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KUOW - SPEEA engineer breaks silence on Boeing's MAX 737. Read this letter- Jul 2019
Via John Helm

"A senior member of the union representing Boeing’s engineers says Boeing’s cost-cutting culture is to blame for production problems with the 737 MAX and other planes."

"In an interview with KUOW, Sorscher said Boeing engineers receive clear cultural messages that identifying problems is thought of by management as making trouble."
KUOW  Boeing  culture  business 
8 weeks ago by pierredv
Why Microsoft partners with rivals (Linux, PlayStation, Chromium, etc.) - YouTube, Jun 2019
Why did Microsoft go from being ruthlessly competitive to suddenly wanting to partner with seemingly everyone? - The Story Behind - Episode 51
Microsoft  TechAltar  video  YouTube  business  strategy 
june 2019 by pierredv
Taking Risks to Stimulate Backhaul Demand - NSR May 2019
"Assuming a BTS 20 km away from the closest backbone node and satellite capacity pricing at $300 USD/Mbps/month, satellite is the most cost-effective solution if the station consumes under 600 GB/month. To add a bit of context, the average plan in Sub-Saharan Africa consumes 0.6 GB/month, so a new station supporting less than 1,000 subscribers would be most cost-effectively backhauled via satellite."

"When a satellite actor pitches a rural deployment to an MNO, aversion to change is one of the biggest barriers. For the commercial department, an additional site in a rural location might not move the needle for their sales targets, and most of their efforts are centered on marketing for urban areas. Similarly, the operations department usually likes to work with standardized products that do not add complexity to managing their network."
NSR  backhaul  broadband  business  rural  business-models 
may 2019 by pierredv
4 Big Challenges for Emerging Space - NSR - Mar 2019
"With companies moving beyond the R&D phase into operations (48% of total companies founded today, up from 43% in 2016), a healthy market dynamic exists, but on the road to success, there are 4 critical elements common to most emerging space players that NSR identified across all segments."

1. funding
2. regulatory barriers
3. market readiness
4. technology development

"3 segments of the market, namely:
Earth-to-Space (E2S): infrastructure/services developed on Earth to facilitate the use of space (manufacturing and launch)
Space-to-Earth (S2E): services delivered from assets in space for use on Earth (satcom services, downstream geospatial analytics etc.)
Space-to-Space (S2S): including services delivered in space (space tourism, in-orbit servicing etc.)"
NSR  space  satellite  business 
march 2019 by pierredv
How OneWeb plans to make sure its first satellites aren't its last - SpaceNews.com
Jeff Foust's paraphrase:

"Despite the work ahead to build and launch its satellites, many see OneWeb's biggest risks as financial rather than technical. . . . The company, which once pegged the cost of the constellation at $1.5 billion to $2.5 billion, no longer provides estimates of its cost, and some industry experts project the system will cost as much as $7.5 billion. That could create financial difficulties, especially if initial revenue growth is slow. "
OneWeb  satellite  business 
march 2019 by pierredv
Established players can become cloud service providers - Analysys Mason Mar 2019
"Hyper-scalers such as AWS, Azure and Google are expanding their public cloud services globally, which makes it more difficult for moderately sized (relatively speaking) cloud providers to be competitive with their infrastructure-as-a-service (IaaS) and platform-as-a-service (PaaS) offerings. Nevertheless, a growing opportunity exists for these smaller cloud providers to supply additional solutions and services above and beyond what is provided by the hyper-scalers. Many hosters and service providers are moving away from offering services on their own data centres and are offering more managed services instead."

"Businesses will need support in order to navigate the changes to their IT environments during the transition to the cloud. Hyper-scalers such as AWS, Azure and Google rely on partners to distribute their IaaS offerings and create bundled solutions for end users. This includes onboarding workloads and providing uptime assurance and added security. Service providers can also analyse KPIs to ensure optimal performance for given workloads. This is where cloud service providers can make an impact, and some are already well-positioned to do so."

"CenturyLink and Rackspace are just two examples of cloud providers that are placing a greater emphasis on building stronger partnerships with hyper-scalers in order to offer their customers the most well-rounded cloud experience possible"
AnalysysMason  cloud  computing  business  CenturyLink  Rackspace 
march 2019 by pierredv
Metric of the Month: Service Desk Cost per Ticket | HDI
North America

Cost per ticket: $15.56 avg
Cost per minute of handle time: avg $1.60
techstuff  technology  tech-support  metrics  commerce  business 
march 2019 by pierredv
The Market as God - The Atlantic, Harvey Cox, Mar 1999
"The lexicon of The Wall Street Journal and the business sections of Time and Newsweek turned out to bear a striking resemblance to Genesis, the Epistle to the Romans, and Saint Augustine's City of God. Behind descriptions of market reforms, monetary policy, and the convolutions of the Dow, I gradually made out the pieces of a grand narrative about the inner meaning of human history, why things had gone wrong, and how to put them right. Theologians call these myths of origin, legends of the fall, and doctrines of sin and redemption. But here they were again, and in only thin disguise..."

"there lies embedded in the business pages an entire theology, which is comparable in scope if not in profundity to that of Thomas Aquinas or Karl Barth"

"Since the earliest stages of human history, of course, there have been bazaars, rialtos, and trading posts—all markets. But The Market was never God, because there were other centers of value and meaning, other "gods." The Market operated within a plethora of other institutions that restrained it. As Karl Polanyi has demonstrated in his classic work The Great Transformation, only in the past two centuries has The Market risen above these demigods and chthonic spirits to become today's First Cause. "

"Today The Market's fickle will is clarified by daily reports from Wall Street and other sensory organs of finance. Thus we can learn on a day-to-day basis that The Market is "apprehensive," "relieved," "nervous," or even at times "jubilant.""

"I am beginning to think that for all the religions of the world, however they may differ from one another, the religion of The Market has become the most formidable rival, the more so because it is rarely recognized as a religion. "
theAtlantic  religion  markets  mythology  business  theology 
january 2019 by pierredv
Connected Buses & Trains: In the Express Lane? - NSR
"NSR’s recently published report, Land Mobile via Satellite, 6th Edition found total retail revenues for connected vehicles in 2027 will exceed $650 million, with 32% driven by trains and 45% by buses, indicating significant demand driven by intercity passenger journeys. Nearly half of this is derived from equipment revenues, signifying a large ground segment opportunity in this market, which will be almost entirely captured by flat panel antenna (FPA) manufacturers and associated hardware and installation."

"Hispasat, through a partnership with Phasor, have realised this and are trialling connected buses in Latin America, where long distance, intercity bus travel is the norm."
NSR  satellite  business  antennas  market-research  Phasor 
january 2019 by pierredv
Satcom in 2019: Leasing vs. Services & the Year Ahead - NSR Jan 2019
"2018 emerged as an understatement compared to the hype generated by satellite operators. Revenue didn’t rebound according to expectations, pricing and backlog both declined across operators, and video finally showed no signs of further growth, as multiple operators posted revenue declines in video even with marginally increasing demand.

