Competitive pressures increase in European broadband as EU rolls out connectivity plan

13 December, 2018

Competitive positioning, commercial reverberations from an EU-wide connectivity plan and the potential for increased fibre consolidation point to accelerating pressure on broadband services in Europe, opening avenues of growth but also risks for investors. There are commercial reverberations from an EU plan to invest €15bn (US$17bn) from multiple funding sources, including commercial finance, to provide…

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Unusually diverse capex strategies set satellite operators apart in uncertain data and video climate

21 November, 2018

Different approaches for managing capex is pushing the largest satellite operators in the world further apart from each other, underlining a high degree of strategic uncertainty in the industry. While some are spending billions of dollars to rush multi-terabit systems to orbit, the latest satellite order from Eutelsat will downsize the French giant’s in-orbit...

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