Currently it is a revolution, but a gateway-less network in space is also the next logical step in the evolution of satellite connectivity. By interconnecting the satellites via laser links, the constellation turns into a network that operates like an optical backbone in space.It offers a huge variety of advantages:✅ high security✅ low latency ✅ truly global reach✅ end-to-end connectionsAt the same time, this approach brings in new revenue streams for teleport operators by installing, operating and managing CPE based antennas and satellite based corporate networks that are more secure and have lower latency than its terrestrials equivalents.#secureconnectivity #laserlinks #intersatellitelinks #satellite #revolution #evolution #gatewayless
.@rivadaspace says it's building its LEO constellation as a "gateway-less network" with optical ISLs that brings teleports new revenue streams from "installing, operating and managing CPE based antennas".So is this going to be a layer-2/VPN service only?
It’s an L2 MPLS VPN in the sky, insulated from public networks, highly secure, QoS-aware, global, and mobile. But can feed the Internet too!
And teleport or perhaps DCs would operate exit nodes/Internet gateways as an independent service billed separately or what is meant by this new revenue stream for teleports? How many teleports can host further Ka-band NGSO antennas given the steadily growing interference issues?
They’ll host feeders for mobile Internet or True Private Cloud. Our high-priority filings make interference less of a pain. DM for more.
Rivada Space Networks Signs Manufacturing ContractPress releases22 FebRivada Space Networks Signs Manufacturing Contract For Unique Data Connectivity Satellite Constellations in Low Earth Orbit (LEO)Terran Orbital to manufacture first of its kind laser-connected space network, with services starting in 2026Highlights: Deployment starts in 2025 with global coverage by 2026 and full deployment expected by mid-2028 Unique network combines satellite and terrestrial capabilities for ultra-low latency, high speed, unparalleled security and true global coverage Telecom, Enterprise, Maritime, Energy and Government Services marketsMunich, 22 February 2023 – Rivada Space Networks GmbH (RSN), a wholly owned subsidiary of U.S.-based Rivada Networks, Inc., has engaged Terran Orbital’s wholly owned subsidiary Tyvak Nano-Satellite Systems, Inc. to manufacture 300 low-earth-orbit (LEO) satellites for Rivada’s innovative “network in the sky.”RSN’s space-based data network is transformative—it will provide fiber-like low latency and gigabit per second data delivery which is ultra-secure and extremely resilient. No other system – in orbit or planned – can do this.RSN will offer access to a secure satellite network with pole-to-pole reach, offering end-to-end latencies similar to or better than terrestrial fiber. The RSN network combines inter-satellite links with advanced onboard data routers creating an optical backbone in space to deliver an ultra-secure and highly reliable global data network for business operations in the telecom, enterprise, maritime, energy and government services markets.Since assuming control of the project in early 2022, RSN has been on a fast-track mission to complete the overall design of the system architecture and associated satellite deployment framework. With extensive technical studies now completed, RSN has determined that their procurement plan will successfully fulfill the requirements associated with the company’s high priority ITU Ka-band filings. With a contract for manufacturing now in place, deployment will start in 2025, with 300 satellites (288 plus 12 spares) by mid-2026.Clemens Kaiser, Rivada Space Networks Chief Program Officer, said: “ We are delighted that today we have completed another major milestone in the development of our unique constellations to enable secure, global connectivity for governments and enterprises.” He added: “The timeline was extremely tight, and I wholeheartedly congratulate our team and our industry partners. This demonstrates that we have the right technology in place to sustainably move RSN from concept to reality and that our chosen satellite manufacturer has the required combination of experience, agility and innovation to deliver these cutting-edge global satellite constellations. We are really looking forward to moving to this next phase of our program to manufacture and deploy our LEO constellations.”Terran Orbital Co-Founder, Chairman, and Chief Executive Officer Marc Bell, said: “We are thrilled to start this new chapter with Rivada Space Networks. Both Terran Orbital and Rivada are committed to propelling and shaping humanity’s future in space. The fruits of this partnership will be truly out of this world. We are humbled by Rivada’s trust and look forward to building out their game-changing LEO constellation.” Rivada Space Networks Executive Chairman Declan Ganley said: “With this contract, Rivada is one step closer to launching a global network dedicated to the wholesale sale of connectivity and capacity at market rates, making truly global connectivity-as-a-service a reality.” He added: “The constellation we are building with Terran Orbital in combination with our patented Open Access Wireless Market Platform allow us to offer a network with unprecedented flexibility to users around the world. It will be instrumental in driving the next leg of the ongoing communications revolution.” GH Partners advised Rivada with respect to strategic and financial aspects of the procurement with Terran Orbital.
$2.4B contract, Terran Orbital stock price soaringhttps://twitter.com/pbdes/status/1628411592562905090Launchers not yet announced. https://twitter.com/pbdes/status/1628452607969701891
Quote from: GWR64 on 02/26/2023 04:10 pm$2.4B contract, Terran Orbital stock price soaringhttps://twitter.com/pbdes/status/1628411592562905090Launchers not yet announced. https://twitter.com/pbdes/status/1628452607969701891With Kuiper sucking the air out of the room with launcher availability, does anybody seriously think this is going to be launched on anything other than Falcon-9, at least for the initial tranche?
...With extensive technical studies now completed, RSN has determined that their procurement plan will successfully fulfill the requirements associated with the company’s high priority ITU Ka-band filings. With a contract for manufacturing now in place, deployment will start in 2025, with 300 satellites (288 plus 12 spares) by mid-2026....