"Looking downstream, suffice it to say that service providers had a marquee year, extending growth into crucial aero and consumer broadband segments, with maritime and backhaul a close second."

"Based on strong market forecasts in segments such as Broadband, Aero, and Maritime, global service providers can be expected to approximately double their revenues in the next 4-5 years, considering the current growth strategy, via organic or inorganic means. Lease markets strongly contrast this trend, with most operators expecting a decline in lease revenues in the near to medium term, owing to the latest fleet renewal that cannibalizes legacy FSS fleets on a pricing basis in both video and data verticals."
NSR  satellite  business  market-research 
january 2019 by pierredv
OneWeb scales back baseline constellation by 300 satellites - SpaceNews.com, Dec 2018
"Greg Wyler, OneWeb’s founder, said the company will need only 600 satellites or so instead of 900 after ground tests of the first satellites demonstrated better than expected performance."

"OneWeb had been under increased scrutiny within the satellite industry amid speculation that its satellite costs had grown well beyond their initial $500,000 target. Wyler confirmed the satellites had passed $500,000 a unit, but said the exceedance was minimal. "

"Wyler said 600 is the minimum needed for global coverage. Beyond that, OneWeb is deciding whether it will add 300 first-generation satellites or shift to a second-generation constellation designed to layer on more capacity. "
SpaceNews  OneWeb  NGSO  constellations  satellite  business  Greg-Wyler 
december 2018 by pierredv
Sorry LEOs, but FPAs Have No Incentive to Go Low-Cost - NSR Dec 2018
"According to NSR’s Commercial Satellite Ground Segment, 3rd Edition report, antennas will generate $44.9 billion cumulative revenues in the next 10 years. Requirements are wide and varied, from low-cost, fixed parabolic dishes for DTH (can be as cheap as $10 USD), to highly sophisticated antennas for mobility or Earth Stations that can cost several $100k USD. Consequently, antenna vendors adapt their products to the most lucrative markets. LEO constellations have a particular set of requirements that favor FPAs, especially in the low-end markets, but are FPA incentives aligned with LEO Constellations?"

"Today, SAC in Consumer Broadband is around $700-1,000 USD where the modem might be in the $300 range, antenna itself around $50, installation contributing $100 and the rest being marketing, credit validation and others. Consequently, an FPA priced in the $200-300 range could compete with traditional parabolics considering lower installation and marketing costs (product placement). Even considering these factors, prices for FPAs are still far from this benchmark, and only the architectures that have no other option (LEOs, Aero) will choose FPAs in the short to medium term."

"It will be impossible to see FPAs beating low-end parabolics in a direct cost comparison but, when including other elements of SAC, the equation is not so unfavorable. With continuous technology development, greater traction from LEOs and stagnation in verticals like Aero, we could see consumer-grade FPAs by the mid-2020s, at the earliest."
NSR  antennas  LEO  business  satellite  broadband  aviation 
december 2018 by pierredv
NSR’s Satcom Financial Index 2018- Dissecting the Trends - NSR Dec 2018
"Recent (Q2 or Q3) financial results have been a mixed bag for the industry. Video revenues have consistently declined on a YoY basis for most operators including Intelsat, Eutelsat, SES and EchoStar Satellite Services, while most operators have posted gains in network connectivity – most prominently in Government and mobile connectivity verticals, including ViaSat. To say that the latter two verticals remain the growth story in the near term is a massive understatement – while one must also take into consideration significant progress in consumer broadband by Hughes and in mobile backhaul by SES (MEO)."

"Though, barring equipment sales by the top two integrated operators, overall growth looks to be lagging in 2018. Many satcom operators seem to be missing targets, especially on video, with capacity prices continuously falling even in developed markets of the world. There is likewise high regional competition, as well as the terrestrial pressure, and given that video still forms the bulk of the GEO industry revenues today, overall growth is stagnating in the near term."
NSR  satellite  market-research  business 
december 2018 by pierredv
What Is the Sharing Economy - Example Companies, Definition, Pros & Cons, Mar 2018
Examples
1. Peer-to-Peer Lending
2. Crowdfunding: Kickstarter
3. Apartment/House Renting and Couchsurfing: Airbnb
4. Ridesharing and Carsharing: Uber, Zipcar
5. Coworking
6. Reselling and Trading: eBay, Criagslist
7. Knowledge and Talent-Sharing: TaskRabbit, Mechanical Turk
sharing  technology  economics  business 
november 2018 by pierredv
Turning the Satellite Business Model Upside-Down - NSR Gagan Agrawal, Nov 2017
The traditional satcom industry can be argued to be entering its third transition phase, after the FSS video boom until 2010 and the HTS influenced pricing decline more recently. With languishing growth in 2018, alongside declining EBITDA margins and backlog, the operator industry remains uncertain on video, while debating on the merits of going fully downstream in the long term. Several factors such as high regional competition, video demand absorption through higher compression, supply-demand mismatch impact on pricing, pressure from OTT, and commoditization of capacity have driven the market to a stagnation point. However, no trend is bigger than the continuous manufacturing innovation to pack more Mbps per unit of million dollars cost. By pushing CAPEX per Gbps to ever more efficient levels, operators are able to undercut competitors on lease pricing, forcing many to sell at or below break-even profit margins, creating a zero-sum effect overall.
NSR  satellite  business  finance  * 
november 2018 by pierredv
NSR Report: Earth Observation Markets to Generate $54 Billion in Revenue by 2027 - NSR, Oct 2018
"NSR’s Satellite-Based Earth Observation (EO), 10th Edition report, released today, projects Earth Observation satellite data and services will represent a $54 billion cumulative opportunity over the next ten years, growing to $6.9 billion annually in 2027"

"The market’s evolution toward more on-demand data and services will be driven by satellite constellations, high-volume imagery platforms, and subscriptions"

"As the EO industry continues to shift from imagery to insights, ... a greater opportunity for downstream Information Products and Big Data analytics, than for the sale of data."

"the market is expected to face aggressive consolidation"
NSR  EO  remote-sensing  EarthObservation  satellite  business  market-research  data-analytics  analytics 
october 2018 by pierredv
Does the satellite industry have antenna deficit disorder? - SpaceNews.com Oct 2018
"To connect the masses, megaconstellations will need mega antennas mega cheap. Antenna makers need mega orders to make that happen."

David Hartshorn: “There are business plans, big ones, hanging out there that depend if not entirely then at least to a very large extent on the availability of high-performance, low-cost, high-volume, low-profile antennas,”

"Northern Sky Research expects companies to ship 1.8 million flat panel antennas between now and 2027 with revenues topping $8 billion for the decade."

