A report from analysts at MoffettNathanson (MN) examines the recent decision by Netflix and Disney to re-examine their streaming strategies and in particular to launch ad-supported options. The Disney decision, for example, had been 3 years in the making. MN says that Netflix has the potential for much larger global ad growth, yet the domestic […]
Arianespace has been silent on any launch delays for its important Ariane 6 rocket. However, the director general of the European Space Agency, Josef Aschbacher, told the BBC that the new rocket will not fly until some time next year. Critics have suggested that Aschbacher did not attempt to disguise his words with phrases like […]
Analysts at Berenberg Bank has issued a positive note to clients on satellite operator SES, saying that while its business is doing well – and its share price reflects this – it still has three key challenges over the next two years. The bank has reiterated its ‘Buy’ rating on SES and raised its target […]
A report from Berenberg on Eutelsat’s current position does not make the best reading. The investment bank says that Eutelsat’s share price has underperformed when compared to SES and unlikely to improve given new CEO Eva Berneke’s statement that Eutelsat’s planned return to growth in 2022-2023 was no longer achievable. Blunt though the bank’s opinion […]
Since withdrawing from the European Union the UK is looking to establish its own satellite navigation system for positioning. Inmarsat says a test signal from one of its satellites is stable and operational, enabling ongoing testing and validation by industry, regulators, and users. The signal is claimed to be more accurate than the EU’s Galileo […]
The funding of TV of all kinds is under the microscope just now. For example; can public broadcasters justify collecting a tax from whole populations? Or, dare SVoDs run ads, or cut-off password sharers? Tricky. The BBC is the most-high profile of PSBs and, therefore, the alternative that does (or does not) emerge to the […]
Equity analysts at investment bank Berenberg have upgraded their opinion on media giant Liberty Global. Analyst Carl Murdock-Smith at the bank cited the bank’s rating on Liberty Global shares to ‘Buy’ from ‘Hold’ although kept the target price for Liberty’s stock at $30. Murdock-Smith noted that Liberty enjoys several catalysts, as well as a “consistent […]
This week SpaceX will launch Nilesat 301, Egypt’s latest addition to its long-established satellite fleet. But Cairo-based Nilesat has a few domestic problems of its own to address, and as a result is talking to fellow MENA states about deepening cooperation in space and TV broadcasting. Ahmed Anis, Chairman of the Egyptian Satellite Company, announced […]
Cars – at least in some markets – are already extremely well connected, whether from pay-radio services such as SiriusXM or cellular telephony which hooks up via Bluetooth to the vehicle’s audio system or delivering map-based information. Northern Sky Research (NSR), in a comprehensive study, recognises the huge improvements made in vehicles which have become […]
May 25th saw SES’s share price rise another 1.69 per cent. This translates at just a €0.15 rise which is hardly spectacular, but added on to the 28 per cent rise over the past six months and that momentum translates into almost a full €2 rise. Indeed, a 12-month examination puts the SES stock on […]