More Skylo D2D Partnerships Could be Ahead, Analyst Says

Skylo's direct-to-device partnership with Google for emergency messaging capabilities for the Pixel 9 phone (see 2408130067) could be the first of many for Skylo, which already has chip partnerships with Qualcomm, Samsung and Mediatek, William Blair analyst Louie DiPalma noted Wednesday. While Viasat is one of Skylo's main partners, the Pixel 9 partnership isn't material for Viasat, he said. For the Pixel 9 service, Skyo is largely layering direct-to-device connectivity atop Viasat's existing L-band network, he said.