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.
SpaceX is seeking regulatory permission to connect moving vehicles to its rapidly expanding Starlink constellation, branching the broadband network out of fixed homes and offices towards satellite mobility operators. Satellite operators Inmarsat, SES and Intelsat are among those likely to feel the most disruption in the land-mobile market, [NSR] said. Depending on the exact form.
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.
Intelligences.info: Communications : SES liste les avantages de la connectivité par satellite à travers O3b mPOWER
French language article: During the SES webinar discussing SES’s O3b mPOWER, “NSR spoke of the benefits of satellite, the instant infrastructure it offers in Africa for telephony, connectivity, and emergency communication in remote areas, among others”.
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.