Investor Presentaiton
DEMAND GROWTH CONTINUING BEYOND 2030
B2B
B2C
VERTICAL
FIXED DATA
CURRENT USE CASES
OneWeb
EMERGING FUTURE APPLICATIONS
Mobile backhaul: up to ~35% of sites still in 2G/3G in 2030,
leaving potential x10 increase in capacity per site
Corporate networks: continued rise of cloud connectivity,
increasing number of sites and consumption per site
Digital Twin of remote industrial sites (e.g., mining,
O&G) requiring large number of connected devices
GOVERNMENT
Governmental SATCOM: demand increase driven by the
introduction of next-generation platforms across air/land/
sea and by the need of resilience of critical infrastructure
Autonomous vehicles to represent a growing share of
military assets
Full-spectrum global combat clouds expected to deploy
in French Army staff by ~2040
MOBILITY
CONSUMER
BROADBAND
In-Flight Connectivity: up to ~40% of commercial aircraft
not yet equipped with IFC in 2030
Data-intensive innovations for aerial mobility (e.g.,
TBO1, Single Pilot Operations) to gain traction after 2030i
Maritime Autonomous Surface Ships
Satellite internet penetration: <0.5% of global households
equipped in 2030
Bandwidth from metaverses such as Meta's Horizon
Worlds to increase by 2030|i
EUTELSAT (1) Trajectory-Based Operations, I., collecting the exact position of airplanes at any instant to optimize airspace management
Sources: Euroconsult Satellite Connectivity and Video Market, September 2021; (i) ESA; (ii) Credit Suisse
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