I have no words…
The Viasat/Inmarsat Deal: One Year OutOne year after the Inmarsat acquisition closed, Via Satellite talks up with the Viasat leadership team about the business integration, ViaSat-3 ramifications, and how they see the opportunity for global scale amid a changing industry....Without naming SpaceX or Amazon, Dankberg says he believes there is an existential threat to the satellite industry from very well funded, vertically integrated companies.“The whole satellite ecosystem is under attack by totally vertically integrated companies,” he says. “One of the foundations of that is attacking spectrum resources, orbital resources. If other countries and companies don't have access to orbits and spectrum, it’s pretty hard to do communications from space. I think connecting all of those dots is the single most important thing in the satellite industry right now.”While some people say there is only room at most for three to four LEO constellations to be successful, Dankberg cautions against the international implications of a few constellations taking up all of the look angles and spatial separation in the orbit.“Countries want assured access to their own space systems,” he says. “This goes back to some of the heritage issues that Inmarsat has dealt with from its founding. How do countries cooperate in a way that they can share some of these resources, whether it's spectrum or orbital slots?” ...
