The Bottom Line

Sep 16th, 2021 by Brad Grady

(How?) Can Maritime SATCOM Defy the “Verticalization Trend”

The recent $1.4B implied Enterprise Value of the Marlink transaction that was announced recently makes analysts like us at NSR pause – are there defensible corners of the satellite communications sectors that are immune from the on-going collapse of the value-chain by satellite operators? Can service providers survive the rapidly [...]

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