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Valuation & Financial Consulting Practice
Notes from STS Global’s 2016 HTS Tech Day

Attached are my notes from the 2016 STS Global’s HTS Tech Day held on August 16, 2016 in Stony Brook, NY.  STS-Global-Tech-Day-Notes . STS placed many of the speaker’s presentations to their website’s blog: http://www.stsglobal.com/blog/ (last visited August 17, 2016). After leaving the helm of Globecomm Systems in late 2014, CEO Dave Hershberg and some of his former Globecomm […]

Midyear TMT Regulatory Review from Morgan Lewis’s Andy Lipman

Morgan Lewis TMT partner, Andy Lipman held his midyear TMT regulatory outlook overview yesterday. As usual, he did a great job of outlining today’s complex regulatory landscape. Andy graciously allowed me to distribute his presentation: TMT Midyear Review August 2016

Open Set Top Box: A Slippery Slope to À La Carte and Weakening Power of MVPDs

The FCC’s February 18, 2016 NPRM seeking to open set-top boxes (AKA “Unlock the Box”) is more than it seems. The proposal would allow consumers to watch content they are entitled to view on their cable system on other devices as well. The cable industry’s strong resistance is filled with arguments about copyright infringement and […]

The Satellite Story Today – Not a Replay of the Fiber Story of 2000 – It’s Worse!

Initially, the parallels between the fiber buildout around the turn of the twenty first century and the satellite industry today are compelling. In the late 1990s, the telecom industry increasingly poured billions of dollars into fiber. As these investments peaked, new technologies emerged to increase fiber optic capacity, including wavelength division multiplexing. This resulted in […]

Five Reasons Distribution May be King of the HTS World

Satellite distributors (including resellers/systems integrators) have long been considered the black sheep of the satellite industry. Low margins, slow growth, low barriers to entry and dependence on large FSS operators have all kept returns down. But this may be changing. High throughput satellites (HTS) are poised to increase satellite capacity roughly 250-500% over the next several […]