Chris Forrester is one of the most experienced and highly regarded journalists in the field. His insight and analysis, particularly in the satellite and pay-TV arena, is highly prized. He has written for all the major business journals in the sector as well as several national newspapers.
Northern Sky Research (NSR) forecasts that by the end of this year there will be some 196 4K channels broadcasting. SES, in a presentation at the recent NAB show in Las Vegas, says they are already carrying 50 of them, and that around the world there are a total of 131 4K channels available to […]
Intelsat’s CEO Steve Spengler, talking to analysts following on from the company’s Q1 results, said that newly introduced managed services are expected to provide $4 billion of increased revenue opportunity industry-wide through 2023. One of the extra services is a “blended satellite wireless Internet service that provides reliable cloud access regardless of location”. Spengler said […]
Eutelsat will unveil its Q3 numbers (to March 31st) on May 14th and at least one investment analyst is concerned that shareholders might be in for some bad news. Consequently, Deutsche Bank is recommending that shareholders ‘SELL’ their stock. Deutsche Bank says that last week’s SES results, where its Video division saw revenues tumble 8 […]
Satellite operator SES gained a very useful 8.3 per cent (€1.16) share price gain on April 26th following mostly favourable comments from analysts reporting on the company’s results, and in particular CEO Steve Collar’s comments on the C-Band Alliance’s plan to restructure some capacity over the US. Collar told the market analysts that there was […]
Last week Intelsat declared its IS-29e as a “total loss”. Analysts at Northern Sky Research (NSR) said that writing off 12 years of near-guaranteed revenue (and adding 6552 kgs of space debris to the crucially important geostationary orbital arc) is an overall bitter pill for Intelsat. The satellite was not insured. NSR said that while […]
Elon Musk, when he is not arguing with the SEC over Tweets, or Wall Street over missed Tesla car production targets, is frequently busy talking about his Starlink concept – which sees thousands of satellites girdling the planet. Just a few days ago Musk requested that SpaceX investors to raise an additional $500 million to […]
Intelsat’s IS-29e mid-Atlantic satellite is dead and has been declared a total loss. The satellite is not insured. A special Failure Review Board will attempt to determine what went wrong with the expensive (around $400 million) Boeing-built craft on April 7th, and will also compare possible similar problems with those that affected a previous Intelsat […]
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 […]
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