Investment bank Exane/BNPP has issued a comprehensive report on Apple and in summary says that the company is moving from its hardware roots to a platform player. The bank has initiated coverage of Apple (with a “Buy” rating) saying that Apple has evolved from a hardware company to a platform play that cross sells services […]
Elon Musk’s SpaceX is seeking permission to launch its Starlink broadband-by-satellite service to moving vehicles. Musk, in a Tweet, stressed that Starlink was not targeting Tesla or other cars, but aircraft, ships, large trucks and RVs; “Our terminal is much too big [for cars]” he said. Sami Kassab, satellite analyst at investment bank Exane/BNPP, said […]
Sami Kassab, satellite analyst at investment bank Exane/BNPP, says that Covid-19 was not helping SES achieve its target revenue numbers, but the 9 per cent tumble in SES Video was the worst quarter of the year, and a worry. In a report to clients, Kassab recognised that SES had signed new and renewed orders worth […]
Elon Musk’s broadband-by-satellite Starlink business is readying to open for business in Europe. The markets invited include France, Germany, Austria, Ireland, Italy and others. It plans to launch its service in these European markets in mid to late 2021 on a “first come, first served basis”. Its service will deliver broadband internet connexions at 50-150Mbps […]
A report from investment bank Exane/BNPP says that today’s various satellite operators are supplying some 2,000 Gb/s of capacity (as at December 31st 2020 and using Northern Sky Research data). The bank suggests that this will grow ten-fold by the end of this year, and 30-fold before the end of this decade. This growth includes
Paris-based Eutelsat says it has won a contract to add a EGNOS payload onto an upcoming Hotbird satellite (13G) which will be launched in H1/2022. The contract comes from the European GNSS Agency and has a value of €100 million spread over the 15-year life of the satellite. Eutelsat says €85 million of the contract […]
Netflix’s 200+ million subscribers, and with seemingly no worries over its future financing, delivered a strong message to both its pay-TV rivals as well as Europe’s important broadcasters. Netflix, in reporting its Q4 results said its net paid subs addition (8.5 million vs 6 million guidance) was impressive. Total paid streaming subscribers crossed 200 million […]
Canal+ has launched a sale on French retailer Veepee.fr which specialises in flash sales of – often – designer merchandise at significant discounts. It has more than 72 million users. Veepee is offering new or returning subscribers deeply discounted access to Canal+. The site is offering two “exclusive” offers either for the stand-alone Canal+ channel […]
Satellite operator’s video-based revenues are under pressure as broadcasters continue to go digital. The trend has generated comment from investment bank Exane/BNPP on January 13th, and which said it expected that video revenues would continue to deteriorate during 2021 for SES and Eutelsat. “In 2019 & 2020, Eutelsat had been able to report better quarterly […]
The demand for the FCC’s allocation of new spectrum in its current Auction 107 has been staggering. The bids and the auction have resulted in the highest-ever payments being made for spectrum. More than $80 billion has already been tabled in gross payments, and the process fully enabled by the satellite industry freeing up their […]