Viasat’s Post

Another consolidation in the SATCOM industry, one bringing LEO and GEO offerings from a single O/O. M&A activities such as this will continue for the foreseeable future, as vendors seek to build multi-orbit/multi-domain fleets and global-scale ground networks. The old business models are dying, as end users seek a services model than “just works”. Those with the foresight and resources to adapt will thrive. Now, if we could just see more progress on terminals that will work with any space and ground segment. #EnterpriseSATCOM https://lnkd.in/gSBme2Sr

 Are satellite operators better or worse than cellular operators? Neither, of course. By creating the technical framework for seamless connectivity between TN and NTN services, it becomes possible to combine the strengths, unique capabilities and experiences of both these industries — a move that will prove critical for success in global connectivity.  However, when talking with both parties, there appears to be a lack of mutual respect towards each other. Namely, mobile operators complain about the lack of commercial capabilities and the bureaucratic nature of the satellite industry. And satellite operators, proud of their groundbreaking achievements in space, claim technical superiority over the terrestrial cellular industry. enrico ottolini 👏 #NTN #3GPP #SATCOM #Virtualization #SDN #NFV #Orchestration #roaming #oss #bss #platform #hybrid #NaaS #D2D #VSAT #SATIoT #TTM #TTR

You might have come across this article in your feed toward the end of last week. After the weekend, we've had time to digest and formulate our own opinions based on the perspectives shared by Tom Choi, executive chairman of Curvalux and Saturn Satellite Networks, Inc. Tom anticipates the three main talking points for the satellite industry to be: 👉Low-cost and reusable systems 👉Direct-to-device communications 👉International governments planning their own LEO systems We wholeheartedly agree that these are pivotal for the industry, with a special emphasis on direct-to-device communications, as we underscored in the news we shared just last week. We are keen to see how this evolves in the coming year. Do you agree with Tom? Are there any other emerging topics that you believe might overshadow these? #SATCOMJobs #SatelliteIndustry #DirecttoDevice

As I was saying for more than 20 years, hybrid satellite and terrestrial networks offering services transparent to the user is the way to go ! This article makes this case as well: Until now, satellite and terrestrial cellular communications industries have been functioning separately in their own domains. However, perfect conditions for merging both are approaching with the upcoming commercial launch of many new LEO-sat operators and the further development of seamless terrestrial network / non-terrestrial network (TN/NTN) cellular standards. As this will unleash a whole new world of opportunities for users around the globe, this is probably one of the most important developments in the telecoms and satellite industry ever. Besides technological advances that will enable the merger of TN and NTNs, both industries possess specific complementary characteristics in the area of company cultures, service and market focus, life cycle management and pace of business. Because these differences can be leveraged to obtain additional advantages and strengths, companies that embrace this opportunity will enjoy a strong competitive edge over competitors that prefer to stay within their traditional playground. #network #apple #smartphone #future #iPhone #samsung #aerospace #connectivity #connectivitymatters  #military #communications  #newspace #newspaceeconomy #constellations #satellite #space #satelliteoperatos #satcoms #satellitesystems #satelliteoperations #telecommunications #spaceindustry #LowEarthOrbit #geo #megaconstellations #esa #nasa #eu #europe #resilience #oneweb #starlink #spacex #telesat #globalstar #iridium #qualcomm #huawei #ASTSpacemoblie #lynk #spacecraft #internetofthings #development #emergencyresponse #5g #6g #5gnetworks #spacedata #oneweb #starlink #iris2 #iridium #viasat #directtodevice #autonomousvehicles #d2d #dtd #hybridnetworks #multiorbit #MichaelHadjitheodosiou https://lnkd.in/e6dX2WWY

Viasat (VSAT) Stock Communications satellite operator with 59.8% upside potential! Viasat provides communication services on board aircraft, and also produces systems for the services’ implementation. According to forecasts, the market will grow at a compound annual growth rate (CAGR) of 15.9% in 2023–2030 to reach $21.03 billion by 2030. In addition, Viasat has contracts for the installation of communication systems on at least 1,600 airliners, in addition to 3,270 already served. The SatCom (Satellite Communication) market is expected to grow at a CAGR of 9.54% in 2023–2029 to reach $56.7 billion by the end of the forecast period. More than twofold quarter-on-quarter growth of the company's backlog in Q1 FY2024. The company's plan is to increase its satellite fleet by more than eightfold by the end of FY2025. Detail https://lnkd.in/dq77me4C #markets #money #economy #economics #trading #stock #stocks #nasdaq #LSE #invest #investing

