Conversations around a possible combination between Intelsat and SES have ceased after months in deal talks. While the Satcom industry will grow at 12.5% in the next 10 years (NSR SCSD20 report), increasing pressure from new entrants like Starlink, OneWeb and Kuiper may force both companies back to the negotiating table. Do Intelsat and SES.
The software defined satellite (SDS) market has been buzzing with news starting with the launch of Eutelsat 10B, upcoming launch of SES’ mPower satellites, and new orders from Eutelsat, Intelsat, and SES. The need for SDS is driven by a variety of factors: demand for satellite-based connectivity, development and availability of new technologies, and support.
The satcom industry is set to witness the next wave of growth, driven by growing opportunities in consumer broadband, enterprise networks, mobility and government/military services. While some of these opportunities are greenfield application use cases, most of the expected demand is part of the age-long total addressable market (TAM), which has been unreachable due to incompatibility, pricing, supply.
Northrop Grumman ‘s spacecraft docked successfully with an active Intelsat satellite to provide service and extend its life. Northern Sky Research, a satellite consulting firm, estimates that the market for satellite servicing and life extensions is a $3.2 billion opportunity over the next decade. The firm forecasts that there is demand for servicing upward of.
The “Bottom Line” from NSR discussed in SatMagazine’s article: “Set against these multiple challenges for the world’s ‘Big Four’ (Intelsat, SES, Eutelsat and Telesat) there’s good news from Northern Sky Research’s (NSR) annual VSAT and Broadband Satellite Markets study that suggests VSA/broadband is a fast-growing segment of the market and that over the next decade,.