"For years, antenna manufacturers have produced high-performance alternatives to gimbaled parabolic antennas pointed at geostationary communications satellites. Price tags range from a few thousand dollars to $250,000 depending on the application."

"To work with low Earth orbit constellations, the antennas need to track two or more satellites simultaneously — something parabolic dishes can’t do. They also need to be small and durable, prevent signal interference, instantly find satellites and secure links, degrade gracefully and have great signal efficiency.

“It turns out that according to the laws of physics, you cannot do all those things at the same time,” said Ralph Brooker, president of SatProf"

John Finney, Isotropic: “What OneWeb wants in terms of target price is in the very low hundreds of dollars. We see a way to get there.”
satellite  constellations  antennas  NGSO  SpaceNews  business  NSR 
october 2018 by pierredv
LeoSat and partners put satellites on a diet - SpaceNews.com Oct 2018
"“If we can get the number of required launches down from 14 to seven or from 12 to six, we could make savings that take the $3.5 billion plus down to close to $3 billion,” Rigolle said. “If the per unit cost of building the satellites could be pushed down by a few million a piece, it chips at the cost and improves the total viability of the project.”"
LeoSat  business  satellite  SpaceNews  NGSO  constellation 
october 2018 by pierredv
Analysts see demand for two or three megaconstellations - SpaceNews.com Oct 2018
"While there may be enough customer demand for two or three megaconstellations, it will be difficult for the ventures to attract enough financing, according to analysts speaking at the Satellite Innovation conference here."

Chris Quilty, president of Quilty Analytics, a financial services firm based in St. Petersburg, Florida, sees demand for two or three constellations serving distinct markets like broadband and machine-to-machine communications."

"Nick Flitterman, co-founder and telecommunications head for Portland Advisers, a financial advisory firm based in the United Kingdom and Hong Kong, sees global demand for two or three megaconstellations but said it will be difficult to finance that many."
SpaceNews  satellite  NGSO  constellations  investing  finance  business 
october 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
Audacy customer MOUs top $100 million - SpaceNews.com Oct 2018
"Customers for Audacy, a Silicon Valley startup, have signed memoranda of understanding to spend more than $100 million annually on the company’s proposed inter-satellite data relay network"

"Audacy plans to send satellites into medium Earth orbit in 2020 to provide data relay services for satellites, human spaceflight missions and launch vehicle operators. The Mountain View, California, company has raised about $11.1 million to date"

"Audacy is constructing two ground stations, which it plans to begin operating in April 2019. One is near the firm’s Mountain View headquarter. The second is in Singapore"
SpaceNews  Audacy  NGSO  satellite  business 
october 2018 by pierredv
M2M and IoT via Satellite, 9th Edition - NSR - Sep 2018
From press release in email 9/23, dd 9/25, "NSR Report: Smallsats to Accelerate M2M/IoT Satcom Market"

"NSR’s M2M and IoT via Satellite, 9th Edition report forecasts smallsat M2M/IoT constellations are set to propel market growth via low latency, low cost, albeit low ARPU, service. NSR’s first time forecast for this emerging smallsat market shows tremendous potential with 3.7 million M2M/IoT in-service units projected by 2027, representing 37% of overall satcom terminals."

"constellations such as Astrocast, Hiber, Kepler Communications and many more will target satcom M2M/IoT applications with ARPUs set to $1 per month or even lower"

"viability of new smallsat constellations in this market is more likely than their large LEO telecom counterparts due to much lower system CAPEX"
NSR  satellite  market-research  IoT  M2M  business 
september 2018 by pierredv
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
NSR Report: Non-GEO Satellites to Dominate Supply, Adding over 25 Tbps in Next Decade - NSR
"NSR’s Global Satellite Capacity Supply & Demand, 15th Edition report finds Non-GEO Satellite (NGSO) annual capacity revenues will skyrocket to $4 billion by 2027. These networks offer a new set of attributes for customers such as low latency, full mesh connectivity, or high-bandwidth per terminal, and will be key to unlocking new greenfield markets. However, CAPEX exposure is massive, and new revenue drivers might not be enough to pay back initial investments. Consequently, there is a risk of price disruption for the entire industry if these new players dump capacity to poach customers from legacy verticals."
NSR  market-research  satellite  business  NGSO 
september 2018 by pierredv
LEO-HTS Constellations Present Great Promise but Challenging Business Cases - NSR May 2018
"NSR’s industry-first Satellite Constellations: A Critical Analysis report, released today, forecasts a mixed outcome for large HTS constellations. NSR predicts two, out of the five Non-GEO HTS constellations analyzed, do not have a viable business case and will not be sustainable, if launched. The remaining three will generate 12% of overall satcom market revenues over the next decade. Costly systems and replenishment cycles, matched against funding challenges, demand questions, and extraordinary technical and regulatory complexity, will separate contenders from pretenders in the high stakes constellations market."

“The reduced launch and manufacturing costs are indeed enabling trends; however, there are still many challenges, like those associated with ground infrastructure costs and acquisition of landing rights, that must be overcome to build a feasible business model. The benefits from economies of scale, which mega-constellations rely upon, are generally not enough to counter these other challenges,”
NSR  market-research  business  satellite  HTS  NGSO  satellite-constellations 
september 2018 by pierredv
Amid concerns, OneWeb gets vague about constellation’s cost - SpaceNews.com
Jeff Foust's summary: "Speaking at World Satellite Business Week, Eric Béranger, president and COO of OneWeb, would no longer affirm that the company's satellites would cost $500,000 each, instead saying the satellites would cost less than $1 million. Other analysts project the satellites to cost $700,000 to $900,000 each once large-scale production gets underway. OneWeb, meanwhile, has assigned the CEO role that Béranger prevuously had to Adrian Steckel, making Steckel OneWeb's fourth CEO is as many years. "

"OneWeb in 2015 set the goal of building 900 satellites for $500,000 each or less, with the total estimated cost of building, launching and operating the constellation at $3.5 billion. ... Asked by SpaceNews if the satellites could still come in under $500,000 each, Béranger said only that they were now “below $1 million” per unit. Industry analysts who follow OneWeb said as recently as August that OneWeb is looking at roughly $700,000 to $900,000 per satellite"

"OneWeb has raised $1.7 billion in equity since 2015, with Japanese tech giant SoftBank providing $1 billion of that total."
SpaceNews  OneWeb  satellite  NGSO  business  investing 
september 2018 by pierredv
Milking the “Cow” or Shooting for the “Stars” - Northern Sky Research Aug 2018
"While HTS attracts the hype and promises rapid revenue growth, the truth is that today, FSS, and most specifically video, continues to be the bread and butter of satellite operators. According to NSR’s Global Satellite Capacity Supply and Demand, 15th Edition report, cumulative satellite capacity revenues over the next 10 years will surpass $189 billion, with widebeam FSS still driving 53% of these revenues. How should satellite operators balance growth and revenues?"

