Will SpaceX continue to dominate the satellite market?

Will SpaceX continue to dominate the satellite market?

In the last decade, SpaceX has achieved a near-monopoly on the satellite launch market, due to aggressive moves, improved reliability and delayed competition. At the same time, the company has manufactured more satellites than any other operator for its Starlink constellation and is now planning to sell satellites via its Starshield programme. Given the challenges involved in satellite manufacturing and launch, and SpaceX’s dominance in the market, established and emerging players have shown considerable concern in competing in these markets.

In this podcast, Christopher Baugh and Dallas Kasaboski, experts in satellite infrastructure, discuss the market landscape. They provide insights on how operators and vendors can learn from SpaceX’s trajectory in order to successfully compete in these dynamic growth markets.

Learn more in the associated report.

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Episoder(100)

What DTW Ignite 2026 revealed about the future of AI in telecoms

What DTW Ignite 2026 revealed about the future of AI in telecoms

In this episode, Analysys Mason analysts Adaora Okeleke, Joseph Attwood, Michelle Lam and Patrick Serberis discuss the key themes that emerged from DTW Ignite 2026. Listen to explore how telecoms oper...

3 Jul 23min

What's next for IoT connectivity?

What's next for IoT connectivity?

The IoT connectivity market is changing rapidly. Ibraheem Kasujee, Senior Analyst at Analysys Mason, and Jon Connet, Chief Product Officer at Aeris, explore what is driving this evolution, and its imp...

18 Jun 18min

Starlink in the S-1 filing: what the numbers really say

Starlink in the S-1 filing: what the numbers really say

Starlink is the engine behind the SpaceX IPO story, but what do the numbers really say? In this Analysys Mason podcast, our experts break down the IPO filing document, the S-1, to understand how Starl...

9 Jun 27min

The unwinding of European joint ventures and its impact on consolidation

The unwinding of European joint ventures and its impact on consolidation

Europe’s telecoms market is shifting again with the unwinding of the joint ventures owning VodafoneZiggo, VodafoneThree and MasOrange. In this podcast, Charles Murray and Tom Rebbeck discuss what thes...

4 Jun 12min

Space sovereignty starts with access

Space sovereignty starts with access

Space sovereignty is being reshaped by an urgent consideration: what must nations and operators own, and what can they reliably access through trusted partnerships? This podcast explores the commercia...

28 Mai 20min

What should towercos expect from 6G?

What should towercos expect from 6G?

In this episode, Analysys Mason partners Alessandro Ravagnolo and Caroline Gabriel discuss impending 6G deployments and the implications for towercos in the early 2030s. Topics of debate include: Wha...

22 Mai 44min

Mobile consolidation in APAC: scale, spectrum and regulation

Mobile consolidation in APAC: scale, spectrum and regulation

In this episode, Analysys Mason experts Tom Rebbeck, Dion Teo and Ismael Moreno-Gomez explore the growing momentum behind mobile consolidation in Asia–Pacific (APAC). They discuss: - recent mobile mer...

6 Mai 16min

Why telecoms operators need to look beyond EBITDA for business divisions

Why telecoms operators need to look beyond EBITDA for business divisions

In this podcast Analysys Mason’s experts discuss why lower EBITDA margins for business divisions may not indicate poor performance, and they explore some of the alternative measures that telecoms oper...

30 Apr 14min

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