The Bottom Line

September 22, 2021

The “One-Terminal” FPA Solution

The satellite industry continues to show remarkable changes, with new evolutionary technologies being launched in the space and ground segment consistently. The demand for internet connectivity will continue to rise as the COVID-19 pandemic pushes digitalization and forces people to work from home. For the Flat Panel Antenna market, this means existing and new FPA.

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September 21, 2021

The Road to Free Wi-Fi Onboard Airplanes

The Inflight Connectivity (IFC) business was hit hard by COVID19, on the back of drastic downtime in aviation traffic in 2020. As a result, the segment saw on average a 35% decline in annual retail revenues last year, according to NSR’s Aeronautical Satcom Market Report, 9th Edition. However, as aviation traffic continues to bounce back.

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September 20, 2021

Smallsat IoT Market Update & Prognosis

A lot has changed in the smallsat IoT market in the last year, with a plethora of IoT smallsat launches, a number of new funding rounds, and a major acquisition as well. This market is heating up, and although there have been some delays from COVID-19, particularly with launches and chip supply issues, substantial progress.

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September 16, 2021

(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 changing technology landscape of LEO.

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September 9, 2021

The Emerging Role of Hyperscalers

Industries are transforming rapidly, and it is increasing the sustainability risk for the inertial players. COVID-19 has forced businesses across nearly all industries to invest and deploy in remotely working models, process automation, system & network optimization. Undoubtedly, hyperscalers such as Google, Microsoft, Facebook and Amazon are at the core of these digital transformations, by.

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September 8, 2021

The Changing Satellite Supply Chain

The COVID-19 pandemic triggered a slowdown of most operational activities along the satellite manufacturing value chain. In the early pandemic days, manufacturing facilities had to put their activities on hold, and launches were delayed due to the interdependence of actors in the supply chain from both sides and the restraints put on personnel movement. This.

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August 25, 2021

Satcom Apps Move to the Cloud

Satellite communications is by far the largest segment in terms of data traffic via satellite. Despite major developments in the Earth Observation industry in recent years, data traffic for point-to-point communications via the satellite bent pipe continues to grow rapidly. The cloud is expected to play an increasingly important role across several segments in the.

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August 24, 2021

Building the Future (LEO?) Space Economy

As the Space and Satellite Industry starts to meet again “in-person” at events like the 36th Annual Space Symposium – just what does the future look like for the space economy? 2020 and 2021 have been transformative years characterized by a truly massive number of satellites launched by ‘new players’ such as SpaceX’s Starlink, a.

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August 23, 2021

The “Dishy Dilemma” for Flat Panel Antennas

Today in 2021, the demand for Internet connectivity in households globally has drastically increased because of COVID-19 and strict lockdown measures. While economic and social activities become more reliant on digital solutions, consumer behaviors toward broadband connectivity have also changed. More satellite constellations are being launched than ever before, and a rapidly changing environment for.

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August 19, 2021

Blurred Lines of Land-Mobile

While maritime and aero are key satellite markets due to clear remoteness, land mobile and M2M/IoT markets have always had to face competitive pressures from terrestrial networks. However, a new generation of networks which use similar technologies to terrestrial networks will be coming online in the coming years, promising unified connectivity on the same chipset..

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Stepping into Bandwidth Demand for Merchant Maritime End-Users

For the better part of the past decade, “Crew Welfare” has been one of the infamous use-cases fuelling the transformation of connectivity in the Merchant Maritime markets. Enabled by the ‘unlimited use’ and consistent monthly bills of VSAT-based services, building out a robust connectivity option for capturing latent crew connectivity requirements was cited as one.

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August 16, 2021

Aero Value-Chain, Any Space for New Players?

During the Connected Aviation Intelligence Summit virtual panel on 9 June 2021, executives from SpaceX, OneWeb, and Telesat forecast that most IFC capacity will come from Low-Earth Orbit systems over the next decade. SpaceX and Telesat executives expressed higher optimism that LEO will claim 90% or more of IFC services by 2030. This begs the question,.

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August 11, 2021

To Share or Not to Share… That is the SmallSat Launch Question

In the launch industry, heavy launch vehicles have long dominated the landscape. Initially, this was driven by necessity, as satellites were very large, heavy, and required the most lift possible. However, with the trends towards smaller satellites driven by miniaturization of payloads, delegation of onboard capability across fleets and networks, and new constellations announced almost.

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August 9, 2021

The New Space-As-A-Service Ecosystem

In a day and age where every part of the enterprise and government services operations is moving to the era of digitalization, the appearance of software as a dominant driver of changes is making more sense every day. And with this dominance comes new business models that are making their way even into the space.

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August 5, 2021

What’s Next for Narrowband Land Mobile?

Overall, enterprise land mobile has been seeing steady growth; however, for some time there hasn’t been any major changes to the dynamic. Instead, some of the more notable growth opportunities come from the consumer market, and potentially from connected vehicles as well. With other markets experiencing higher growth opportunities due to higher bandwidth data usage,.

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August 4, 2021

To the Satcom Industry: Satellites Don’t Matter!

To be clear, I’m a Space enthusiast, and that makes writing some of the following lines a bit more difficult. The Satellite Communications industry must acknowledge that satellites are no longer the stars of the industry. In the era of cheap and easy access to Space, satellites can’t be the key differentiator. The attention should shift towards services, networking and eventually applications. How is this slide of value creation taking shape?  Don’t get me.

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July 28, 2021

EO Downlink: Easing the Bottleneck

The Earth Observation industry is ascendant on multiple fronts, not the least of it being a growing number of satellites planned to launch over the coming decade. Sensor types are various, from very high resolution (VHR) optical and Synthetic Aperture Radar (SAR) to hyperspectral, radio occultation and others. In 2020, Larry Fink, CEO at BlackRock,.

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July 20, 2021

Satellite Manufacturing: What Drives the Market?

Non-GEO HTS is not going anywhere. Despite concerns over the business case, over a thousand Non-GEO HTS satellites have already been deployed by various players. Operators like OneWeb, SpaceX, Kuiper, and new, private ventures in China are the main drivers of a satellite market expecting over 24,000 assets to be launched by the end of.

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July 14, 2021

Connected Car – Passenger Vehicles Yay or Nay?

NSR has heard the hype for years of the connected car, with dreams of every vehicle having a satellite dish on its roof. Elon Musk recently stated that Starlink will be connected to aircraft, ships, large tracks, and RVs – specifically excluding connected cars such as Teslas. Other companies by comparison, are planning to go.

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July 12, 2021

Will LEOs De-Stabilize the Satellite Capacity Ecosystem?

LEOs are a reality. After years of speculation and doubts, several NGSO projects are materializing. Both Starlink and OneWeb continue their aggressive launch schedule with initial service tests. mPower is getting ready for launch with auspicious pre-commitments. Telesat manufacturer selection and progress in financing lowers the risk of the constellation. Kuiper continues moving forward with.

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July 7, 2021

More Space Data Means More Cloud

A surge of NewSpace startups and traditional companies alike have leveraged cloud services to reduce lead time and grow revenues across the space industry. According to NSR’s Cloud Computing via Satellite, 2nd Edition report, Communications and Earth Observation are identified as the biggest opportunities in this market. Together they account for $18B of the projected.

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July 6, 2021

Will the Moon Have to Wait?

NASA and partner space faring nations around the globe are ambitiously focusing on returning to the Moon. Although, getting to the Moon has become harder due to expensive budgetary requirements, NASA is aiming to overcome the traditional barriers of procurement by enabling commercial companies to provide services via its public-private partnerships model, the Commercial Lunar.

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July 5, 2021

The Elon Musk Effect at #MWC21

The Mobile World Congress Barcelona 2020 was the first major conference to be cancelled because of COVID-19, and MWC21 has been the first major conference to be back, albeit at about 1/3rd of its traditional attendance. Satellite continued to grow in presence at MWC 2021 (proportionally), as MNOs take an increasingly open mind approach to.

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HTS Takes Flight in Aero IFC

The inflight connectivity (IFC) market has taken off over the past decade and is now witnessing the third wave of transition to next-generation networks, primarily driven by an upgrade to capacity from high throughput satellites (HTS) and extreme high throughput satellites (XTS). Just 3-4 years ago, market observers referred to HTS and XTS systems as.

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June 27, 2021

Symbiotic Relationship of Space Startups with Government

The relationship between space start-ups and government has been an integral cog in the development of multiple space verticals. Government undertakings with emerging startups offer investors potentially attractive returns and encourages them to follow suit with their own investments. NSR’s Emerging Space Investment Analysis, 3rd Edition report shows $36 billion was invested over the last.

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June 16, 2021

Consumers, COVID, and Cannibalisation of Land Mobile Satcom

2020 was a tumultuous year, and overall had the expected impact for Land Mobile usage, with handhelds, fixed voice and Push-to-Talk (PTT) revenues down year-over-year. One positive out of last year’s experience is a boost in demand for consumer handheld form factors as consumers seek more experiences with social distancing in remote areas. However, these.

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June 8, 2021

The End of Linear TV Satellite Distribution, As We Know It?

Video distribution via satellite has a platform lifecycle growth problem. As OTT competes for viewers with linear TV, content fragmentation pushes broadcasters to re-assess the economics of satellite distribution in comparison with terrestrial and cloud platforms. The principle of video neighborhoods’ network effects is thus challenged. Is this the end of linear TV satellite distribution,.

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June 2, 2021

Moon Market Economy Roadmap

Since 2016, 83 missions have been contracted to send spacecraft, infrastructure, and crew to the Moon, valued at $50 billion. With 8 space agencies and 26 commercial companies involved, and given the growing number of announcements and funding, suffice it to say, the race to the Moon is back. While there have been hundreds of.

