Northern Sky Research

The Bottom Line

Author: Irma Fubiani (X)

  • IFC Going the Wrong Way?

    Jun 21st, 2018 by Claude Rousseau   More from this Analyst | Profile


    Wrong: in an unsuccessful or unfortunate way or out of working order or condition

    These two definitions offered by Merriam-Webster’s dictionary could aptly describe what many believe is the quality and state of inflight connectivity in general today.  But is this the right way to think of a business on a slow but definite upward slope?

    Stories that rub the ‘wrong’ way on IFC include icing fluids or rain entering radomes, bird-strike issues, networks unavailable for long parts of…

  • Energy Satcom Markets: Digitalization Digs In

    Jun 18th, 2018 by Shivaprakash Muruganandham   More from this Analyst | Profile

    The mining industry, which has so far remained the smallest addressable market for the energy satcom providers, is gradually morphing into a growth opportunity for satellite connectivity. On the heels of the last commodities downswing, globally diversified miners are focused on increasing productivity and maximizing the value of their existing assets, while newer mining juniors are moving into exploration opportunities to meet expected demands. These factors, converging with the…

  • The approved merger of AT&T and Time Warner is an interesting and multi-faceted case to analyze because it is not just shaped by converging trends modulating telecoms, media and Internet businesses but also by an evolving regulatory framework, telecom-Internet players’ power balance and even U.S. politics. The sheer size of the merger raises eyebrows but should come as no surprise, being a new example of an accelerating progression where traditional "platforms" become less relevant in…