Europe’s satellite dreams risk being lost in space – The Telegraph, August 2021
According to Shagun Sachdeva, founder of space investment consultancy Kosmic Apple “There are benefits from not being first in the market as they can learn heaps about this very uncertain business model from those ahead of them and take advantage of Economies of Scale that will most definitely lead to prices coming down around the time this constellation is launched”
Bezos battles Branson and Musk as race for space heats up – The Telegraph, June 2021
Space rivalry between Jeff Bezos and Elon Musk is about to heat up – The Telegraph, February 2021
Shagun Sachdeva, founder of space investment consultancy Kosmic Apple, says: “Kuiper has started slowly, but with Amazon restricted to people who have the internet, they have started thinking about people who do not have the internet. Those customers can then go back into Amazon’s revenues”
SpaceX wins $885 million for Starlink broadband service – UPI, December 2020
The contracts are a significant win for SpaceX, said Shagun Sachdeva, who has worked as an analyst covering large satellite constellations and recently founded her own consulting company, France-based Kosmic Apple.
“If SpaceX manages to get government and military contracts for Starlink, as they seem to be successfully doing so far, they can keep the commercial costs low enough to gain a decent market share,” Sachdeva said.
The FCC funding and recent public testing mean SpaceX is “most definitely one of the front runners now” in providing broadband service, she said.
Texas firm develops adaptable satellites with fast software upgrades – UPI, July 2020
Whether hardware updates for satellites materialize, speedy, frequent software updates are a goal for the industry, said Shagun Sachdeva, an analyst with Northern Sky Research based in France.
“All manufacturers are going that way now, toward more versatile, software-designed satellites — Airbus, Lockheed Martin, many others,” Sachdeva said. “HyperGiant is adding more artificial intelligence, adding another layer of automation.”
With artificial intelligence, satellites even could decide they need repair and fly to a repair satellite on their own, avoiding the path of space debris without instruction, she said.
Britain on verge of bidding war with China for bankrupt satellite firm OneWeb – The Telegraph, June 2020
China’s satellite launch signals a new ‘great game’ for space – The Telegraph, June 2020
Space Mission Amazon reveals bold projects – The Sunday Telegraph, May 2020
“By launching their own constellation to provide affordable internet they increase the market of their existing services”, says Shagun Sachdeva of Northern Sky Research
Amazon circles bankrupt OneWeb ahead of rescue bid deadline – The Telegraph, May 2020
Shagun Sachdeva, an analyst at Northern Sky Research, said: “The interest in parts of OneWeb on the ground makes sense for any player currently planning a constellation. The challenge will be to sell the assets that are already in orbit.”
OneWeb bankruptcy opens door for competitors or new investor – UPI, March 2020
“I can’t say it would be too surprising if Bezos comes in and buys the production line, satellites … at very low prices and recycles it all into a new constellation,” said Shagun Sachdeva, a satellite industry analyst with Northern Sky Research.
“OneWeb’s bankruptcy, while quite disappointing, is not a big surprise. Their business model was quite challenging,” Sachdeva said. “I believe things went wrong for OneWeb due to underestimating the costs involved in getting a constellation this big up and running.”
Why space is becoming a dangerous place to do business – CNN, March 2019
There’s also a business incentive: Keeping their orbital planes clean will be essential for companies like OneWeb that are investing billions in their constellations, according to Shagun Sachdeva, an analyst at Northern Sky who has researched megaconstellations and orbital debris management.
A big question is whether the broader, cost-conscious private sector will invest in adding technologies to their satellites.
There are no punishments for companies that don’t abide by NASA’s recommendations or the much leaner international guideline, which is to deorbit satellites within 25 years after they shut down.
“Everybody sees space debris as a pretty big issue,” Sachdeva said.
OneWeb launches first batch of internet satellites – CNN, Feb 2019
Shagun Sachdeva, an analyst at Northern Sky Research, said in a recent note that OneWeb has accomplished a “significant feat” by raising nearly $2 billion from its deep-pocketed backers.
But OneWeb is about to enter the “valley of death,” as Sachdeva put it.
“This is the period when the start-up idea starts to move from conceptual phase to the implementation stages” when unforeseen costs and production challenges can start to pile up, Sachdeva said. She noted in an interview with CNN Business that mass producing internet satellites has never been done before.
Amazon has planes, drones and now…satellites? – CNN, April 2019
Launching their own [satellite] constellation system to provide affordable internet will increase their market for existing services,” Northern Sky Research analyst Shagun Sachdeva said in an email, “and of course open new revenue streams.”
A successful launch would “surely put SpaceX in the lead,” said Shagun Sachdeva, an analyst at Northern Sky Research.
But Sachdeva has raised questions about whether SpaceX is wise to plan a constellation of satellites that could eventually total 12,000.
She expects the company will reach a tipping point at which deploying new satellites will no longer be worth it. For example, the company won’t get much benefit out of providing full coverage over the oceans.
“It is crucial to recognize the point where” the costs start to outweigh the benefits, she wrote in a recent report.