Is the Eutelsat-OneWeb Merger the “Right” Move?

Eutelsat surprised the Telecom community with plans to merge with OneWeb, an announcement that has generated both positive feedback (Exane/BNPP) and negative reactions (shares tumbling after announcement). Eutelsat is fully right about the need to pivot towards a connectivity-centric business. But, there are multiple questions that are not so certain: Is merging with OneWeb the.

NSR’s Satellite Capacity Report Sees Industry Moving Past COVID-19 Contraction to Drive $207B in Revenue Amidst Competition, Innovation and Risk-Taking

Global Satellite Capacity Supply & Demand Rapid Growth Propelled by HTS and LEO Constellations over the Next Decade  Cambridge, MA – July 27, 2022 – NSR’s Global Satellite Capacity Supply & Demand, 19th Edition (GSCSD19) takes a deep dive into an industry now past the COVID-19 contraction and in some areas, growing at a rapid pace. In revenue.

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.

Advanced Television: NSR: “Non-GEO will add competition”

A Northern Sky Research study says the impact on Non-GEO High Throughput Satellite supply will dramatically change the parameters for satellite operators. “The Satellite Industry’s transformation continues with revenues shifting to Data verticals and deep changes in business models. The onslaught of capacity coming in targeted to tap key markets, specifically Backhaul, Consumer Broadband, Mobility.

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.