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June 1, 2021

Demand Elasticity in Satellite Backhaul

Unprecedented levels of supply coming from NGSOs and next-generation GEO-HTS is getting ready for launch in the next few years. Will the industry be able to activate elasticities to fill the upcoming supply? Backhaul offers an excellent opportunity with high price elasticities and a huge addressable market still to be captured. Despite the significant price.

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May 27, 2021

Optical Satcom and the Digital Revolution

As enterprise and government actors digitize their systems and processes, they continue to transition to cloud-based services to meet their needs for more storage and data transportation solutions. The characteristics of optical satellite communications include speed and data volume are well placed to meet the needs of those customers with an ever-growing appetite for highly.

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May 25, 2021

VC’s and Space: A Patience Play

Investments in the emerging space economy are on the rise, reaching levels higher than ever before. A significant fraction of the total investments in NewSpace companies is limited to a few at the top across market segments. But there is also a flurry of companies founded in the Launch, Manufacturing and Geospatial Analytics market segments.

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May 24, 2021

Price Benchmarking of Satellite Broadband

Satellite broadband is the one application whose mere existence hinges on pushing the limits of frequency reuse and spectral efficiency. With the proliferation of scalable HTS networks globally, broadband pricing is increasingly becoming –for better or worse– a barometer of regional and local satellite bandwidth pricing trends. Generational leaps in HTS technology modulate market price.

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Inter-Satellite Links: Is It Time for Lasers Yet?

The market for satellite-based free space optical communication continues to evolve, with an active ecosystem of laser communication terminal manufacturers at various stages of development. Over the past few years, this market has hinged on the promise of yet-to-arrive high volume demand from LEO-HTS constellations, specifically those with plans for inter-satellite optical links.  As seen.

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May 6, 2021

East vs. West: Building the First Lunar Base

Last week, China & Russia signed a memorandum of understanding to create a joint lunar science station. Earlier this week, the SLS core stage arrived at NASA’s Kennedy Space Center, in anticipation of an Artemis 1 launch in late 2021, or early 2022. With major powers taking new, strongly funded, and different approaches to the Moon, has a new space race begun?  In.

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May 4, 2021

How Big is the Satellite Backhaul Opportunity?

Backhaul is one of the key growth engines for the Satcom Industry. A large portion of satellite capacity coming online in the next few years is purposely designed for Backhaul and, despite COVID-19, the segment continued to show major contract wins. But how big is the market, and for how long can this growth trajectory.

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April 28, 2021

Shifting Sands of Satcom Capacity Pricing

Historians point out that a common effect of pandemics is the acceleration of trends already underway. This concept may well apply to high-profile satcom players filing for Chapter-11 during 2020, all within a relatively short period of time; a scenario previously foreseen but precipitated by the pandemic. The emergence of LEO mega-constellations also exhibited accelerated.

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April 22, 2021

Has the Space SPAC Train Left the Station?

The U.S. stock market is on its longest bull-run in history, which began in 2009. A decade later Virgin Galactic’s reverse merger with Social Capital Hedosophia raised $800M for the Space Tourism company, signalling the beginning of an extraordinary run in space investment. The significant increase in investment activity for space can partly be explained.

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April 14, 2021

Constellations: Accidents Waiting to Happen?

Last week, two major constellations operators,  OneWeb and SpaceX, nearly crashed in space, when two of their satellites almost collided.  Another near-miss happened the same day when two other satellites nearly struck each other over the Arctic. And last month, the 2-ton NOAA-17 satellite broke up, sending dangerous debris all along its orbit.  This type.

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April 12, 2021

Faster Flow for Satellite Big Data Pipes

The global satellite big data industry has come a long way during the latest wave in the emerging space industry.  More than 180 EO companies have been founded over the last 20 years, with a majority of them being downstream software and platform providers. Close to $700 million has been invested in this analytics segment.

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March 31, 2021

Parabolic Flights: A Case Study for Space Travel & Tourism

The ongoing pandemic has presented a plethora of opportunities as well as challenges to some of the emerging business verticals like Space Tourism and Travel. Recently, the DearMoon project, initiated by Japanese billionaire Yusaku Maezawa recorded millions of participants applying to pursue their dream. On the other hand, Spaceport Cornwall rejected Virgin Galactic’s plan for.

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March 30, 2021

Emerging Opportunities in an Emerging Sector

The space industry is in a period of rapid transformation, with the largest growth rates occurring in the Satellite and Space Applications segment. The recently released, NSR Global Space Economy report forecasts significant growth within this segment, representing the highest annual growth market within the decade.  Albeit much smaller on an absolute revenue basis, when.

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March 23, 2021

Trash Talk about Debris in Orbit

Two weeks ago, the derelict NOAA-17 satellite broke up. At the same time, NASA jettisoned a 3-ton cargo pallet of junk from the International Space Station, part of the program’s typical waste process, which will remain in orbit for several years while NOAA’s satellite will be there for much longer. The problem with space debris.

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March 22, 2021

The Ground Segment Di(LEO)mma

LEOs are transforming the satellite industry, and the ground segment is no different. While the opportunity for equipment vendors is massive, it is not absent of risks. Non-GEOs will certainly unlock new areas of growth where equipment vendors can capture a portion of the value.  However, participating in the NGSO ecosystem requires heavy R&D efforts.

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March 18, 2021

Flying High in Gov & Mil Aero Satcom

There is no doubt that Government & Military customers are a significant consumer of space-based assets. For both the Infrastructure (manufacturing and launch) and commercial connectivity, Gov/Mil markets are some of the largest and most concentrated around. While complex in terms of engagement, or ‘exact agency/organization/administration’, these customers are one of the key pillars of.

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March 16, 2021

More Satcom Consolidation on the Horizon?

The global satellite communication industry is transitioning to meet new market trends and match projected threats from perceived disruptors. It is typical to expect mergers and acquisitions (M&A) within any maturing industry, especially technology-driven sectors, where inventors regularly threaten incumbents. In the case of satcom, the industry is entering a new consolidation cycle, where vertical.

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March 11, 2021

Finally Time for Optical Satcom?

In late January ten Starlink satellites equipped with inter-satellite laser links (ISL) were launched, and the founder of SpaceX, Elon Musk tweeted that in addition to these satellites, all future Starlink satellites would also have ISLs. The launch represents a five-fold increase of total laser terminals launched into orbit to date. In many ways this.

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March 8, 2021

Will Community Wi-Fi Bridge the Digital Divide?

Internet access is an integral part of the human necessity, owing to its immense impact on social and economic developments in a region or community. However, approx. 50% of the world’s population still do not have Internet access, creating a greater digital divide across regions. This inequality is significant between developing and developed regions, where.

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March 3, 2021

Orbital Space Tourism: Where Are We?

A year and a half ago, Virgin Galactic went public. Since then, the company has generated no “significant revenue”, nothing in the past two quarters, and has pushed the start of their commercial suborbital tourism service to 2022. Over on the orbital front, companies like Sierra Nevada, Boeing, and Blue Origin, are facing similar delays,.

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March 1, 2021

Does the Circle Close for Starlink?

As recognized on multiple occasions by Elon Musk, the Ground Segment, lowering end user terminal costs is probably “the most difficult technical challenge” Starlink is facing. In fact, this is the key to unlocking the Consumer Broadband market, not just for Starlink but for all the LEO constellations. The Rural Digital Opportunity Fund (RDOF) won.

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February 23, 2021

Shifting Satellite Operator Financials

NSR’s Satellite Industry’s Financial Analysis, 10th Edition (SIFA10) report provides an in-depth assessment of the global satcom industry, analyzing critical financial, strategic, and competitive outlook of satellite operators and service providers across multiple metrics. The satcom industry continues to witness mixed financial results, with non-video revenues growing across multiple verticals, while the video business maintains.

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February 17, 2021

In-Orbit Servicing: Stepping up to the Challenge?

Last month,  Spaceflight Inc. launched 16 payloads on board its Orbital Transfer Vehicle (OTV), Sherpa-FX-1 on a SpaceX rocket to deliver them to a precise orbits, a first in LEO SSO orbit. And soon, a 2nd MEV from Northrop Grumman will latch on the Intelsat 10-02, solidifying the In-Orbit Servicing Market for Life Extension missions.

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February 16, 2021

Satellite Data Commoditization: Are We There Yet?

“Everything happens somewhere” has long served as an epithet in the geospatial industry, from the brand reposition of a 275-year-old mapping agency to the regular campaigns of international geospatial events. The downstream satellite big data industry has often prided itself on the ubiquity and importance of location data, a USP for large scale geo-intelligence, in.

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February 15, 2021

5G Satellite-to-Device Connectivity

Direct satellite connectivity to Mobile, at affordable prices, has been one of the moonshot objectives of the industry for many years. Leveraging the advances in 5G, multiple projects are pursuing this vision, attracting huge levels of interest in its way (AST & Science going public through a SPAC valuing the company at $1.8B). But what.

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February 8, 2021

Enterprise VSAT Strategy: Exploration or Exploitation?

The interplay between Exploration and Exploitation is critical for the long-run performance of a solution, company, or sector. Enterprise VSAT market revenues have plateaued with long exploitation of the conventional satellite connectivity offerings and hence, the industry had been in exploration for next-gen technologies, products or solutions to push the segment’s topline on the growth.

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February 4, 2021

Space Tourism: Finally, Ready for Liftoff?

