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Starlink: What impact might it have on the telcos?
Over the recent months, one of the most common industry questions that crops up is what impact satellite operators, like Starlink, might have on the European telecoms companies. In this detailed note, and in conjunction with work we have been doing with Kim Larsen, a former DT technology officer, we attempt to give our first proper answer to this question.
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New Street Research
Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.
New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:
- Pan European Telecom Services and Cable
- US Telecoms, Cable, Satellite and Towers
- Global Emerging Market Telecoms
- Japan Telecoms
- Asian Internet
- Pan European Healthcare
- Global healthcare thematic research
We provide debt research on:
- Pan European Telecom Services and Cable
James Ratzer
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