Geopolitical Shifts and AI Reshapes Earth Observation Market

Sovereign Control and Precision Intelligence Set to Lead Global Priorities

Paris, France [October, 2025] – Novaspace’s 18th edition of the Earth Observation Data and Services Market report signals a decisive market shift: geopolitical instability and AI integration are accelerating demand for defense-grade EO capabilities. Sovereign control and precision intelligence now dominate buyer priorities, with customers demanding uncompromised access to both premium resolution and rapid revisit rates, reshaping the commercial EO landscape for the decade ahead.

“While the past decade saw the emergence of differentiated constellation projects, the next decade will be defined by integration and interoperability”, says Alexis Conte, Senior Manager at Novaspace. “No single company can cover every layer of the information chain, so industry is moving towards strategic vertical integration and key partnerships to close value chain gaps, reshaping the competitive landscape ”.

Over the past year, geopolitical tensions have prompted nations to seek sovereign observation capabilities, fueling demand for commercial EO solutions. This surge has pushed the EO data market to $2.2 billion in 2024, growing at a 7% CAGR since 2019, with defense applications accounting for over 65% of data demand. Simultaneously, the EO Value-Added Services (VAS) market reached $3.2 billion, also growing at 7% CAGR, and projected to reach $5 billion by 2034.

Despite potential budget realignments in the United States, Novaspace anticipates no major slowdown in EO activity. Instead, a more coordinated use of EO data across government agencies is expected, extending its application from strategic planning to tactical-level operations.

The next frontier in EO lies in data fusion, the seamless integration of multi-sensor inputs into actionable intelligence. This evolution is giving rise to specialized service providers capable of orchestrating complex, multi-source architectures.

These market advancements see security emerging as a strategic imperative. Technologies such as quantum key distribution and secure data relay are becoming essential to protect EO data integrity and ensure resilient communications across increasingly interconnected networks.

About the Report
Novaspace’s Earth Observation Data and Services Market delivers a global assessment of satellite-based commercial demand for EO imagery and value-added services. It analyzes the key drivers of market growth, including cloud computing, AI, downlink capacity, regulatory frameworks, and pricing strategies, while offering detailed insights into regional and vertical market penetration, user spending behavior, and adoption trends.

The Classic edition of the report details demand dynamics, forecasting across 9 sectors and 32 subsegments, 8 global regions, and user types. The report provides supply benchmarks for data and services, as well as emerging business models. Additionally, it tracks funding schemes and private equity activity, with a deep dive on market trends and strategic developments.

The Premium edition adds a comprehensive EO market database includes multi-level breakdowns by sector, region, resolution range, sensor type, and user category. It also features detailed records of private equity funds raised by EO operators and VAS providers, including fundraising stages and value propositions.

Access the full report here: https://nova.space/hub/product/earth-observation-data-services-market/

About Novaspace
Novaspace is a global leader in space consulting and market intelligence, formed through the merger of Euroconsult and SpaceTec Partners. This strategic move combines the distinctive strengths of both entities to significantly amplify our international presence and service capabilities. With over 40-year legacy of expertise in guiding public and private entities in strategic decision-making, Novaspace offers end-to-end consulting services, from project strategy definition to implementation, providing data-led perspectives on critical issues. Novaspace presents an expanded portfolio of services, featuring combined expertise in management and technology consulting, top-tier executive summits, and market intelligence. Trusted by 1,200 clients in over 60 countries, with offices strategically located in Brussels, London, Montreal, Munich, Paris, Singapore, Sydney, Tokyo, Toulouse, and Washington D.C.

Media Enquiries:
Olivia Garnier | Communications Lead – olivia.garnier@nova.space