The satellite industry is undergoing a transformation under pressure from different fundamental trends. Below are some of my observations after I attended Satellite 2024 in Washington, DC last week. The topics discussed at the event, the products on display on the exhibition floor, and the type and background of attendees provide some clues on major trends. The macro… Read More »
Once a year, at this time, we release our update on the telecom and digital infrastructure sectors. Mobile World Congress (MWC 2024) serves as a catalyst, helping us validate our market assumptions and gain new insights. This year, our primary observation is that these sectors are undergoing a transformative period characterized by divestments and consolidation. Companies and financial… Read More »
Access licensing is a new spectrum licensing mechanism that enables a party to obtain a license for spectrum that is not utilized by the incumbent license holder. Canada recently released the framework that governs access licensing. It identified the Cellular 800 MHz and PCS 1800 MHz bands for this licensing framework in designated rural and remote Tier 5… Read More »