Satellite Capacity

Overview

Non-geostationary Earth orbit (GEO) players are disrupting the satcom market. This has resulted in incumbents losing market share and business margins. As new non-GEO solutions continue to emerge, the challenges for GEO players will intensify. This programme provides strategic insights into the threats, opportunities and evolving dynamics within video, backhaul, broadband access, enterprise, mobility, and government/military verticals in 13 geographical regions.

Themes

• Multi-orbit solutions. Managing the competitive threat from low-Earth orbit (LEO) satellites, market opportunity and positioning and technology advancements.
• Non-GEO advancements. Starlink, Kuiper, Chinese constellations, IRIS2, etc. pricing, progression and impacts.
• Navigating the new normal. Identifying and analysing threats and opportunities for the GEO players considering market forces. 

Questions answered

• What is the multi-orbit solution opportunity across satcom applications? Is this the way forward for incumbents?
• What are the threats to, and opportunities for, the satellite capacity industry?
• How is bandwidth pricing across satcom use cases evolving considering the massive capacity influx in low-Earth orbits?
• Which technology, business strategies and market positioning will enable revenue growth?
• Which regions, countries, verticals and applications will generate growth?
• How are industry incumbents’ financial indices performing?
• What role can telecoms operators play in the market?