Northern Sky Research

The Bottom Line

  • As anyone attending a “mobility” satellite-communications centric conference can attest (such as the recent Global Connected Aircraft Conference in DC), IoT is THE big buzz-word. It permeates conversations, presentations, and marketing materials.  And, for good reason! There are tremendous opportunities within the transportation sector for satellite players to offer services and connectivity to enable these emerging applications. But the industry is asking not just what is its role, but…

  • Satellite Backhaul ‘As a Service’

    Jun 21st, 2017 by Lluc Palerm-Serra   More from this Analyst | Profile

    Mobile Infrastructure is changing rapidly, both technologically and business wise. Introduction of new concepts like SDN/NFV arrive with new business models in which equipment and infrastructure are now offered “As a Service”. What are the implications for satcom, and how can the satellite industry capture growth in this new environment?

    Backhaul will be one of the key drivers for satellite industry growth in the coming years. Growth in the active base, appearance of new use cases or…

  • For the last three years, satellite manufacturers have struggled to win orders and generate revenue in a down market. Headwinds that emerged in 2015 – launch access, financing availability, insecurity about demand evolution, and the threat of non-GEO systems – have endured and intensified during 2016 and 2017, with few operators finalizing new orders despite high RFP activity. While satellite orders are expected to increase, the evolving shape of demand precludes a return to the ~25…