Northern Sky Research

The Bottom Line

  • Flat panel antennas have great potential to expand the satcom addressable market but remain one of the least developed aspects of the industry. Despite high demand for low-profile solutions for certain applications, and several hundred million dollars of R&D spent to date without much results, FPAs are still struggling to carve their niche.

    Some verticals, such as commercial aeronautical and government mobility, have developed and are growing, competitive ecosystems for FPAs through…

  • The state of play is clear: satellite capacity pricing continues to fall at an accelerated pace, and satellite operators are unable to generate sufficient additional demand, leading to revenue declines. Upcoming larger GEO-HTS systems, NGSO constellations and simply put, technology evolution, will continue driving prices down. In this context, (when) will demand elasticity reverse this downward trend in revenues? Cellular Backhaul offers a great opportunity with clear demand elasticity…

  • Much has been commented about the current state of the industry: capacity oversupply, declining capacity prices, a shift to service businesses to strengthen top-line revenue, partnerships with end-customers, and consolidation necessity to future-proof. After a careful study of the past few years, it is certain that most trends are true - reflecting operator strategies as 2017 financial results show. Though, less quantified is the effect on the FSS industry due to these unanticipated…