PARIS | June 26th, 2024 – BG IRIS, Bryan Garnier’s research platform, is pleased to release “Satcoms’ Muskonomics challenge”, an in-depth analysis exploring the dynamic landscape of satcoms and unveiling the intricate interplay between its main actors.
This industry brief is an assessment of the satcoms sector amidst the heightened risk of Starlink and Amazon duopolising the industry.
We also dive into three specific areas:
- The case for a Starlink-Kuiper duopoly: Learn about how these two satellite giants are poised to dominate satcoms
- The operators’ strategic stalemate: Explore how established operators are struggling to adapt to this new competition and are increasingly retreating to niche markets
- Space public & private and transaction activity: Get a glimpse into the current challenges faced by listed space companies
Within this industry brief, we also look at why gigaconstellations are likely to also target non-satellite markets, as well as providing a cost analysis of the different megaconstellations, and discussing the escalating debt costs and diminishing returns on capital of established operators. The report provides a full picture of what is happening in the satcoms sector today.
To dive deep into this topic and discover more about the changes affecting the satcoms market, download the industry brief.
Antoine Lebourgeois
Equity Research I Software and IT
About Bryan, Garnier & Co
Bryan, Garnier & Co is a European growth investment bank that helps healthcare and technology companies become global champions. By combining extensive sector expertise with an entrepreneurial mindset, Bryan Garnier provides companies and their investors with independent growth strategic advice, and privileged access to buyers and capital in Europe, the US and Asia.
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.