Northern Sky Research

The Bottom Line

Author: Lluc Palerm-Serra (X)

  • Don’t Give Up on Streaming

    May 30th, 2018 by Lluc Palerm-Serra   More from this Analyst | Profile

    New trends in video consumption are challenging traditional satellite video platforms. Emergence of OTT and video streaming is starting to have an impact on subscriber counts and, consequently, on the value satellite operators can generate and capture from their assets. However, satellite continues to be the best solution for reaching large audiences, especially when terrestrial networks become congested. Will satellite support the booming demand for video from IP devices and continue…

  • 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…