As challenging as 2020 was, one part of our industry  progressed and grabbed the media limelight, even into the early part of 2021: space tourism. Several tests, funding rounds and SpaceX’s commercial launch of a NASA crew kept the dream of space tourism alive. Through hardships and long development time, demand for space tourism remains.

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February 1, 2021

The Gov/Mil SATCOM Jigsaw Puzzle

Following on the footsteps of Skynet-6A reaching Preliminary Design Review (PDR), a critical step towards its eventual launch in 2025, the Gov & Mil SATCOM sector is entering into the next-phase of sovereign military SATCOM systems. Built in the age of cyber-awareness, the proliferation of lower-cost RF jamming technology, and the ongoing requirements to move.

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January 28, 2021

Did the Satcom Industry Hit a Hard Reset?

It is no longer news that the global satcom industry is stuck in a period of stunted growth, revenue declines and uneven investor appetite. When it appeared 2020 might be a sigh of relief following industry-resetting M&As of the 2016-19 era, COVID-19 emerged, further exacerbating an already distressed industry.  However, the “hard reset” in 2020.

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January 24, 2021

Groundwork for COVID-19 Recovery

The Satellite Ground Segment has been one of the hardest-hit steps in the value chain brought about by the pandemic. With many deployments and new deals halted due to lockdowns, equipment could not be shipped, and revenues were not generated. But COVID-19 also accelerated the transformation of the industry, laying the groundwork for solid future.

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January 13, 2021

EO: The Netflix Model

Satellites, given their constant surveillance and coverage capabilities, are a natural fit for Earth Observation. A single satellite, with the right resolution and altitude, could take a snapshot of the country, and the right expertise and tools would allow you to assess the extent or the snowfall, especially when compared with historical imagery.

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January 8, 2021

Satellite Big Data: An Evolving Ecosystem

The Satellite Big Data market is still in its infancy, with the landscape of players ever evolving. The COVID-19 pandemic threw geospatial applications into the spotlight this past year, when most of the world’s workforce went remote, and multiple industries looked towards digitizing their operations.

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January 7, 2021

Ku-band: The Other Side of IoT

MSS satellite services, and smallsats are generally the main focus for M2M and IoT nowadays, with narrowband applications being well suited to these technology types. However, NSR also covers the Ku-band and VSAT M2M/IoT markets, which currently take up approximately 21% of overall revenues for satcom M2M/IoT.

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January 4, 2021

Non-GEO Satcom- From Transition to Affirmation

The Non-GEO satcom market has been highly speculative over the past decade, especially with the upcoming constellations – Starlink, Kuiper, Telesat, OneWeb and others. But in 2020, against COVID-19 odds, the segment has transitioned to a significant level of affirmation with multiple players achieving key milestones with their developments and contract awards. Although there have.

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December 8, 2020

Succeeding in the Satcom Transition to 5G

The wide Telecommunications industry is on the verge of a major transformation with the arrival of 5G. Satcom is no different and 5G represents an extraordinary window of opportunity for becoming a mainstream solution. How can Satcom maximize this opportunity? With COVID-19 we might have lost sight of a big inflexion point in 2020: the.

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December 7, 2020

Cloud Computing in Space: Heavyweights Weigh In

Since then, cloud players have emerged as a key segment to watch out for in the satellite business, first through direct peering partnerships such as Azure ExpressRoute and IBM Direct Link, and more recently, through high profile dedicated business units as in the case of AWS Aerospace and Satellite Solutions and Azure Space.

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December 3, 2020

Non-GEO Constellations: Answering the Call?

Non-GEOs continue to make noise, and for the right reasons. With SpaceX launching hundreds of satellites and revealing more info on their user antennas (with Musk admitting that the biggest challenge is cost of user terminals) to OneWeb restarting their production and awaiting a 36-satellite December launch, to Telesat forming a new public company post.

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December 1, 2020

The Next Four Years of Gov & Mil SATCOM Markets?

Many things in 2020 have “defied norms” as it relates to the Space and SATCOM Industry – mass shutdown of cruise and aeronautical markets, significant increases in consumer and cellular backhaul demand, supply-chain disruption, and on-site installation or commissioning access restrictions. In addition to these COVID-19 related market factors, the United States will also enter.

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November 23, 2020

Fertile Ground in Agriculture IoT

M2M and IoT over satellite have mainly been implemented in cargo and transport applications, as well as in energy markets. However, one application (agriculture) is expected to buck the existing trend and achieve outsized returns…how can operators capture this growth, and excel in this increasingly competitive market? 

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November 16, 2020

5G: Touching Every Corner of Satcom

In this sense, 5G will be transformational in many aspects of the Satcom ecosystem: from stimulating demand in many segments, seamlessly integrating Satcom in the mainstream Telco ecosystem or becoming a tool for optimizing Satellite Network design and operations.

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November 15, 2020

Non-Imagery Keeping Pace in EO

In the business of Earth Observation, positioning is just as key. While the industry is well-established, with imagery setting the pace and breaking away as the front-runner, a non-imagery market is emerging.

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October 27, 2020

LEO Launch: The Next Frontier

A few days ago, SpaceX launched payloads into orbit for the 100th time. An impressive milestone, the latest launch deployed 60 Starlink satellites into the company’s communication network. From communications to Earth Observation, constellations certainly are a core strategy in the commercialization of LEO. On an almost daily basis, announcements are made regarding investment, deployment,.

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October 20, 2020

EO Markets Prove Resilient

This has been a very hard year for a lot of industries, include the satellite industry. From grounded flights and shored-up cruises, bankruptcies and layoffs, COVID-19 has strongly impacted the entire satellite industry. However, while most of the market is experiencing a downturn, consolidation, and restructuring thanks to the pandemic, Earth Observation has demonstrated strong resiliency. In fact, in some cases, the market is growing.

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October 14, 2020

LEO Speed: When Milliseconds are Worth $Millions

“Remember that time is money” wrote Benjamin Franklin in a 1748 book.  The concept of opportunity cost believed to trace back to ancient Greek philosophers but popularized by one of the founding fathers of the United States, may nowhere be more critical to business than in the realms of high-frequency trading (HFT).

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September 22, 2020

SpaceX-RAYing Starlink Developments

The Starlink constellation is currently made up of over 650 communication satellites orbiting Earth at an altitude of 550 kilometers. By satellite count, such partial deployment already makes SpaceX the world’s largest satellite operator of FSS frequency bands suitable for high-throughput connectivity. As more Starlink and OneWeb satellites are manufactured, deployed and other satellite operators.

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September 1, 2020

Navigating the Satcom Connected Car

NSR previously identified the pivot of Land Mobile from narrowband revenues to broadband revenues. With massive bandwidth requirements (and potentially terabytes of data) due to highly sophisticated software systems, Connected Cars are one component of this new revenue growth, and with a huge addressable market, it’s no wonder satellite operators, ground equipment manufacturers and service.

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August 25, 2020

5G and the Future of Capacity Leasing

When considering 5G, one might inadvertently focus on user-oriented characteristics such as latency or throughput.  However, the reality is that one area where 5G will be more disruptive is on the backend of networks

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August 24, 2020

Can Non-GEO HTS Beat Fiber Economics?

The inter-play between telecom and satellite operators connecting remote points on Earth is a well-established, niche business. Telecom and satellite ecosystems have cooperated for decades as satellites adapted roles from serving international trunks, to jumpstarting Internet backbone connections in developing regions, to supporting domestic backhauling for wireless carriers. While the proliferation of GEO-HTS has made.

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August 19, 2020

Infrastructure in the Stratosphere

Several programs from the last two decades alone promised the use of stratospheric platforms for comms and observation, most of which fell through in the end. However, recent investments and subsequent mission successes from commercial players such as Alphabet and Airbus have injected a fresh wave of hope.

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August 17, 2020

What Drives Satellite Flexibility: Necessity or Opportunity?

Flexible satellites have been around for some time, but the rate and scale of flexibility has increased exponentially over the last few years. Declining GEO capacity prices, rise in competition and the need for reduced time to orbit and are just a few factors that led to greater need for software-defined satellites.

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August 4, 2020

A Land Mobile Satcom Duel to Behold

NSR found the Land Mobile via satellite will reach an inflection point where the change in the revenue mix will undergo quite a profound shift from narrowband technologies to broadband platforms and use cases. So, what does this mean for satellite operators and services providers?

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July 30, 2020

Tip of the Iceberg for Maritime SATCOM?

As the mobility satcom market experiences an unprecedented disruption, these already stressed businesses made hard choices around their future – internal fractions in the iceberg of Maritime SATCOM Connectivity.

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July 28, 2020

High Altitude Platforms: Loony No More?

High Altitude Platforms have remained an emerging market even in the wake of the COVID-19 pandemic. What is driving this interest, and why might the current wave of HAPs-related activity be any different from those of previous decades?

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July 20, 2020

Hindsight 2020: Launch Will Survive

It is fair to say 2020 has been widely chaotic, and that is no different for the space launch industry. The industry is facing a pandemic that affects the global aerospace workforce, a spiral of launch delays and supply chain issues, and a string of launch failures from established and new launch providers alike

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July 15, 2020

Space for the Cloud: Data from Orbit

Cloud services ranging from IaaS and edge computing to virtualization and SaaS applications are not new to the IT industry; they have been well-known for years and are traditional concepts in most sectors. Not so in the satellite sector though, where a surge in the adoption of cloud-based technologies is underway.

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July 9, 2020

Which Direction for IFC Free Service?

According to NSR’s Aeronautical Satcom Markets, 8th Edition report, 43% of the total number of IFC offering airlines cumulating to 31% of all aircraft now use an Airline-directed business model.

