Panel: Could LEO satellite and teleport carve-outs deliver infrastructure-grade yields?

Agenda - Day 2

Panel: Could LEO satellite and teleport carve-outs deliver infrastructure-grade yields?

• Are teleport carve-outs becoming credible long-term investment plays?
• Is the teleport ecosystem investable on its own, or is it dependent on LEO performance?
• What are investors’ offtake/anchor tenant revenue demands?
• How is regulation and competition priced into the risk?