Northern Sky Research

The Bottom Line

  • Pricing the Satellite Markets

    Aug 14th, 2017 by Gagan Agrawal   More from this Analyst | Profile

    Satcom markets have traditionally been defined through DTH and remote connectivity use cases, along with an oligopolistic value chain and an upstream B2B lease market where-in the EBITDA margins of satellite operators can be the envy of many markets. The past 3-5 years have seen High Throughput Satellites and ambitious entrants leading an inquiry into the possibility of mass market penetration of satcom services, either competing with terrestrial networks or creating blue ocean…

  • Just how many dollars are down the maritime VSAT Value Chain?  The talk amongst nearly every facet of the maritime VSAT market are satellite operators moving closer and closer to selling directly to the end-user – and there are some very visible moves to that effect from players outside the traditionally called-out Inmarsat.

    Looking at data from NSR’s Maritime Satcom Markets, 5th Edition we asked ourselves that very question, “Just How Many Dollars Could Satellite Operators Stand to…

  • The phrase high throughput satellite can at times understate the extent to which HTS technology is indeed a great leap forward for satcom. Traditional FSS widebeam satellites have tended to see a capacity of around 20-50x 36 MHz transponder equivalents (TPEs), which equates to between ~1 and ~5 Gbps of capacity. High throughput satellites, on the other hand, oftentimes see capacity exceeding 30-40 Gbps, and in some instances capacity of over 100 Gbps.

    Clearly, if all capacity is created…