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July 1, 2020

Satcom Reality Check

The satcom industry is going through turbulent times. A wave of high-level bankruptcies, layoffs, cost-cutting measures and investment deferrals have rattled the industry. COVID obviously places significant pressure in an already challenged ecosystem, hitting key areas of Satcom growth like Mobility. But putting aside the panic around COVID for a moment, it is clear the business fundamentals for Satcom remain very solid. The actors that play their cards well will be able to capture double-digit growth once we reach the “new normal”.

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June 24, 2020

The Next Step in FPA Evolution

As FPA manufacturers find themselves stuck between the ultra-competitive aero market and the opportunistic, but challenging to meet, consumer broadband market, the Enterprise broadband market is fast becoming the next step in the evolution of FPA technology.

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June 15, 2020

Cloud Computing: Ratcheting the Satellite Industry Forward

Cloud computing represents an important technological shift that has been underway across industries since the turn of the century, impacting the bottom lines and business models of various players in the ICT sectors. Over the past decade alone, adoption of “the cloud” has surged forward with major legacy software vendors orchestrating efforts towards the emergence of on-demand self-service, rapidly elastic solutions on the so-called cloud.

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May 19, 2020

Aero IFC- Near-Term Turbulence but Long-Term Smooth Air?

After a few years of incremental growth in the In-flight Connectivity (IFC) market, COVID-19 has derailed the segment’s momentum for 2020 and beyond. According to the NSR’s COVID-19 survey results, mobility segments including aviation and maritime are the worst hit satcom segments amid the ongoing pandemic.

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April 14, 2020

The Evolution of Satcom Price Discounting

Satcom markets are experimenting with a wide range of new business models, with price discounting a key factor in most. With 2020 representing a key transition phase, NSR analyzed historical patterns of price discounting to ascertain what lies ahead.

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April 8, 2020

Yield Management in Satellite Backhaul

Satellite capacity price reductions have been critical to unlocking growth in markets like Backhaul. New price points made ultra-rural network deployments ROI-positive, unleashing solid elasticities and growth. But, is satcom leaking value to other steps of the value chain (MNOs, integrators) due to price competition? How should satellite operators and integrators optimize their pricing strategies.

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March 31, 2020

SSA: Satellite “Social” Distancing

Near-misses are nothing new, but with over 8,000 smallsats to be launched in the next decade, the chances of collision will continue to rise. Results would be disruptive, to say the least, and not the way the satellite industry tends to endorse. Extraneous satellite maneuvers, malfunction, orbital debris, loss of orbital slot, change in launch trajectory & schedule; these would be the minor consequences.

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March 26, 2020

Virtualizing the Satellite Ground Segment

While generally not driving as much hype as other technology trends in the satellite ecosystem, Ground Segment virtualization is arguably one of the most critical transformations the industry will experience in the coming years, as noted in NSR’s Commercial Satellite Ground Segment, 4th Edition report. Key to enabling scalability and flexibility of the networks, infrastructure vendors, integrators and operators are racing to adopt a new virtual framework. What are the key aspects of this transition?

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March 19, 2020

Optical Satcom: Under the Spotlight

With more data being created and circulated than ever before, Optical Wireless Communication (OWC) technology is emerging to serve the demand for higher data rates and lower latency, acting as an alternative or complementary to RF.

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March 17, 2020

Smallcells and Satellites: It’s a Match!

With recent declines in satellite capacity pricing, Satellite Backhaul became a real alternative for MNO rural deployments. However, CAPEX involved in the cell tower, primarily designed for urban areas with a dense distribution of subscribers, limited the market opportunity to relatively large population agglomerations.

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March 5, 2020

In-Orbit Servicing: Technology and Market Readiness Undocked

The space industry is full of acronyms, but TRL or “Technology Readiness Level” is one that we hear often for many new and emerging markets. As a measure of the availability and status of the technology required for an operation, it gives an indication of how close to ‘lift-off’ is the said technology.

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March 2, 2020

Scaling VSAT Platforms through M&A

M&A activity in the VSAT platform segment has been very dynamic in the last several months.  After iDirect/Newtec fired the starting gun, Comtech conducted a series of acquisitions including UHP and Gilat.

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February 21, 2020

Space Tourism: Humanity Leaving the Cradle?

As technology development accelerates at an ever-increasing speed, reaching new milestones that will arguably lead to putting commercial tourists in space this year, governments across the world are considering strategic long-term plans to establish a lasting human presence off-Earth

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January 30, 2020

Satcom Business Models in a 3.0 Era

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.

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January 27, 2020

Fixed VSAT: When will Price Elasticity be Activated?

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.

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January 16, 2020

Goldilocks and SpaceX Smallsat Rideshare

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.

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January 14, 2020

New Era for MILSATCOM – Or …?

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’?

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January 9, 2020

HAPs – Eye in the Sky

Technological and regulatory progress has greatly expanded the remote sensing/Earth Observation (EO) market. However, significant tradeoffs continue to exist in current earth imaging solutions: EO satellites and constellations can provide wide area coverage but are susceptible to cloud cover and are usually at lower resolutions (with HR being relatively infrequent).

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January 8, 2020

The Future of Satellite-Based Earth Observation

As we start a new decade, now is the perfect time to consider the future of the satellite industry, starting with the Earth Observation (EO) business. Traditionally, the EO business mostly consisted of a few satellite operators catering optical imagery to government and military customers.

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January 6, 2020

Satcom Finance Expectations to Watch in 2020

2019 just ended, and the most anticipated year (2020) in the Satcom 3.0 transition phase has arrived. Happy New Year! To begin the year, it is essential to determine expectations from top metrics this year, which may have maximum impact on the satcom industry.

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December 2, 2019

Betting on Satcom Fleets in a 3.0 Era

Today – we are truly entering a new era – with a shift from video to non-video, lease to service and subscription mode, packing more than a Gbps at less than a million dollars and making bets that extend from Thousands to Millions in scale.

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November 4, 2019

The Grand C-band Debate: Too Early to Predict a Winner?

Two years since Intelsat first proposed it, C-band spectrum (3.7-4.2 GHz) repurposing has been a consistent newsmaker. Marred with differences of opinion on spectrum proceeds vs. the urgency of 5G deployment in the U.S., the proposal has been a political talking point:

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October 30, 2019

EO SAR: Trick or Treat?

It’s that time of year again. Autumn leaves, and children in costume, candy and ghosts around every corner. In our business, many days feel like Halloween, in a way. Companies emerge from stealth mode, try on different business cases, and venture forth seeking market validation. Market trends come and go, but the most popular, the.

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September 26, 2019

Determining Success for Smallsat Launchers

With so many small launch startups racing towards success on a global scale, the stakes have never been higher to cut through the noise and evaluate all initiatives for probability of success before committing to a launch partner. Well-informed decisions will be critical to all industry players involved (investors, smallsat operators, brokers, and partners) as they will have far-reaching consequences. So, what factors need to be considered and analyzed to help tip the scales when making these decisions?

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September 24, 2019

Mining Satcom: Jump-Starting a Stalled Market

Mining should be an ideal energy segment for the satellite industry to generate progressing revenues, given the remote nature of operations, the mission-criticality of requirements and the growing digitization activities in the sector as a whole.

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September 19, 2019

Small GEO Satellites – Viable Option or Not?

Small GEOs – the latest solution in the long list of capacity options that operators are looking to implement. With rising competition in most countries, and decreasing break-even pricing via ever more efficient satellites and reduced launch costs, many operators see large GEO sats as quite risky for regional appetite.

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September 16, 2019

Smallsats a Big Change for MSS IoT

With small satellite operators continuing to receive new rounds of funding, and small satellite launches continuing, what impact will this have on existing satellite M2M/IoT market and operators?

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September 5, 2019

A 2020 Turnaround for Oil & Gas SATCOM Markets?

We won’t lie – 2018 was a hard year for satellite players with an interest in the Energy Markets. Commodity pricing for energy products was weak or unstable, global economic activity shrank, and energy customers had their own financial challenges. So – in the face of ongoing macro-economic challenges, why does NSR continue to be so optimistic around a 2020 turnaround?

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August 15, 2019

The “New Normal” in Satellite Manufacturing & Launch

Satellite manufacturing and launch markets are evolving at rates never seen before. With a bevy of actors entering the satellite market at different levels of the value chain, the new dynamic is changing the way this industry measures growth – with the number of satellite orders and price/ kg losing relevance as market indicators. In.

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August 12, 2019

Satellites in the Cloud

The satellite industry poses interesting use cases and opportunity for cloud adoption, and mainstream Cloud Service Providers (CSPs) are beginning to take note.

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July 2, 2019

Price Optimization for Satellite Backhaul

Backhaul will undoubtedly be one of the key verticals for satcom growth in the coming years. Lower capacity pricing is certainly unlocking demand elasticities; however, not all markets are homogeneous in terms of adopting 2G, 3G and 4G services.

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June 27, 2019

Taking Risks to Stimulate Satcom Growth

Global satcom capacity revenues continue to evolve at low single-digit rates scoring 2% growth last year. Obviously, data is becoming the star for revenue growth and operators with higher exposure to video and legacy FSS capacity are more prone to turbulence. But, in these transformative times in which raw capacity is commoditizing, operators must rethink.

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June 23, 2019

LEO Leap of Faith

To deny the risks, give in to the hype and excitement of LEOs, and believe that “if you build it, they will come”, is not charting a clear, strategic path to success, but making a leap of faith.

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June 20, 2019

Cruising to Higher Bandwidth

Today, the passenger maritime segment is one of the best-connected satellite-enabled end-users around. With record-breaking throughputs in the news over the last 12 months, the passenger maritime sector continues to provision vessels with higher and higher data rates.

