FSS OPERATORS - Euroconsult - Consulting, Research,...

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© Copyright 2018 Euroconsult. All rights reserved. FSS OPERATORS BENCHMARKS & PERFORMANCE REVIEW 2018 BROCHURE 10 th Edition | A Euroconsult Profile Series An in-depth assessment of key players at the heart of the satellite industry. 37 full profiles; 26 mini profiles; 11 NGSO constellation profiles FSS operator ranking by revenues Excel supply & demand per operator Price starting at € 4,500 New updated format The size of the FSS market has been relatively stable over the last five years (($11.3B), but behind this total significant changes have played out. The market share of the top four operators has gradually eroded to 60%, while three new companies (YahSat, Thaicom and Insat) have joined the top ten. Twelve new players have emerged in the past five years including three in 2017 (BRI, BulgariaSat and Telebras) for a total of 46 revenue- generating operators at year-end 2017. “The arrival of new players associated with the rapid expansion of supply and lower growth in demand has contributed to put pressure of FSS operators’ business, with margins, fill rates and revenue per transponder all lower today than they were five years ago,” said Dimitri Buchs, Senior Consultant at Euroconsult. “Transformation is expected to continue in the coming years, with new market dynamics (e.g. non-linear video services, managed services, connectivity anywhere and anytime) and evolutions in technology (e.g. NGSO constellations, terrestrial network expansion) significantly impacting the industry and the positioning of FSS operators, who will be forced to adapt their strategies in order to remain relevant in the future. The competitive environment is expected to become even more challenging in the coming years, as 11 new companies are planning to enter the FSS GEO market by the early 2020s.” The current market environment combined with expected competition is pushing industry players to make strategic changes, not only with regards to the types of satellites they launch but also in terms of market positioning and investments into new types of projects. Foreseen changes will include an increase in HTS payloads; the launch of satellites assets with enhanced flexibility in terms of coverage, power and bandwidth allocation; the accelerated development of new NGSO constellation projects; exploration of new growth segments, such as mobility; and a transition for operators from wholesale bandwidth suppliers to managed service providers to get closer to the end-user and avoid depending only on capacity wholesale revenues.

Transcript of FSS OPERATORS - Euroconsult - Consulting, Research,...

© Copyright 2018 Euroconsult. All rights reserved.

FSS OPERATORSBENCHMARKS & PERFORMANCE REVIEW

2018 BROCHURE

10th Edition | A Euroconsult Profile Series

An in-depth assessment of key players at the heart of the satellite industry.

37 full profiles; 26 mini profiles; 11 NGSO constellation profiles FSS operator ranking by revenues Excel supply & demand per operator Price starting at € 4,500 New updated format

The size of the FSS market has been relatively stable over the last five years (($11.3B), but behind this totalsignificant changes have played out. The market share of the top four operators has gradually eroded to 60%,while three new companies (YahSat, Thaicom and Insat) have joined the top ten. Twelve new players haveemerged in the past five years including three in 2017 (BRI, BulgariaSat and Telebras) for a total of 46 revenue-generating operators at year-end 2017.

“The arrival of new players associated with the rapid expansion of supply and lower growth in demand hascontributed to put pressure of FSS operators’ business, with margins, fill rates and revenue per transponder alllower today than they were five years ago,” said Dimitri Buchs, Senior Consultant at Euroconsult.“Transformation is expected to continue in the coming years, with new market dynamics (e.g. non-linear videoservices, managed services, connectivity anywhere and anytime) and evolutions in technology (e.g. NGSOconstellations, terrestrial network expansion) significantly impacting the industry and the positioning of FSSoperators, who will be forced to adapt their strategies in order to remain relevant in the future. The competitiveenvironment is expected to become even more challenging in the coming years, as 11 new companies areplanning to enter the FSS GEO market by the early 2020s.”

The current market environment combined with expected competition is pushing industry players to makestrategic changes, not only with regards to the types of satellites they launch but also in terms of marketpositioning and investments into new types of projects. Foreseen changes will include an increase in HTSpayloads; the launch of satellites assets with enhanced flexibility in terms of coverage, power and bandwidthallocation; the accelerated development of new NGSO constellation projects; exploration of new growthsegments, such as mobility; and a transition for operators from wholesale bandwidth suppliers to managedservice providers to get closer to the end-user and avoid depending only on capacity wholesale revenues.

© Copyright 2018 Euroconsult. All rights reserved.

