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pierredv : globalstar   20

A Price War Coming for Satcom IoT? - NSR Nov 2018
"on the horizon are many competing IoT network deployments that promise to significantly lower the cost of hardware and airtime costs associated with IoT and to open new markets. Given these new cut-price alternatives, where does that leave existing M2M operators, which have a higher cost base and higher service price?"

"New competition in this space includes the rise of small satellite constellations for IoT (despite some questionable business cases), Low Power Wide Area (LPWA) networks, and 5G connectivity, which is just around the corner. These new smallsat operators and LPWA networks intend to offer ARPUs of $1 per month, or even just a few euros per year. Low prices are also available on the terrestrial side, with Unabiz also announcing offerings as low as $1 per year. Sigfox even demonstrated a 20 cent terminal, which could bring in a new large market of disposable devices and tracking packages."

"By comparison, Iridium’s commercial IoT service ARPU was an order of magnitude higher at $13 per month in 2017, compared to $18 in 2012, indicating a decline in ARPU. "

"Will mass price cuts be unveiled once smallsat IoT constellations and LPWA networks are fully rolled out? The short answer: No"

"Like-for-like ARPUs will remain significantly higher than smallsats and terrestrial competitors, but taking into account MoUs and dual mode connectivity, overall satcom ARPUs will be lower."
NSR  satellite  IoT  Sigfox  Iridium  M2M  Globalstar  Orbcomm 
november 2018 by pierredv
The ROI Challenge of IoT Smallsats - NSR, Oct 2018
"In the recently released M2M and IoT via Satellite, 9th Edition report, NSR projected over 3.7 million smallsat IoT in-service units by 2027; this will generate approx. $133 million in retail revenues during the same year, but it only represents an overall share of only 5% of total satellite M2M/IoT revenues. ARPUs will be low on smallsat IoT networks"

"To turn a profit on these small satellite constellations purely from IoT, millions of IoT devices will be required. On each constellation. With only several million connected devices to come online on smallsats over the coming decade, competition will be extremely fierce between the 15+ constellations for this purpose, with most either merging or never actually launching."

"Further, satellite renewals must be considered, as the average life span for these satellites is up to 3 years. Any launch failure would significantly impact latency and IoT performance. Nonetheless, NSR expects a few smallsat IoT constellations to reach positive ROIs within the next 10 years, assuming additional financing is available to maintain positive cash flow over the first few years of launch."

"Low data rates (a few bytes) per packet transferred are fine for now; however, this fails to consider the growth of data requirements coming from big data analysis. This results in additional levels of data that will be transmitted, despite more analysis being done at the ‘edge’ and not transmitted via satellite. This is where ‘bigsat’ constellations such as Iridium NEXT and Globalstar’s second generation network come into play."

Bottom line: "the ROI on comparatively low-cost CAPEX of smallsats is depressed by even lower ARPUs and end-user demand."
NSR  market-research  business  satellite  smallsats  IoT  M2M  investing  Kepler  Iridium  Globalstar 
october 2018 by pierredv
Globalstar merging with FiberLight for $1.65 billion - Apr 2018
"Thermo Capital, owner of Globalstar, is merging the satellite operator with a landline company it owns in a $1.65 billion deal intended to help pay off Globalstar’s debts."

"The arrangement diversifies Globalstar’s revenue streams, which have been insufficient to cover the cost of its second-generation fleet of 24 low-Earth-orbit satellites launched between 2010 and 2013."

"Concurrent with the merger announcement, Globalstar also said it reached an agreement with the bank lenders for its satellite constellation to defer amortized payments up to $30 million annually."
Globalstar  SpaceNews  investing  finance  debt 
april 2018 by pierredv
Globalstar Unveils New Satellite Hotspot for Enterprise Markets - Via Satellite - April 2018
Globalstar is bringing a new product, the Sat-Fi2, to the United States and Canada, which it hopes will prove a hit to enterprises across the region. Particularly, the company is targeting a wide range of consumer, enterprise and government markets including oil and gas, marine, alternative energy, government, emergency management, forestry, construction, commercial hunting and fishing, transportation and logistics — and for anyone who needs to stay connected when working or traveling off the grid.

