Constellations Replaced Committed Capacity With Monthly Subscriptions
Geostationary enterprise capacity was sold by megahertz on multi-year commitments, which made sense because a satellite covers a fixed footprint with capacity that cannot be redeployed. Low earth orbit operators sell bandwidth per site per month with short notice periods, which is how terrestrial providers have always sold. Average enterprise contract length has fallen to around 14 months. Incumbents are repricing books written under different physics against competitors with no legacy revenue to protect, and that conversation is considerably more painful than the latency comparison ever was. Physics changed and the commercial model followed it.
Market Impact: Indonesia compounds at 18.2% annually