ABOUT FSS OPERATORS BENCHMARKS & PERFORMANCE REVIEW

ABOUTFSS Operators – Benchmarks & Performance Reviewis the only assessment of all active and pre-operational FSS operators. The report includespublicly-listed and privately-held companies, global,regional and national operators. The result is adetailed profile of each company, providing exclusivedata, expert review, and comprehensive analysis ofboth complex publicly-available information and hard-to-obtain private information.

INDIVIDUAL PROFILES ANALYZINGEACH OF THE FSS OPERATORS

ABEAsia Broadcast Satellite (ABS)

APT Satellite Arabsat

ArsatAsia Satellite

Avanti CommunicationsAzercosmos

China Satcom Echostar Satellite Services

Es’hailSatEutelsat

Gazprom Space SystemsHispasat

IndosatInsat/ISRO

IntelsatSKY Perfect JSAT

KazSatKT SatMeasat

NigcomsatNileatOptus

Telkom (Indonesia)RSCC

SES (including O3b)SingTel

SpacecomStar One

TelenorTelesat

ThaicomTurksat

ViasatVinasatYahSat

MINI PROFILESAngosat, Aniara, AoneSat,

Bangabandhu, Belintersat, BRI, BulgariaSat, CongoSat, Kacific, Laosat,

LeoSat, Mexsat, NBN, Nicasat, OneWeb, Paksat, PSN, RascomStar,

Supremesat, TNSA, Ukrkosmos, Venesat, Visiona

A MUST READ FOR…1. Satellite Operators• Better understand competitors including their strategy,

business applications, customers• Benchmark commercial and financial performance• Explore partnership opportunities with other operators

2. Satellite manufacturers & launch service providers• Review of performance & future strategies of key

customers or potential future customers • Comprehensive list of satellite fleets for each operator

with details on payloads, manufacturer & launch service providers

• Future outlook of operator satellite procurement plans

3. Financial institutions & investors• Comprehensive assessment of potential investment

opportunities• Detailed review of historical financial performance• Key performance indicators and benchmark analysis• Understand the current & potential future Capex needs

4. Satellite service providers• Complete review of major suppliers• List of current & planned satellites with coverage area• Review of major customers of each operator

NEW MINI PROFILES

ASAL, Global IP, Cambodia’s Royal Group

© Copyright 2018 Euroconsult. All rights reserved.

FSS OPERATOR PROFILE CONTENT

OVERVIEW:A mix of performance indicators including total revenue breakdown, regular transponder revenues by region, regular transponders leased by application, number of broadcast channels, number of DTH platforms, video & telecom business ranking.

PERFORMANCE:Review and analysis of operator’s financial performance over the last five years; total revenue, EBITDA, EBIT, net income, operating cash flow, capex, backlog, etc. Includes results up to 3Q17.

KEY CLIENTS:A commercial overview, followed by an overview of key telecom and video customers, and a list of channels by orbital position.

RECENT NEWS & STRATEGIC POSITIONING:Recent news and contract announcements, along with strategic positioning.

SATELLITE ASSET:Includes key supply indicators as of December 2017 such as number of satellites in orbit, available transponders, HTS capacity (GBPS) in orbit, satellites to be launched by 2020, satellites to reach EOL by 2020, average fleet age (in years). Includes both regular and HTS capacity supply (where applicable), by frequency band.

THE ONLY COMPLETE SURVEY OF FSS OPERATORSCompanies operating or planning to operate a dedicated satellite system for the provision of transmission and broadcasting capacities to third parties are reviewed and analyzed in detail. Each company profile contains the same detailed sections, including:

© Copyright 2018 Euroconsult. All rights reserved.

• Revenues• Regular transponder demand• Operators business mix (video vs. telecom)• Number of TV channels• Number of DTH Platforms• Number of HD & UHD channels• Regular transponder supply

BENCHMARK ANALYSIS OF KEY PERFORMANCE INDICATORS:

• Average revenue per transponder• HTS capacity• Fleet size• Fleet number• Fill rates• Number of satellites to be launched• Number of satellites to reach end of life

© Copyright 2018 Euroconsult. All rights reserved.

ADDITIONAL REPORT FINDINGS INCLUDE:

• The top 5 operators represented 65% of industry revenues in 2016 while 22 operators had revenue of more than $100 million

• 50% of all FSS operators increased the number of regular transponders leased throughout 2016

• 13 operators had regular capacity fill rates of >80%; fill rates decreased for 2/3 of operators

• 20 operators had HTS payloads in 2017, with the total doubling compared to 2012

• 41,500 TV channels and >160 DTH pay-TV platforms were broadcast by satellite operators in early 2017

• 19 operators distributed UHD channels in January 2018; SES and Eutelsat account for 60% of the total

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