NSR analyzed various fleet replenishment strategies in the year-end NSR’s article on Satcom 3.0 era, discussing relevance to operator per size and risk-taking ability starting in 2020. The growth patterns look quite different for operators falling between revenues of $100-$300M (low risk), $300M-$1B (medium risk) and finally greater than >$700M (high risk), and thus we began to inspect elements of business models that might be relevant to each category.
NSR expects promising opportunities in the fixed VSAT segment in its VSAT & Broadband Satellite, 18th Edition (VBSM18) report and stated the satellite industry is merely scratching the surface of opportunity with <1% service penetration for the consumer broadband vertical.
The start of a new decade is a perfect time to take stock of the dynamic state of the launch industry. The previous decade saw much in the way of exciting changes and technological developments, accelerated by an environment of high competition.
As we enter a new decade, is Government & Military Satellite Communications about to enter a new age of capabilities? With WGS-11 slated to be delivered in the mid 2020’s, alongside new allied capabilities online for similar deployments, is the industry entering a new ‘milsatcom capacity revolution’?