Intelsat and SES, Bound to Reach an Understanding?

Conversations around a possible combination between Intelsat and SES have ceased after months in deal talks. While the Satcom industry will grow at 12.5% in the next 10 years (NSR SCSD20 report), increasing pressure from new entrants like Starlink, OneWeb and Kuiper may force both companies back to the negotiating table. Do Intelsat and SES.

NSR’s Satellite Capacity Report Sees LEOs Massively Disrupting the Industry

Satcom Opportunity Generates $257B over 2022-32 with Satellite-Telco Integration Key to Growth with increasingly Commoditized Capacity Cambridge, MA; London, UK – June 13, 2023 – NSR’s Satellite Capacity Supply & Demand, 20th Edition (SCSD20) observe the rapid rise in LEO satellites have forever altered the satellite capacity market, shifting it from high priced wholesale centric.

Software Defined Satellites: Winners of the New-SatCom Era

The software defined satellite (SDS) market has been buzzing with news starting with the launch of Eutelsat 10B, upcoming launch of SES’ mPower satellites, and new orders from Eutelsat, Intelsat, and SES. The need for SDS is driven by a variety of factors: demand for satellite-based connectivity, development and availability of new technologies, and support.

“Whale-Sized” Disruption by Starlink in Maritime SATCOM?

There should be little doubt that ocean cruise ships, ferries, and river ships require a lot of bandwidth. NSR projects that the average passenger ship will increase from an average of 32 Mbps per vessel in 2021 to upwards of 364 Mbps on average of throughput demand by 2031 in its latest Maritime SATCOM Markets,.