Does the SpaceX IPO and Starlink Mobile change everything?
SpaceX has raised a huge amount of capital and explicitly stated an intent to compete with US MNOs. Does it pose a real threat?
Tag Archives: SpaceX
Satellite D2D: Down-to-Earth scenarios for telcos
The amount of interest and hype about satellite/mobile integration is out-of-this-world. Telcos should escape the gravitational pull of simplistic substitution arguments and instead be concerned about strategic control points and customer ownership.
New satellite connectivity: Rising star or pie in the sky?
New players, technologies and business models are raising the prospect of valuable, new satellite connectivity services. But how credible are the new opportunities and what do operators need to do?
Fixed wireless access growth: To 20% homes by 2025
Fixed Wireless Access (FWA) is becoming a mainstream proposition across urban, rural and developing environments. 5G is an important enabler but not the only one. Unusually, FWA will benefit almost all market players – fixed and mobile operators, vendors, investors and regulators. This report contains our 5-year forecast and recommendations for all players.