Archive

Europe is now paying for launch alternatives to both SpaceX and its own Ariane 6, a hedge that could ease SES's launch bottleneck by 2027-28.

Europe's own launcher now has a proven GEO capability, widening options beyond SpaceX for SES's future satellites.

A federal push to sextuple US launch cadence could ease — or further entrench SpaceX's grip on — the bottleneck gating SES's launch manifest.

The $8bn tie-up now has a firm shareholder-vote date and a hard 2027 deadline to close.

A bankruptcy examiner could force EchoStar to disclose how it split SpaceX's $20bn spectrum payout with distressed Hughes.

A Canadian rival beats Amazon and Starlink to commercial optical relay, sharpening competition for SES's own K2/meoSphere bet.

SpaceX doubles down on Starship-scale launch cadence, widening its cost and volume edge over SES's own launch-constrained roadmap.

State capital entrenches China's #2 megaconstellation, hardening the sovereign-connectivity rival SES faces across BRI and emerging markets.

Sets a September-October window for SES and rivals to formally contest Amazon's device-to-phone spectrum bid.

A newly-detailed rollout schedule confirms Honghu-3 will scale to 10,000 satellites by 2030, squeezing SES's sovereign-connectivity markets.

Starlink's DRC launch, with 14-market Africa rollout planned, threatens SES's core African GEO connectivity revenue.

Narrows China's launch-cost gap with SpaceX, speeding the Chinese constellations SES competes against.

SES's weak 2 GHz MSS bidder gains Omnispace's spectrum, reshaping its EU standing.

Nine satellites remain unlaunched, so Amazon's $11.6bn Globalstar merger condition is not yet satisfied.

A startup will build 264 of 348 satellites on the programme SES has committed €1.35bn to.

China's launch cadence quadrupled, shrinking the window SES has to win non-Western sovereign customers.

One launch may satisfy Amazon's $11.6bn merger condition, pulling that deal's timeline forward.

Amazon's $11.6bn Globalstar acquisition clears one of its two closing conditions on schedule.

SpaceX issued $60bn in stock without strain, so expect Starlink's price pressure to continue.

SpaceX still sells dedicated launches to rivals, easing supply risk on SES's 2029 meoSphere manifest.

The multi-band MEO precedent SES read as validation is uncontracted and roughly two years away.

A tracked rival must refinance within months, reopening distress risk across the GEO field.

Rocket Lab moves closer to owning the government contracts Intelsat General competes for.

Non-SpaceX launch capacity stays constrained, which threatens SES's own meoSphere launch schedule.

Starlink keeps growing above its earlier pace, so its pricing pressure on SES will hold.

Washington funds a direct SES rival as sovereign infrastructure, even as AST misses revenue estimates.

A rival is buying up optical inter-satellite links, the same technology SES's meoSphere depends on.

A fleet-wide grounding could slow China's LEO buildout and buy SES competitive breathing room.

SpaceX is securing chip supply for orbital computing, the market SES's space-data thesis targets.

SES sets a 10% return floor and keeps 90% of MEO capacity commercially saleable.

AST's direct-to-device threat moves from intent to execution on SES's home continent.

SES's closest European peer proves a GEO-to-LEO pivot can offset legacy decline.

The market absorbed a $98.7bn unlock, so Starlink's price aggression stays well funded.

EchoStar looks financially weaker as a rival bidder for the 2 GHz spectrum SES wants.

SES's largest sovereign bet is now signed, scoped at 348 satellites and funded.

Rivals gain ammunition to argue Europe need not reserve 2 GHz spectrum for IRIS².

AST is hitting its dates, keeping its direct-to-device threat to SES on track.

SpaceX now targets the $600bn US mobile market, widening how aggressively it will price.

A NATO government chose a Western rival for the sovereign defence connectivity SES also sells.

Other revenue subsidises Starlink's subscriber growth, so its pricing will not ease.

China cut months off deployment, shortening the runway before Guowang competes for SES's markets.

Contested transfers raise clawback risk at EchoStar, a rival bidder for 2 GHz spectrum.

The distress SES has tracked since July lands, but EchoStar's spectrum arm is untouched.

