Peter Wood

Peter Wood is a Senior Research Analyst at TeleGeography. His work is focused on network services and pricing with a regional focus on Latin America and the Caribbean.

Recent Posts

Satellite Mergers, Acquisitions, and Market Consolidation

Connectivity by satellite is not new, but expanding networks via low earth orbit (LEO) is a recent phenomenon receiving lots of investment.

As interest in LEO connectivity has grown, the number of companies looking to establish themselves in the market has also gone up. However, in recent conversations with satellite industry leaders, we’ve heard speculation that the market may have reached a saturation point.

That means mergers, acquisitions, and market consolidation are likely to occur. In fact, some of that has already begun to unfold.

Latin American Pricing Takeaways From ITW

Last month, the TeleGeography team joined scores of ICT infrastructure professionals in National Harbor, Maryland for International Telecommunications Week.

One of the many topics discussed was price erosion in Latin America. The main trend likely comes as no surprise: prices keep falling. But there is nuance to how price erosion is occurring in different markets.

Let’s explore the context in more detail.

Latin American Market Trends: Brazil and Mexico

As telecom analysts, my TeleGeography colleagues and I have been busy attending conferences and gathering market intelligence from many of the most prominent telecom companies around the world.

Recently, our travels took us to São Paulo and Mexico City for the Futurecom and Mexico Connect 2022 conferences.

There’s a lot going on in both the Brazilian and Mexican markets, so let’s recap some of the discussion themes that stood out.

How LEO Satellite Connectivity Might Change Enterprise Networks

Endeavors like SpaceX’s Starlink and Amazon’s Project Kuiper have brought lots of attention to the expanding market for connecting more residential customers to satellite broadband.

But how are enterprises affected by the growing satellite market?

Prices Are Falling in Colombia. Here’s What That Could Mean for Future Investment There

Anyone who is familiar with our Pricing Suite knows that São Paulo is Latin America’s de facto center for wholesale IP transit and transport and reports the most competitive pricing in the region.

In other areas, we see that prices are falling as supply increases.

Colombia is one example.

How Will Broadband Prices Fare Against a Satellite Boom?

Despite the expanding role satellite providers have in delivering connectivity, the vast majority of intercontinental capacity is carried by submarine cables.

This will likely always be the case, but new constellation projects are poised to reshape how broadband is delivered to end users.

Carriers Are Restructuring Across Latin America. Is Disruption on the Horizon?

Market patterns aren’t the only forces impacting carriers. Shifts in strategy, corporate structure, assets, and regulation can also have noteworthy consequences.

We’re seeing this across Latin America right now.