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June 9, 2019

IFC: Bad 2018, Good 2019?

When NSR noted that IFC markets did not do so well in 2018, it was not comparing the ‘hype’ with its forecast, but rather its own forecast with respect to contracts signed, antenna production, installation rates and aircraft to be outfitted.  All these factors did not pan out as expected and despite a rather gloomy.

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May 28, 2019

Taking Risks to Stimulate Backhaul Demand

Backhaul is poised to be a key driver for satellite industry growth. The combination of advanced ground segment technology and competitive capacity pricing makes satellite a compelling solution for MNOs to expand coverage.

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May 23, 2019

Satellite Data Downlinking: The Case for Lasers

The last few years have seen increasing interest in space-based optical communications, driven by the convergence of multiple trends: rising small satellite data volumes, increasing security concerns and Radio Frequency (RF) spectrum congestion, to name a few.

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May 21, 2019

A 1st-Order Solution: More Broadband Maritime Vessels

The Maritime Satellite Communications market is at a crossroad; more capacity is available in all frequencies and orbits thanks to Iridium’s recently launched Certus plans, VSAT terminals are getting lighter and cheaper, and end-users continue to find value in some flavor of higher throughput connectivity.

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Monetizing IFC: The 3rd Party Promise

At the recent Satellite 2019 and the AIX 2019 conferences, there were many discussions centered on enhancing the passenger experience and, in the process, monetizing what is still today relatively low returns on IFC investments by airlines.

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May 16, 2019

GEO Life Extension: A Fit for Government?

Currently, there is much debate surrounding the viability of In-Orbit Servicing applications in the space industry. Despite some recent setbacks and perception of uncertainty surrounding upcoming IOS Services, GEO satellite life extension is garnering most interest out of all IOS offerings, and the demand is expected to increase over time. With government and military sector.

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May 15, 2019

A (LEO) Race to the Bottom?

With the satcom industry moving to network applications and integrated service business models, the price-demand equation has changed considerably over the last 5 years.

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May 8, 2019

When Will Optical Satcom See the Light?

As a technology with the potential to impact both satellite and ground network operators, optical satcom is emerging as a contender and/or a complement to existing radio frequency (RF) communications infrastructure.

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May 2, 2019

IFC Markets: Money Left on the Table?

The largest commercial airlines offer inflight connectivity on some portion of their aircraft.  In fact, most of them have some form of connectivity in service or under contract across their fleet, if not on the majority of their aircraft.

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April 23, 2019

Salvaging Future Intelsat 29e’s

The “Total loss” of a satellite like Intelsat 29e, just 3 years into its 15-year life, has 2 significant implications: the sunk cost of the satellite, in addition to over 12 years of potential revenues and 6,552 kg of uncooperative debris roaming uncontrolled in geostationary orbit.

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April 18, 2019

The Impact of Capacity Pricing on M&A and Investment Decisions

The satcom industry today relies on five major elements – Pricing (competition), Supply (indicating Asset worth), Demand (Growth), Break-even pricing (manufacturing innovation) and Ground System (efficiencies). While the economics of demand growth and ground system efficiencies have been proven to be more linear in the last several years, the same cannot be said for Supply.

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April 3, 2019

The Unintended Consequences of Smallsats

While the overall growth of the smallsat market is beneficial for the space economy as it is helping lower the barriers to entry and create new revenue streams in the (relatively) near term, the impact of this growth on the space ecosystem in the long term is less often discussed.

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March 20, 2019

4 Big Challenges for Emerging Space

With barriers to space market entry lowering considerably, and a supportive ecosystem growing, the emerging space market continues to attract interest with a flurry of activities across multiple applications. Falling technology costs and government support pushing for commercialization further aid this ecosystem, positioning it as both competition and a complement to traditional space incumbents. With.

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March 14, 2019

Satcom Future Hinges on Electronically-Steered FPAs

When the term “flat panel antenna” (FPA) is mentioned, most envision a completely flat, non-moving piece of communications technology. These systems, specifically electronically-steered antennas (ESAs), capable of faster tracking and pointing than parabolic ones, are seen as an impending necessity for satcom, especially given the soon-to-be full skies of LEO constellations. Interest and development in.

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February 26, 2019

FPAs: From a Niche to a Necessity

For years, the emerging nature of FPA technology has long maintained price and performance as the main market obstacles. Compared with parabolic systems, flat panel antennas were not seen as viable, except in environments requiring a low-profile solution.

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February 6, 2019

Are Satellite Handhelds Still a Growth Market?

Handheld telephones are a traditional, legacy of mobile satellite service, with these devices long used for remote satcom communications. However, in recent years, growth of handhelds has flatlined, driven by increased terrestrial connectivity, new alternatives and more versatile devices.  With the market undergoing increasing change, the L-band land mobile market of the past isn’t the.

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January 29, 2019

Adding Value When Capacity Commoditizes

In the traditional satcom business case dominated by video, the satellite and the orbital position were the core differentiators (multicast advantage, platform effects on DTH and Video Distribution). However, in a world that is increasingly dominated by data, raw satellite capacity is commoditizing and the new entities driving growth are networks. This has tremendous implications.

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January 23, 2019

Can Satellite Broadband Support the Streaming Wave?

Video is that largest consumer of bandwidth today and will increase exponentially over the long term –streaming video that is, not linear TV. As the industry moves from video in terms of cord-cutting to streaming data, the satellite play is still unclear when it comes to supporting services such as Netflix or Hulu. Today, there.

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January 16, 2019

UAS Imaging: Roadblocks and Opportunities

The use of small Unmanned Aircraft Systems (sUAS) in the commercial world is still nascent and growing with drone technologies developing rapidly, be it with payload, energy or autonomous capabilities. Amongst the many applications being explored with UAS, ranging from delivery services to infrastructure development, imaging stands out as the frontrunner with a high interest.

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January 15, 2019

Terminal Troubles

Historically, Government & Military satcom markets have suffered from terminal troubles – too costly for AEHF, delayed for MUOS, a mismatch between terminal and frequency/network capabilities, etc. The list is as extensive as the terminal inventory of the U.S. Government, which is stated to be in the tens of thousands. Quite simply, the terminal trouble.

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January 13, 2019

Connected Buses & Trains: In the Express Lane?

There has been significant industry focus on the connected car via satellite, and whether satellite can have a significant role to play with private and government vehicles. However, what is oftentimes missing from the debate, is the prospect for connected trains and buses to be served via satellite. While the broadband connected car will present.

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January 9, 2019

Satcom in 2019: Leasing vs. Services & the Year Ahead

2018 emerged as an understatement compared to the hype generated by satellite operators. Revenue didn’t rebound according to expectations, pricing and backlog both declined across operators, and video finally showed no signs of further growth, as multiple operators posted revenue declines in video even with marginally increasing demand. Looking downstream, suffice it to say that.

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January 3, 2019

Earth Observation: Not Just Imagery

What’s next for satellite-based Earth Observation? Driven by technology and competition, the business has grown quickly in recent years. From imagery to insights, from single satellites to constellations, players along the value chain have pushed hard to offer unique services, and the market has diversified and expanded. In an industry dominated by optical and radar.

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December 18, 2018

EO SAR Imagery Prices Limit Opportunity

In theory, radar imagery for Earth Observation is far superior to optical. With imagery capable of capturing scenes at night and penetrating clouds, SAR overcomes many challenges inherent to imaging the Earth with passive optical sensors. It would seem that investors are banking on these capabilities for increased coverage and insights from SAR imagery given.

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December 11, 2018

Gov & Mil Markets: Is It All About the Frequency?

MILSATCOM or COMSATCOM has been one of the most contentious debates in the Gov & Mil Markets over the past five years.  On the surface, the debate is all about the economics of ownership – in the truest definition of economics – including all the opportunity costs associated with MILSATCOM networks.  Recent acquisition of 2.

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December 5, 2018

UAS: SATCOM in the High Skies

The Government & Military (Gov/Mil) market for satellite communications remains optimistic, with nations across the globe doubling down on defense spending to drive their own civilian and military government capabilities. Satcom will continue its rise as a central element here, as more governments move towards network centric asset deployments with data-intensive processes. At close to.

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December 3, 2018

Sorry LEOs, but FPAs Have No Incentive to Go Low-Cost

LEO constellations such as OneWeb or SpaceX continue to see Internet to the masses as a primary target market. However, for this market to materialize, the whole ecosystem must align, and antennas (among other elements) are still a big unresolved issue for consumer-grade services. In which direction are market forces and incentives pushing the development.

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NSR’s Satcom Financial Index 2018- Dissecting the Trends

Recent (Q2 or Q3) financial results have been a mixed bag for the industry. Video revenues have consistently declined on a YoY basis for most operators including Intelsat, Eutelsat, SES and EchoStar Satellite Services, while most operators have posted gains in network connectivity – most prominently in Government and mobile connectivity verticals, including ViaSat. To.

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November 19, 2018

A Price War Coming for Satcom IoT?

Satcom IoT is going from strength to strength, and not showing any signs of stopping, with NSR expecting growth to continue over the coming decade across a wide range of applications. However, on the horizon are many competing IoT network deployments that promise to significantly lower the cost of hardware and airtime costs associated with.

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November 18, 2018

EO Smallsat Market: Where to Go from Here?

These days, smallsats generate a lot of attention, from players raising millions of dollars, losing millions of dollars, or providing thousands of images to spy on Iranian oil smugglers.  Among the attention and potential, it is fair to say that the overall picture of the emerging EO smallsat market is sending mixed signals.  Smallsat operators,.

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November 14, 2018

Will Software-Defined Satellites Take Off?

