Northern Sky Research

The Bottom Line

Author: Lluc Palerm-Serra (X)

  • Satellite Backhaul has historically relied heavily on coverage obligations to attract demand. Consequently, regulators were the primary driver for demand in this vertical. However, if satcom is to capture the massive opportunities in this vertical while bridging the digital divide, it should be able to serve commercially-driven sites. In this new paradigm, legacy regulations and excessive protectionism is setting tremendous barriers and, in many occasions, raising costs to uneconomical…

  • 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…

  • Consumer Broadband has been one of the biggest success stories for the satellite industry. Millions of subscribers have signed-up in North America, which paradoxically faces one of the strongest competition from ground alternatives. With multiple actors now looking to replicate the model internationally, including areas with lower disposable incomes, will the growth story continue?

    With the arrival of HTS, satellite has found a new niche to serve in Consumer Broadband. After the success…