RBOCs Entering the $50 Billion Multichannel Video Market Follow Different Product Development Strategies to Compete With MSOs -- According to Yankee Group, "Despite public statements to the contrary, we believe MSOs aren�t taking the threat of new competition lightly � and they shouldn�t: We estimate cable will lose subscribers at the rate of 0.5-1 percent per year. This is before the entry of new competition with a two-way network, with more bandwidth and potentially more advanced applications than the MSOs can provide. In the last 4 years, RBOCs have steadily lost residential wireline voice subscribers. Yankee estimates that about 4 percent of US households have dropped their wireline phones. In addition, a growing number of voice minutes are shifting to wireless. We expect traditional wireline voice revenue to decline by approximately 24 percent in the next 4 years. Alternative voice providers, including MSOs, will be important drivers of this revenue erosion. We anticipate that cable�s VoIP product will gain 12 million homes by year-end 2008. The RBOCs have their backs up against a wall and cannot postpone new product development."
The satellite communications industry is experiencing a transformative moment. What was once the exclusive domain of government agencies and deep-pocketed corporations is rapidly becoming accessible to everyone. This democratization of space-based connectivity represents a significant technological achievement and a fundamental shift in our understanding of global communications infrastructure. The dramatic acceleration in satellite system deployment tells a compelling story. Satellite Broadband Market Development With over 160 launches recorded by August 2025 alone, we're witnessing an unprecedented build-out of orbital infrastructure. This surge is driven by three converging factors: Plummeting launch costs through reusable rocket technology, the miniaturization of satellites enabling bulk launches, and intensifying commercial competition among private companies and nations alike. The result is a space ecosystem that looks radically different from even a decade ago, with approxi...