It’s been less than two weeks since Viasat Inc. officials announced the anomaly that occurred during the debut of its next-generation #ViaSat-3 satellite after a heartbreaking seven years in the making. Shares of #VSAT plummeted 30% in the immediate aftermath despite management’s assurances of contingency plans aimed at minimizing the economic impacts of the loss. With further company updates not expected until Viasat’s Aug. 9 earnings call, we developed an in-depth #analysis to examine the financial and strategic implications of what could be a market-changing event. There is a path forward for Viasat. But its growth, capacity, and post-Inmarsat deleveraging story is delayed as it’s now faced with reshuffling its satellite fleet and reprioritizing capacity and key segments, including inflight connectivity (IFC). This 25-page report features: 🛰 An overview of the combined satellite fleet, market position, and strengths of the merged Viasat-Inmarsat. 🛰 A timeline for the ViaSat-3 program. 🛰 Adjusted revenue, EBITDA, and cash flow forecasts. 🛰 Outlook for Viasat’s core business segments, including consumer broadband & IFC. 🛰 Competitive implications for Viasat’s primary markets & adjacent segments. 🛰 The Quilty QuickTake on what it all means. Quilty Space premium subscribers may access the report here: https://lnkd.in/evANZgv Unbundled reports are available: info@quiltyspace.com #satcom #spaceeconomy #spaceresearch

This #article on #SatelliteIndustryTrends for 2024 highlights several key areas of development. The emphasis on direct-to-device (#D2D) communications illustrates the growing convergence between terrestrial and non-terrestrial networks, promising enhanced connectivity. From my perspective as an #astrophysicist and #veteran focused on #spaceoperations, the success of D2D partnerships, such as those between major telcos and satellite operators, is a significant step forward in bridging connectivity gaps and expanding #networkcoverage. The article also points to revenue diversification and mergers and acquisitions (#MandA) as critical strategies for satellite operators facing financial challenges. The rise of STARLINK and its successful business model compels other operators to consider similar consolidation efforts to remain competitive. Such strategies not only strengthen the industry's financial health but also foster innovation through collaboration, ensuring sustained growth and technological advancement. Lastly, integrating #5G and cloud services with satellite networks is set to revolutionize global connectivity. The ability to provide 5G connectivity directly from space and seamless cloud integration opens new opportunities for enterprise solutions in underserved areas. As someone invested in leveraging space expertise for DoD applications, this trend is particularly promising for enhancing #communicationresilience and operational capabilities in remote or contested environments. https://lnkd.in/gEpWtmh9 #SatelliteIndustry #D2D #NetworkCoverage #MandA #Starlink #5G #CloudServices #GlobalConnectivity #SpaceOperations #CommunicationResilience #EnterpriseSolutions #DoDApplications

🛰️ Day 5 of Euroconsult’s ‘10 Days of #SatCom: 2023 Facts’ is here! Let’s explore how strategic consolidation in the #SatelliteIndustry allowed organizations to enhance their strengths 👇 In the earlier months of the year, Viasat successfully closed its $7.3 billion acquisition of Inmarsat following regulatory challenges. Later, DISH Network and EchoStar Corporation merged with the aim of reducing costs and boosting revenue while Eutelsat OneWeb and OneWeb Technologies became Eutelsat Group. Another noteworthy consolidation formed when Space Norway acquired Telenor’s satellite activities! 🚀 2023 was marked by many strategic moves and partnerships, reinforcing a collaborative multi-orbit strategy.  👉 Explore more about #SatelliteCommunications (#SATCOM) throughout the year in our ‘FSS Operators: Benchmarks & Performance Review’ report: https://bit.ly/3t2BHZS

Merge at the Top: The acquisition of Intelsat by SES for $3.1 billion marks a significant consolidation in the satellite communications sector, following similar moves such as Eutelsat's acquisition of OneWeb and Viasat's acquisition of Inmarsat. This trend reflects the industry's response to shifting dynamics, including the negative trend of linear video services due to the rise of streaming platforms and the emergence of formidable competitors in the connectivity space, such as Starlink and Amazon. The deal between SES and Intelsat underscores the strategic imperative for operators to adapt to evolving market conditions and technological advancements. By combining resources and expertise, the merged entity aims to enhance its competitive position and offer innovative solutions in an industry undergoing disruptive change. As satellite operators navigate this landscape of increased competition and changing consumer preferences, strategic collaborations and acquisitions become essential for driving growth and sustainability. The SES-Intelsat merger exemplifies the industry's proactive approach to addressing challenges and seizing opportunities in a rapidly evolving landscape. The transaction, subject to regulatory approvals, is poised to reshape the satellite communications landscape, creating a formidable player with enhanced capabilities and a broader market reach. It highlights the industry's resilience and adaptability in responding to evolving market dynamics and underscores the importance of strategic partnerships in driving innovation and growth. https://lnkd.in/dbSC8tSt