It is now a widely held belief that Elon Musk’s SpaceX/Starlink is the biggest threat to satellite industry incumbents and in a few short years, Jeff Bezos’ Amazon Kuiper. The threat is not isolated to the space and satellite industries. Telcos/MNOs and cloud industry players are likewise worried that these two players, indeed two key.
Northern Sky Research (NSR), in its latest report, says many of the satellite industry’s key sectors are recovering strongly. “With normalisation from the Covid-19 pandemic on the horizon, supply and demand dynamics are now being reconsidered as satellite operators craft go-to-market strategies in order to tap into high-growth verticals.