The arrival of Low Earth Orbit (LEO) satellite capabilities is changing broadband market dynamics as it increases capacity and improves performance. Mau Rodriguez joins host Eric Hanselman to discuss where displacement is taking place and the potential for new market entrants. The Geosynchronous satellite services that had been the backbone of remote connectivity have capacity, but come along with relatively high latency in data delivery. They’re orbiting at tens of thousands of miles, which is very long signal path, when compared to LEO satellites at around 500 miles. 

The broadband market is dominated by terrestrial technologies, with cable leading the installed base and fiber growing rapidly. The subscriber cost for satellite is far higher, but the deployment cost can be much lower than that required for remote locations. While Starlink dominates this market, AWS aims to compete with its Project Kuiper plans. It just needs to get a lot of satellites launched, first.

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Credits:

• Host/Author: Eric Hanselman
• Guest: Mau Rodriguez
• Producer/Editor: Amaan Zafar, Donovan Menard and Odesha Chan
• Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Kyra Smith