{"id":28427,"date":"2025-01-09T02:31:26","date_gmt":"2025-01-09T02:31:26","guid":{"rendered":"https:\/\/quantfury.com\/?p=28427"},"modified":"2025-01-16T20:42:20","modified_gmt":"2025-01-16T20:42:20","slug":"kuiper","status":"publish","type":"post","link":"https:\/\/quantfury.com\/espanol\/perspectivas-de-mercado\/kuiper\/","title":{"rendered":"Wall Street podr\u00eda estar ignorando la ventaja satelital de Amazon (NASDAQ: AMZN)"},"content":{"rendered":"\n

Jeff Bezos lleva alg\u00fan tiempo rezagado respecto a Elon Musk en cuanto a patrimonio neto (236.000 millones de d\u00f3lares frente a 417.000 millones).<\/p>\n\n\n\n

Amazon (NASDAQ: AMZN<\/a>), propiedad de Bezos, tambi\u00e9n est\u00e1 detr\u00e1s de SpaceX, de Musk, en la provisi\u00f3n de servicios de Internet satelital. La divisi\u00f3n Starlink de SpaceX gener\u00f3 7.700 millones de d\u00f3lares en ingresos el a\u00f1o pasado, un aumento del 83% respecto al a\u00f1o anterior, seg\u00fan estimaciones de la consultora Quilty Space.<\/p>\n\n\n\n

Mientras tanto, Project Kuiper, el servicio de banda ancha satelital de Amazon, cuenta con solo dos prototipos de sat\u00e9lites en \u00f3rbita. El a\u00f1o pasado, la compa\u00f1\u00eda se vio obligada a posponer en dos ocasiones los lanzamientos iniciales de sus sat\u00e9lites operativos. Ahora afirma que espera comenzar a desplegar su constelaci\u00f3n de sat\u00e9lites a principios de este a\u00f1o y lanzar el servicio de Internet a finales de 2025.<\/p>\n\n\n\n

Kuiper planea una constelaci\u00f3n de 3.232 sat\u00e9lites. Debe tener al menos la mitad en funcionamiento para julio de 2026, a fin de mantener la autorizaci\u00f3n del gobierno estadounidense para su plan. Amazon espera ofrecer servicios de banda ancha en \u00e1reas desatendidas de todo el mundo.<\/p>\n\n\n\n

Sin embargo, poner todos sus sat\u00e9lites en \u00f3rbita no es tarea f\u00e1cil. La operaci\u00f3n resulta mucho m\u00e1s sencilla para Starlink, que, como subsidiaria de SpaceX, tiene acceso directo a los cohetes de la misma compa\u00f1\u00eda para sus lanzamientos. Actualmente, Starlink cuenta con m\u00e1s de 7.000 sat\u00e9lites activos, en comparaci\u00f3n con cero de Kuiper.<\/p>\n\n\n\n

Amazon debe depender de terceros para los lanzamientos<\/h2>\n\n\n\n

<\/p>\n\n\n\n

Est\u00e1 previsto que Kuiper utilice cohetes de Boeing (NYSE: BA<\/a>), Lockheed Martin (NYSE: LMT<\/a>), Airbus (CBOE: AIR<\/a>), Blue Origin de Bezos e incluso SpaceX de Musk para poner todos sus sat\u00e9lites en \u00f3rbita.<\/p>\n\n\n\n

\u201cLa alarmantemente alta dependencia de Amazon de veh\u00edculos de lanzamiento completamente nuevos representa el mayor obst\u00e1culo para que Kuiper despegue\u201d, afirma Quilty, que sostiene que Kuiper necesitar\u00e1 una pr\u00f3rroga de plazo por parte del gobierno.<\/p>\n\n\n\n

Cuando Amazon anunci\u00f3 el proyecto en 2019, estim\u00f3 un costo superior a 10.000 millones de d\u00f3lares. Sin embargo, ahora parece que el total podr\u00eda ascender a 20.000 millones de d\u00f3lares, seg\u00fan los analistas. Las empresas deben realizar grandes inversiones en sat\u00e9lites por adelantado antes de poder generar ingresos significativos.<\/p>\n\n\n\n

Todo ese gasto podr\u00eda afectar las ganancias de Amazon este a\u00f1o. Pero no se debe subestimar la capacidad de Amazon para prosperar en nuevos mercados, especialmente los relacionados con productos de consumo y tecnolog\u00eda.<\/p>\n\n\n\n

Adem\u00e1s, Amazon Web Services, su divisi\u00f3n de computaci\u00f3n en la nube, podr\u00eda proporcionar una base de clientes corporativos ya establecida para Kuiper.<\/p>\n\n\n\n

\u201cLa fortaleza no tan secreta de Kuiper proviene del negocio de dispositivos de Amazon, con amplia experiencia en la producci\u00f3n masiva de productos electr\u00f3nicos de consumo, y de AWS, que impulsa aproximadamente un tercio de la infraestructura de Internet\u201d, se\u00f1ala Quilty.<\/p>\n\n\n\n

El autor posee acciones de Amazon.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

Jeff Bezos lleva alg\u00fan tiempo rezagado respecto a Elon Musk en cuanto a patrimonio neto (236.000 millones de d\u00f3lares frente a 417.000 millones). Amazon (NASDAQ: AMZN), propiedad de Bezos, tambi\u00e9n est\u00e1 detr\u00e1s de SpaceX, de Musk, en la provisi\u00f3n de servicios de Internet satelital. La divisi\u00f3n Starlink de SpaceX gener\u00f3 7.700 millones de d\u00f3lares en […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[736,108],"tags":[264,675,713,714],"class_list":["post-28427","post","type-post","status-publish","format-standard","hentry","category-acciones-en-la-mira","category-perspectivas-de-mercado","tag-air","tag-amzn-2","tag-ba-2","tag-lmt-2"],"acf":[],"yoast_head":"\nWall Street podr\u00eda estar ignorando la ventaja satelital de Amazon (NASDAQ: AMZN) | Quantfury<\/title>\n<meta name=\"description\" content=\"Project Kuiper, el servicio de banda ancha satelital de Amazon, cuenta con solo dos prototipos de sat\u00e9lites en \u00f3rbita.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/quantfury.com\/market-insights\/kuiper\/\" \/>\n<meta property=\"og:locale\" content=\"es_ES\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Wall Street podr\u00eda estar ignorando la ventaja satelital de Amazon (NASDAQ: AMZN) | Quantfury\" \/>\n<meta property=\"og:description\" content=\"Project Kuiper, el servicio de banda ancha satelital de Amazon, cuenta con solo dos prototipos de sat\u00e9lites en \u00f3rbita.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/quantfury.com\/market-insights\/kuiper\/\" \/>\n<meta property=\"og:site_name\" content=\"Quantfury\" \/>\n<meta property=\"article:published_time\" content=\"2025-01-09T02:31:26+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-01-16T20:42:20+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/quantfury.com\/wp-content\/uploads\/2025\/01\/Amazon.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"2048\" \/>\n\t<meta property=\"og:image:height\" content=\"1536\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Quantfury\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:description\" content=\"Jeff Bezos lleva alg\u00fan tiempo rezagado respecto a Elon Musk en cuanto a patrimonio neto (236.000 millones de d\u00f3lares frente a 417.000 millones). 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