Quilty Analytics' Satcom Quarterly Briefing assesses competitive strategies for operators

Quilty Analytics, the leading boutique firm for research, strategy, and investment banking advisory to the Satellite & Space industry, has issued to subscribers the latest edition of its Satcom Quarterly Briefing that provides guidance on how participants across the satcom ecosystem can boost their prospects for success in the rapidly changing market for satellite broadband data services.

“We’ve delved into a complex topic given that service requirements vary across customer segments such as consumer, mobility and government – yet there are several consistent themes that emerge,” said Chris Quilty, Partner of Quilty Analytics. “These include the industry’s recent and near-universal adoption of GEO HTS and emerging LEO/MEO architectures that is driving a shift away from traditional raw ‘per-MHz’ sales models toward various flavors of managed services and vertically integrated networks. Not all satcom operators have sufficiently robust platforms to power a global managed network services offering but the race is on to implement such capabilities. Those that do so successfully will gain an edge in the industry’s promising broadband data services future.”

Quilty’s 3Q 2020 Satcom Quarterly Briefing also discusses the import of several top sector developments that occurred during the last quarter including:

• Intelsat’s acquisition of Gogo and its impacts on the in-flight connectivity markets;

• Inmarsat’s teaming agreement with Hughes for JUPITER HTS Ka-band capacity;

• Microsoft Azure Space opening a new “space” front in Amazon-Microsoft competition; and

• The announced merger between Telesat and Loral and its industry implications.

In addition, the briefing provides summary info and latest launch dates on the approximately 52 commercial GEO communications satellites currently under construction worldwide.