"Several HTS payloads have been slow in attracting customers as the operators underestimated the effort to develop sales channels. Similarly, network management for a widebeam satellite is much simpler than for an HTS satellite."
NSR  satellite  HTS  GEO  FSS  business  market-research 
august 2018 by pierredv
Viasat’s Dankberg explains medium Earth orbit thinking, global expansion strategy - SpaceNews.com Aug 2018
"Viasat is still working on a medium-Earth-orbit satellite constellation idea revealed almost two years ago, but has not finalized what that system would look like, Mark Dankberg, CEO of Viasat, said Aug. 9. Viasat is “putting a bunch of work” into optimizing a 24-satellite system disclosed in a 2016 application to the U.S. Federal Communications Commission that would provide connectivity using Ka-band and the lesser used V-band spectrum. "

“The direction we’ve been looking at is really looking at the non-GEO and the GEO as an integrated system, and that relieves that constraint. We don’t have to use the non-GEO to provide coverage everywhere.”

Viasat’s approach to globalization is to “really understand each market and be able to deliver services to end users in those markets, not just sell to intermediaries,” [Mark Dankberg] said.
SpaceNews  Viasat  MEO  NGSO  satellite  business 
august 2018 by pierredv
Smallsat developers focus on improving reliability - SpaceNews.com aug 2018
"As cubesats and other smallsats transition from technology demonstration and student projects to operational missions supporting a growing array of applications, companies large and small are working to improve their reliability. ... The on-orbit performance of cubesats has long been a sore point."

[Jeroen Cappaert, a co-founder] said Spire is now considering providing mission services to companies, who they would fly their payloads on Spire satellites. “We think of Spire today as a data provider, but we’re also a mission provider,” he said. “We’ve built all this infrastructure and we think we can provide value to other companies that don’t necessarily want to spend the time and capital building all this from scratch.”

"[NanoRacks] has, to date, deployed 223 satellites from the ISS"
SpaceNews  satellite  Spire  business  smallsats  NanoRacks 
august 2018 by pierredv
Iridium posts sharply higher revenue, forecasts decade-long capex holiday - SpaceNews.com Aug 2018
"With seven of eight launches completed for Iridium Next, its $3 billion second-generation constellation, Iridium is poised to begin a 10-year “capex holiday,” CEO Matt Desch said during a call with investors, projecting a reduction to $35 million in annual spending after the final launch. McLean, Virginia-based Iridium spent $132 million in capital expenditures the past three months, most of it on Iridium Next."

"... reiterated that Iridium is on track to complete the full constellation of 75 in-orbit satellites this year. "

"Desch said 80 percent of Iridium’s telecom traffic is traveling over Next satellites, of which 65 are in orbit. ... The full Iridium Next constellation consists of 66 operational satellites, nine orbiting spares and six ground spares."

"Iridium subscribers totaled 1,047,000 at the end of June, up 15 percent year over year, with commercial IoT subscribers counting for 576,000, up 25 percent from the same time in 2017. "

"Desch declined to describe pricing for the new contract Iridium is working on, but hinted that Iridium is pitching Certus, its new higher throughput broadband offering, to the government in addition to traditional services of secure voice, push to talk, and IoT narrowband connectivity."
Iridium  business  space  satellite  broadband  IoT 
august 2018 by pierredv
Satellite Constellations: Too Much of a Good Thing? - Northern Sky Research, Aug 2018
"LEO constellations, theoretically, benefit from economies of scale [but] it is crucial to recognize the point where the variable costs start to outweigh the fixed cost benefits, and the cost save turns into cost disadvantages, also known as diseconomies of scale."

"To support the production of satellite constellations ... will most definitely result in bottlenecks within the industry with further increase in internal diseconomies of scale for operators as well as for the suppliers."

"At a certain point, the additional satellites for the larger constellation continue to increase the costs but are unable to produce revenues at the same rate, resulting in a lower ROI for the 4,425-satellite [SpaceX] constellation."
NSR  space  satellite  constellations  economics  business  SpaceX 
august 2018 by pierredv
Telesat picks Airbus Defence and Space as second constellation design partner - SpaceNews.com aug 2018
"Telesat awarded a second constellation design contract Aug. 1, choosing Airbus Defence and Space to begin studies on the company’s proposed system of 117 low Earth orbit communications satellites.

The contract follows a similar deal awarded July 30 to a team of Maxar Technologies and Thales Alenia Space."

"Airbus is already under contract to build 900 small telecom satellites for OneWeb, producing the first 10 in France before shifting production to a new $85 million factory in Florida."

"It is not clear what role OneWeb Satellites could play in building satellites for Telesat. Erwin Hudson, vice president of Telesat LEO, told SpaceNews earlier this summer that the satellites Telesat envisions will be materially larger than the 145-kilogram satellites OneWeb plans."

“They are more substantial, larger, more complex satellites than some of the other LEO constellations because we’ve got phased array antennas and onboard processing in addition to the [inter-satellite link] terminals,” Hudson said of Telesat LEO.
SpaceNews  Telesat  Airbus  space  broadband  satellite  business  antennas 
august 2018 by pierredv
Telesat selects Thales-Maxar team for LEO constellation design work - SpaceNews.com Jul 2018
"Telesat on July 30 selected Thales Alenia Space and Maxar Technologies’ Space Systems Loral division to collaborate on the design of its low Earth orbit broadband satellite constellation."

"Telesat’s schedule for manufacturing and service activation has slipped by about a year. The company now plans to have the constellation in service in 2022, instead of 2021 as originally envisioned."

"Telesat says its LEO constellation will offer multiple terabits of secure throughput with latency low enough to rival fiber. Targeted applications include broadband to aircraft, boats and land vehicles, corporate networks, governments and rural connectivity. "

"Thales is the manufacturer for the 81 LEO satellites in Iridium Next, integrating the spacecraft with Northrop Grumman, and has a study contract with startup LeoSat for its proposed constellation of 84 broadband satellites. Maxar’s MDA division in Canada is a supplier to OneWeb for the company’s 900-satellite constellation. "
SpaceNews  Telesat  space  satellite  broadband  LEO  business  Thales  Maxar 
july 2018 by pierredv
Satellite EOL: Not One Size Fits All - Northern Sky Research Jul 2018
"A satellite launched in the 1990s was designed to operate for an average 12 years, a life expectancy that by the 2000s increased to 15 years. Many continue to operate for 18 years or more, but 15 remains the prevailing design life. Yet with operators seeking new strategies in today’s challenging market, and technology advancing at an ever-faster pace, could the 15-year GEO satellite life be a standard of the past?"

