Articles By Jason Rainbow

Tower pure-play versus diversification debate under microscope

8 July, 2020

Activist shareholder action around US towerco Crown Castle highlights a wider connectivity debate, between those sticking to a pure-play ‘steel and grass’ business model and others pursuing diversification.

Towers are seen as an attractive and resilient market for connectivity investors because 

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Satellite sector entering crucial juncture as earnings season nears

7 July, 2020

The space economy has soared to record heights according to new research, but the upcoming Q2 results season will be the real measure of the satellite industry’s trajectory.

Investors are especially keen to see how maritime and aero revenues have been affected, as well as guidance for those segments for...

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Cloud ecosystem set for next evolution as AWS launches new satellite unit

1 July, 2020

A dedicated aerospace and satellite business unit under Amazon Web Services promises to be a galvanising force for connectivity, bolstering cloud capabilities that are behind accelerating digitisation trends.

It signals a broader push by Amazon into the space industry, and comes as analysts expect cloud-based satellite services to...

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Security concerns overshadow 5G in pandemic recovery strategies

30 June, 2020

As MNOs urge governments to prioritise 5G rollouts in COVID-19 recovery plans, cybersecurity and data privacy came out as more important in research that suggests dimming enthusiasm for the standard. It comes as the US steps up efforts to reduce China’s role in next-gen networks, with the FCC designating Huawei and ZTE as threats to the country’s security.

5G came bottom of...

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Firefly Aerospace is connecting the dots to fly above smallsat launch challenges | Q&A

Firefly Aerospace CEO Tom Markusic
25 June, 2020

Firefly Aerospace, the smallsat launch startup backed by serial entrepreneur Max Polyakov’s Noosphere Ventures, is shrugging off a recent test stand fire and pandemic-related disruption to carry out its first launch this year.

As analysts forecast a major cull of newspace startups in the economic downturn, Firefly CEO Tom Markusic speaks to Connectivity Business about how it is not only tackling these pressures but expanding its offering, with spacecraft that will see it also compete with heavier lift launchers...

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