In recent years, satellite operators have busied themselves finding new ways to deliver cost-competitive connectivity in response to evolving consumer demand and price expectations. On the satellite design side, this encompasses new architectures, multiple forms of heightened risk taking, and adoption of low or no heritage technologies. SES is pushing this process even further with.

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November 7, 2018

Turning the Satellite Business Model Upside-Down

The traditional satcom industry can be argued to be entering its third transition phase, after the FSS video boom until 2010 and the HTS influenced pricing decline more recently. With languishing growth in 2018, alongside declining EBITDA margins and backlog, the operator industry remains uncertain on video, while debating on the merits of going fully.

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November 6, 2018

Why the Optimism for Gov & Mil SATCOM?

With over $71B in cumulative retail revenues forecasted over the next ten years in our latest view on the market opportunity for Government and Military Satellite Communications, NSR is often asked:  Why the Optimism?  What has changed?  Where is the opportunity (for me)? To start answering those questions, we need to first examine the macro-level.

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October 31, 2018

Satcom IoT in a 5G World

For decades there has been a plethora of ways to connect M2M and IoT devices – satellite, GSM 2G, LTE, NB-IoT and LPWA. Satellite-based M2M has gone from strength to strength throughout the development of all these new forms of IoT connectivity. With a 5G world around the corner, will satellite-based M2M/IoT finally meet its.

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October 18, 2018

C-band Spectrum Reallocation: Too Lucrative to Ignore?

C-band reallocation debates between satellite operators and telecom providers aren’t new.  Mid C-band spectrum is seemingly ideal for low frequency applications and resistant to rain fade, with recent 5G technology promoters terming the 3.7-4.2 GHz spectrum as a sweet spot. This part of C-band traditionally has fallen under the purview of the larger 3.4-4.2 GHz.

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October 3, 2018

The ROI Challenge of IoT Smallsats

Smallsats for IoT are making noise in the press, with just this past week an announcement by a Luxembourg-based consortium for yet another smallsat IoT constellation. Myriota also raised another $15 million earlier this year, and many more similar announcements have been made. While “everything will be Internet connected and terrestrial only covers 10% of.

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October 1, 2018

The Asian Scale Paradox

Asia is undoubtedly one of the fastest growing regions for satellite communications. Raw market potential is massive combining poor terrestrial coverage, difficult geographies and buoying economies. Many players, both local and international, are looking to capture opportunities in the region as markets continue to be under-penetrated. Yet, there are significant roadblocks and hurdles that have.

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September 27, 2018

Insight-as-a-Service for Satellite Networks

The terrestrial telecom industry is fast shifting towards 5G networks, with Software Defined Networks (SDN) and Network Functions Virtualization (NFV) forming key parts of major strategic efforts. This is seen in multiple market movements where organizations such as Verizon, AT&T and Ericsson have begun to shift towards adopting SDN/NFV approaches to manage increasingly complex networks..

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September 19, 2018

Can OneWeb Cross the Valley of Death?

OneWeb, with its FCC filing approval in 2017, re-introduced the concept of offering global, affordable, high speed Internet with a bigger – and in some respects – better LEO satellite constellation than its predecessors. In terms of size and (advertised) capability, OneWeb is leading the LEO Constellations 2.0 era. In many ways, the future trends.

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September 11, 2018

Does Price Elasticity Exist for Satcom Markets?

Pricing has been the most painful headache for satellite operators for the last couple of years. Rapid erosion in pricing, coupled with lackluster top line demand, has led to widespread revenue declines. With the industry readying for the next tsunami of capacity supply coming from LEO constellations and VHTS, pricing is unlikely to rebound anytime.

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September 5, 2018

Satellite Big Data 3L’s: Location, Location, Location

An epithet for the real estate industry, this might as well describe the satellite big data (SBD) market. With the drive for digitization spanning multiple verticals, the need for satellite-based analytics solutions will only increase in the coming years. That said, such solutions find greatest potential in applications where the spatial component of data is.

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September 4, 2018

Merchant Matters… A Lot

While a lot of attention has been given to the bandwidth battles in the cruise industry, it is easy to forget that merchant maritime is the bread and butter of the maritime satcom market.  With all facets of the market looking to improve operations, adding more digitalization and automation into their operations, the need for.

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August 21, 2018

Milking the “Cow” or Shooting for the “Stars”

In these times of declining revenues and uncertainty, satellite operators are very cautions when choosing their future strategy and committing to large CAPEX investments (i.e. reduced number of GEO Satcom orders). With the current pivot towards new revenue drivers and the emergence of new architectures, technologies and business models, operators are in front of one.

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August 20, 2018

Satellite Big Data: A Growth Story

The evolution of technology underlies a few key trends that have the satellite industry poised for change. Advances in computing power in the Earth Observation (EO) segment have led analytics providers to enter and vie to capture new vertical markets, ranging from forestry to finance. Added to this, there is a proliferation of digital technologies.

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August 16, 2018

Cruising for Higher Throughputs

As the end of summer nears, the cruise industry ‘big season’ is in full swing.  With over 100 new ocean-going cruise ships expected to enter the market over the next ten years, and the ‘always-on’ life-style of travelers these days – the bandwidth demand (and revenue potential) for cruise connectivity is growing significantly. From 300.

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August 14, 2018

Business Jets: Broadband Connectivity Unleashed

The business jet community’s annual ‘grand mass’ in Europe held in late May this year rumbled with positivism about the status of the industry going forward.  Following many years of ups and downs, observers and stakeholders held the view that the industry was well on its way to a full recovery.  These good signs are.

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August 2, 2018

Satellite Constellations: Too Much of a Good Thing?

LEO constellations, theoretically, benefit from economies of scale which, in simple terms, is the cost saving associated with the increased level of production. The advantages come in the form of discounts for bulk orders and higher production volume as a result of specialized resources – human and otherwise, to name a few. While the benefits.

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July 30, 2018

EO Investment Picture: Worth More Than a Thousand Words

The Earth Observation (EO) market has been in constant evolution and recently, it has transitioned from costly, large EO satellites to smaller, more nimble ones flying as part of constellations. Using many small satellites is enabling real-time earth monitoring and observation, and with this, increasingly large amounts of data are being produced every day. Additionally,.

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July 25, 2018

Satellite EOL: Not One Size Fits All

As the technological prowess of satellite component and prime manufacturers has developed over the past half century, satellites have increased not only in capabilities but in longevity. A satellite launched in the 1990s was designed to operate for an average 12 years, a life expectancy that by the 2000s increased to 15 years. Many continue.

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July 23, 2018

Profiling Maritime Customers to Stay Afloat

Maritime markets have long been labelled the ‘sleeping giant’ of mobility satcom. Not as driven as in-flight connectivity, nor as full of potential as the connected car, maritime in years past seemed quite content to stay on its slow and steady growth course. However, falling capacity prices, new form factors and possibilities from analytics as.

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July 19, 2018

Airlines to Take IFC Controls

Despite the common notion that Wi-Fi is free, there remain ‘havens’ where it is still a fee-based service.  In-flight connectivity (IFC) is one such market, and recent news shows it will remain a paying service for many passengers as more airlines takes control over it. Directing connectivity and bandwidth services, with more freedom on setting.

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July 17, 2018

More (Satcom) Bits for More Barrels

As digitalization continues to move across the O&G sector, new sources and production capacity continues to come online.  “Big Data” and real-time data are fundamentally transforming the how of Oil & Gas exploration & production – pushing more bi-directional transfer of information from well to HQ.  With all of this data information, VSAT Broadband connectivity.

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July 10, 2018

Enabling a GEO-NGEO Hybrid System

The Military segment has, historically, primarily been served by GEO satellites for execution of critical applications, including intelligence gathering, navigation and communication. GEO systems, by nature, offer the advantage of significant coverage via a single satellite, especially with the advent of GEO-HTS satellites. On the other hand, latency and significant CAPEX have always been limitations.

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Emerging Space: The $5 Billion Question

NSR’s Emerging Space Market Opportunity (ESMO) report explored global investment in players driving the development of new applications and approaches to the space industry. Most companies studied started small, delivering innovative products or ideas addressing an existing need or developing a new market niche. Except for a successful minority, most remain at the research and.

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June 25, 2018

The New World Space Powers: China & India

China and India have engaged in space activities since the mid-1900s, developing domestic satellite manufacturing and launch capabilities across a range of applications. Both have focused on national demand, with limited international commercial pursuits. Yet this dynamic is quickly changing. The two nations have heightened their scope of activities, leveraging space as a strategic tool.

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June 21, 2018

IFC Going the Wrong Way?

Wrong: in an unsuccessful or unfortunate way or out of working order or condition These two definitions offered by Merriam-Webster’s dictionary could aptly describe what many believe is the quality and state of inflight connectivity in general today.  But is this the right way to think of a business on a slow but definite upward.

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June 19, 2018

Energy Satcom Markets: Digitalization Digs In

The mining industry, which has so far remained the smallest addressable market for the energy satcom providers, is gradually morphing into a growth opportunity for satellite connectivity. On the heels of the last commodities downswing, globally diversified miners are focused on increasing productivity and maximizing the value of their existing assets, while newer mining juniors.

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June 18, 2018

AT&T – Time Warner Merger Raises Eyebrows

The approved merger of AT&T and Time Warner is an interesting and multi-faceted case to analyze because it is not just shaped by converging trends modulating telecoms, media and Internet businesses but also by an evolving regulatory framework, telecom-Internet players’ power balance and even U.S. politics. The sheer size of the merger raises eyebrows but.

