Digest of September 13, 2025

Regulatory / Policy

• UK Ofcom proposes licence changes to enable Direct‑to‑Device (D2D) services by 2026: Ofcom is planning to change existing mobile operator licences and introduce “exemption regulations” so MNOs can offer D2D services without acquiring new spectrum licences. 

• GSMA issues guidance for governments on regulating D2D satellite services: The GSMA paper urges balanced regulatory frameworks to allow direct‑to‑device satellite connectivity to fill mobile coverage gaps without harming terrestrial mobile networks. 

Business / Market Moves & Trends

• Marvell sees telecom business recovery, good sign for 5G supply chain: After a weak 2024, Marvell’s telecom infrastructure segment showed strong growth in the first half of 2025, which may indicate broader supply chain improvements for 5G and related network deployment.