Weak signal · 19 August 2026, 03:43 UTC
Intuitive Machines' $600M+ "authorization to proceed" for three undisclosed-customer GEO…
As the brief logged it
Deutsche Bank's Edison Yu asked on the Aug 13 earnings call whether the contract relates to the FCC's Upper C-band reallocation; CEO Steve Altemus: "I have that yet undisclosed... in the future we'll come out and give you a little more color." TIER-A analyst Peter B. de Selding (@pbdes) separately floated SES as the likely customer, citing SES's past use of Intuitive Machines/Maxar for its prior C-band clearing round — unconfirmed by any primary source. Watch for an SES or Intuitive Machines statement naming the customer.
Provenance
Logged in the brief of 19 August 2026.
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