It is now a widely held belief that Elon Musk’s SpaceX/Starlink is the biggest threat to satellite industry incumbents and in a few short years, Jeff Bezos’ Amazon Kuiper. The threat is not isolated to the space and satellite industries. Telcos/MNOs and cloud industry players are likewise worried that these two players, indeed two key.
Co-Authored by NSR Research Directors Jose Del Rosario and Brad Grady CNBC reported that in early-June, “the Pentagon agreed to purchase Starlink satellite internet terminals from SpaceX for use in Ukraine as Kyiv continues to defend itself against a full-scale Russian invasion. Contract details, specifically price, scope and timeline were not disclosed for operational security.
Starlink has made significant strides in the satellite industry, positioning itself as a major threat to established players. Within a short period, the company has emerged as a major market shareholder in the consumer broadband sector, achieving a subscriber base of 1.5 million users worldwide. This unprecedented growth is translating to a consistent reduction in.
This past June SpaceX’s Starlink competitor OneWeb, in partnership with Speedcast, entered the maritime market. As LEO broadband connectivity is a new market, the key factors that end-users value have yet to be solidified. Nevertheless, both Committed Information Rate (CIR) and the Service Level Agreement (SLA) alongside CAPEX and OPEX will determine the “winner”. Ultimately,.
Will Starlink experience the same success as O3b has, and more importantly, will mobility become the cornerstone of Starlink’s profitability strategy?