ViaSatellite: NSR Reviews 2019: The Year Ahead

Viasat collects some thoughts from a cross section of NSR in this article, including OneWeb Finally Launches, Satellite 5G Progress, C-Band Spectrum Decisions, Pricing Freefall, Financials in Focus, Smallsats Take Center Stage, Falcon Heavy Enters the Scene, and Still Waiting for Flat Panel Antennas.

Satcom in 2019: Leasing vs. Services & the Year Ahead

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.

NSR’s Satcom Financial Index 2018- Dissecting the Trends

Recent (Q2 or Q3) financial results have been a mixed bag for the industry. Video revenues have consistently declined on a YoY basis for most operators including Intelsat, Eutelsat, SES and EchoStar Satellite Services, while most operators have posted gains in network connectivity – most prominently in Government and mobile connectivity verticals, including ViaSat. To.

Turning the Satellite Business Model Upside-Down

The traditional satcom industry can be argued to be entering its third transition phase, after the FSS video boom until 2010 and the HTS influenced pricing decline more recently. With languishing growth in 2018, alongside declining EBITDA margins and backlog, the operator industry remains uncertain on video, while debating on the merits of going fully.