"NSR’s Satellite Manufacturing and Launch Services, 8th Edition, found that commercial GEO communications satellites in-orbit today have an average age of 8.9 years. Only 17.2% of current satellites are in the process of being replenished, indicating that a slate of new orders – or decisions to not replace aging satellites – are coming in the next few years."

"Many elements contribute to a satellite reaching EOL or experiencing a reduction in capabilities, but exhaustion of fuel most commonly drives the 15-year design life. As operators increasingly turn to electric propulsion, this driver will ease, enabling satellites to remain in station-kept orbit longer than with chemical designs. A more near-term solution to lengthen satellite lifetimes is to use in-orbit servicing vehicles, either for refueling or as a tug to provide station keeping."

"Interest in short, 7-8-year lifetimes has also emerged."
NSR  market-research  satellite  business  space  GEO 
july 2018 by pierredv
EO Investment Picture: Worth More Than a Thousand Words - Northern Sky Research Jul 2018
"The Earth Observation (EO) market has been in constant evolution and recently, it has transitioned from costly, large EO satellites to smaller, more nimble ones flying as part of constellations. Using many small satellites is enabling real-time earth monitoring and observation, and with this, increasingly large amounts of data are being produced every day. Additionally, medium resolution imaging (1 m. to 5 m.) is abundant, and its price relatively low and declining."

"This combination of price decrease and data profusion has created a business opportunity favoring the entrance of new players and the application of digital technologies into new business models,"

"Small satellite constellations with new sensor technologies have enabled data and imaging of the Earth in large amounts, thereby allowing for a new set of companies to arise at the intersection of low-priced imagery and digital technologies: data analytics.

And it is not by coincidence that NSR’s research found almost 90% of new space companies dedicated to EO are for data analytics; inexpensive imagery and digital technologies can deliver high value intelligence applications at a much cheaper cost."

"45% of new EO companies were founded in North America and captured 84% of total investments."

"Diving deeper into 2017, and more particularly into the dynamic North American market, NSR’s analysis shows most investor attention was focused on two companies: Orbital Insights and Descartes Labs. "
NSR  satellite  space  EarthObservation  remote-sensing  business  market-research  data-analytics  investing  EO  OrbitalInsights  DescartesLabs 
july 2018 by pierredv
Earth observation startup Planet trims workforce by "less than ten percent" - SpaceNews.com Jul 2018
"Planet, the startup that operates the world’s largest constellation of Earth imaging satellites, laid off dozens of workers July 13. One source put the number at 38."

Per Jeff Foust, seem to be "shifting from developing its imaging satellite constellation to creating new commercial products based on the images those satellites provide"

"Planet was founded in 2010 with a small team and a big idea: to deploy an enormous constellation of cubesats to offer daily, global Earth imagery. The San Francisco startup, which grew to employ nearly 500 people, achieved that goal late last year with 200 satellites, including its own cubesats and larger spacecraft it acquired when it took control of BlackBridge’s RapidEye fleet in 2015 and Google’s Terra Bella constellation in 2017."
SpaceNews  space  remote-sensing  satellite  business  EO  EarthObservation 
july 2018 by pierredv
Enabling a GEO-NGEO Hybrid System - Northern Sky Research, Jul 2018
"The Military segment has, historically, primarily been served by GEO satellites for execution of critical applications, including intelligence gathering, navigation and communication. GEO systems, by nature, offer the advantage of significant coverage via a single satellite, especially with the advent of GEO-HTS satellites. On the other hand, latency and significant CAPEX have always been limitations of the GEO architecture. These drawbacks have given rise to the emerging trend of LEO and MEO constellations (NGEO) that can offer low latency and lower cost per satellite. However, constellations have their own set of constraints, with system complexity, ground infrastructure costs and frequency spectrum coordination, to name a few. Considering both, the shortcomings as well as the strengths of each system, could this perhaps be the start of an integration between GEO and LEO/MEO operators with a hybrid GEO-NGEO system on the rise? "

"Keeping the overall system costs low, however, is where it gets complex for NGEO framework. Although the manufacturing and launch costs per satellite are relatively lower, the need for a considerable number of satellites, the associated replenishment costs and the ground infrastructure expenses – all intensify the overall system cost."

"NSR estimates just over 1% of total revenues for gov/military will come from Non-GEO constellations by 2027."

"[TCO] is a key driver for NGEO constellations, military and otherwise, and is as well one of the biggest challenges for the operators presently. Simply put, either the expenses, mostly CAPEX, need to drop or the revenues need to grow for the business case to sustain. This is where a GEO-NGEO Hybrid architecture could prove pragmatic."

"Intelsat’s and OneWeb’s unsuccessful attempt towards a strategic alliance was one example of this hybrid system. GEO operators JSAT and Hispasat have similarly announced strategic investment in LEO constellations including LeoSat."

"Another level of integration, perhaps more technically innovative, and therefore challenging, is a system where GEO satellites can handle the TT&C operations for LEO constellations and act as the base station control system of the network."
NSR  GEO  NGSO  Intelsat  OneWeb  LeoSat  SES  O3b  satellite  constellations  military  DARPA  business  market-research 
july 2018 by pierredv
Kepler to co-develop third satellite with UK’s Satellite Applications Catapult - SpaceNews.com Jul 2018
"Kepler Communications, a Canadian startup designing a network of 140 telecom cubesats, has teamed up with the Satellite Applications Catapult in the U.K. to build a third and final prototype before pressing on with the full constellation."

"Kepler plans to launch the prototype satellite during the summer of 2019, preceding the launch of the larger constellation later that year. "

"TARS will be the first satellite to include a narrowband communications payload to carry small amounts of data from numerous Internet of Things devices"

