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.
A note to investors from investment bank Exane/BNPP says the pace of change in the satellite industry is accelerating at unprecedented levels. Specifically addressing the high-profile comments made at an event in Australia last week by billionaire entrepreneur Elon Musk, Exane says: “Beyond the buzz around flying to Mars in 2022 or from New York […]
A major report from Sami Kassab, the specialist equity analyst at investment bank Exane-BNP/Paribas, highlights the fact that satellites in general are now entering what Kassab describes as “new space”, and with the “pace of innovation in satellite technology accelerating to unprecedented levels. This will enable further capex efficiency gains, supporting Free Cashflow generation. On […]
Normally, any company that fully dominates the business it’s in would be happy to shout the news from the rooftops. But not the head of Sony’s VR division, which enjoys the position because of the huge installed base of its PlayStation 4 games consoles. In a Reuters interview on the sidelines of the Tokyo Games […]
Equity analyst Giles Thorne at investment bank Jefferies came out note to clients on September 19th covering the recent announcement from SES that it was ordering seven MEO satellites from Boeing as additional craft for its O3b fleet. Currently, SES is the only satellite operator to cover most of the planet with both geostationary and Middle […]
Intelsat has just signed a capacity deal with its Epic satellite to supply bandwidth to the UAE’s Etisalat telco. A report from equity analysts at investment bank Jefferies, says the agreement is “on the face of it neither unexpected, nor material in nature, nor likely to bother consensus. But it nonetheless goes to the heart […]
Reed Hastings, CEO at Netflix, is not the first to suggest that ‘broadcasting’ – the conventional transmission of linear TV via terrestrial, cable or satellite signals – is on its way out. Hastings has frequently repeated his view that broadcasting will be dead by 2030. At the same time, many in the ‘Western’ world happily […]
Dish Network – and its EchoStar ‘sister’ business – have suffered something of a rollercoaster ride these past few weeks. For example, Dish Network’s price has crashed, falling some 17.6 per cent since August 1st when it share price was $65 (€53.67). The reduced price, says the bank’s report, “now seems fair” at $53. Equity […]
This hasn’t been the best of weeks for pay-TV giant Sky. The UK government decision to – probably – kick the planned acquisition by 21st Century Fox into the long grass of a Competition & Markets Authority investigation, doesn’t help, nor does a report issued Sept 13 by equity analysts at Berenberg Bank. The bank […]
As part of Euroconsult’s important Satellite Business Week, investment bank Jefferies hosted their own one-day ‘Satellite Summit’ where 7 satellite operators or capacity re-sellers supplied one-hour Q&A sessions for market analysts. Giles Thorne of Jefferies summarised the day by saying that despite there being “healthy scepticism towards the sector” today’s debate on the impact of […]
Euroconsult’s Paris ‘Satellite Business Week’ opened September 11th with a series of highly-positive reports on the ‘state of the industry’. In truth, the news for satellite operators this past year has not always been good, but those older sentiments are fast-evaporating if equity analysts at investment bankers Jefferies are right. Jefferies, and analyst Giles Thorne, […]
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