PARIS — Chapter 11 bankruptcies at Intelsat, OneWeb and Speedcast, the financial stresses of Gogo and Global Eagle Entertainment, competing with Hughes Network Systems and the stubborn ROIC issues with LEO broadband: Viasat Chief Executive Mark Dankberg was feeling expansive and touched on all of them in a May 27 investor conference with AllianceBernstein.
The bottom line: It’s good to be in broadband, and especially good not to be in satellite broadcast; good to be vertically integrated and not . . .
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