This morning, we published Part II of our report series on LEO Broadband Constellations. While our Part I report provided a historical retrospective on failed LEO efforts of the 1990s, our Part II report focuses squarely on the here-and-now, providing a comprehensive overview Amazon, OneWeb, SpaceX, and Telesat.
Our ~80-page report breaks down the opportunities, risks, and leading players across five major spheres. A narrow sampling of considerations and takeaways includes:
Spectrum. OneWeb and Telesat are in the drivers’ seat. Amazon is still working on a strategy.
Space Segment. Space segment price per bit varies widely. And despite the universal appeal of optical inter-satellite links (O-ISLs), Telesat is the only company today to baseline the technology on Gen1 satellites. Do O-ISLs have implications for a key LEO competitive advantage, latency?
And like the laws surrounding ITAR, the rule here is knee-jerk. Also, it’s akin to closing the barn door and setting fire to the barn after the whole herd of horses ran out.
We understand that many senior officials with the DoC were uninformed of this pending rule. However, someone (or more likely, many someones), decided that software created to automatically conduct analyses of geospatial imagery (and something called point clouds) … Read the rest
Sure, we’re paraphrasing one of many worthy quotes from “The Jerk.” And our response is the same as the scripted response in that movie:
“Well, we wish we could get so excited about nothing.”
To be clear, there are some good things in the National Defense Authorization Act (NDAA), such as a pay raise for service members and paid parental leave for Federal workers. But the creation of the Space Force is the headliner, and, frankly, the only news about that topic is that there’s no real news (in the short-term).
What can we expect from the newly-established Space Force?
Consolidation of USAF activities, though no indication of how/when/if other services branches (Army, Navy, USMC, SMC) will fold in their space professionals.
We view it as highly unlikely that IC (intelligence community) space activities join the Space Force
Intelsat stock had its worst day on record on Wednesday, down 29% to close at $14.43. Why? Once again, it’s C-band speculation-induced volatility. The vast majority of Intelsat (and SES) investors who we speak to are laser-focused on… Read the rest
In October 2018, the US Air Force selected four companies (Blue Origin, Northrop, SpaceX, ULA) to compete for the newly established National Security Space Launch (NSSL) program that replaces the 1990s vintage EELV program. The Air Force has… Read the rest
It is sometimes interesting to observe how two companies operating in the same business confront challenges from completely different philosophies. In this case, the two companies in question are SpaceX (a U.S. company)… Read the rest