NSR Press Releases

NSR Report: $68B Opportunity for Top 5 Non-GEO HTS Constellation Players

Report Finds Each Constellation Closes its Business Case under Specific Conditions

Cambridge, MA – NSR’s HTS Satellite Constellations, A Critical Assessment, 3rd Edition report finds a $68 Billion Revenue Potential for HTS Satellite Constellations over the next decade, with varying levels of business case viability.  Opportunity exists for SpaceX, OneWeb, mPower, Amazon, and Telesat to build fundamentally sound constellation businesses via high throughput, low latency, ubiquitous coverage and end-to-end secure connectivity. Although competition from GEO and within NGSO is expected to be high, there is a large enough pie to divvy up enabled by new segments.

“While total CAPEX is estimated to be more than $22B, constellation players could generate a return on investment and replenish via differentiated plays across 18+ satcom revenue segments,” remarked Gagan Agrawal, report author and NSR Senior Analyst. “The advent of secure cloud enterprise and connected fleet use cases, and presence of price-demand elasticities to the tune of 40%-78%, will significantly help Non-GEO players close their business cases. NSR expects more GEO players start consolidating in 2021 and onwards to economically compete with Non-GEOs,” added Agrawal.

NSR finds different risk quotients impacting business models of each player depending on CAPEX, price elasticity, GEO competition, and organizational dependence. As these constellations launch between 2021 and 2024, all eyes will be on the performance of Broadband and Trunking applications, along with utilizing software to optimize network and price and avoid interference as each player tries to maximize revenue. Given the scale of these ventures, applications on the cloud take centre-stage with standardized service orchestration and inter-operability a must going forward within satcom networks.

About the Report

NSR’s HTS Constellations: A Critical Assessment, 3rd Edition is the industry’s leading resource for evaluating feasibility of emerging HTS satellite constellations.  The report is built on a core understanding of market dynamics, both upstream and downstream, from operator to end-user, assessing Upstream CAPEX, ground segment, business models, distribution partnerships, and RISK. The report brings together decades of experience on researching satellite manufacture, launch, and operating costs, assessed against knowledge of ground infrastructure, technological development, capacity pricing, customer demand and operator financials to provide a thorough analysis on both satellite constellations and their effect on the rest of the satcom industry. The report also leverages NSR’s new and unique Constellations Toolkit as part of assessing each player’s attributes on the technical front, as they impact overall go-to-market strategies and IRR prospects.

For additional information on this report, please visit www.nsr.com or call NSR at +1-617-674-7743.

Companies and Organizations Mentioned in this Report:

Airbus, Aircom, Airtel, ALCAN, Alibaba, Alphabet (Loon), Amazon, Amazon Web Services, Arianespace, AT&T, Avanti, Bharti Global, Blue Origin, Boeing, BRI, Canada Government, CASC, CASIC, Comcast, DISA (US DoD), Eutelsat, FCC, Fidelity, GalaxySpace, Gartner, Geely, General Dynamics, Gilat, Google, Hughes/HNS, Intellian, Intelsat, Isotropic Systems, ITU, Kymeta, Kythera Space Systems, Maxar/MDA, Microsoft, Mynaric, NBN, NSSL Global, OmniAccess, OneWeb, Qualcomm, Reliance Jio, RSCC, SES, SDA (US DoD), Softbank, Space Norway, SpaceX, Talia, Taqnia, Telefonica, Telesat, Tesla, Thales, ThinKom, UK Government, US DoD, Verizon, ViaSat

About NSR

NSR is the leading global market research and consulting firm focused on the satellite and space sectors. NSR’s global team, unparalleled coverage and anticipation of trends with a higher degree of confidence and precision than the competition is the cornerstone of all NSR offerings. First to market coverage and a transparent, dependable approach sets NSR apart as the key provider of critical insight to the satellite and space industries. Contact us at info@nsr.com to discuss how we can assist your business.