A leading satellite analyst, in a comprehensive report, has said the potential financial benefits likely to flow from a ‘market-based approach’ to selling 180 MHz of C-band spectrum over the US are “far from priced in” to the 4 satellite operators involved. The quartet are Intelsat and SES (with some 90 per cent of the […]
Disney unveiled its new streaming service last week, and the investment community has studied the promised offerings and pricing strategy, in particular with its impact on European broadcasting. Disney+ is set to launch on November 12th in the US with a Western Europe roll out planned for Q2 2020. The basic package price will be […]
A report from equity analysts at Deutsche Bank makes worrying reading for Eutelsat. The bank warns investors to “prepare for Eutelsat guidance cut” and has downgraded its advice to clients to ‘SELL’ . The bank says that its conclusion is based on the likelihood that Eutelsat would have to adjust its guidance downward for this fiscal […]
London-based speciality satellite operator Avanti has again managed to upset its small shareholders by announcing yet another round of borrowing. It said on March 28th that it was considering options to re-finance its Senior debt (due for repayment in June next year), as well as adding another $225-$250 million to its overall borrowing in order […]
Investment banker JP Morgan has issued a favourable report on Intelsat and, in particular, its potential prospects should the Federal Communications Commission (FCC) approving the C-Band Alliance’s plans for reallocation of some key frequencies and bandwidth over the US. The bank sees the potential for “substantial” proceeds from spectrum sales by the company and its […]
AT&T has been served with a Class Action in regard to its pay-TV operation DirecTV. The Action is focused on AT&T’s purchase of Time Warner, and alleges that in its prospectus covering the proposed deal AT&T made false and/or misleading statements and failed to disclose some key facts in the prospectus. The main complainst is […]
Inmarsat is to shift ownership, from its publicly-quoted listing on the London Stock Exchange to a new consortium led by private equity fund Apax Partners and Warburg Pincus along with a bit of help from two Canadian Pension Funds. The bid is all cash. As initially reported, the buying consortium is offering a 27 per […]
Apple finally puts some flesh on the bones, or fruit on the vine, of Apple TV. But is it really hard core about its TV proposition? Tuning in live to its launch, it was frustrating for us media watchers that we had to wait through the new News proposition, Games proposition and Pay proposition as […]
A bitter war of words between two would-be ‘mega-constellation’ satellite operators is getting extremely legal. The spat became highly public back on February 21st when Elon Musk’s SpaceX “Starlink” (which wants to launch up to 12,000 smallish satellites to provide global broadband connectivity) published a no-holds barred response to Greg Wyler’s OneWeb (which wants to […]
Specialist financial news publication CTFN is reporting that Doris Matsui (Democrat/California) is expected to commence formal legislation in the US House of Representatives which would have the effect of allowing the Federal Communications Commission (FCC) to receive proceeds from any repurposing of the C-band spectrum above the US. She is not arguing – as some […]