Northern Sky Research

The Bottom Line

Author: Lluc Palerm-Serra (X)

  • The state of play is clear: satellite capacity pricing continues to fall at an accelerated pace, and satellite operators are unable to generate sufficient additional demand, leading to revenue declines. Upcoming larger GEO-HTS systems, NGSO constellations and simply put, technology evolution, will continue driving prices down. In this context, (when) will demand elasticity reverse this downward trend in revenues? Cellular Backhaul offers a great opportunity with clear demand elasticity…

  • Consumer Broadband has been one of the biggest success stories for the satellite industry. Millions of subscribers have signed-up in North America, which paradoxically faces one of the strongest competition from ground alternatives. With multiple actors now looking to replicate the model internationally, including areas with lower disposable incomes, will the growth story continue?

    With the arrival of HTS, satellite has found a new niche to serve in Consumer Broadband. After the success…

  • 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…