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…
Intelsat + OneWeb = True Love or a Shotgun Marriage It’s well known that Intelsat and OneWeb announced plans to merge, backed by a $1.7 billion investment from SoftBank. This adds to Sofbank’s investment in the satellite sector, following its December 2016 announcement of a $1 billion investment in OneWeb. What’s not well understood is…
Summit Ridge Group’s full unofficial notes from Pacific Telecommunications Council 2017 (PTC’17) conference held in Honolulu Hawaii, January 15-18, 2017. (41 pages). Executive Summary PTC17 highlighted interesting parallels between technologies, particularly undersea cable and satellite. Both face new projects coming online that dwarf existing capacity due to new technology that is more efficient, often by…
Attached are my notes from the Hogan Lovells 5th Annual Winnik Forum which focused on Internet of Things (IoT) EXECUTIVE SUMMARY On December 1, 2016 Hogan Lovells hosted their 5th Annual Winnik Forum, named after a former partner, Gary Winnik, who died in 2012. This year’s event, held in Hogan Lovells newly remodeled DC offices,…
Attached are my notes from the Dentons, ManSat and SatNews “5th Annual Space and Satellite Regulatory Colloquium” held on September 20, 2016 in Washington DC. Executive Summary Dentons, ManSat and SatNews Annual Space and Satellite Regulatory Colloquium, now in it’s fifth year has grown to about 100 attendees and included 14 panels and keynotes (including…
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,…
See my article in the August 29th issue of SpaceNews: http://www.spacenewsmag.com/commentary/should-high-throughput-satellites-really-last-15-years/ Should high-throughput satellites really last 15 years? J. Armand Musey August 29, 2016, Commentary The fixed satellite services industry has been an anomaly in the communications sector, with stable, even increasing, pricing while prices for other forms of bandwidth fell dramatically. Stability allowed satellite…
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…
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
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…