How will Amazon fund Kuiper? Barclays weighs in
Investing.com -- Amazon’s ambitious Kuiper satellite initiative has sparked debate among investors, particularly regarding its financial impact on the company’s retail margins.
Barclays notes that Kuiper operates within a promising $61 billion total addressable market, spanning consumer and enterprise broadband, direct-to-device communication, aviation, and more.Barclays says that each rocket launch could cost as much as $150 million, with delays in United Launch Alliance launches pushing expense upticks into 2025.
While the venture trails SpaceX’s Starlink by five years, Barclays sees the industry evolving into an “attractive two-player market” with room for both players to succeed.
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