This episode focus on recent developments in connectivity trends, specifically highlighting the expansion of both satellite and private network technologies. Insights reveal that direct-to-device satellite agreements are solidifying into lengthy commercial commitments, exemplified by AST SpaceMobile's 10-year deal with stc group for cellular broadband access. Simultaneously, the sources point out that private networks are increasingly being adopted by industrial corporations, as shown by T-Mobile's (TMUS) SuperMobile securing a contract to keep Siemens Energy's field teams connected across the United States. These transactions underscore the growing revenue visibility in the satellite sector and support for average revenue per user (ARPU) growth in the mid-market through industrial partnerships.
Disclaimer: This podcast by kavout.com is for informational and educational purposes only and does not constitute investment advice. All opinions are those of the hosts and guests. Please consult a qualified financial advisor before making any investment decisions.