"Kepler’s Internet of Things focus is on devices that move around frequently and as a result have difficulty staying connected because of differences in cellular standards around the world. Instead of configuring those devices to work with multiple cellular networks, customers can use Kepler’s satellite system to stay connected regardless of location. "
Kepler  Canada  NGSO  business  satellite  IoT 
july 2018 by pierredv
The rise of 'pseudo-AI': how tech firms quietly use humans to do bots' work | Technology | The Guardian
"It’s hard to build a service powered by artificial intelligence. So hard, in fact, that some startups have worked out it’s cheaper and easier to get humans to behave like robots than it is to get machines to behave like humans.""In 2016, Bloomberg highlighted the plight of the humans spending 12 hours a day pretending to be chatbots for calendar scheduling services such as X.ai and Clara. The job was so mind-numbing that human employees said they were looking forward to being replaced by bots. "
TheGuardian  AI  employment  start-ups  technology  business 
july 2018 by pierredv
Space-Based Internet: Will Audacy Change the Game? - Via Satellite - June 2018
“Audacy is an enabler for everyone with plans to deploy assets in space. We’re creating the first commercial inter-satellite network in human history; providing truly global coverage at an affordable price that enables the entire industry to do more, while connecting human space activities in real time with everyone back on Earth. Audacy is essentially building the internet in space, and there is no limit to what you can do with that,”
ViaSatellite  Audacy  business 
june 2018 by pierredv
IFC Going the Wrong Way? - Northern Sky Research
"... since the seminal contract to Panasonic to install connectivity on Lufthansa’s wide-body airframes in 2010, more than 3,000 commercial aircraft on 40 different airlines have installed Ku-band satellite connectivity. And these have generated roughly $1.7 B in retail revenues since the first year it was online (2012)."
NSR  aviation  IFC  broadband  satellite  business 
june 2018 by pierredv
June 2018 - Will LEO Kickstart the Asian Broadband Market? | Via Satellite Jun 2018
"In terms of demand, Asia leads the way in satellite broadband. It's purely a numbers game and Asia certainly has the numbers — as long as they refer to population and households, that is. If referring to U.S. dollar figures, then it's a different story, one that has the United States as the protagonist. According to a Northern Sky Research (NSR) market forecast, North America is driving revenues in terms of subscribers. Despite Asia having a much larger population, it really boils down to economics and, comparatively, disposable income levels in Asia are not as high as that of the United States. "

"When considering the price point, the magic number that unlocks the barrier holding back satellite changes country to country. Satellite needs to match fiber, and both need to be at a much lower price.

"In the United States, it's $60, which is still high, however, people are willing to pay that premium. Comparatively, in the Philippines, for example, a fiber connection costs around $50 a month. But looking at the mass markets, the price will have to go down to around $10 to $15 – and this will still be challenging," says Del Rosario. "

“If these [LEO] constellations are manufactured efficiently and launched on time, if the ground terminals are priced at $150-300 per unit, if they get market access to the countries they’re targeting, and if they drastically reduce the price to the consumer, say to $10-15, then the impact will be huge. But there are a lot of ‘ifs’ riding on this. Getting all this right, then yes, they will hit Asia’s mainstream market, and that is huge,” explains Del Rosario.
ViaSatellite  NSR  LEO  business  economics 
june 2018 by pierredv
Non-GEO Constellations: Surviving the Disruption - Northern Sky Research - May 2018
"The main industry segments most affected by Non-GEO constellations are HTS Communications, IoT and Earth Observation (EO). ... The main industry segments most affected by Non-GEO constellations are HTS Communications, IoT and Earth Observation (EO). Each of these segments presents its own set of challenges and therefore different barriers to success. NSR’s Satellite Constellations: A Critical Assessment report investigates for the first time what guarantees success for LEO constellations within these three segments and the associated disruption on the industry."

"higher revenue requires a higher market share, which further requires low latency and higher coverage. That is the main value proposition of mega-constellations. However, the bigger the constellation, the higher the capital investment needed, and the higher the complexity of manufacturing with (because of their architecture) higher replenishment cost."

"The new Non-GEO constellations are expected to cause the biggest disruption in the HTS segment, conspicuously in Consumer Broadband and Backhaul/Enterprise verticals."

"these new LPWAN IoT constellations, despite offering the highest innovative disruption value, are not likely to have a significant impact on the overall satellite industry - financially, contributing just over 2% of overall NGEO revenues by 2027."

"A combination of low revenues and insufficient market capture will restrain at least one EO constellation from closing its business case."

"New IoT constellations such as Hiber, Astrocast and Kepler have a unique business case based on providing low cost, low power IoT solutions. This market is currently addressed by companies like Sigfox and LoRA on the terrestrial side and – to a limited extent – Iridium, Globalstar and Orbcomm on the satellite side."
NSR  market-research  satellite  space  business  LEO  NGSO  IoT  EO  EarthObservation 
may 2018 by pierredv
SpaceX's new price chart illustrates performance cost of reusability - SpaceNews.com May 2016
"Prices are shown as $62 million for the Falcon 9 Full Thrust and $90 million for the Falcon Heavy"

"pricing information listed is for geostationary missions only and does not apply to Mars missions. Nor should it be used as a guide to launches into low Earth orbit."

"Prices are shown as $62 million for the Falcon 9 Full Thrust and $90 million for the Falcon Heavy." Per http://spacenews.com/wp-content/uploads/2016/05/spacex-price.gif, lifts up to 5.5 mT and 8.0 mT respectively
SpaceNews  SpaceX  space  launch  business 
may 2018 by pierredv
Eutelsat Does the Math on Reducing Future Satellite Costs - SpaceNews.com Dec 2015
"The total capital cost of placing a telecommunications satellite into geostationary orbit is made up of the satellite’s construction, accounting for 50 percent of the total; 30 percent for the launch vehicle; and the rest reserved for insurance charges and diverse expenses."

"[Eutelsat said] it must reduce its satellite costs — construction, launch, insurance and ground segment — to 1 million euros ($1.1 million) per gigabit per second of throughput."
SpaceNews  satellite  space  business  Eutelsat 
may 2018 by pierredv
Spaceflight - Schedule and Pricing
Excerpt
Payload Type 50kg 100kg 150kg 200kg 300kg
PRICE-LEO $1,750 $3,950 $4,950 $5,950 $7,950
PRICE-GTO $4,600 $8,400 $9,800 $11,200 $14,000
satellite  launch  business 
may 2018 by pierredv
How Much Do Satellites Cost? - How Satellites Work | HowStuffWorks
"Launching a single satellite into space can cost anywhere between $10 million and $400 million, depending on the vehicle used."
satellite  business 
may 2018 by pierredv
How Much Does It Cost to Launch a Satellite? Motley Fool June 2016
"ULA says that a "lower-end mission," carrying perhaps 4.75 metric tons aboard one of its Atlas V rockets costs $164 million, while launch costs across its entire fleet average $225 million. (Maximum payload: 8.9 tons.)"
"Ariane 62, designed to launch 5-ton scientific satellites into GTO, is targeting a launch cost of $77 million. Ariane 64, a heavy-lift rocket capable of hoisting two 5-ton satellites into space simultaneously, similar to Boeing's plan, would cost $126 million per launch -- or just $63 million per satellite delivered."
"new and improved Falcon 9 rocket as capable of delivering 5.5 metric tons of cargo to GTO for just $62 million, or up to 8.3 tons for a higher price."
satellite  launch  business  business-model  ULA  Arianespace  SpaceX 
may 2018 by pierredv
The Dangerous Seduction of the Lifetime Value (LTV) Formula | Above the Crowd | By Bill Gurley
The key statistics are as follows:

