(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.

Written by on September 16, 2021

Cloud computing

Cloud Computing in Space: Heavyweights Weigh In

Since then, cloud players have emerged as a key segment to watch out for in the satellite business, first through direct peering partnerships such as Azure ExpressRoute and IBM Direct Link, and more recently, through high profile dedicated business units as in the case of AWS Aerospace and Satellite Solutions and Azure Space.

Written by on December 7, 2020