NSR’s VSAT and Broadband Satellite Markets 19th Edition report, released today, finds a resilient market, despite near term COVID-19 challenges and changing Key Performance Indicators.
NSR’s 5G via Satellite: Impacts, Demand and Revenue Potential to 2029 report, released today, forecasts deep 5G impact in the satellite ecosystem with close to 10 Million active units by 2029.
With 5 players racing to launch their LEO/MEO fleets in SpaceX, OneWeb, SES, Amazon and Telesat, and with first 4 committing financially, the satcom world is finally acknowledging the Non-GEO shift.
NSR pegs this opportunity at more than $12B in cumulative revenues for India and the rest of South Asia in the next 10 years in its Global Satellite Capacity Supply and Demand, 17th Edition report.
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.