|
Smallsat connectivity is increasingly in a starring role as the sector ramps up its operational footing amid an improving outlook for revenue and active engagement with markets. However, investors are wary about the crowded field of operators with the pricing of hardware…  |
|
The satellite ground segment and component market are viewed as the least risky pieces of the space economy with optimism fed by new technology. Companies are looking past 2021, amid inflation fears and sporadic reopening, expressing optimism for 2022 as new constellations arrive...  |
|
Pressure is building to grow industrial applications of IoT including a big boost recently from Verizon as use cases develop, artificial intelligence soars and next-generation technology emerges. However, the rollout of next-generation industrial IoT – sometimes called Industry 4.0 – is sluggish against the backdrop of…  |
|
European governments and space economy businesses are promoting the smallsat launch industry, building spaceports and developing small rockets in anticipation of increased demand. But they cannot ignore competition from rideshare on large rockets. Furthermore, the total addressable market is limited by the largest constellations...  |
|
A note of cautious optimism defines the oil and gas market for connectivity as the sector explores new applications amid rising oil prices in an unpredictable environment. Investment in technology has renewed urgency given a recent ransomware attack on an oil pipeline in the US. In 2020, however...  |
|
A flurry of developments in LEO satellite broadband as underlined by Eutelsat’s recent purchase of a stake in OneWeb is generating questions about the outlook for connectivity. The possibility of disruptive scenarios in the sector is emerging against the backdrop of several trends, including…  |
|
Flying passenger vehicle startups are raising cash at a torrid pace from SPACs and strategic investors. They will have to overcome technological and regulatory obstacles. While strategic investors have the patience, how will other investors react as obstacles arise? Venture capital, possibly locked out of funding the vehicle manufacturers, are expected to find a role in enabling technologies even as the major aerospace companies...  |
|
Aviation connectivity is gunning the engines for diversification amid the digitalization of aircraft as the sector underlines quality service while it anticipates the post-pandemic era. In commercial, gloom still dominates hard-hit aviation, which is desperate for good news after a year of COVID-19 lockdowns that pushed some carriers to the brink…  |
|
Investors and connectivity providers are enthusiastic about managed services because they can scale and deliver subscription revenue while delivering results. Operators are subscribing to specialized managed services even as they design similar ecosystems for their own customers, making strategic acquisitions attractive as technology evolves. The fragmentation of the managed services sector translates into acquisition targets. And managed service providers (MSP) are catching the eyes of venture firms...  |
|
Some connectivity companies are selling media businesses or using free cash flow to invest in service rollouts. Others plan to stay in the content business even as annual costs rise sharply. Satellite companies that are in content distribution and thus are not directly exposed to the accelerating cash demands of the content business...  |
|
The in-orbit servicing and situational awareness segments are increasingly diversifying as they seek to spur productivity from commercial space assets amid a growing worry in the wider satellite market. Escalating concerns about space debris are getting attention as the number of mega-constellations…  |
|
As some countries reopen their economies, dense wireless deployments built before the pandemic could pay off for operators amid a drive for virtualization to deliver efficiency. Those networks that have not been fully used, particularly millimeter wave (mmWave), will have their day, just as Australia...  |
|
Environmental IoT could shed its status as a niche market of satellite connectivity amid the expansion of services, business cases and interest from prominent industry players. Government is playing a key role in the growing sector, as policy and regulatory activity jump-starts…  |
|
IoT is generating new opportunities for commercial real estate owners at a difficult time, but the complexity of the technology is a variable of the contracts that enable it. Companies that embrace IoT require discipline to ensure that use cases are tied to revenues or at least solving important problems. Future uses of IoT...  |
|
As US companies announce ambitious fiber-to-the-home (FTTH) construction plans, fiber builders should win no matter which operator makes market share gains. Some analysts are swayed by the substantial gains in operator asset value as the fiber transformation turns copper into gold. Others warn...  |
|
Network plans are coming into view, as spectrum policy for independent satellite navigation is debated and standards for integrated connectivity in the 5G era are planned. Deliberations in political arenas and standards bodies will have impact on the industry as business groups and bureaucrats jostle…  |
