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 […]
The satellite industry’s big 5 operators (Intelsat, SES, Eutelsat, Telesat and Viasat) have all now reported their quarterly numbers and – in summary – they are not good. Sami Kassab, an analyst at investment bank Exane/BNPP, in a useful summary note to clients says that overall, operating trends for the industry remain challenging with Intelsat […]
Eutelsat’s Q1 numbers (to September 30th) showed that its revenues are still under pressure, although its contracted backlog at €4.4 billion – helped by a renewed Sky Italia contract – was up a reassuring 3 per cent y-o-y from €4.1 billion. Only one of Eutelsat’s key vertical revenue divisions showed any growth (Fixed Broadband, up […]
With SES taking a larger slice of Canal+ capacity requirements, it is inevitable that there had to be a loser. That satellite operator is the Intelsat/Telenor position at 1-degree West. Canal+ owned-M7 group will consolidate its Eastern European coverage on SES at 23.5 degrees East cutting out Intelsat/Telenor at 1 West. SES is thus gaining […]
With much of the world still in some level of lockdown, the global sales of video games remained strong in September with impressive improvements on 2019 efforts. For example, console-based games rocketed up 38 per cent year-on-year while mobile games saw 9 per cent improvement. PC-based games grew 8 per cent and helped achieve an […]
Netflix’s Q3 subscriber growth – or lack of – made headlines around the world and sent its share price down 6 per cent on October 20th in after-hours trading. Netflix said that Covid had brought forward better subscriber growth earlier in the year and this meant that its Q3 growth (2.2 million compared to guidance […]
As has been widely publicised, the Premier League (EPL) is to offer some games on a PPV basis for £14.95 per game. The news has provoked concerns from fans, but also the industry. A report from investment bank Exane/BNPP reminds clients of the rationale behind the decisions which mean that games not already picked to […]
Eutelsat will report its first quarter-year revenues on October 29th. Investment bank Exane/BNPP is telling its clients what to expect. Analysts at Exane/BNPP suggest that Eutelsat will declare €304 million of group revenues for the quarter-year (including €301 million from its so-called Operating Vertical divisions) and which will be driven by a 3 per cent […]
SES will report its Q3 revenues on November 5th and Investment bank Exane/BNPP expects overall revenues to fall, but say that the satellite operator’s fast-growing Networks division to show further growth. The bank says it expects overall revenues at SES to fall back 3.1 per cent to about €454 million for the quarter. It suggests […]
Despite Europeans youths returning to schools, colleges and universities, the new widespread adoption of tighter lockdown rules is likely good news for the video games sector. A report from investment bank Jefferies says: “In demand terms, we believe that surveys support a significant and lasting increase in the market for games. Our global survey of […]