The recent $1.4B implied Enterprise Value of the Marlink transaction that was announced recently makes analysts like us at NSR pause – are there defensible corners of the satellite communications sectors that are immune from the on-going collapse of the value-chain by satellite operators? Can service providers survive the rapidly changing technology landscape of LEO.
The rate of technological change in connectivity including software-defined satellite is picking up, suggesting that adaptation points to revenue growth over the long term. The reduced costs of launch represent a key factor in the trend of increasing technology as reusable launch vehicles, NSR commented on these developments..
In Via Satellite’s article, NSR discusses the move towards a software-defined era of satellites. “With the cost of launching satellites going down via reusable rockets, you need manufacturing costs to go down via mass production of generic satellites. As in terrestrial networks, hardware is becoming software in space as well.” In a recent white paper,.
In this sense, 5G will be transformational in many aspects of the Satcom ecosystem: from stimulating demand in many segments, seamlessly integrating Satcom in the mainstream Telco ecosystem or becoming a tool for optimizing Satellite Network design and operations.
Date: October 14, 2020
Date: 10 AM EDT
Join NSR for this webinar that explores a series of key markets promising to generate both demand and revenue for a satellite industry searching for the next great growth story.