Northern Sky Research

The Bottom Line

Archive: July 2017 (X)

  • The polar regions have for good reason historically attracted a very small amount of investment from satellite operators and service providers. As NSR examines in its Polar Satellite Markets, 2nd Edition (PSM2), the majority of capacity over the Polar regions has generally been spillover capacity from other markets, namely North America, Western Europe, and Russia (as well as a very small amount of Antarctic capacity from Australia/Southern Cone beams). Moving forward, it appears that…

  • IFC: Bubble or Boom?

    Jul 25th, 2017 by Claude Rousseau   More from this Analyst | Profile

    Is the industry in the midst of an in-flight connectivity (IFC) bubble? Or is the market ready to boom without going bust? IFC service providers are far from profitable and their bottom line will remain in red ink for at least 2 to 3 years with only GoGo, the largest IFC provider by aircraft online, stating it will see positive free cash flow only in 2019.  Where does this lead an industry that does not discuss doomsday scenarios or exit strategies in this high-growth satellite market?

  • Some of the world’s largest untapped ore, oil, and gas deposits lie underneath the Arctic, with this for years having been touted as a potential opportunity for international and national oil companies, and mining companies alike. Despite myriad challenges to access these resources, this nonetheless represents a potentially large long-term demand source for communications infrastructure. With the sparse and challenging nature of Arctic geography, will satellite be a perfect fit for the…