On August 7, 2025, the FCC adopted new rules governing subsea cable landing licenses, marking the first major update in over two decades. This move reflects a broader shift in U.S. policy that treats economic security as national security, with implications for infrastructure deployment, investment strategy, and global data flows. The new framework introduces formal… Read More »
Latency is a key differentiating parameter for new communication networks such as LEO satellite constellations and 5G. The interest in latency has increased as the value proposition for these networks hinges on enabling latency-dependent applications. This got some competing technology options nervous. For instance, LEO satellites provide as much as 20x round trip delay advantage… Read More »
I’ve been exploring the impact of LEO satellite constellations on the wider telecom industry. Depending on the sector, the rise of LEO satellites is either complementary or competitive. Sometimes, the synergies are not evident. At other times, the competitive nature is masked by nascent requirements and emerging applications that could be game changers in the… Read More »
I highlighted in my previous article on LEO satellites the capacity that will come online within the next few years. In 2024, the capacity supply from LEO satellites could be 24x of what GEO satellites offer today. Such a rapid increase in capacity over a short period of 5 years could have great consequences on… Read More »