Posts Tagged ‘valuation’

Quick Analysis of Intelsat’s Q1 Financial Results

I’ve neglected the blog for a while as I am working on my forthcoming “Spectrum Handbook 2013.” I expect to release it in a few weeks. Please contact me if you’d like a copy. But I did have a chance to review Intelsat’s Q1 results. Results were somewhat better than I expected – modest growth, […]

The Intelsat IPO – A Setup for Dilution?

DISCLAIMER: The analysis below is for information purposes only. We believe, but cannot guarantee that the information contained in it is accurate. Moreover, it should not be considered a recommendation to buy or sell any security of any kind. Please consult a qualified advisor before making significant investment or business decisions. See our Terms of […]

Does Intelsat’s Recent Management Shake-up Indicate Lack of Confidence in the IPO?

Intelsat’s recent management shake-up may suggest management has given-up on the IPO. If not, the company sent negative signals to investors that may setback the IPO prospects even further. Intelsat management shake-up included several senior-level promotions and the departure from daily operations of their highly credible General Counsel, Phil Spector. Mr. Spector also ran the […]

The Shifting Balance Between Infrastructure vs. Service Providers Now Favoring Infrastructure

In the wireless industry hardware providers seem to be gaining the upper hand over the wireless service providers. Examining the wireless value chain, its clear that hardware and spectrum are the only areas with increased demand. The wireless service infrastructure consists of 1) spectrum; 2) network hardware; 3) network integration and management; 4) marketing, billing […]