* ARPU (average revenue per user)
* Avg. Cust. Lifetime, n (This is the inverse of the churn, n=1/[annual churn])
* WACC (weighted average cost of capital)
* Costs (annual costs to support the user in a given period)
* SAC (subscriber acquisition costs, sometimes refereed to as CAC = customer acquisition costs)

Tren Griffin, a close friend that has worked for both Craig McCaw and Bill Gates refers to the five variables of the LTV formula as the five horsemen. What he envisions is that a rope connects them all, and they are all facing different directions.
analytics  business  finance  Bill-Gurley 
may 2018 by pierredv
Satellite Constellations: A Critical Assessment - Northern Sky Research Apr 2018
From the email, "LEO-HTS Constellations Present Great Promise but Challenging Business Cases"

From graphic, studied following constellations:
LeoSat
Telesat
SES mPower (aka O3b)
OneWeb
SpaceX

"NSR predicts two, out of the five Non-GEO HTS constellations analyzed, do not have a viable business case and will not be sustainable, if launched. The remaining three will generate 12% of overall satcom market revenues over the next decade. Costly systems and replenishment cycles, matched against funding challenges, demand questions, and extraordinary technical and regulatory complexity, will separate contenders from pretenders in the high stakes constellations market."

"The associated CAPEX, including replenishment costs, is one the biggest hurdles to HTS, EO, and IoT constellation business plans"

"Vertical integration trends – such as in-house manufacturing and, in the case of SpaceX, incorporating that with its own launch services - aimed at lowering costs further actually add another layer of complexity that is greatly underestimated. Supply chain management is a momentous challenge, ..."

"There is a compelling level of optimism towards Non-GEO constellations, ... However, financial success for LEO constellations depends on their ability to bring pricing down to a level competitive with terrestrial networks and make the services affordable to target markets"
satellite  constellations  LEO  HTS  research  NSR  reports  consulting  market-analysis  market-research  business 
may 2018 by pierredv
Lower Barriers to Entry in the Satcom Market, and What that Means for the Incumbents - Via Satellite - Apr 2018
"industry is undergoing a period of rapid change, including an erosion of the high barriers to entry that satcom has seen historically."

1) Massive increase in possible throughput on a satellite, without a massive increase in cost ... While Global IP’s satellite price is not known publicly, it would be in the low hundreds of millions of dollars

2) An increase in variety of funding sources ... easy financing for Chinese-built satellites

3) General decrease in costs

China is expected to continue to push satellites as broadband infrastructure along the Belt and Road Initiative countries
ViaSatellite  satellite  commerce  business  satcom 
april 2018 by pierredv
May 2018 - Calculating the Economics of Reusable Launch Vehicles | Via Satellite
"With 23 successful first stage recoveries under its belt, SpaceX has proven that reusability is not just a way to save a couple bucks. The advantages it brings over traditional expendable vehicles has completely flipped the industry on its head, forcing every rocket company to take a beat and reconsider the way they approach launch as a business.

But the mathematics driving the resurgence of reusable rockets is more nuanced than it may seem. As it turns out, the economic considerations behind making reusability a core element of your business can be as complex as the rocket science itself."

"This design would increase Firefly Aerospace’s lift from 1 metric ton to Low Earth Orbit (LEO) with Alpha to 4 metric tons, giving the company a quick path to the medium mass market. "

"Blue Origin CEO Bob Smith believes it’s just a matter of time before reusability becomes commonplace across all launch paradigms."
ViaSatellite  launch  economics  space  FireflyAerospace  business 
april 2018 by pierredv
New Satellites Should Boost 2018 Revenues for Major Operators - Via Satellite - Feb 2018
ViaSat, Eutelsat, SES, Intelsat and Iridium Communications have all published their financial results for the last quarter of 2017. To see how they fared, check out a quick wrap-up of each below.
ViaSatellite  Viasat  Eutelsat  SES Intelsat  Iridium  finances  satellite  business 
february 2018 by pierredv
Chinese Satellite Industry to Disrupt Markets Across Eurasia - Via Satellite -
"Northern Sky Research’s (NSR) China Satcom Markets (CSM) report finds a Chinese satellite industry primed to take a larger share of the global satcom market through attractive one-stop-shop offerings, aggressive growth plans and enhanced exports. For Geosynchronous Earth Orbit (GEO) High Throughput Satellites (HTS) alone, NSR forecasts Chinese state-owned companies to manufacture and launch more than 800 Gbps of capacity by 2026, with much of this coming over Southeast Asia, East Asia, and South Asia."

"According to NSR, since the end of the Cold War, the satellite and space industry has been a duopoly between the United States and European Union (EU), with other players such as Russia, Japan, and now India playing a secondary role. At some point soon, however, it appears likely China will assume a position as a top-tier space nation globally, with significant ramifications for the satellite telecoms industry."
ViaSatellite  China  NSR  satellite  business  commerce  geopolitics 
february 2018 by pierredv
Online Extra: How the Smuckers Stick Together - Bloomberg
"Q: So, whatever the particular denomination, there's a real feeling that religion is an important binding force?

Richard:
"Exactly. It wasn't the same one though each generation. Each generation changed, but it was still the values that religion provides."

"our strategy is to own icon brands in North America, and there are some really neat brands that we currently own. Look at that cadre of brands -- Smucker's, Jif, Crisco, Hungry Jack, Pillsbury, Martha White -- I mean these are all great, well-known family brands. So we want to be known as a company that manages brands well."

"Richard: Some people believe that the constituent that they need to serve is the shareholder. And we believe that we actually have basically six constituents, five of which we serve very well, [and that will] take care of the shareholder. The first constituent is the consumer. We have to know what the consumer wants and take care of that need. We have to take care of our customers -- the retailers. The third constituent is our employees. The fourth constituent we believe is our suppliers: We have to have good, healthy suppliers. And the fifth constituent would be communities, where we have plants. Basically, if we take care of those five constituents, the sixth constituent, which is the shareholder, will automatically be taken care of.

Q: It's the backwards point of view from that of Wall Street."
Bloomberg  stories  profile  business  religion  strategy  interviews 
february 2018 by pierredv
Spengler Maps out 2018 for Intelsat After Eventful 2017 | Via Satellite Jan 2018
VIA SATELLITE: What technology innovation do you think could make the most difference to your business going forward?

Spengler: Antennas are key. One of the challenges we have had in satellite communications, with the exception of Direct-to-Home (DTH), has been that the antenna systems have been pretty simple as they are receive-only. But when it comes to two-way satellite communications, the positive is that they can be quickly deployed to build out infrastructure. The negative is that it is still too complex and too costly. Advancements in flat panel antennas and electronically steerable antennas is really critical to enable the ease of installation and operation.

.. You also need to enable interconnectivity and interoperability between networks. Satellite solutions need to become part of a much broader telecoms infrastructure.

