Satellite IoT revenue is doubling — and reshaping wholesale telecom. As integration between satellite and terrestrial networks accelerates, traditional models are giving way to more flexible, standards-driven partnerships. This shift is redefining how mobile operators, IoT providers, and platforms monetize connectivity — with major implications for pricing, security, and cross-industry collaboration.

The data tells a clear story: satellite IoT revenue is forecast to grow from $2.9 billion in 2024 to $5.8 billion by 2027 — according to Juniper Research.. Direct-to-cell models could reach $2.8 billion by 2028. Wholesale roaming revenue is also set to double, nearing $2 billion. Key drivers include low Earth orbit (LEO) constellation expansion, like Myriota’s new 16-satellite launch, and hybrid deals such as KPN and Skylo leveraging 3GPP Release 17. Standards like SGP.32 for eSIM provisioning are becoming critical — but regulatory hurdles and fragmented security models persist.

To unpack what this means for the industry, we’re joined by Sam Barker, VP of Telecoms Market Research at Juniper Research. In this episode, we explore growth trends, monetization strategies, emerging standards, security risks, and where mobile carriers, CPaaS vendors, and IoT providers should place their bets.