NSR’s Global Satellite Capacity Supply & Demand, 15th Edition report finds satellite capacity revenues continuing a long-range growth path of 6.8% CAGR over the next decade. However, near-term caution persists as business models pivot to data-centric and High-Throughput Satellite (HTS) applications, amidst a projected video-centric capacity revenue loss of more than $2 billion by 2027. Emerging data use cases, such as Mobility, Cellular Backhaul and Broadband Connectivity, will undoubtedly propel the next wave of satcom growth.
“Lower capacity prices, advances in ground segment and innovative business models matched with insatiable demand for connectivity everywhere, anytime will unlock new use cases propelling industry growth,” noted Lluc Palerm, NSR Senior Analyst and report author. “HTS satellites load x100 times the capacity at 1/10 fraction of the cost per Mbps of traditional satellites. This presents both opportunities and challenges, but operators cannot expect to sell capacity using the same business models and pricing strategies as before.”