#SATShow satellite operators panel, with:

Eutelsat CEO Eva Berneke
SES CEO Steve Collar
Viasat CEO Mark Dankberg $VSAT
Hughes CEO Pradman Kaul
SpaceX president Gwynne Shotwell
@Eutelsat_SA @euroconsultEC @SES_Satellites @steviecSES @ViasatInc @SpaceX Shotwell: SpaceX started Starlink with a beta service "because, honestly, we didn't know what we were doing and we weren't even sure that the network was going to work."
@Eutelsat_SA @euroconsultEC @SES_Satellites @steviecSES @ViasatInc @SpaceX Shotwell adds that she has 3 Starlink terminals at her ranch in Texas, and that it's both faster and cheaper than the previous service she had.

"There were many very unhappy customers of broadband in the United States and so we're learning how to make them happy."
@Eutelsat_SA @euroconsultEC @SES_Satellites @steviecSES @ViasatInc @SpaceX Dankberg: $VSAT has continued to grow this year, with about mid-teens to 20%, and "we've been able to achieve that largely due to in-flight connectivity coming back" in demand.
@Eutelsat_SA @euroconsultEC @SES_Satellites @steviecSES @ViasatInc @SpaceX Collar: 2021 was "a very big year" for SES, with 365 million households in its video business.
@Eutelsat_SA @euroconsultEC @SES_Satellites @steviecSES @ViasatInc @SpaceX Berneke, who became Eutelsat CEO on Jan. 1, says "thank you for welcoming me into this family ... you guys all seem to know each other" in the space business.
@Eutelsat_SA @euroconsultEC @SES_Satellites @steviecSES @ViasatInc @SpaceX Dankberg: I think you're seeing a migration of satellite services revenues toward the data business.

"Connecting the unconnected affordably is a $1 trillion opportunity" for $VSAT, but "the big challenge is delivering good service at price points that are attractive."
@Eutelsat_SA @euroconsultEC @SES_Satellites @steviecSES @ViasatInc @SpaceX Berneke talks about overcoming satellite supply chain delays, and Shotwell adds: "I can tell you it's such a relief to have me not being the one that's causing delays right now," because "the rockets are always late."
@Eutelsat_SA @euroconsultEC @SES_Satellites @steviecSES @ViasatInc @SpaceX Shotwell: One of the more fascinating parts of the Starlink business is setting up service in a new country. SpaceX has "been quite pleased" with the adoption of "Starlink in countries that we thought would take a really long time."
@Eutelsat_SA @euroconsultEC @SES_Satellites @steviecSES @ViasatInc @SpaceX Shotwell: SpaceX is "not working with the government on Starlink, other than to try to sell them the commercial service we have available to them."

"The way we are working with government on Starlink is trying to get them comfortable buying in a more commercial way."
Shotwell: SpaceX “is not good at M&A,” with just two acquisitions in its history (Swarm last year and a small machine shop years ago).

“I don’t know of another opportunity that we would go after.”
@Eutelsat_SA @euroconsultEC @SES_Satellites @steviecSES @ViasatInc @SpaceX I asked Shotwell about the value and motivation for the Swarm acquisition:

"I don't know if we are announcing the value of the deal, sorry -- I'm not hiding, I just don't want to make any news."
@Eutelsat_SA @euroconsultEC @SES_Satellites @steviecSES @ViasatInc @SpaceX Shotwell: Swarm was "a very interesting company" that built a network with a "very small, small amount of resources."

"We were quite interested in 'how did they do it?' How did they pull it together on that kind of budget with that number of people?"
@Eutelsat_SA @euroconsultEC @SES_Satellites @steviecSES @ViasatInc @SpaceX Shotwell: SpaceX is "working with Ukraine just like we're working with almost every other country to get rights to provide service."

"We were close" to having permission "until they tweeted at my boss and that was our permission."

