It's that time of the year for me to get out the crystal ball and peer into 2022... I have no idea why it took a year for the administration to tee up a new Chairman and recommend a fifth FCC Commissioner. But once a new Commissioner is seated, the new FCC will tackle reinstating some version of Title II regulation, accompanied by net neutrality regulations. For yet another year, this won't come from Congress, which is the only permanent solution. more
According to an email, Starlink has moved into the second phase of its beta program, nicknamed the "better than nothing beta," which feels a bit like monopoly hubris to me. It may be better than nothing, but it is not as good as the initial beta, which was free. Participants will pay $99 per month for the service and pay $499 for a terminal, including a tripod and WiFi router. I wonder what the difference is between these "beta testers" and "customers." more
A new broadband trend has quietly entered the market. Both Starlink and T-Mobile are advertising broadband that can be used practically anywhere and are aiming new products at campers, hikers, and others that go to remote locations. According to T-Mobile, this is a huge market, with 15 million households taking RV trips yearly and 59 million people camping. more
As a result of Internet service interruption during the recent anti-government protests in Cuba, Florida Senator Rubio and Governor DeSantis and President Biden have called for measures to strengthen and guarantee Cuban Internet connectivity, but that won't happen until the Cuban government recognizes that doing so is in its long-run interest. I have seen several suggestions that we smuggle end-user satellite terminals from services like SpaceX Starlink into Cuba but attempts to... more
Starlink recently launched a new webpage that advertises the future ability to deliver text, voice, and data to 4G cell phones via satellite. The texting service is supposed to be available in 2024, with voice and data coming in 2025. The service will require a user to have a view of the open sky. more
There is an interesting battle going on to be the technology that monetizes the control of Internet of Things devices. Like a lot of tech hype, IoT has developed a lot slower than initially predicted -- but it's now finally becoming a big business. I think back to a decade ago when tech prognosticators said we'd soon be living in a virtual cloud of small monitors that would monitor everything in our life. According to those early predictions, our farm fields should already be fully automated, and we should all be living in the smart home envisioned by the Jetsons. more
SpaceX Starlink Internet service will be available in several African nations in the second quarter of this year, and the price in Nigeria has been announced -- $600 for the "residential" terminal and a monthly fee of $43. Is there a market for Starlink at that price in Nigeria and other Sub-Saharan African nations? The IMF projects a GDP per capita of $2,580 for Nigeria this year (and $1,900 in Sub-Saharan Africa and $2,260 for Africa overall) so the market for individual consumer accounts will be much smaller than in what the IMF refers to as "advanced economies." more
The last two months have seen a flurry of Starlink activity, including the following: Bill Gates has a history of interest in satellite Internet and in September, Microsoft announced their Azure Obrital ground station service, which enables satellite access to its Azure cloud services. SES, Viasat, and Intelsat were announced as initial partners and SpaceX just signed up. Starlink+Azure Orbital will compete with Amazon's satellite constellation and its ground-station service... more
This has been a busy week in the race to deploy constellations of low-earth orbit (LEO) Internet-service satellites. In their quarterly report, Telesat mentioned progress in two, disparate markets. As I noted earlier, they have signed their first LEO customer - Omniaccess a provider of connectivity to the superyacht market. more
On March 1, I wrote that a small number of SpaceX Starlink terminals had arrived in Ukraine, and they would be an important asset for distribution to selected government and resistance leaders and journalists. I didn't know who would get the terminals or how many there were, but it was a single truckload. A week or so later, we learned that two more shipments of terminals had arrived and fifty of them went to DTEK, a company struggling to repair Ukrainian electrical infrastructure. more
Elon Musk recently announced that he was going to be providing cellular backhaul from the Starlink constellation of satellites. This makes a lot of sense from a financial perspective in that it avoids the costly wired fiber networks needed to reach rural cell sites. This is clearly a shot across the bow for companies that currently bring fiber connectivity to rural cell sites. more
Starlink is available in 37 nations, and the price for best effort service was the same everywhere until August 3, when variable pricing with throttling became available in France. I predicted they would eventually shift from uniform to affordable pricing some time ago, but why did they do it now? Starlink first became available in the U.S. and Canada, and sales are beginning to outrun the available capacity. more
Starlink is satellite internet access from SpaceX, one of Elon Musk's other companies. If it lives up to its hype, it will cure the problem of broadband availability in rural areas, although affordability will still be an issue. Most satellite-based Internet access sucks (that's a technical term). If based on geostationary satellites (ones you can point a dish at), the distance to the satellite is so great that the round-trip time for data is forever; this problem is called latency. more
Since its founding, Amazon has reinvested profit in building infrastructure. They began with retail sales and distribution infrastructure and later added Amazon Web Services (AWS), providing data center and hosting infrastructure. Amazon founder Jeff Bezos also established Blue Origin, a company to provide satellite launch service and eventually to support space travel. Last year Amazon filed an application for a 3,236-satellite constellation of low-earth orbit Internet service satellites - Project Kuiper. more
SpaceX has unveiled its new "Starlink Direct to Cell" service, aimed at providing cellular connectivity globally via its Starlink satellite network. The newly launched website promotes the service with the promise of "Seamless access to text, voice, and data for LTE phones across the globe." more