Northern Sky Research

The Bottom Line

Archive: January 2017 (X)

  • Which Apps to Carry HAPs Forward?

    Jan 29th, 2017 by Claude Rousseau   More from this Analyst | Profile

    High-Altitude Platforms (HAPs), offer distinct advantages and are at the same time complementary to satellites. These balloons, airships, and pseudo-satellites are seeing a revival in interest and an upswing in the number of applications considered such as communications, ISR, scientific research and adventure tourism. A few recent announcements, however, point to what NSR found in its High-Altitude Platforms report: more partnerships and a significant focus on two key historical target…

  • Not So Fast SpaceX!

    Jan 22nd, 2017 by Lluc Palerm-Serra   More from this Analyst | Profile

    In the prelude of the recent SpaceX successful launch for Iridium, The Wall Street Journal released a story analyzing SpaceX’s financials and internal growth projections. While the historical figures presented seem reasonable, the article included several shocking statements from SpaceX, most notably the forecast of more than $30 Billion annual revenues by 2025 for the nascent satellite internet constellation project. Are these assumptions realistic? One must not forget that public…

  • NSR’s Land-Mobile via Satellite, 4th Edition report noted consumer handheld markets (SatSleeve, SPOT, InReach) are expected to reach more than 1 million in-service units and bring retail revenues for equipment and services greater than $300 million annually by the end of 2025, representing a $2.6 B opportunity in the next decade.  A key aspect for these volume consumer-oriented markets to reach these figures requires one of two strategies: sell equipment at a higher price or grow ARPU…