Any party now has 60 days to contest SES's 89% share of the incentive pool.

The CEO put the strongest timing yet on record for SES's largest sovereign commitment.

Supplier K2 doubled to a $6.8bn valuation, lowering execution risk on SES's meoSphere.

Regulators keep constraining EchoStar, weakening a rival bidder for 2 GHz spectrum.

IRIS² progress and SES's softening commercial business are moving in opposite directions.

Pentagon revenue funding Starlink's price cuts keeps growing, now past $8bn this year.

EchoStar will not rescue Hughes despite holding AT&T cash, signalling weaker group credibility.

A second EU state funds IRIS² rather than a competing national constellation.

SES opens a revenue line selling connectivity to spacecraft rather than to ground users.

A recapitalised EchoStar becomes a stronger rival on both 2 GHz spectrum and C-band.

The decision on SES's ~$3.75bn clearing costs moves off the public record for six months.

Rocket Lab deepens ties with the command deciding the Iridium renewal SES competes for.

A fifth funded D2D system strengthens the case against reserving EU spectrum for IRIS².

SES's biggest open financial item lands 7% below estimate but far ahead of rivals.

SpaceX proved the hardware behind its next capacity jump, sustaining pressure on SES's pricing.

Pentagon spending that subsidises Starlink's pricing grows threefold over the coming decade.

A classified Chinese asset can repeatedly inspect SES's core fleet and GovSat.

SES's multi-billion incentive is near-final, pending only the released final text.

An EU frontline state funds IRIS² while SES negotiates its own exit terms.

EchoStar's subsidiary heads for a contested restructuring rather than a quiet refinancing.

Repeated scrubs slow the Starlink V3 capacity jump that threatens SES's MEO position.

India's domestic rival advances while SES's own Jio joint venture stays blocked.

SpaceX's next-generation satellite bus stays unproven, delaying the capability SES is racing.

A Western rival locks a national market SES tracks as a China-versus-West battleground.

A 2 GHz spectrum rival strengthens its balance sheet ahead of the EU contest.

The precedent SES cites for reserving EU spectrum is weaker than the desk recorded.

State capital accelerates the Chinese cost curve that undercuts SES in contested markets.

Sovereign defence demand is real at scale, but national primes are building it, not SES.

SES is contesting the rules that let rival constellations degrade its GEO fleet.

A €35bn sovereign programme in SES's home region is being built without it.

Starlink and Kuiper may now degrade SES's Ku-band links under a looser standard.

Sovereign demand grows, but pooled government capacity could eventually replace what SES sells.

China nears its service threshold early, compressing SES's window in Africa and Southeast Asia.

China's commercial constellation builds steadily toward the 324 satellites service requires.

A third Indo-Pacific state chooses to build sovereign capacity rather than buy it.

A vertically integrated rival now holds the government contracts Intelsat General competes for.

SES's internal capital gate for IRIS² appears cleared, though SES has not confirmed it.

SES should model zero India revenue from this venture through at least mid-2027.

India's sovereign window may close 12 to 18 months earlier than SES modelled.

Chinese operators can now sell direct-to-device services in the markets SES targets.

SpaceX becomes the Pentagon's core orbital surveillance supplier, strengthening Europe's sovereignty argument.

Even the Pentagon buys sovereign capacity separately from Starlink, validating the IRIS² model.

SES can no longer rely on ITU process to limit Chinese constellation expansion.

India's highest-value government contracts may close to foreign operators, including SES.

Europe is codifying SES's government spectrum position, subject to US trade pressure.

Public capital lets Starlink cut prices indefinitely and fund an orbital computing business.

Telesat's sovereign customers may need a new provider, an opening for O3b mPOWER.

Chinese broadband reaches SES's markets in 2026, not the 2028 SES had assumed.

A G7 state looks set to build sovereign direct-to-device capacity without SpaceX.

AST launches faster than SES modelled, making it a real 2 GHz competitor.

India intends to own its connectivity infrastructure rather than buy it from SES.

Chinese manufacturing costs undercut any Western pricing model in contested markets.

A successful challenge would collapse the spectrum reservation underpinning SES's IRIS² position.

SES's largest capital decision appears close, with no formal confirmation yet.