Increase in SPOT and satellite IoT device sales for Telesat Communications by 35% year over year in 2024
In the realm of satellite communications, Globalstar is making waves. UK-based wireless and satellite technology reseller, Global Telesat Communications (GTC), has reported a 35% increase in sales of Globalstar SPOT and satellite IoT devices compared to the same period in 2023.
This surge in sales is driven by a multitude of factors. The rise in commercial IoT subscriber numbers has been a significant contributor. Globalstar witnessed a 5% increase in commercial IoT service revenue and record gross subscriber activations, reflecting growing customer demand for IoT connectivity. This growth outpaced declines due to some churn in SPOT and Duplex subscribers.
The increased sales volumes are another key factor. The sales increase at GTC for Globalstar devices is not limited to the SPOT series but also includes commercial IoT devices. This led to a 39% rise in subscriber equipment sales revenue year-over-year in Q2 2025, driven by strong sales of one-way modules and other IoT devices.
Strategic partnerships have also played a crucial role. Collaborations with tech giants like Apple (covering 95% of a $400 million strategic investment) and the U.S. Army have expanded Globalstar’s addressable market in consumer messaging and a $40 billion military IoT segment, driving demand for satellite IoT devices.
Infrastructure and technology investments have also been instrumental. The deployment of C-3 gateway stations and HIBLEO-4 satellites has enabled low-latency, 5G-like performance, particularly benefiting demanding IoT applications in agriculture and logistics sectors by supporting reliable, low-latency data exchange.
Industries and applications benefiting from these sales increases include agriculture, logistics, government and defense, and consumer messaging and personal safety. For instance, satellite IoT sensors and devices enable enhanced monitoring, precision farming, and logistics management in remote or rural areas where terrestrial connectivity is limited. Asset tracking, fleet management, and real-time visibility solutions rely on satellite IoT devices to cover wide geographies and improve operational efficiency.
Expansion into defense IoT markets with satellite-enabled secure communications, tactical operations, autonomous systems support, and edge computing for situational awareness reflects growing demand for robust, low-latency satellite solutions. SPOT devices remain used for consumer satellite messaging, location tracking, and emergency services, though revenue is offset partially by subscriber churn.
David Phipps, the managing director of GTC and the CEO of global operations of NextPlat Corp., attributes the accelerated uptake to SPOT's ease of use and economical price. Remoteworking and at-risk employees are among the individual consumers choosing Globalstar's devices for safety.
This achievement came shortly after Globalstar announced the 10,000th rescue worldwide, thanks to the reliable and ubiquitous satellite-enabled tracking and SOS capabilities in Globalstar's product portfolio. Globalstar, Inc. is a next-generation mobile satellite and communications service provider.
In conclusion, the increase in Globalstar SPOT and satellite IoT device sales results from accelerating commercial IoT adoption across agriculture, logistics, consumer, and defense sectors, boosted by advanced satellite infrastructure and strategic government and technology partnerships.
References:
- Globalstar Q2 2025 Earnings Release
- Globalstar Q1 2025 Earnings Release
- Globalstar and Apple Announce Strategic Partnership
- Globalstar and U.S. Army Announce Strategic Partnership
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- The surge in Globalstar's sales of SPOT and satellite IoT devices is not confined to a single industry; the increase is also seen in finance, data-and-cloud-computing, and technology sectors during their collaboration with tech giants like Apple.
- As Globalstar expands its presence in defense IoT markets, it is expected that the company will witness further growth in the data-and-cloud-computing industry, as satellite-enabled secure communications and edge computing become increasingly important.
