Public, Private Views Differ on FSS Revenue Trajectory, Summit Ridge Analyst Says

Presenters at Euroconsult's World Satellite Business Week conference last month in Paris were more upbeat than a year ago, indicating declines in fixed satellite service revenue may be past, Summit Ridge Group Armand Musey blogged Monday. Most of the planned high-throughput capacity has yet to enter service, and the logic that HTS capacity coming online will increase revenue is questionable, Musey said. Privately, participants said they're not seeing evidence of price stabilization or demand growing outside mobility applications, and there's growing acceptance low-Earth orbit satellites likely will displace geostationary demand.