NSR analyzed various fleet replenishment strategies in the year-end NSR’s article on Satcom 3.0 era, discussing relevance to operator per size and risk-taking ability starting in 2020. The growth patterns look quite different for operators falling between revenues of $100-$300M (low risk), $300M-$1B (medium risk) and finally greater than >$700M (high risk), and thus we began to inspect elements of business models that might be relevant to each category.
As fiscal year 2017 financials trickled in, it was clear that the impact of a changing market and pricing declines continues to hit the bottom line of commercial satellite operators. Operators are being forced to re-evaluate decisions on multiple levels; from which applications to target, partners to engage, and satellites to order. There are two.