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Satcom Focused on HTS, but Traditional FSS Still Lucrative, NSR Analyst Says

Satcom growth opportunities are particularly focused on high-throughput satellites (HTS), but even in a decade there will still be a sizable fixed satellite service market with nearly $10 billion in 2026 revenue, Northern Sky Research analyst Blaine Curcio blogged Thursday.…

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The analyst said that by 2026, FSS will provide about 40 percent of satcom revenue, down from 90 percent today, reflecting more the growth of HTS than an FSS decline. Satcom opportunities remain in trunking services for local and mobile networks and in video distribution, though there also are challenges, such as either finding ways to make trunking capacity "stickier" for the customer or otherwise accepting commoditization and trying to compete on price, the NSR expert said.