Northern Sky Research

The Bottom Line

Author: Jose Del Rosario (X)

  • In every segment of the telecom industry, lower costs and decreasing prices led to higher market penetration, greater service uptake, and stickiness with end users and key verticals. The satellite industry has benefited from lower bandwidth pricing, especially across apps like wireless backhaul; however, these prices come with new challenges as well in terms of the ROI picture.  While users enjoy lower bandwidth pricing and perhaps more for less, some vendors may struggle with proving…

  • O3b Turning a Corner

    Jun 24th, 2015 by Jose Del Rosario   More from this Analyst | Profile

    A lot can change in a year, and for O3b, early success in 2015 may wipe away memories of challenges faced in 2014.   In 2014, O3b faced technical hurdles leading to service provisioning delays, which also led to a more conservative business outlook for the company. In 2015, however, the company has announced a host of deals that could indicate O3b may be turning a corner.

    Progress has been so positive that SES, an investor in O3b, recently stated they may take a majority stake in O3b…

  • Bridging the Mobile Broadband Gap

    Jun 08th, 2015 by Jose Del Rosario   More from this Analyst | Profile

    Mobile broadband is no longer a “nice to have” for users worldwide, especially as mobile device usage explodes in all regions (just reference Cisco).  However while mobile broadband demand is undeniably ever on the rise, a divide persists between developed and developing countries, mainly as a result of deployment costs and business case issues.  And here, Universal Service Funds (USF) and satellite technology have a huge role to play.

    ITU Data Highlights the Divide

    According to the…