Space is increasingly enticing for investors. However, one must not be carried away by Silicon Valley dreamers and do a balanced analysis of the market opportunity.
If there is something certain in the current satcom market, it’s that Video is stagnating, and Data is the future growth driver. However, many satellite operators are still cautious adopting HTS.
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.
NSR’s Global Satellite Capacity Supply and Demand, 16th Edition report, released today, confirms despite a challenging current climate for capacity sales, long-term projections are promising with revenues doubling over the next 10 years.