Satellite Communications are evolving. Find out what this means for future of communications and how it impacts our investment thesis.
Today, individuals, corporations, and governments connect to the internet through a variety of mediums including cable, fiber, satellite, and cellular through more devices than we ever thought possible. However, with each method that connects to the internet there are a set of tradeoffs that impact bandwidth, latency, and coverage. To meet the needs of the unique audiences that connect to the internet, coverage is king. But gaps exist in both quality and coverage in today’s networks that prevent even basic communications.
While terrestrial connections have evolved from Dial-Up to Fiber, the Satellite Communications (SatCom) industry has largely been unchanged. The early Geostationary Earth Orbit (GEO) satellites that provided connectivity were comparable to Dial-Up or DSL delivering coverage with limited bandwidth, but today’s applications such as streaming, video calls, and homes full of connected devices require higher bandwidth and lower latency to achieve a modern internet experience.With a significant reduction in launch costs, improvements in satellite manufacturing, broad adoption of cloud computing, and a growth in private capital fueling innovation, the SatCom industry is poised to transform how a modern satellite internet experience can be delivered, at global scale.
To learn more about the transformation of the SatCom industry, watch the video above and download The SatCom Playbook below.
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