Will LEOs Create a Trillion-Dollar Industry?
Space is increasingly enticing for investors. However, one must not be carried away by Silicon Valley dreamers and do a balanced analysis of the market opportunity.
Space is increasingly enticing for investors. However, one must not be carried away by Silicon Valley dreamers and do a balanced analysis of the market opportunity.
NSR’s U.S. C-Band Spectrum Repurposing for 5G: Impacts and Analysis report, released today, provides a critical assessment of the potential for C-band repurposing, including the revenue and industry impacts of any FCC decision on spectrum sharing.
If there is something certain in the current satcom market, it’s that Video is stagnating, and Data is the future growth driver. However, many satellite operators are still cautious adopting HTS.
Backhaul will undoubtedly be one of the key verticals for satcom growth in the coming years. Lower capacity pricing is certainly unlocking demand elasticities; however, not all markets are homogeneous in terms of adopting 2G, 3G and 4G services.
Global satcom capacity revenues continue to evolve at low single-digit rates scoring 2% growth last year. Obviously, data is becoming the star for revenue growth and operators with higher exposure to video and legacy FSS capacity are more prone to turbulence. But, in these transformative times in which raw capacity is commoditizing, operators must rethink.