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Can OneWeb Cross the Valley of Death? - NSR Sep 2018
Blog doesn't answer the question the headline poses - but hints No.

"OneWeb has accomplished a significant feat by raising the most funding – $1.7 billion – offering it a tremendous benefit over other similar LEO constellations. However, despite this notable amount, the question remains – is it enough to support and sustain this mega constellation, or is it just buzz and hype?"

"NSR considers OneWeb is currently placed between the technology transfer and product launch phases and will soon enter the said valley [of death]."

"NSR estimated a total CAPEX of over $5 Billion for OneWeb- which is $2 billion over the originally expected total CAPEX of around $3 billion. Considering this CAPEX value, a total available funding amount of $1.7 billion to date and a valuation of capacity as well as service revenue streams from various applications, NSR estimates a negative ROI over the next 10 years, which is attenuated further with the recently announced (and later retracted) confusing news of a $6 billion associated CAPEX."

"The dismissal of landing right requests (such is the case in Russia) also poses a significant threat to the success of OneWeb, as does the heavy recurring cost of fleet replenishment every 7-10 years."

"Market readiness, however, is a probable barrier for OneWeb."
NSR  OneWeb  business  satellite  NGSO  LEO 
september 2018 by pierredv
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