Eutelsat shares (listed in Paris and London) have been volatile of late. One month ago, they were trading at €4.55, but then they started a steady decline as profit taking prompted a reduction in value. By June 10th this meant that Eutelsat shares had fallen to about €2.79. But June 11th saw a recovery, finishing […]
In the latest issue of Euromedia we take the temperature of the FAST business. Guess what? It is running very hot. There are hundreds more channels streaming out thousands more hours and carrying tens of thousands of ads. And viewers? Of course there are viewers, but enough to go around? The major platforms, Prime Video, […]
A report from Sam McHugh, senior analyst at BNP Paribas Equity Research, asks: ‘How disruptive could Starlink be in broadband globally, and specifically in the US?’. “In this note we unveil findings of new US STAMP survey data, combined with work on the capacity and economics of SpaceX’s broadband business, to shed light onto its […]
Roth Capital Partners, a privately-held investment banking business, in a report on would-be satellite-to-cellular operator AST SpaceMobile, says it has roughly a two-year head start in the D2D market versus Starlink. Roth Capital analyst Scott Searle says that while SpaceX’s (SPCX) space and satellite operations offer attractive economics and “validation of various communications opportunities,” the […]
There are numerous reports that enthusiasm for the SpaceX IPO means that the offer is more than 2-times oversubscribed and that applications have closed. Elon Musk, in a SpaceX interview on June 8th, has given guidance on what the newly funded business is planning over the next few years. A recent test flight of its […]
The hype for the upcoming SpaceX Initial Public Offering (IPO) will come to a head on June 12th when SpaceX is scheduled to officially go public on the Nasdaq exchange under the ticker symbol ‘SPCX’. The fans, the Elon Musk faithful and certainly some major banks, are all backing the Musk factor and in some […]
Tom Mueller, the former SpaceX CTO and aerospace engineer (he was Employee #1) and responsible for the design of the SpaceX’s rocket engines, is now CEO of Impulse Space. He has a net worth of a reported $1.3 billion. Mueller wants to circle the planet with fleets of outer space taxis. He has been described […]
Eutelsat suffered a significant 23 per cent fall in its share price last week to just €3.05. Taking a longer view its shares are up year-on-year by 70 per cent. It seems there are anxieties about its end-of-year trading (Eutelsat’s trading year ends on June 30th) with concerns about its debt load. Eutelsat’s net debt […]
Professor Tim Farrar (of TMF Associates) has taken a deep dive into Starlink’s consumer business prospects ahead of the imminent SpaceX IPO . The report pulls together the first detailed breakdown of how Starlink’s customers are distributed around the world, based on weekly monitoring of active terminals, and projects how the reported subscriber base and […]
SES CEO Adel Al-Saleh has said that SES is pursuing what he calls a “multi-orbit architecture,” which combines satellites in different orbital positions to provide connectivity resilience. “For mission-critical applications, CEOs don’t have time to think about their networks. They just need them to work,” he stated in an interview with the WSJ’s ‘Deloitte Perspectives’, […]