Starlink’s Mobility Play: The road to profitability?
Will Starlink experience the same success as O3b has, and more importantly, will mobility become the cornerstone of Starlink’s profitability strategy?
Will Starlink experience the same success as O3b has, and more importantly, will mobility become the cornerstone of Starlink’s profitability strategy?
The recent $1.4B implied Enterprise Value of the Marlink transaction that was announced recently makes analysts like us at NSR pause – are there defensible corners of the satellite communications sectors that are immune from the on-going collapse of the value-chain by satellite operators? Can service providers survive the rapidly changing technology landscape of LEO.
NSR’s Maritime SATCOM Markets, 9th Edition report finds on-going challenges in some segments of the Maritime SATCOM Markets through 2022. While 2020 and 2021 continue to feel the impacts of COVID-19 in segments such as the cruise ship industry, the migration towards HTS-based services accelerates.
Beyond the Uptake of Non-GEO HTS Services, a Clear Shift from FSS to GEO-HTS is Underway Cambridge, MA -July 19, 2021 – NSR’s Maritime SATCOM Markets, 9th Edition report finds on-going challenges in some segments of the Maritime SATCOM Markets through 2022. While 2020 and 2021 continue to feel the impacts of COVID-19 in segments.
While there is no doubt that COVID-19 has impacted the Maritime market, the “COVID-dip” is significantly less pronounced for Maritime than Aeronautical SATCOM markets.