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Participaciones del usuario ErickSpace369 - Bolsa

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Bancos (2) | Economía (172) | Bloggers (1) | Preferentes (17) | Bolsa (1) | Bolsa (2) | Política (40) | Fondos (2391) | Bolsa (6613) | Consumo (10) | Depósitos (1) | ADSL (3)
ErickSpace369 02/08/25 18:43
Ha respondido al tema AST & Science... (actual AST SpaceMobile)
Parece que Kuiper también competirá en D2D...
ErickSpace369 02/08/25 18:43
Ha respondido al tema Proyecto Kuiper...
Algunas imágenes de un estudio reciente:
ErickSpace369 02/08/25 15:32
Ha respondido al tema Avio S.p.A.
Avio desatada, ya en los 30€!https://finance.yahoo.com/quote/AVIO.MI/
ErickSpace369 02/08/25 15:27
Ha respondido al tema Invertir en el Sector Espacial: La última frontera
Las compañías chinas del NewSpace, empiezan a salir a bolsa...https://www.china-in-space.com/p/landspace-eyes-ipo-on-shanghai-stock
ErickSpace369 02/08/25 15:03
Ha respondido al tema Proyecto Kuiper...
Buena info de Amazon, sobre Kuiper: We’ve been rolling out early access to US customers to start. Millions of customers have access now. We’re seeing very positive feedback, and we’ll continue to iterate on the experience. We’ve recently completed our third successful launch of Project Kuiper. We haven’t launched this service commercially yet, but already have an impressive amount of enterprise and government customers who signed agreements to use Kuiper.[...]Andy Jassy, CEO, Amazon: On the Project Kuiper question, so Project Kuiper is our low Earth orbit satellite constellation that we’re putting up and launching. And, you know, there’s 400 to 500,000,000 households worldwide who don’t have broadband connectivity. And it means they can’t do a lot of the things we take for granted like education online or business online or shopping or or entertainment. There is really a digital divide, and it’s much needed. And it’s also true for enterprises and for governments if they have assets or needs to have visibility or connectivity that they can’t get today given the lack of broadband in a bunch of places around the world.So there’s there’s a high need. I would say that as we get our constellation into space, there will really be two players that have what I would consider the the modern technology in low earth orbit satellite. You know, one is is the incumbent in in the market today, and the second will be Project Kuiper. I think that we will have a a pretty meaningful differentiation here in performance. If you look at the performance of what I expect on the uplink and downlink, I think Project Kuiper will be advantaged.I also think the pricing is gonna be very compelling for customers. And then I think if you think about the three key customer segments who want, low Earth orbit satellite, consumers, enterprises, and governments, We have very strong relationships with all three customer segments given our consumer businesses and our AWS business. And I think if you if you think about enterprises and governments, a lot of what they wanna do when they take the data down from space is they actually wanna put it into a cloud to do analysis, analytics, and and AI and and various operations on top of it. And the fact that Project Kuiper and AWS are so seamlessly connected is very attractive to enterprises and to governments. I’m kind of amazed.We we haven’t launched Project Kuiper yet, but the number of enterprise and government agreements that have been signed already to use Project Kuiper is impressive. So we’re we’re working very hard to get the satellites into space. We have some delays with some of the rocket providers, but we we have most of the available rocket launches over the next couple of years. And we’re very hopeful to get this service into commercial into commercial beta later this year or early next year.  Prepaid expenses and other current assets, which include amounts related to non-income taxes and satellite network launch services deposits, were $6.3 billion and $6.7 billion as of December 31, 2024 and June 30, 2025. We currently expense satellite network launch services deposits upon launch to “Technology and infrastructure.”https://ir.aboutamazon.com/quarterly-results/default.aspx
ErickSpace369 02/08/25 13:35
Ha respondido al tema MDA Ltd (MDLF) La compañía espacial de Canadá...
5 Billones de potencial contrato final...https://spacenews.com/echostar-orders-initial-mda-satellites-for-5-billion-leo-constellation/
ErickSpace369 02/08/25 13:22
Ha respondido al tema Invertir en el Sector Espacial: La última frontera
Posible IPO o spin-off de la división militar de Viasat...https://www.reuters.com/sustainability/boards-policy-regulation/activist-carronade-builds-pressure-viasat-split-business-2025-07-31/
ErickSpace369 01/08/25 22:30
Ha respondido al tema MDA Ltd (MDLF) La compañía espacial de Canadá...
Gran comentario amigo, e igual enhorabuena, por pingües ganancias...
ErickSpace369 01/08/25 22:03
Ha respondido al tema Proyecto Kuiper...
Sigue creciendo Kuiper, a este ritmo el año que viene podría estar dando servicio beta...https://x.com/ProjectKuiper/status/1950651459961344364
ErickSpace369 01/08/25 21:54
Ha respondido al tema MDA Ltd (MDLF) La compañía espacial de Canadá...
Por cierto en IoT desde el espacio compite Spire también:https://www.computerweekly.com/news/366628245/IoT-connectivity-revenues-show-strong-riseAquí le gané buen dinero a Orbcomm que fue adquirida, pero era de las líderes en este mercado...