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More from @thesheetztweetz

Mar 22
#SATShow next generation launchers panel, with:

United Launch Alliance CEO Tory Bruno
Rocket Lab SVP Lars Hoffman $RKLB
Arianespace CEO Stéphane Israël
Blue Origin SVP Jarrett Jones
SpaceX VP Tom Ochinero
@ulalaunch @torybruno @RocketLab @arianespaceceo @Arianespace @blueorigin @SpaceX Jones: "The last 12 months for Blue Origin have been absolutely amazing. We've made a lot of significant milestones," between first suborbital human spaceflights to opening up multiple new facilities including in Denver, Phoenix, and Reston.
@ulalaunch @torybruno @RocketLab @arianespaceceo @Arianespace @blueorigin @SpaceX Jones: New Glenn has "had amazing accomplishments over the last 12 months." Begun qualification of booster stages, fairing, and the structure.

Completed final design reviews and "transitioned into execution" and focused on building flight hardware.
Read 19 tweets
Mar 22
Satellite industry panel #SATShow, with:

Viasat CEO Mark Dankberg $VSAT
OneWeb CEO Neil Masterson
Telesat CEO Daniel Goldberg $TSAT
Mynaric CCO Tina Ghataore $MYNA
Northrop Grumman CTO Sarah Schellpfeffer $NOC
Isotropic Systems CEO John Finney
@ViasatInc @OneWeb @Telesat @mynaric @northropgrumman @isotropicsystem Masterson: Declines to get into the specifics about how the OneWeb deal with SpaceX came about.

"We're delighted - SpaceX stepped up, and we appreciate that."
@ViasatInc @OneWeb @Telesat @mynaric @northropgrumman @isotropicsystem Finney: A revolution in the space industry "is already happening ... at multiple levels."

"I mean, Elon Musk has 73 million followers, so by definition he's already advocating, making people aware."
Read 10 tweets
Mar 22
Former NASA Administrator @JimBridenstine is giving a welcome address for day two of #SATShow:
@JimBridenstine Bridenstine, who's on the boards of Viasat and Aerospace Corp as well as an advisor to Voyager Space, says "the thing I hear in every board meeting I'm in ... is the issue of space debris."
@JimBridenstine Bridenstine: "I want to be clear: I am not talking about any particular company. I'm talking about all of us. Because [space debris] affects everyone in this room."
Read 12 tweets
Mar 21
Smallsat launch services panel at #SATShow, with:

-Spaceflight Inc. director James Antifaev
-Relativity VP Josh Brost
-Firefly president Jason Mello
-Virgin Orbit CSO Jim Simpson $VORB
-Astra CBO Martin Attiq $ASTR
@SATELLITEDC @SpaceflightInc @relativityspace @Firefly_Space @VirginOrbit @Astra Brost: Relativity's inaugural Terran 1 first stage for flight "will be leaving the factory in the next couple of weeks, and then we're working toward our first flight this summer."
@SATELLITEDC @SpaceflightInc @relativityspace @Firefly_Space @VirginOrbit @Astra Attiq: $ASTR's automated approach to production is already showing results, as the company has gone from building one rocket "every 6 to 8 months" to currently "building 1 a month, and next year our goal is to build one a week."
Read 6 tweets
Mar 21
Satellite constellation operators panel at #SATShow:

Viasat president Evan Dixon $VSAT
SpaceX Starlink VP Jonathan Hofeller
Telesat VP Erwin Hudson $TSAT
OneWeb senior advisor Ruth Pritchard-Kelly
@SATELLITEDC @SpaceX @ViasatInc @Telesat @OneWeb Hofeller says SpaceX is "building close to 8" Starlink satellites per day at its facility in Redmond, WA.
@SATELLITEDC @SpaceX @ViasatInc @Telesat @OneWeb Hofeller: "Getting the cost of the user terminal down is key to being prolific," as SpaceX has cut its Starlink terminal costs "down by two-thirds from the original version."
Read 15 tweets
Feb 28
NASA's @KathyLueders, on ISS cooperation with Russia in light of the Ukraine invasion:

"We are not getting any indications at a working level that our counterparts are not committed to ongoing operations."
@KathyLueders Lueders: NASA and Roscosmos "are operating just like we were operating" before the invasion.

"Our teams are still talking together, we're still doing training together, we're still working together."
@KathyLueders Lueders: "That said, we always look for how do we get more operational flexibility."

NASA is discussing cargo and crew transportation options with Northrop Grumman and SpaceX, respectively.
Read 6 tweets

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