Northern Sky Research

The Bottom Line

Author: Lluc Palerm-Serra (X)

  • 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…

  • Maintaining Relevance for Satellite TV

    Jan 07th, 2018 by Lluc Palerm-Serra   More from this Analyst | Profile

    While many actors in the satcom scene have turned their focus to data markets, the reality is that video continues to generate over 50% of overall satellite capacity revenues. OTT and other alternatives are slowly impacting DTH offers such that satellite needs to evolve to stay relevant. The set-top-box (STB) is at the forefront of the customer interaction, hosting applications that will make satellite TV continue to thrive. How should STB capabilities evolve for DTH to continue to be a…

  • The Hidden Risks of Verticalization

    Jan 01st, 2018 by Lluc Palerm-Serra   More from this Analyst | Profile

    In these transformational times for the satellite industry, the value chain is contracting, creating new tensions in the ecosystem. Factors such as the emergence of HTS, the severe pressure on raw capacity pricing or the growth in new verticals like mobility are only accelerating this trend. Multiple Service Providers are already complaining about Satellite Operators ‘poaching’ their customers, but beyond the short-term contractual preferences for these networking companies, the…