News Analysis

MarketBrief report on OTT Solutions for the Changing Video Market  sponsored by ST Engineering iDirect

Featuring:

 OTT Solutions for the Changing Video Market  by Elisabeth Tweedie

Interview with Alex Beach, Head of Media and Broadcast Market Developemnt, ST Engineering iDirect

Case Study: Providing Ubiquitous Access to Free-to-Air Public TV Channels in Peru

To read or download the pdf of full report click here

by Elisabeth Tweedie

Los Angeles, Calif., April 12, 2024 - According to the latest statistics from Cloudflare, global internet traffic increased by 25% in 2023, and there are no signs that this growth is about to slow down.  Data from Cisco indicates that 82% of this traffic is video, a reflection, at least in part, of the continuing shift in consumer viewing habits.  The move to Over-the-Top (OTT) streaming video started many years ago in developed countries. In the US the crossover occurred in 2016 when the number of subscribers to streaming services surpassed the number of subscribers to traditional pay TV. This year will see the revenue crossover point, when both streaming services and traditional pay TV in the US will earn around US$17 billion.

Herndon, VA., April 8, 2024.----Tyto Athene, LLC, a federal systems integrator of mission-focused digital transformation solutions, has completed its acquisition of Microtel LLC , a software development and systems engineering firm deeply embedded in long-term, space missions for NASA and international space programs. Tyto is a portfolio company of Arlington Capital Partners , a Washington, D.C.-area private investment firm specializing in government regulated industries.

Paris, France, April 5, 2024 - Two prominent space consulting players, Euroconsult and SpaceTec Partners, are merging after three years of increasingly successful collaboration, to shape the future of the space sector with unparalleled expertise and strategic insights. This merger creates Novaspace, a professional services company dedicated to the space industry.

by Elisabeth Tweedie

Los Angeles, Calif. , April 5, 2024 - It would appear that whichever way you look, the outlook for traditional consumer Pay TV, is pretty bad.  According to Ampere Analysis, in the US, this year is predicted to be the crossover year. The year in which streaming revenue (from subscription video-on-demand (SVoD) and hybrid subscription/advertising services) finally overtakes revenue from traditional pay TV subscriptions.  In terms of actual numbers of subscribers, the crossover occurred in 2016, but since the average revenue per user (ARPU) for streaming services is so much lower than that for satellite or cable bundles, it has taken longer for the revenue crossover to occur.  Ampere is projecting the crossover will happen in the second quarter of this year, with revenues of around US$17 billion for both streaming and traditional services.  

by Robert Bell

New York City, April 5, 2024 - The teleport business is nothing if not adaptable. Four decades ago, operators offered bare-bones uplink and downlink services for a small handful of geostationary (GEO) satellite operators.  Today, they are increasingly providing multipath, multi-orbit connectivity to a variety of enterprise and government customers, from maritime, energy and mobility to ISPs and military customers. 

Silicon Valley, Calif., March 29, 2024  -- AERKOMM Inc. (Euronext: AKOM, OTCQX: AKOM, "AERKOMM"), a satellite technology company providing multi-orbit broadband connectivity solutions, and IX Acquisition Corp (Nasdaq: IXAQU, "IXAQ"), a SPAC focused on the technology, media and telecommunications industries, have entered into a definitive Business Combination Agreement ("BCA") and raised US $35 million in a private placement.

Ottawa, Canada, March 28, 2024--Satellite operator Telesat (NASDAQ and TSX: TSAT) today reported its financial results for the three-month and one-year periods ended December 31, 2023. For the year ended December 31, 2023, Telesat reported consolidated revenue of CDN$ 704 million, a decrease of 7% (CDN$ 55 million) compared to the same period in 2022.

Munich, Germany, March 25, 2024 – Airbus Defence and Space has entered into an agreement to acquire INFODAS, a Cologne-based, German company that provides cybersecurity and IT solutions in the public sector including for defence and critical infrastructures. The transaction is subject to the customary regulatory approvals and is expected to be finalised before the end of 2024.