May I ask why you say 3-5 years? My thought process is that within the 1st year or 2 we'll see the majority of domestic partners. The need is there and tlps can be the solution.
I do not know the margins on a $100 SatFi but one must also include the development costs which can be substantial. My thought is at the current low volume it is a loss leader and we make money up on the monthly agreements. All that can change if it becomes a hit.
Here is a possible valuation using DISH as an example.
"DISH's spectrum accounts for 12% of industry capacity. We assume capacity utilization will approach 100% over time, such that DISH's spectrum will carry 12% of industry traffic when fully utilized," the New Street analysts wrote. "If DISH sells all of their capacity at a wholesale rate that is 50% of retail, they would ultimately capture 6% of industry service revenue or $10BN annually. Assuming similar network sharing economics as LightSquared obtained, this could result in $8BN in EBITDA and $4.5BN in [free cash flow]. At an infrastructure multiple, this business could be worth ~$100–155BN at full utilization."
April 23, 2015 | By Daniel Frankel
Cablevision (NYSE: CVC) has introduced a new broadband offering specifically targeted to "cord cutters and cord nevers," packaging its Optimum broadband service with a Mohu Leaf digital TV antenna.
"The 'cord cutter' package provides access to high-speed broadband that facilitates a high-quality over-the-top (OTT) video experience, a digital antenna, as well as the option to add new digital streaming service HBO Now," Cablevision says in a statement.
For $44.99, the "Cord Cutter Package" includes 50 Mbps downstream Internet service and the digital antenna. (The antenna comes with a $49.99 MSRP when sold off the shelf.)
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Cablevision is simultaneously introducing the Optimum "Everyday Low Price" bundle, a $34.99-a-month service that includes 5 Mbps downstream Internet service, the digital antenna and a Freewheel Wi-Fi phone.
"As a connectivity company, Cablevision is reimagining its relationship with its customers," said Kristin Dolan, chief operating officer for Cablevision, hammering home the "connectivity" buzzword the Bethpage, N.Y., MSO now messages aggressively . "Our new 'cord cutter' packages take a modern approach to traditional triple-product bundles and provide real alternatives that fit new consumer lifestyles."
Level 3 is a big e-rate provider. 20K free hotspots + tlps = approval OR Level 3 + tlps = nationwide education network.
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[Via Satellite 04-23-2015] "Spanish technology and fleet tracking solutions specialist FAGOR Electrónica has entered an agreement with Globalstar Europe Satellite Services for a satellite tracking solution in Latin America. The company is providing Globalstar’s SmartOne data modem through its authorized distributor Skytracking to incorporate satellite in a hybrid tracking system.
Globalstar’s SmartOne will enable fleet tracking when vehicles travel beyond the reach of GSM networks. The device also provides engine runtime information and total mileage, as well as a vibration sensor that detects unexpected motion, such as attempted theft.
“This market has huge growth potential,” said Corry Brennan, simplex regional sales manager for Europe, the Middle East and Africa (EMEA) at Globalstar. “Governments are eager to have more transparency in the transport industry, and there is an increase in regulations that cargo-carrying vehicles have trackers installed."
- FAGOR Electronica chooses Globalstar's SmartOne for its new hybrid tracking solution for the transportation industry
- Solution being deployed amongst major trucking firms in Columbia
- SmartOne emerged the winner with FAGOR for its rugged, compact design, reliability and low cost
Dublin, Ireland - Globalstar Europe Satellite Services Ltd., a wholly owned subsidiary of Globalstar Inc. (NYSE MKT: GSAT) and the leader in satellite messaging and emergency notification technologies, today announced an agreement with leading Spanish technology and fleet tracking solutions specialist FAGOR Electrnica, S. Coop to deliver a satellite tracking solution for the trucking industry. The solution is being distributed and deployed though Skytracking, Fagor's authorized distributor for Columbia.
FAGOR selected Globalstar's SmartOne for the satellite technology underpinning the new solution to help transportation companies monitor and track their fleet of vehicles even when they are outside GSM range. Not only does the solution report the precise location of the vehicle, including when in remote areas, but it also provides details about engine time usage and total mileage.
The innovative FAGOR-Globalstar solution leverages hybrid technologies, explains Ernesto Prez, Overseas Distribution Manager at FAGOR. "When the vehicle moves out of GSM range, satellite transmissions automatically take over. We believe that this combination of complementary technologies delivers maximum reach, reliability and cost efficiency."
Perez commented, "We examined the options available and looked carefully at the alternative satellite providers. Only Globalstar could deliver the powerful combination of superior coverage, a tailored solution that meets the particular needs of our customers, and competitive pricing. Combining these factors with Globalstar's years of expertise in delivering tracking solutions, Globalstar was the clear choice to be our partner."
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"Not Too Threatening
As a mobile virtual network operator, or MVNO, Mountain View, California-based Google will also be reselling T-Mobile and Sprint service on restrictive terms.
“Economically, it won’t be too threatening because Sprint has put caps on it,” said Roger Entner, an analyst at Recon Analytics LLC.
Finally, Google’s long-term commitment to the service remains a question. The company’s foray into providing mobile services is largely seen as experimental for now.
“The long-term threat is likely muted as well, given Google never diversified meaningfully beyond its core online advertising business,” Bloomberg Intelligence analysts John Butler and Matthew Kanterman said in a note today.
Still, one innovation that could shake up the industry is the ability for users to shift between Sprint’s, T-Mobile’s and Wi-Fi networks, depending on which one offers the best coverage in a given area. Eventually, Google could also strike deals for its users to surf over cable companies’ Wi-Fi networks when they are available, Jonathan Schildkraut, an Evercore analyst, wrote in a note.
Rival MVNO FreedomPop would like to let its customers switch from carrier to carrier in the U.S. as well as overseas, and is working on deals with carriers that could make that happen, said Stephen Stokols, its chief executive officer.
“It’s definitely something we are going to do internationally and in the U.S eventually,” Stokols said in an interview.
If more devices begin to offer the freedom to switch between carriers’ networks, each user session could eventually begin to be auctioned off, with all the carriers in a given area competing for the user, Chetan Sharma, an independent wireless analyst, said in an interview.
“Whoever wins gets the business,” Sharma said. “That could be quite disruptive.”
Markets Tech Wireless Internet Cities Family"
Actually I think it could help. Love to see Canada then the EU. Hopefully we don't have to wait for that. Let's go FCC!!
I personally think it would be better not to have partners revealed (in Brazil for example) before USA approval. It would just be another unwanted distraction that some nefarious party could exploit.
The inferences bodes well for our little endeavor. The test drive period is over and it is time to put down a deposit.