Data Pricing Pushing Satellite Toward Horizontal Mergers, Northern Sky Says
As the world moves toward mass-market data pricing, only scale and network efficiencies can take satellite operators to that level of pricing, meaning the industry should expect horizontal mergers and operator/equipment provider partnerships to get to that scale, Northern Sky Research analyst Gagan Agrawal blogged Monday. "The ride will be rough and gambled with a lot of risk money, but it’s hard to see the industry register long term growth otherwise."