VIA SATELLITE: Has the satellite industry reached a key inflection point in your mind? Will we see more change in the next 10 years than we saw in the previous 30?

Spengler: If you broaden that subject to society and technology in general, I think the answer is yes. I think the pace of change, not just in our industry, but overall is accelerating.
ViaSatellite  Intelsat  satellite  business  antennas  interviews 
january 2018 by pierredv
Who can you trust? How tech is reshaping what we believe | New Scientist
"The more trust in a society, the better it fares. Put another way: without trust, society would collapse. But something strange is happening. Public trust in our institutions has plummeted in the past decade. Nearly half of people in the US mistrust lawmakers, according to a poll carried out in June. In the UK, fewer than 1 in 4 people trust the press. And yet we are putting more trust than ever before in people we meet on the internet."

“Trust is the bridge between the known and the unknown,” says Rachel Botsman at the University of Oxford’s Said Business School.

"Of course distrust in big institutions predates the internet, but technology has made it an international sport. It is easier than ever before for leaks to become common knowledge. And there are many more sources now. Opinion is no longer shaped only by journalists, experts or state authorities. With constant access to a deluge of information, rather than putting our trust in the institutions our peers also trust, as we once did, we’re now trusting our peers instead of those institutions."

"In fact, many of these companies have come to realise that trust itself is their product.

"Hawking trust between individuals requires some sleight of hand: we are more likely to trust people at a distance when they are backed up by trustworthy organisations. We trust strangers on Airbnb far more than strangers on a marketplace such as Craigslist, for instance."

"A major concern is that we will become overly dependent on digital platforms to manage trust for us. “People trust people, not institutions,” Zuckerberg recently said. That is misleading. We trust people online because of the institutions – Facebook included – that make it possible."
quotes  NewScientist  trust  psychology  Facebook  TaskRabbit  Airbnb  business 
december 2017 by pierredv
EXCLUSIVE - Tom Choi: Life after ABS - Via Satellite -Oct 2017
VIA SATELLITE: Given the influx of new players in the satellite industry and the new Low and Medium Earth Orbit (LEO/MEO) players that you have been outspoken against, what does the future hold for a player like ABS?

Choi: As I said many times before … I doubt the majority will ever launch and even if they do most will fail. Why? Let me ask a few questions: Where do they have market access, ground facilities to install their gateways, and most importantly who are their customers? They say they will fill the niche of serving the unconnected but they won’t be competitive to 5G. These are basic questions investors ask. This is why most will not get financing because they cannot answer them. As an example, which Export Credit Agency (ECA) is backing these crazy projects with no customers? Not a single one thus far. Look at what happened when the last company got funded on “hot air:” NewSat collapsed much to the chagrin of EXIM bank. I seriously doubt they want to relive that kind of experience again, this time on a much larger scale. So, the answer to your question is no, ABS will not be materially impacted.
ViaSatellite  LEO  satellite  business  NGSO  critique  interviews 
november 2017 by pierredv
Reshaping Business With Artificial Intelligence - MIT Sloan, Sep 2017
Via TPI

"Disruption from artificial intelligence (AI) is here, but many company leaders aren’t sure what to expect from AI or how it fits into their business model. Yet with change coming at breakneck speed, the time to identify your company’s AI strategy is now. MIT Sloan Management Review has partnered with The Boston Consulting Group to provide baseline information on the strategies used by companies leading in AI, the prospects for its growth, and the steps executives need to take to develop a strategy for their business."
data  business  AI  automation  MIT  strategy 
november 2017 by pierredv
Bill Gates's Favorite Business Book
"John Brooks's 1960s collection 'Business Adventures' still offers many insights into running a strong business"
books  business  WSJ  BillGates 
july 2014 by pierredv
Declining Business Dynamism in the United States: A Look at States and Metros | Brookings Institution
"Business dynamism is the process by which firms continually are born, fail, expand, and contract, as some jobs are created, others are destroyed, and others still are turned over. Research has firmly established that this dynamic process is vital to productivity and sustained economic growth. Entrepreneurs play a critical role in this process, and in net job creation. But recent research shows that dynamism is slowing down. Business churning and new firm formations have been on a persistent decline during the last few decades, and the pace of net job creation has been subdued. This decline has been documented across a broad range of sectors in the U.S. economy, even in high-tech."
Brookings  entrepreneurship  business  dynamism  innovation 
june 2014 by pierredv
Schumpeter: The mindfulness business | The Economist
ciritique of mindfulness business: "The biggest problem with mindfulness is that it is becoming part of the self-help movement—and hence part of the disease that it is supposed to cure. Gurus talk about “the competitive advantage of meditation”. Pupils come to see it as a way to get ahead in life. And the point of the whole exercise is lost. What has parading around in pricey lululemon outfits got to do with the Buddhist ethic of non-attachment to material goods? And what has staring at a computer-generated dot got to do with the ancient art of meditation? Western capitalism seems to be doing rather more to change eastern religion than eastern religion is doing to change Western capitalism."
mindfulness  meditation  buddhism  business  TheEconomist  Schumpeter  opinion 
december 2013 by pierredv
Microsoft’s Downfall: Inside the Executive E-mails and Cannibalistic Culture That Felled a Tech Giant | Blogs | Vanity Fair
"Analyzing one of American corporate history’s greatest mysteries—the lost decade of Microsoft—two-time George Polk Award winner (and V.F.’s newest contributing editor) Kurt Eichenwald traces the “astonishingly foolish management decisions” at the company that “could serve as a business-school case study on the pitfalls of success.”"
culture  business  software  management  microsoft 
july 2012 by pierredv
Cheating, Incorporated - BusinessWeek
"At Ashley Madison's website for "dating," the infidelity economy is alive, well, and profitable"
Profile of founder Noel Biderman, CEO of Avid Life Media, based in Toronto
people  profile  infidelity  business  dating  x:businessweek 
february 2011 by pierredv
Schumpeter: The three habits... | The Economist
...of highly irritating management gurus Wonderful column - indictment. The habits are 1. presenting stale ideas as breathtaking breakthroughs 2. naming model firms (when research shows lots of them then fail, e.g. Saturn, and luck is just as good an explanation) 3. flogging management tools off the back of these facile principles
management  business  economist  **  consultants  guru 
december 2009 by pierredv
Japan's technology champions: Invisible but indispensable | The Economist
A host of medium-sized Japanese electronics firms have developed dominant positions in many areas of technology. Can they keep them?
japan  monopoly  business  manufacturing  electronics  commerce  TheEconomist 
december 2009 by pierredv
Are Your Employees Just Biding Their Time? = BTW - BusinessWeek
""Employers are really nervous that the minute the job market picks up, all these people that are very disengaged are going to take off,"
business  employment  x:businessweek 
november 2009 by pierredv
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