The recent $1.4B implied Enterprise Value of the Marlink transaction that was announced recently makes analysts like us at NSR pause – are there...
Satellite communications is by far the largest segment in terms of data traffic via satellite. Despite major developments in the Earth Observation...
For the better part of the past decade, “Crew Welfare” has been one of the infamous use-cases fuelling the transformation of connectivity in the...
The Non-GEO satcom market has been highly speculative over the past decade, especially with the upcoming constellations – Starlink, Kuiper, Telesat,...
The private industrial edge the largest segment of the edge market. It is also the one attracting the most interest from vendors, operators and...
Between 2021 and 2023, differences in customer satisfaction between the best and worst performing operators narrowed; differentiation is getting...
Telecoms operators are continuing to revise their revenue growth strategies. Approaches range from the radical, such as SK Telecom aiming to reinvent...
Operator revenue from connectivity services for small and medium-sized enterprises (SMEs) is expected to be mostly flat between 2023 and 2028. IT...
The satellite industry has historically been constrained by capacity supply, which limits growth potential and price reductions in most market...
Many enterprises are consuming GPU-as-a-service to meet their growing demand for compute infrastructure to support AI workloads. This article...
