<<Link to Full Notes (76 pages)>> Executive Summary SatNews’ 2023 SmallSat Symposium was the largest ever, with 901 in-person attendees. However, the mood was somewhat subdued. The realization that financing will be tighter, and an inevitable winnowing of competitors is starting to sink in. Ambitious early-stage companies with significant funding needs before breakeven will likely…
Pacific Telecommunications Counsil Conference 2023 – Unofficial Notes (Full Version – 44 pages) Here EXECUTIVE SUMMARY One veteran consultant declared, “The PTC conference is the Davos of the telecom sector! Attendees have lots of honest unplanned conversations about a range of topics.” While that may be a slightly generous take, the PTC conference always…
<<Full Notes (52 pages) Here>> Executive Summary of Euroconsult’s 2022 Conference held in Paris September 12th-14th, 2022 This year’s World Satellite Business Week Summit was the first “normal” satellite industry event since the COVID-19 outbreak. Pent-up demand for in-person events was evident by the full capacity attendance that required Euroconsult, for the first time, to…
Yesterday, Armand Musey and I hosted a webinar on behalf of the NY Chapter of the FCBA, which featured Justin Faulb and Callie Coker of the FCC’s Wireline Competition Bureau presenting an overview of the Secure and Trusted Communications Networks Reimbursement Program. It covered a lot of familiar ground that you may have heard in…
Robin Flynn joins as Advisor & Media Sector Consultant, Rebecca Hanson as Advisor & Regulatory Consultant, Whitney Q. Lohmeyer, Ph.D. as Advisor & Engineering Consultant NEW YORK, AUGUST 18, 2021 Summit Ridge Group, LLC, a leading provider of valuation and related financial advisory services in the communications sector, today announced three key appointments to its…
Last week, the FCC released its final filing procedures for telecom providers seeking reimbursement through the FCC’s $1.895 billion Secure and Trusted Communications Networks Reimbursement Program, informally called “Rip and Replace” within the industry. See the FCC’s PN here: https://www.fcc.gov/document/fcc-announces-final-supply-chain-reimbursement-program-procedures. This is the program through which Congress will pay for the removal and replacement of…
Summit Ridge Group is pleased to announce the release of its white paper, “FCC Reimbursement Programs: Background, Accounting, and Financial Considerations for Participants.” Our 20-page white paper is designed to provide participants with information about the non-obvious implications of such programs for participating entities. As wireless technology advances and the spectrum appropriate for such uses…
Spectrum license valuation is often analogized to real estate. It is physically bounded, effectively zoned by regulators for specific purposes, and often leased. The analogy of spectrum licenses to real estate is effective. However, almost all analogies eventually break down. The spectrum license/real estate analogy breaks down when considering long-term future use. March to Higher…
There is a lot of news about how new low earth orbit (“LEO”) satellite projects, particularly front runner SpaceX’s Starlink system, are turning the satellite industry upside down. The Starlink team apparently broke the code on a path to consumer-priced hardware and is rolling out service region by region as it installs gateways around the…
Discovery deal announcement[1] ends AT&T’s designs on a vertically integrated media and distribution empire. It unravels years of deal-making under the leadership of former CEO Randall Stephenson less than a year after his retirement. This deal follows the $16 billion spin-off in February of AT&T’s video distribution assets, including DirecTV, U-Verse video, and streaming service…