It is now a widely held belief that Elon Musk’s SpaceX/Starlink is the biggest threat to satellite industry incumbents and in a few short years, Jeff Bezos’ Amazon Kuiper. The threat is not isolated to the space and satellite industries. Telcos/MNOs and cloud industry players are likewise worried that these two players, indeed two key.
Co-Authored by NSR Research Directors Jose Del Rosario and Brad Grady CNBC reported that in early-June, “the Pentagon agreed to purchase Starlink satellite internet terminals from SpaceX for use in Ukraine as Kyiv continues to defend itself against a full-scale Russian invasion. Contract details, specifically price, scope and timeline were not disclosed for operational security.
Starlink has made significant strides in the satellite industry, positioning itself as a major threat to established players. Within a short period, the company has emerged as a major market shareholder in the consumer broadband sector, achieving a subscriber base of 1.5 million users worldwide. This unprecedented growth is translating to a consistent reduction in.
This past June SpaceX’s Starlink competitor OneWeb, in partnership with Speedcast, entered the maritime market. As LEO broadband connectivity is a new market, the key factors that end-users value have yet to be solidified. Nevertheless, both Committed Information Rate (CIR) and the Service Level Agreement (SLA) alongside CAPEX and OPEX will determine the “winner”. Ultimately,.
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.