The Spectrum Battle Reshaping the Future of Direct-to-Device (DTD)
In this latest 20+-page Deep Dive report on DTD, Quilty Space examines the regulatory brinkmanship surrounding the 2 GHz band — a critical midband asset now under active FCC scrutiny. What began as a push to unlock dormant MSS spectrum has escalated into a litmus test of how the Commission will govern satellite–terrestrial convergence in the years ahead.
SpaceX is gunning for access. EchoStar is holding the line. DTD contenders are circling, and the broader satellite industry is watching the feud unfold.
The FCC’s decision could have far-reaching implications, setting new precedents for Big LEO, L-band, and future MSS disputes.
This analysis cuts through the noise, laying out three likely regulatory paths and what each means for device makers, MNOs, satellite operators, and investors sizing up the next phase of market realignment.
We also break down nine leading DTD companies — spotlighting their spectrum strategies, deployment timelines, and regulatory positioning to show how each is maneuvering for long-term advantage in a shifting competitive landscape.
If you’re trying to figure out who’s ahead, who’s hedging, and who’s getting squeezed out, start here.
Published July 28, 2025