California-based satellite operator Viasat has suffered a negative report from Quilty Analytics. The analysts point out to clients that Viasat has “dialled back” guidance for 2023, not helped by delays to the launch of the first of its latest trio of sophisticated satellites. Quilty says: “For the second consecutive quarter, shares of Viasat sold off […]

It takes someone with the self-confidence born of being born into one of the founding families of second-generation television to call out that the third-generation simply isn’t working. James Dolan is the chair of AMC Networks, the content spin-off of Cablevision, one of the founding father companies of the US, then global, cable and pay-TV […]

The SES-18 and 19 satellites have left Northrop Grumman’s facility near Dulles airport in Washington DC and are headed to Florida for a launch date with SpaceX. These pair of satellites are the last in the overall six-craft mission for SES to replace orbital assets following on from the freeing up of C-band frequencies for […]

A post-results report from analysts at MoffettNathanson (MN) admitted that 2022 was a “challenging year” for Paramount. MN praised SVoD service Paramount+ and its 56 million subscribers (up 9.9 million), but suggested that investors should be focused on free cash flow (FCF) as the true measure of a business. The problem is that last year’s […]

Pay-TV streamer Viaplay has somewhat earned increased confidence with a set of solid Q4 numbers and a reiteration of its 2023 and longer-term guidance. “But with the trading backdrop still complex and breakeven in the International segment still a year away, there remains much to be seen before the market discounts a sustainable group EBIT […]

Viasat’s $7.3 billion attempt to acquire London-based Inmarsat has hit a potential problem following an “in-depth” investigation by the a European Commission (EC), which says it is “concerned that the transaction may allow Viasat to reduce competition in the market for the supply of broadband in-flight connectivity (IFC) services to commercial airlines”. The Viasat/Inmarsat deal, […]

Richard Sharp, the current Chair of the BBC, may have been an outstanding banker. He worked for both JP Morgan and Goldman Sachs and, presumably, made them a lot of money, certainly made himself rich. Is that the definition of a good banker? Did he do it more outstandingly than any of the other individuals […]

Charlie Ergen, co-founder of Dish and EchoStar, has something of a reputation as a poker player. Indeed, he was allegedly once banned from a casino at Lake Tahoe many years ago. A report from Tim Farrar of TMF Associates focuses on a filing by Globalstar which has notified the market that it had entered into […]

In post-results comments to market analysts, Viasat’s chairman Mark Dankberg said the combination of its expanding ViaSat-3 ‘next generation’ satellites, plus the L-band services from Inmarsat (which it is in the process of acquiring) would equal the sort of rival satellite-based offerings from the likes of SpaceX/T-Mobile, Apple/Globalstar, Iridium/Qualcomm, Lynk Global and AST SpaceMobile. All […]

Space-focused investment business Seraphim, which this week partnered with the European Space Agency (ESA), has issued its annual map of how it sees the complete space business. It sees itself as a ‘space accelerator’ and its Seraphim Space Investment Trust targets early and growth stage Space Tech companies that have the potential to dominate globally […]