(How?) Can Maritime SATCOM Defy the “Verticalization Trend”

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 Report: Maritime Satcom Embraces Transition Towards HTS Architectures

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.

Merchant Matters… A Lot

While a lot of attention has been given to the bandwidth battles in the cruise industry, it is easy to forget that merchant maritime is the bread and butter of the maritime satcom market.  With all facets of the market looking to improve operations, adding more digitalization and automation into their operations, the need for.