(I): Intelsat - Analyzing Epic Adoption, Pricing & Growth Runway
Expert:
Allan Clanton
Chief Executive Officer, COMplete Satellite Solutions
Former Director, Strategy Innovation & Corporate Strategy, Intelsat S.A.

Thu, 11/17 at 1:00 pm Eastern Time
R E G I S T E R
Transcript available upon request
EXPERT INSIGHTS ON:
  • Current adoption for Epic capacity, channel partner's success/selling Epic use cases and momentum deploying Epic capacity. 
  • Capacity / pricing trends in aviation end markets and utilization / performance of Epic capacity in aviation environments. 
  • The pace of Epic adoption, Epic's positioning relative to competing Ka/Ku based satellite services and gating factors impacting accelerating demand. 
  • Satellite pricing trends, the pace of price compression by end market and outlook for continued compression given HTS capacity increases. 
  • Epic's competitive positioning, where it wins / loses vs. alternative satellite services and the relative value proposition from Inmarsat, Avanti and O3b among others. 
  • Companies: Intelsat (I), Inmarsat (ISAT), SES (SESG), Viasat (VSAT)
Dramatic increases in HTS capacity through 2020 are expected to put significant downward pressure on capacity pricing and satellite fill rates going forward. As such, satellite operators launching HTS constellations such as Intelsat & Inmarsat trade down roughly 75% and 35% YTD respectively amid speculation that the market won't be able to support appropriate satellite IRRs. While significant capacity increases signal falling prices, falling prices could lead to a significant increase in capacity demand depending on operators' and VARs' ability to market satellite services to potential growth markets including media, aviation and maritime. With our expert, a former Corporate Strategy executive at Intelsat, we will discuss traction that Intelsat is seeing with its Epic constellation, current pricing dynamics and demand growth with a particular focus on mobility and enterprise segments. 

ABOUT OUR EXPERT:
Allan Clanton is Chief Executive Officer of COMplete Satellite Solutions, a satellite consulting firm that works with satellite operators and managed service providers on the development and implementation of satellite services. Prior to consulting, Allan served as Director, Strategic Innovation and Corporate Strategy at Intelsat S.A until May, 2015, where he was responsible for the development of Intelsat's EPIC constellation. Allan currently serves as a consultant to Panasonic Avionics Corp and Cloud Constellation Corp. 
COLEMAN ANALYST: Yannick Lanner-Cusin, Analyst - TMT Research


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