Specialist
Former VP at Raytheon Co
Agenda
- Competitive landscape including key industry trends
- Innovation growth opportunities and potential challenges
- Shifting demand dynamics and global geopolitical implications
- 12-18-month outlook
Questions
1.
Could you provide an overview of the space defence market, highlighting any key secular trends we should be monitoring?
2.
What were the expectations for the market heading into 2020, and to what extent have those been altered by coronavirus and the macro environment?
3.
Could you elaborate on your expectations of how the Biden administration might affect the space market?
4.
Which players do you think are strongest and in which areas? What would you highlight as the key competitive differentiators?
5.
To what extent do you think the barriers to entry you outlined will be a disruption for newer players, appreciating many of them are privately held? How many are likely to survive, or how long do you think they can survive before they’re either acquired or they fail, given those barriers to entry?
6.
You alluded to tension between the major primes and disruptors. How might Amazon Web Services and Google change the space industry with their value-added services, such as big data analytics? How pertinent could that be? Would you highlight those services as some of the market’s largest growth opportunities for 2021?
7.
What is your outlook for orbit servicing? How could it change the market?
8.
Many of the new entrants we’ve discussed are focused on launch services. How do you expect this end market to be split up? Do you envisage the US supporting only a few of the major players or is market share likely to be distributed more broadly?
9.
How are satellites being commoditised? Which players do you think will be the winners and losers, considering many other services that go along with smaller satellites are being commoditised? How has this value chain evolved?
10.
How soon and at what rate do you expect persistent human presence on the moon? What would be the commercial implications?
11.
To what extent do you think the intelligence community could follow through in recapitalising space architectures which, as you mentioned, is also a commercial opportunity?
12.
What metrics or activities should we be monitoring within the space defence market?