The Sat-Fi2 is a lightweight, portable satellite hotspot providing communications through any Wi-Fi enabled smart device. Sat-Fi2 provides connectivity powered by Globalstar’s satellite network and represents the first product using the company’s next generation ground infrastructure.
ViaSatellite  Globalstar  products  satellite 
april 2018 by pierredv
Globalstar's Ewert on the Strategy Behind New Automotive Division - Via Satellite - April 2018
"Although satellite companies probably won’t get the “lion’s share” of profits from the emerging connected car market, the multibillion-dollar opportunity that lies ahead could still be a revolutionary turning point for the industry. So says Globalstar’s Greg Ewert who, in an interview with Via Satellite, broke down the company’s motivation behind its decision to spin out a dedicated automotive division."

"He believes entities like Orbcomm and Globalstar can leverage their experience in connecting offshore assets and remote machinery, for example, to curate solutions more specific to the commercial automotive industry. In 2016, the Federal Communications Commission (FCC) also granted Globalstar authorization to deploy a low-power S-band network using its 2.4 GHz spectrum in North America, giving it a dual satellite-terrestrial advantage."

"In the future, if a car company wants to broadcast a software fix, for example, satellite would be a very cost-efficient way to update millions of cars simultaneously, Ewert said."
ViaSatellite  Globalstar  automobile  transportation 
april 2018 by pierredv
Globalstar positions its 2.4 GHz as prime for LTE small cells | FierceWireless - Jan 2017
"With Globalstar having secured the FCC’s blessing to use its licensed 2.4 GHz satellite spectrum for terrestrial purposes, it’s setting out on an aggressive path in 2017 to put that spectrum to use—mainly in the name of small cells. Right before Christmas on Dec. 23, the FCC approved Globalstar’s request to pursue a terrestrial wireless network using 11.5 megahertz of its satellite spectrum at 2483.5-2495 MHz."

"Globalstar switched from an earlier plan using the 802.11 standard to one that uses an LTE-based protocol, providing economies of scale and the chance to work with wireless carriers or others. "
Globalstar  FierceWireless  LTE  2.4GHz  small-cells 
january 2017 by pierredv
Globalstar shelves controversial proposal for unlicensed spectrum, asks FCC to OK revised plan | FierceWireless Nov 2016
After years of being in limbo, Globalstar says it’s backing off a proposal to launch a wireless network that critics said would have interfered with Bluetooth and Wi-Fi devices. Instead, the company told the FCC that it wants to “narrow the relief” it originally sought and urged the commission to adopt rules that will expedite the outcome of a Notice of Proposed Rulemaking (NPRM).

The move, reported by Network World last week, represents a big change in Globalstar’s plans.
Globalstar  FCC  FierceWireless  Wi-Fi 
november 2016 by pierredv
Globalstar TLPS proposal still in limbo at FCC | FierceWireless - Oct 2016
It appears that Globalstar's terrestrial low power service (TLPS) proposal will remain on hold for the foreseeable future.

