Northern Sky Research

The Bottom Line

Author: Lluc Palerm-Serra (X)

  • Maintaining Relevance for Satellite TV

    Jan 07th, 2018 by Lluc Palerm-Serra   More from this Analyst | Profile

    While many actors in the satcom scene have turned their focus to data markets, the reality is that video continues to generate over 50% of overall satellite capacity revenues. OTT and other alternatives are slowly impacting DTH offers such that satellite needs to evolve to stay relevant. The set-top-box (STB) is at the forefront of the customer interaction, hosting applications that will make satellite TV continue to thrive. How should STB capabilities evolve for DTH to continue to be a…

  • The Hidden Risks of Verticalization

    Jan 01st, 2018 by Lluc Palerm-Serra   More from this Analyst | Profile

    In these transformational times for the satellite industry, the value chain is contracting, creating new tensions in the ecosystem. Factors such as the emergence of HTS, the severe pressure on raw capacity pricing or the growth in new verticals like mobility are only accelerating this trend. Multiple Service Providers are already complaining about Satellite Operators ‘poaching’ their customers, but beyond the short-term contractual preferences for these networking companies, the…

  • MNOs & Satellite: Best “Frenemies”

    Nov 29th, 2017 by Lluc Palerm-Serra   More from this Analyst | Profile

    Consumer Broadband has emerged as a “killer app” for the satellite industry with millions of subscribers to be added around the globe in the coming years. Much criticism has been posed over the sustainability of the model and how mobile operators might turn to be a major threat given its competing broadband products. However, the truth is these are complementary (rather than competing) offers, and satcom has a terrific opportunity to reach mass broadband markets both directly and via…