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June 7, 2018

How Launch Rates Shape Markets

Following the launch of the Gaofen 6 satellite last weekend, China matched – and three days later surpassed – its 2017 launch rate a mere 5 months into the year. If China achieves its planned cadence to exceed 40 launches in 2018, it would more than double last year’s total and quadruple the rate of.

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May 31, 2018

Don’t Give Up on Streaming

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.

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May 21, 2018

Non-GEO Constellations: Surviving the Disruption

Iridium and Globalstar arguably disrupted the telecommunication industry with the launch of their respective LEO satellite constellations. As the legacy players of this arena, they experienced first-hand the challenges that come with, and historically, predominantly outweigh the benefits expected from the implementation of large satellite communications constellations. In the last decade, lessons learned from these.

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May 10, 2018

The “Other” Energy Satcom Markets

With attention in the Energy Industry typically focused on the Oil & Gas sector, it is sometimes easy to forget how satcom connectivity is shaping up in other sectors, such as Electrical Utilities.  Utilizing 6 out of every 10 in-service units within the Energy satcom sector, the Electrical Utility segment continues to show signs of.

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May 8, 2018

Satellite and the Arrival of Telecom Pricing ?

The advent of bulk HTS satellite capacity has changed the satcom game. Irreversibly. What started as an alternative to FSS, an innovation with frequency re-use spot beams, has become mainstream and dictated price changes for at least the past 2 years. 60% wholesale price drop across HTS verticals, most prominently for backhaul and consumer broadband,.

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May 3, 2018

Regulatory Barriers Limiting Cellular Backhaul

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.

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April 30, 2018

Maritime Satcom: The Makings of an FPA Case Study

Flat panel antennas have great potential to expand the satcom addressable market but remain one of the least developed aspects of the industry. Despite high demand for low-profile solutions for certain applications, and several hundred million dollars of R&D spent to date without much results, FPAs are still struggling to carve their niche. Some verticals,.

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April 19, 2018

No Pain, No Gain: Activating Demand Elasticity

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.

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April 15, 2018

State of the Satellite Industry – The NSR FSS Index

Much has been commented about the current state of the industry: capacity oversupply, declining capacity prices, a shift to service businesses to strengthen top-line revenue, partnerships with end-customers, and consolidation necessity to future-proof. After a careful study of the past few years, it is certain that most trends are true – reflecting operator strategies as.

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April 10, 2018

HAPs and Mishaps

Some of the best characteristics form airborne and satellite systems can be implemented into HAPs to provide a range of apps, but mishaps remain a challenge that operators and manufacturers need to overcome. Google Loon, Worldview Enterprises, and Raven Aerostar are the three most prominent names in the High-Altitude Balloons market, and they have demonstrated.

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April 5, 2018

Pumping the Brakes on the Connected Car

The connected car is one of the most talked about opportunities for satellite-based flat panel antennas, yet it remains elusive and still many years away from being realized. With millions of vehicles entering the market every year, the successful deployment of the connected car via satellite could be very lucrative for FPA manufacturers. However, NSR.

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April 3, 2018

A Tale of Two Cities: Beijing vs. Washington’s Space Policy

Space is both a frontier to conquer and an arena where superpowers collide. The space economy has commercial implications that boost a country’s global standing as well as military interests that provide key strategic advantages. China has entered or has ushered in a new space race, pitting itself against the United States. How are the.

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March 28, 2018

Grasping the In-orbit Servicing Opportunity

As the space industry looks towards a future built on diverse and resilient architectures, rapidly evolving demand, fast technology development, and multifaceted economic activity in-orbit and beyond, servicing spacecraft is a key capability to bring along for the ride. Applications envisioned have the potential to both ease historic pain points for satellite operators and open.

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March 27, 2018

The Satellite Capacity Price Conundrum

The satellite industry has witnessed a meltdown over the past few years with capacity prices falling over 30-60% across most verticals. This decline doesn’t just stem from increased supply and competition, but also from critical intertwined factors: increased bargaining power of service providers (SPs) as operators dilute their market positions for aggressive selling and a.

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March 22, 2018

With Smallsats, Can 1+1 = 3?

Attendance at last week’s SATELLITE 2018 in Washington, D.C. demonstrated the expansion of the traditionally GEO communications focused satellite industry to a more diverse collection of players and applications. Discussions of broadband connectivity, the potential of Big Data, and cost reduction involved established and emerging players alike, with smallsats entering the dialogue more than ever.

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March 14, 2018

Scaling Up FPAs

The satellite communications industry faces a considerable challenge ahead: deploying the ground segment to tap into the huge bandwidth coming from future systems. So much so that many of the discussions at the Satellite 2018 conference underway in Washington, D.C. center on the ground segment with announcements from ViaSat, GetSAT, Kymeta, and other manufacturers. While.

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March 7, 2018

China’s LEO Constellation Ambitions

In late-February 2018, the China Aerospace Science and Technology Corporation (CASC) announced plans to build a constellation of 300 small satellites in LEO for global communications and other services. The Hongyan (translated as “wild goose”) constellation, which is targeted to be operational by 2021, was originally designed for 60 satellites. The current plan expands to.

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March 6, 2018

CAPEX Delayed is CAPEX Saved…

With Space Logistics, LLC (Orbital ATK) landing its 2nd customer and Effective Space Solutions its 1st, interest in In-Orbit Servicing (IoS) is making a comeback, conceivably to stay this time. In theory, IoS presents diverse opportunities, from extending satellite life and transporting it to the correct orbit in the near term, to repairs and potentially.

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March 1, 2018

Innovation or Disruption Ahead for Gov & Mil Markets ?

In a few weeks, the satellite industry will gather in Washington DC for the annual Satellite show.  Set in the backyard of one of the largest consumers of commercial satellite capacity in the world, the show will focus on the “What’s New and What’s Next” – a constantly changing conversation in the space industry.  However,.

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February 15, 2018

The Push & Pull of Satellite Servicing

Satellite servicing technologies have long been in development, only now coalescing into integrated systems ready to hit the market.  Just this year, life extension services have been contracted for three satellites, adding to two other deals already finalized. This process has been a combination of technology push from manufacturers and start-ups alongside indirect market pull.

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February 8, 2018

Will Consumer Broadband Take-Off in Emerging Markets?

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.

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February 6, 2018

Are Smallsats Delivering?

Ever since Skybox Imaging and then Planet Labs hit the news headlines, smallsats have been lauded as the future of the space industry, portrayed in the mainstream media as enabling novel applications, making space accessible, and delivering a new paradigm. Perception within the industry has been more mixed, but commercial and government players alike broadly.

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February 1, 2018

GovSat-1 – A New Capacity Model to Follow?

As GovSat-1 transitions into its operational orbital position, the Government & Military market is seeing renewed investments into next-generation government-owned MILSATCOM systems and customized commercial offerings for end-users as the market find itself in the middle of a period of renewed growth. On the Government-only capacity market, GovSat-1 is nearing the end of a chain.

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January 26, 2018

EO Constellations: Virtual or Reality?

Satellite constellations is one of the most exciting trends in the Earth Observation (EO) market today. Insight-hungry end-users are demanding more data, more often, and look to current and upcoming fleets of satellites to provide it. Investment and launch availability continue to grow, with constellations under development for satellites both big and small. However, another.

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January 17, 2018

Meaningful Smallsat M&As

The smallsat manufacturing and components market has developed somewhat haphazardly – a combination of post-university projects, commercial start-ups, and established companies growing into the smallsat business – producing a multitude of players in an increasingly competitive market. M&A is the natural consequence for this young market as it matures and companies seek to consolidate market.

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January 15, 2018

What’s Special About V-band ?

Apart from being lightly licensed and allocated, very little(!) In fact.  Being in a higher frequency range compared to Ku-band or Ka-band, V-band is more susceptible to rain fade, presenting technical and market challenges compared to current solutions.  More importantly, apart from experimental payloads and systems on the ground to support such trials, ecosystem development.

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January 10, 2018

Gov & Mil Markets: An Evolving Capacity Acquisition Paradigm

As the satellite industry and the U.S. Government start to kick things off for a New Year, planners continue the process of creating the next-generation of Gov & Mil network designs.  With a renewed focus on the importance of space to executing the national security missions of countries across the globe – and ‘assured access’.

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January 8, 2018

Maintaining Relevance for Satellite TV

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.

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January 3, 2018

The Hidden Risks of Verticalization

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.

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December 13, 2017

Earth Observation: Analytics-as-a-Service

Satellite-based Earth Observation (EO) is changing from an imagery-driven to insight-driven business. Until now, most satellite operators have been content with supplying imagery, while emerging downstream companies have begun unlocking the value behind the pixel, through Big Data analytics. However, satellite operators are beginning to shift focus. Last month, Planet completed “Mission 1”, to image.

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December 7, 2017

L-band Driving the Connected Car

The Connected Car is a hot topic, with vehicles rapidly changing from internal combustion machines on wheels to computers on wheels. Connectivity requirements are increasing for the current generation of cars, and consumers expect greater levels of sophistication in the ‘digital car’ than ever before. With much of this connectivity currently served by cellular networks,.

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November 30, 2017

MNOs & Satellite: Best “Frenemies”

Consumer Broadband has emerged as a “killer app” for the satellite industry with millions of subscribers to be added around the globe in the coming years. Much criticism has been posed over the sustainability of the model and how mobile operators might turn to be a major threat given its competing broadband products. However, the.

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November 21, 2017

Shaking the Space Industry from the Ground (Segment)

The satellite industry is innovating at an extraordinary pace with satellites hosting orders of magnitude more capacity each generation and at much lower bandwidth prices. This is certainly opening new opportunities but, at the end of the day, it is not bandwidth that matters but what can be done with that connectivity. VSAT platforms, and.

