Customer Adoption TimingAnalyst notes that deployment delays could hinder customers' transition from beta trials to full commercial service, reducing near-term revenue visibility.
Launch Schedule RiskAnalyst cautions that a history of launch delays by providers could slow satellite deployment and push back commercial service rollouts, deferring revenue recognition.
Third-party DependencyAnalyst warns reliance on external launch providers creates execution risk if provider availability or performance issues arise, potentially increasing costs and timeline uncertainty.