On September 16, 2014, Airbus Group announced plans to implement a leaner and more focused strategy for their recently renamed Airbus Defense and Space division. This new focus on space launchers, satellites, military aircraft and missiles includes the planned divestiture of non-core businesses. One of the attractive assets now available is their commercial satellite communications services business, more commonly known in the trade by its former name: Vizada. Vizada is a major worldwide wholesale supplier of satellite communications services across multiple geographic and market segments.
In the following review, we discuss a number of insights and questions including:
– How large is Vizada’s addressable market for mobile and fixed satellite communications?
– What are the projected growth rates for the maritime, aeronautical and other market segments Vizada is
currently pursuing?
– How do demand and competitive dynamics differ by segment, and which competitors are offering compelling solutions in each segment?
– What changes are on the horizon (e.g, technology, demographics, regulation) that could have a significant impact on future demand?
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