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November 14, 2017

Turning up the Volume in EO Imagery

Satellite imagery has traditionally been sold by the scene. Customers would look at certain criteria, and satellite operators would match their request with available archived or tasked images. Sales cycles were long, and the focus was on the quality and the resolution of the data. However, increasing supply, and pressure from downstream services are prompting.

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October 31, 2017

Diverging Requirements for M2M/IoT Satcom

The M2M/IoT via satellite market has traditionally been one of low data rates, providing M2M end users with tremendous value from small data packets for the purposes of location tracking, temperature monitoring and myriad other applications. Traditionally most M2M usage has consumed very miniscule amounts of data, compared to nearly all other kinds of applications,.

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October 12, 2017

Scratching Our Heads over IoT-Dedicated Smallsats

The satellite-based M2M market is a comparatively small percentage of the overall market for M2M services.  However, with tens of billions of M2M devices expected to be brought into existence over the coming decade, the overall number of satellite-based M2M devices has potential to be significant. As NSR examines in its M2M and IoT via.

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October 10, 2017

Asia & the Age of High Throughput PrideSats

Redirected to subject matter Research Director – original author no longer with NSR The Asian satellite telecomm market has for some time been relatively fragmented. Several countries with comparatively small populations, or comparatively small economies, or both, have launched their own satellites, with these programs having varying levels of commercial motivation. However, due to spectrum.

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October 6, 2017

Threats at Sea: From Pirates to Hackers

The industry has turned its focus on cybersecurity challenges facing the maritime satellite communications sector in recent months.  It will also be a central topic for an upcoming NSR presentation at DigitalShip’s Maritime Cyber Resilience Forum in Hamburg. The increasing digitalization and connectivity available and expected to be in the industry over the next ten.

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October 3, 2017

Where is the Emerging Space Opportunity?

Buzzwords such as New Space, Space 2.0, Emerging Space, applied to new, nimble, innovative, and atypical activities, encompass companies grouped together due to their approach. Fueled by the Silicon Valley-mindset and PR, the distinctions between these players and their investment can be a challenge to identify. Yet it is within these distinctions that lay the.

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September 25, 2017

Planet’s Dove: Agile or Fragile?

The rise of Space 2.0 is embodied by the large-scale use of nanosatellite constellations, packaged in an agile aerospace model to challenge the traditional practice of developing large satellites. At the heart of this model lays the principle of learning and developing satellites, “On-The-Job”.  With Planet recently launching 48 Doves on the Soyuz rocket, the.

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September 22, 2017

A European Defence System in Space

Redirected to subject matter Research Director – original author no longer with NSR The political landscape surrounding the European Union and ever-closer militarization amongst its Member States is a complex and divisive topic. However, public opinion has shifted more favorably towards the idea of sharing some of the burden, especially for those countries that may.

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September 21, 2017

Emerging Space: Is Perception Reality?

Viewed through the 2017 press reel, the emerging space market is vibrant, novel, and changing the face of the space industry. Indeed, hot on the heels of SoftBank’s $1.2B investment in OneWeb in December 2016, Planet’s acquisition of Terra Bella, Thuraya and Iridium’s partnerships with smallsat constellation operators, SES’s contract for an O3b expansion, and.

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September 19, 2017

Pricing the Satellite Markets Part II

Satellite business models have traditionally relied on incumbent technology and DTH demand. The advent of satellite broadband demand, rush for acquiring market share in aero and backhaul verticals and instances of rapid price deterioration of satellite capacity – indicate a shift in these business models. Today’s growth model signifies a fluidity between the lease and.

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September 18, 2017

An Entire World on the Ground

The satellite industry is at the cusp of a major transformation and, despite attracting less hype than other elements of the industry, the Ground Segment must play a primary role in opening new markets. The opportunity is also extraordinary, according to NSR’S Commercial Satellite Ground Segment 2nd Edition report, with annual equipment revenues surpassing $15.3.

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September 13, 2017

Maritime Satcom: Grow or Eat the Pie?

In the midst of  ‘Apple-mania’, two important announcements in the satcom business were made that are key to the future development of the Maritime satcom market.  SES announced its ‘next generation’ MEO-centric network architecture called mPOWER and Kymeta’s sea trials in the Super Yacht sector for its KyWay terminal were concluded.  Both are significant because.

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September 12, 2017

The In-Flight Connectivity Give Away

In the race to gain more customers for its onboard Wi-Fi service, airlines are following a path that could be surprisingly efficient to generating more revenues: they are giving it away.  That is, partially. Indeed, the hope is that some free airtime will lead passengers to get hooked and pay for continued or better service..

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September 7, 2017

Fixing Up the FSS Market

Redirected to subject matter Research Director – original author no longer with NSR When looking at future growth opportunities for satellite operators, most revenue growth will come from HTS, with this corresponding to the significant amount of HTS capacity entering the market over the coming years. However, as NSR shows in its Global Satellite Capacity.

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August 22, 2017

Pricing the Satellite Markets

Redirected to subject matter Research Director – original author no longer with NSR   Satcom markets have traditionally been defined through DTH and remote connectivity use cases, along with an oligopolistic value chain and an upstream B2B lease market where-in the EBITDA margins of satellite operators can be the envy of many markets. The past.

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August 9, 2017

Cruising Down the Value-Chain

Just how many dollars are down the maritime VSAT Value Chain?  The talk amongst nearly every facet of the maritime VSAT market are satellite operators moving closer and closer to selling directly to the end-user – and there are some very visible moves to that effect from players outside the traditionally called-out Inmarsat. Looking at.

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August 3, 2017

Bulking Up the Business Case for GEO-HTS

Redirected to subject matter Research Director – original author no longer with NSR The phrase high throughput satellite can at times understate the extent to which HTS technology is indeed a great leap forward for satcom. Traditional FSS wide-beam satellites have tended to see a capacity of around 20-50x 36 MHz transponder equivalents (TPEs), which.

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Straw “Poll” Shows: Polar Supply Remains a Niche

Redirected to subject matter Research Director – original author no longer with NSR   The polar regions have for good reason historically attracted a very small amount of investment from satellite operators and service providers. As NSR examines in its Polar Satellite Markets, 2nd Edition (PSM2), the majority of capacity over the Polar regions has.

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July 6, 2017

Drilling for Arctic Opportunities

Some of the world’s largest untapped ore, oil, and gas deposits lie underneath the Arctic, with this for years having been touted as a potential opportunity for international and national oil companies, and mining companies alike. Despite myriad challenges to access these resources, this nonetheless represents a potentially large long-term demand source for communications infrastructure..

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June 22, 2017

The How and What of Big Data via Satellite

As anyone attending a “mobility” satellite-communications centric conference can attest (such as the recent Global Connected Aircraft Conference in DC), IoT is THE big buzz-word. It permeates conversations, presentations, and marketing materials.  And, for good reason! There are tremendous opportunities within the transportation sector for satellite players to offer services and connectivity to enable these.

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June 15, 2017

Non-GEO Game Plans and Financial Play

The satcom market is rife with innovative ideas and constellations targeting backhaul, mobility, consumer broadband and government verticals. In response to this proliferation of business models, traditional satellite operators are getting involved in various capacities to tap into the demand landscape, which can be accessed through LEO or MEO fleets. These GEO-MEO-LEO tie-ups occur while.

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April 27, 2017

Demystifying Satellite Big Data

Data has been called the oil of the digital economy, and the power of Big Data analytics has rapidly caught up among various sectors of economic activity, including the satellite industry. Satellites are undoubtedly a source of Big Data, orbiting the Earth and generating petabytes of sensor data every day. However, the complexity of accessing.

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April 25, 2017

Video Compression – Killing the Golden Goose?

The linear TV market, comprising DTH and Video Distribution, remains the greatest revenue driver of the satellite industry.  This will not change in the foreseeable future, although high growth rates of the past are more or less over. Seemingly perpetual growth is making way for longer term stability globally in terms of capacity leased. The.

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April 18, 2017

Asian Satellite Market Update

This week saw the successful launch of the fourth Inmarsat Global Xpress satellite. This launch was noteworthy because the company, by virtue of successfully launching the first three, has already achieved global HTS coverage. The coverage of the fourth—planned to address areas of high demand—has been a topic of much speculation over the past year.

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April 4, 2017

The Cost of Growth

Redirected to subject matter Research Director – original author no longer with NSR   Satellite operators have for some time enjoyed what the rest of the telecom industry might call “out of this world” EBITDA margins, and strong profit margins to boot. Operating in a niche market—for context, the combined revenues of the 10 largest.

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March 23, 2017

Satellite Video Markets in State of Flux

Video broadcast for both DTH and Video Distribution has historically been the mainstay of FSS demand, with long term contracts and stable capacity demand growth ever continuing. However, with significant changes in consumer entertainment markets over the last number of years, including OTT and expanding terrestrial Internet speeds, what will be the impact to the.

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November 16, 2016

The Keys to SmallSat Launchers

Redirected to subject matter Research Director – original author no longer with NSR   Emerging commercial small satellite (smallsat) launch vehicles are full of promise, but reliability is key in the government sector. – Government customers prefer reliable government or traditionally government-oriented contractor launch service providers despite potential cost savings using unproven emerging commercial launchers..

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October 13, 2016

Smallsat Launchers: Missing Business Fundamentals

Redirected to subject matter Research Director – original author no longer with NSR   “Space is hard,” is a common refrain from the aerospace industry after negative news, as if to differentiate aerospace business from any other business. But this false separation ignores the fundamentals that encourage success in any industry: a solid business plan,.

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