Terran Orbital CEO Breaks Down Historic $2.4 Billion Space Satellite DealPublic App23.02.2023Marc Bell, Co-founder and CEO of Terran Orbital (LLAP) discusses how the company recently won a $2.4 billion contract to build satellites for Rivada Space Networks. Bell says it is the largest small-satellite contract ever awarded in history.
That will be 150 mt (+ possibly dispensers) in a polar LEO within 1 to 1.5 years, so small launchers are not the right thing.Quote from: GWR64 on 02/26/2023 12:39 pm...With extensive technical studies now completed, RSN has determined that their procurement plan will successfully fulfill the requirements associated with the company’s high priority ITU Ka-band filings. With a contract for manufacturing now in place, deployment will start in 2025, with 300 satellites (288 plus 12 spares) by mid-2026....I can't imagine it at all, neither the construction of the satellites at Terran Orbital nor the launch in this time frame.
Quote from: GWR64 on 02/27/2023 10:33 amThat will be 150 mt (+ possibly dispensers) in a polar LEO within 1 to 1.5 years, so small launchers are not the right thing.Quote from: GWR64 on 02/26/2023 12:39 pm...With extensive technical studies now completed, RSN has determined that their procurement plan will successfully fulfill the requirements associated with the company’s high priority ITU Ka-band filings. With a contract for manufacturing now in place, deployment will start in 2025, with 300 satellites (288 plus 12 spares) by mid-2026....I can't imagine it at all, neither the construction of the satellites at Terran Orbital nor the launch in this time frame.How do they provide global coverage from single orbit?
https://twitter.com/pbdes/status/1631306399614476291Quote .@rivadaspace signs firm contract w/ @SpaceX for 12 Falcon 9 launches, from @SLDelta30, of 300 500-kg @TyvakNanoSat @TerranOrbital B2B broadband sats over 14 months starting April 2025. @ITUradiocomms to decide yes/no late this month. https://bit.ly/3y5uDuk
.@rivadaspace signs firm contract w/ @SpaceX for 12 Falcon 9 launches, from @SLDelta30, of 300 500-kg @TyvakNanoSat @TerranOrbital B2B broadband sats over 14 months starting April 2025. @ITUradiocomms to decide yes/no late this month. https://bit.ly/3y5uDuk
Does anyone know where the money is coming from? I'm just a little bit skeptical of a relatively unknown company coming out of the blue and announcing 3.2 billion $ in contracts.
...BOCA RATON, Fla., Feb. 22, 2023 – Terran Orbital Corporation (NYSE: LLAP), (“Terran Orbital” or “the Company”), a global leader in satellite-based solutions, today announced its wholly-owned subsidiary, Tyvak Nano-Satellite Systems, Inc. (“Tyvak”), has been awarded a $2.4 billion contract to design, build, and deploy 288 low-earth orbit satellites for Rivada Space Networks. As part of the contract, Terran Orbital will also develop 12 “spare” satellites to produce a total of 300 spacecraft. ...
Not every company needs to shout to the rooftops.
Ronald: (500 words about market)...So back to your question whereas the money then going to come from if we talk to our customers then we talk to many customers that are outside of the satellite industry we talked to an pharmaceutical who says we've never considered using a satellite simply because you know there's no use for it, it's too expensive, it doesn't get me the performance that I want but with these types of configuration that you guys are setting up with the architecture that you have we will consider satellites. So I always chuckle a little when I and you know I got a great respect for Chris Bao from NSR and from us the other some of the other research companies like Euro consult when they talk about the satellite market and how much money is in there and how much capacity is in there. I keep saying I'm saying it for a long time our Market if we can figure out satellites a little bit better and a little bit let me say a professional in terms of the Professional Services that we can offer our Market in fact is a lot bigger. So where is the money coming from is from these customers that have more serious problems than oh I have this last office that I need to connect and I only want to pay the lowest possible price. We talked to customers that got real problems with cyber security, we got real problems with latency, we got real problems with running Erp systems in a large wide area network, we got real problems with command and control applications that we cannot get to work using multiple Cable Systems and we need the shortest path through space. Those companies have these real problems they have real budgets to solve those problems and we can tap into these budgets much better than any satellite system can including including terrestrial systems Tim Farrah: But just to be more specific when people say the money's coming from the customer what they usually mean is I'm going to get some contracts and I'm going to export credit agency and they're going to finance my system it's not that the customers are going to pay upfront or become investors in your system presumably.Ronald: Correct
I find the wording ambiguous about whether it includes launch.
Terran Orbital chair and CEO Marc Bell said it is lowering 2023 revenue guidance following payment delays from Rivada Space, even though the satellite maker’s largest customer still expects to pay $180 million later this year under their $2.4 billion constellation contract.
While Rivada Space seeks to keep a private profile, he said the company has been transparent with Terran Orbital about their funding sources and status of future financing from the outset.“Their money so far has been affiliated with a large sovereign that has not yet publicly announced their support for the project,” Bell said.Rivada Space, a German subsidiary of U.S.-based wireless technology firm Rivada Networks, has also sought support from the U.S. Ex-Im Bank to finance the constellation.Bell said Rivada Space has paid Terran Orbital more than $5 million to launch the constellation program and has paid all amounts due to date.
WASHINGTON — Soaring demand for backup connectivity after subsea cables were cut in the Red Sea is helping push Rivada Space Networks closer to fully financing its $2.4 billion constellation plans, according to CEO Declan Ganley.
He said Rivada Space, a German subsidiary of U.S.-based wireless technology firm Rivada Networks, has Memorandum of Understanding (MoU) agreements with potential customers worth more than $7 billion that it is starting to convert into firm contracts.
Rivada . . . plans to deploy two or four prototype spacecraft before the end of the year.
