Core Insights - Viasat, Inc. has successfully conducted a first-of-its-kind direct-to-device (D2D) demonstration in Mexico, showcasing SMS and push-to-talk capabilities via satellite on Android smartphones [1][2][5] Group 1: Technology and Demonstration - The demonstration involved sending and receiving native SMS messages between two mass-market Android smartphones, one connected via Viasat's satellite and the other to a traditional cellular network [2][5] - Viasat's D2D technology allows mobile devices to connect directly to satellites without needing dedicated satellite hardware, adhering to the new global mobile 3GPP release 17 standards [4][5] - The technology utilizes Viasat's L-band satellite capabilities, supported by 3GPP standards-based NTN RAN and CORE infrastructure from Skylo, a partner in the Viasat ecosystem [3][4] Group 2: Market Potential and Strategic Partnerships - The D2D technology has the potential to bridge connectivity gaps in regions where traditional services are unreliable or unavailable, benefiting millions of users and devices [6] - Viasat has previously conducted successful D2D demonstrations in various regions, including India, the Middle East, Brazil, and Hawaii, indicating a growing footprint in the satellite communication market [5] - The company is collaborating with Space42 to form Equatys, aimed at enabling global D2D services and transitioning existing Mobile Satellite Services to a 5G network environment [7] Group 3: Company Overview - Viasat is a global communications company focused on connecting consumers, businesses, governments, and militaries, with a mission to create a reliable global communications network [8] - The company completed its acquisition of Inmarsat in May 2023, enhancing its capabilities and resources in the satellite communications sector [8]

Core Insights - Viasat, Inc. has successfully demonstrated direct-to-device (D2D) connectivity for the automotive sector, paving the way for widespread satellite connectivity adoption in automotive applications [1][4][6] Group 1: Technology and Implementation - The tests conducted in Southern Brazil involved vehicles connecting directly to Viasat's L-band satellites and Skylo's network, enabling narrowband tracking, monitoring, and messaging capabilities [2] - The trials utilized 3GPP standards-based non-terrestrial-network (NTN) service infrastructure, with support from partners like GuardianSat and Acceleronix, showcasing seamless switching between satellite and cellular networks [3][5] - The integration of Quectel's advanced satellite communication modules with Viasat's network highlights the potential for uninterrupted connectivity, regardless of location [7] Group 2: Market Opportunities - D2D technology allows car manufacturers and service providers to offer new services, including positioning data, predictive maintenance, emergency assistance, and real-time supply chain tracking [4][6] - The convergence of satellite and cellular technologies, as outlined in 3GPP's Release 17 standard, is transforming satellite connectivity delivery, enabling devices to connect without dedicated satellite terminals [5] - Viasat is developing a direct-to-device ecosystem involving chipset manufacturers, mobile network operators, and original equipment manufacturers to enhance its existing mobile satellite services [6] Group 3: Strategic Partnerships and Future Outlook - Viasat has joined the 5G Automotive Association to support connected transport applications, following successful mobile device demonstrations in various countries [6] - The Chief Technical Officer of Viasat emphasized the significant opportunity for the transport industry through D2D satellite connectivity, which can enhance safety and efficiency [7]