Following an engaging conversation with BG IRIS Research Associate Antoine Lebourgeois, Capucine Cousin penned an article in L’AGEFI about the recent approval for deploying Amazon’s Kuiper satellites in France. This summary highlights key points from the interview and includes a link to the full article in French.
French telecoms regulator Arcep has just given Amazon’s low-earth orbit satellite internet access service the green light, but it is still lagging behind SpaceX’s mighty Starlink.
One of the major hurdles for Amazon is the readiness of its launch vehicles.
“Kuiper’s launch plan relies mainly on rockets that are not yet operational. This will likely be Amazon’s biggest hurdle in its race against SpaceX”, notes BG IRIS Research Associate Antoine Lebourgeois.
While Amazon has secured agreements for up to 83 launches with three rockets, these launchers were still under development when the contracts were signed and have faced delays since then. In contrast, SpaceX benefits from a fleet of reusable rockets, providing operational advantages for deploying and replenishing its Starlink constellation.
Amazon’s beta launch for Kuiper’s internet service is tentatively scheduled for late 2024, with a full commercial rollout anticipated in 2025, underscoring the company’s strategic intent to compete in the burgeoning satellite internet market.
Bryan Garnier’s satellite coverage team plays a crucial role in providing comprehensive insights and strategic advice to clients looking to navigate the complexities of the satellite communications market.
To further analyse this topic, read our in-depth industry brief exploring the dynamic landscape of satcoms.
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As a full-service investment bank, the firm offering includes private and public growth financing solutions, mergers and acquisitions (M&A) advisory, research insights, and institutional sales & execution. Founded in 1996, Bryan Garnier & Co is an independent partnership with around 200 employees located in major financial centres in Europe and the US.