This Week: Starlink’s Victory Lap, Amazon’s Sprint, and GEOs Crashing
Description
Analysts Don Kellogg and Roger Entner break down the satellite market’s shift toward three dominant players, as well as the complex mix of big personalities and government regulation shaping it.
00:00 Episode intro
00:25 The state of satellite and Starlink alternatives
03:01 Amazon Leo's status
03:40 The rise of the three-player market
04:18 Backstopping BEAD and rural access
06:27 Direct to Consumer questions remain
08:19 Shadows of Charlie Ergen
08:55 Episode wrap-up
The “Starlink’s Victory, Amazon’s Sprint and GEOs crashing: The divergent realities of Satellite Broadband” is available at:
https://www.reconanalytics.com/products/2027-november-satellite-report-vf/
Starlink’s Victory Lap, Amazon’s Sprint, and GEOs Crashing: The Divergent Realities Satellite Broadband - Digital Product Reports
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, satellite, Starlink, BEAD, Amazon, Leo, AST, AT&T, Verizon, Elon Musk, FCC, DoD, Golden Dome, rural, T-Mobile, B2C, spectrum, 5G, Charlie Ergen
United States
