Monthly Archive: March 2012

“One thing you need to understand about satellite communications is disaster pricing!” I can’t recall who shared his theory about the importance of price-insensitive satcoms customers, but I was certainly reminded of it last week while taking in Inmarsat’s 2011 FY investor presentation. Not only does that slide above illustrate how “events” like tsunamis and revolutions can significantly accelerate sat phone sales, but you can also hear a CFO refer to “a continuing headwind in Afghanistan” that apparently means a winding down of western involvement and the related heavy use of satellite services. But the main thing I learned from the presentation is why Inmarsat may drastically raise the minimum service costs of FleetBroadband services even though it views the recreational users who will likely howl about it as an important growth element in its “adressable market”…