Market opportunity: Satellite connectivity can quickly and cost-effectively connect rural and remote locations to the internet more efficiently than alternatives.
Additionality of satellite: Satellites are uniquely positioned to unlock demand for the internet in unconnected areas, but will require support and resources from key commercial and policy partners to address supply and demand barriers to access.
Product design: The technology needs to be durable, rugged and require low power to effectively provide connectivity to these geographies.
Conditions for success: In its current design, internet access from satellites may not offer the user experience that frequent internet users are accustomed to (i.e., fast and open access), so it is critical to set expectations with the targeted customer demographic.
Commercial opportunity: Unlocking demand for internet access to previously unconnected regions may be costly and require a longer timeline towards commercial viability.