FCC Commissioner Michael O’Rielly said he’s still undecided, as is evident in ex parte filings (PDF) that reveal how Globalstar and others are meeting with him and his legal advisor, Erin McGrath, regarding the proceeding. Globalstar is asking the FCC for authority to use its satellite spectrum for TLPS to boost Wi-Fi capacity. Opponents to its plan include the Bluetooth Special Interest Group (SIG), Wi-Fi Alliance and Microsoft.
FierceWireless  FCC  Globalstar  TLPS 
october 2016 by pierredv
Globalstar gets positive vibe from Public Knowledge's letter to FCC - FierceWirelessTech
"Globalstar is hopeful after the public interest group Public Knowledge filed a letter with the FCC last week urging the commission use the Globalstar proceeding as an opportunity to clearly explain the relationship between licensed and unlicensed spectrum. The letter from Public Knowledge on Globalstar's proposal to use the 2473-2495 MHz band for terrestrial low power services (TLPS) also suggested the commission to use it as a chance to reframe the commission's public interest analysis "to stress the importance of unlicensed as equal to, not subordinate to, licensed spectrum."" "Feld also in recent weeks has called for the commission to address the LTE-U controversy by issuing a declaratory ruling that Section 333 applies not only to deliberate jamming, but that the commission should interpret the word "willingly" as meaning deploying technology that one knows will create unacceptable levels of interference. He notes that other blogs, including those by the Electronic Frontier "
FierceWireless  Globalstar  PublicKnowledge  Harold-Feld  LTE-U  FCC  unlicensed 
december 2015 by pierredv
Microsoft slams Globalstar's latest claim of no TLPS interference with Wi-Fi, Bluetooth - FierceWirelessTech
"Globalstar once again chose to conduct another managed demonstration, which is not a satisfactory substitute for rigorous peer-reviewable testing," Microsoft said in its filing.
FierceWireless  Microsoft  Globalstar  TLPS  Wi-Fi 
november 2015 by pierredv
Globalstar not interested in Iridium's latest spectrum sharing proposal - FierceWirelessTech April 2015
"Iridium Constellation says it can share additional 1.6 GHz band spectrum without causing harm to Globalstar, but a Globalstar representative says the satellite company is just acting in its own best interests."
FierceWireless  Globalstar  Iridium 
april 2015 by pierredv
Globalstar's Sat-Fi to deliver satellite coverage to Wi-Fi enabled devices - FierceWirelessTech
"Globalstar is targeting the second quarter for the introduction of Sat-Fi, a new voice and data service that enables customers to use their Wi-Fi enabled smartphones, tablets and laptops to connect with Globalstar's satellite network when they are outside of cellular coverage. Not only will the service enable users to send and receive communications over Globalstar satellites, but they will be able to keep their existing phone numbers as well. The service will work via an app and a Sat-Fi satellite hotspot that will link mobile devices to the mobile satellite services (MSS) network"
Globalstar  Wi-Fi  MSS  satellite  FierceWireless 
february 2014 by pierredv
Cable group disputes Globalstar's arguments against freeing 5.1 GHz band for Wi-Fi - FierceWirelessTech
"CableLabs and the University of Colorado conducted a second analysis of U-NII-1sharing, which again purports to show that shared Wi-Fi use in the Un-NII-1 band will not cause harmful interference. The new study uses a dynamic simulation that analyzes the interactions of every individual Globalstar satellite with Wi-Fi access points." "Globalstar currently uses the spectrum for four licensed MSS feeder links that serve some 85,000 customers globally. "
NCTA  Globalstar  Wi-Fi  5GHz  MSS  FierceWireless 
january 2014 by pierredv
Globalstar says proposed TLPS rules are even better than expected - FierceWirelessTech
"As Globalstar requested, the FCC's proposed new rules would let the satellite communications company deliver terrestrial low power service (TLPS) over its 11.5 MHz of previously-licensed S-band spectrum at 2483.5-2495 MHz, as well as the adjacent 10.5 MHz of unlicensed spectrum at 2473-2483.5 MHz. "
TLPS  NPRM  Globalstar  2.4GHz  FCC  Wi-Fi  rulemaking 
november 2013 by pierredv
Globalstar 2013 petition - compendium of filings
Globalstar's FCC Petition for Increased Flexibility and Use of its Big LEO Spectrum Authority Webinar presentation shows Jarvinian measurements of Cambridge MA 2.4 GHz occupancy
Jarvinian  Globalstar  2.4GHz  FCC  Wi-Fi 
february 2013 by pierredv
Globalstar's plan for an extra Wi-Fi band draws fire - Computerworld
"A satellite operator's proposal to offer an extra channel of Wi-Fi might actually give average Wi-Fi and Bluetooth users less bandwidth, according to some industry groups that have commented on the plan in filings to the FCC.

The plan by Globalstar, proposed to the U.S. Federal Communications Commission in November, calls for opening up a restricted part of the Wi-Fi band for a fourth usable channel, called Channel 14. But Globalstar would control who could use that channel. It might offer access in a variety of ways, including its own Wi-Fi networks, carrier partnerships and device firmware downloads."
Wi-Fi  interference  FCC  Globalstar  satellite 
january 2013 by pierredv

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