Race is on to secure satellite cloud opportunity as Azure Orbital expands market | Viewpoint

24 September, 2020

More satellite exposure from businesses outside the historically government-backed industry is key to the market’s long-term viability, particularly as it seeks a wider slice of connectivity revenues in the 5G era. With Microsoft expanding its cloud-based satellite data processing platform to compete with Amazon Web Services, the industry is closer to being woven into the fabric of general connectivity.

Microsoft’s Azure Orbital is...

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Investment projections shift as satellite data surge heightens cyber risk

27 August, 2020

The opportunity for satellite to take a greater share of the global telecoms market comes with more exposure to cyber-attacks. As communications satellites are launched at record scale and cloud adoption accelerates, cybersecurity is an increasingly important concern for insurers and adds greater uncertainty for connectivity investment analyses. 

SpaceX has...

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Connectivity investors question whether Project Kuiper’s FCC clearance pushes it towards a Telesat tie-up

4 August, 2020

The satellite broadband market is being propelled to new heights as a new champion emerges in Amazon, which has committed US$10bn to its LEO constellation following FCC approval. While the internet giant will make quick work of the sector’s notorious capex challenge, the regulatory and technical obstacles that remain are fueling speculation that it could partner with a rival network.

The unanimous FCC decision gives...

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