks as a non-terrestrial network layer, the same integration path that 3GPP Release 17 and Release 18 standards were designed to enable. On the technical side, network automation and AI-driven optimization are becoming critical enablers for operators managing hybrid terrestrial and satellite infrastructure. Ericsson's Intelligent Automation Platform, which enables CSPs to ingest and manage network data while applying AI/ML models for insight generation and automated actuations, represents the type of orchestration layer that direct-to-device operators like Elveo Mobile will need to coordinate handoffs between satellite and ground networks. Ericsson's Transport Automation Controller similarly uses , capabilities that become essential when managing the added complexity of non-terrestrial network layers alongside traditional RAN infrastructure.
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