Northern Sky Research

The Bottom Line

Author: Gagan Agrawal (X)

  • Satellite business models have traditionally relied on incumbent technology and DTH demand. The advent of satellite broadband demand, rush for acquiring market share in aero and backhaul verticals and instances of rapid price deterioration of satellite capacity - indicate a shift in these business models. Today’s growth model signifies a fluidity between the lease and service economies, where capacity building leads to a strenuous pricing environment, paving the way for bulk wholesale…

  • 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…

  • The satcom market is rife with innovative ideas and constellations targeting backhaul, mobility, consumer broadband and government verticals. In response to this proliferation of business models, traditional satellite operators are getting involved in various capacities to tap into the demand landscape, which can be accessed through LEO or MEO fleets. These GEO-MEO-LEO tie-ups occur while operators are already undertaking aggressive GEO capacity expansion plans, leading to highly complex…