It has excellent use cases already. And people will continue to try and improve the functionality there so that it can even get to the point where we might do cellular infill.
Walter Piecyk : I mean, I happen to live in a metro market, not far out of it. There’s lots of gaps of coverage based on what I’ve heard the telco say in terms of their CapEx plans and what my neighbors are trying to do to hold back any type of development. I don’t think we’re ever going to see coverage on certain locations. So I can understand, I think the initial target in terms of messaging will I be able in these locations to get more than just messaging and hence, obviously expand that revenue opportunity? Is that — the reasonable road map?
Paul Jacobs : Yes. So that’s it. So I agree with you, it’s cellular infill. So it’s areas where you might be in what would normally be coverage of a network, but you don’t actually have coverage for whatever reason. So yes. And then in terms of being able to do voice, for sure, the Globalstar system originally was set up to do voice. The question is how much space resources required per call that you’re connecting as you connected at higher data rates. Now voice we can do over fairly low data rates, but that isn’t really what people are using their phones for these days, people are using their phones for things that consume a lot more bandwidth. And bandwidth from space right now is relatively expensive to provide. And so as we know, people are looking to build these mega constellations.
They’ve obviously lived through some of that with OneWeb as well. And then you see people that are providing high speed right now are providing it using very large antennas. So question is, what’s the affordability of that and what’s the viability of that for mobile use and so on and so forth. So these things are going to play out over the next few years. We’ll understand those better and better. But I would just say that it takes a lot of space resources to serve a phone at high bandwidth, high throughput. And so that’s just going to — that will turn into cost. And then I would believe that operators will make those cost trade-offs versus whether it’s better to build out a terrestrial-based device or whether it’s better to connect to a satellite and that when those services become more widespread.
Walter Piecyk : So on that last point, assuming that they can get a return on what the cost is to pay a constellation for that capacity. Obviously, they’re charging their customers more every year. Everyone is guiding for higher ARPU. If you need that capacity, is the end game here one constellation? Or does that mean that there’s going to be multiple constellations that are going to have to service the demand that could exist. Again, assuming that the cost of that capacity works for the operator. And again, like I would look at that in the context of the value of that picture that I’m uploading in that location, in my town where I can’t get anything right now is significantly higher than whatever data cost me in the areas where I do have coverage, given that the operators doesn’t seemly ever going to get any coverage there because either of my neighbor or their own CapEx plan.
So I guess the root question here is, can one constellation — is there going to be one winner in this? Is there going to be 2, 3? Like what is the endgame in terms of number of constellations that can service that ultimate demand?
