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Unofficial Notes: STS Tech Day, August 16th 2017

Summit Ridge Group’s Unofficial Notes Executive Summary We attended STS Global’s second annual Tech Day on August 15th at its Stonybook, NY headquarters. About 75 industry professionals attended. The day was filled with solid presentation and detailed discussions about a range of issues impacting the satellite sector. This year’s line-up was notable in that much […]

We’re Hiring – Junior Analyst Position

Junior Analyst Summit Ridge Group, LLC is a growing NYC-based boutique financial valuation firm seeking a highly skilled and motivated junior analyst Job Description: Initial project involves tracking and reconciling expenses for a large client project. The successful candidate will also be expected to support two senior valuation professionals in all aspects of business. Tasks […]

Summit Ridge Group’s Unofficial Notes from Satellite 2017

Summit Ridge Group’s complete “Unofficial Notes” from Satellite 2017 Conference held on March 6-9th, 2017 in Washington, D.C. (48 pages). Executive Summary Satellite 2017 made clear the industry is in the midst of massive change. Vertical integration, massively falling prices, reusable launch vehicles, digital satellite payloads, cheaper customer equipment, IoT, and 5G dominated discussions. While […]

Armand’s Notes from Euroconsult 2016 Conference

Attached are a full set of my notes from the Euroconsult “World Satellite Business Week” held in Paris from September 12th to 15th.   Executive Summary FSS Sector Facing Headwinds The realities of massive satellite capacity growth and declining price has sunk in. It’s becoming broadly accepted that satellite video distribution is at best stable, […]

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

Wireless Demand Projections – Elasticity of the Top-1% Percent Users

Wireless network traffic growth projections have been significantly cut since the FCC’s 2010 National Broadband Plan. The National Broadband Plan projected wireless network demand in 2010 to be 468 billion MB, vs the 398 billion MB actually carried in 2010 according to the CTIA. In 2011, the spread got wider, 1090 billion MB projected vs […]