5G NTN Market
- $160-320BPAM’30
- $90-180BTAM
- 20-25%SAM
- 32%CAGR
- $80BCAPEX (One time)
- $15-20BOPEX
- 99.6% pplCoverage (Region Global)
- 15%/yIRR (From 2034)
G2M
NTN infrastructure as a service
- Major telco’s NTN-access pre-contracting
- B2B contracting logistics, digital infrastructure
- Satellites deployment
Hardware supplement
(key payload)
- Approve specs per cost and reliability
- Integrate to supply chains
- Modules, parts, firmware
KYC
Major global telco’s
- >400M users (0.5% total mobile devices)
- $180-240 ARPU (current NA plans)
- Literally every cellular device / IOT / UAVs
Another constellations
- >250k already claimed D2C-sats
- 20%/y annual sats rotation
- >$3M each sat’s HW net cost
Competitors & Our Solution
Starlink
Already has 500x 5G sats
Self-made rockets
Lot of policy restrictions
Space Mobile
Already deployed few sats
Best solar power supply
Huge and low-MTBF sats
No rockets
Qianfan
Strong gov support
Access to Chinese facilities
Still in very early stage
Slow progress
Kuiper
Seems became top-2 NA
Just few Gen.1 sats
No rockets
Our solution
Best-in-class key 5G payload (BS/ISL)
Extremely fast optimized progress
Clear models, metrics and roadmap
Required gov support
No rockets
Stages & Valuation
Roadmap
