SpaceX Triggering Wholesale Capacity Price War: Analyst

SpaceX is winning the wholesale satellite data capacity price war, with prices dramatically lower than what geostationary orbit (GSO) competitors are charging in areas such as enterprise, backhaul and maritime mobility, Analysys Mason analyst Luke Wyles wrote Friday. Shielded by multiyear contracts with customers, GSO operators have time to adapt by adding managed services, he said. GSO high throughput satellite capacity prices for maritime and for oil and gas are down 5.3% this year, and are forecast to decline a further 4.5% in 2025, he said. In-flight connectivity is seeing less price pressure from Starlink so far, but that will change starting in a couple of years, he said.