The global satellite communication industry is transitioning to meet new market trends and match projected threats from perceived disruptors. It is typical to expect mergers and acquisitions (M&A) within any maturing industry, especially technology-driven sectors, where inventors regularly threaten incumbents. In the case of satcom, the industry is entering a new consolidation cycle, where vertical.
A study from Northern Sky research (NSR) confirms a definite downward trend in video-related revenues for the world’s main satellite operators. NSR’s Satellite Industry Financial Analysis, 10th Edition report gives the good news first, saying: “The satcom industry continues to witness mixed financial results, with non-video revenues growing across multiple verticals.” “Video (including DTH and Video.
NSR’s Satellite Industry Financial Analysis, 10th Edition report, released today, finds an industry enduring stunted growth with bankruptcies and revenue declines across the satellite operator and service provider segments.
Today – we are truly entering a new era – with a shift from video to non-video, lease to service and subscription mode, packing more than a Gbps at less than a million dollars and making bets that extend from Thousands to Millions in scale.
2018 emerged as an understatement compared to the hype generated by satellite operators. Revenue didn’t rebound according to expectations, pricing and backlog both declined across operators, and video finally showed no signs of further growth, as multiple operators posted revenue declines in video even with marginally increasing demand. Looking downstream, suffice it to say that.