Lead item · 31 July 2026

EXISTENTIALIRIS²/SpaceRISE positioning US C-band spectrum reallocation

SES reports IRIS² talks in final stages, revenue down 5%

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

1 in 271 items swept clears the bar·Brief of 31 July 2026, 03:44 UTC

Filed after this on the same threads

1 August 2026C-band order published, opening the window to challenge SES's $5.6bn
1 August 2026SES CEO says the IRIS² signature is "days away"
7 August 2026EU and SpaceRISE sign the IRIS² implementation agreement
8 August 2026SES commits up to €1.35bn to IRIS²'s MEO segment

The desk's evidence

What happened, the read-across for SES, the desk's confidence and every source behind this item. SES sign-in required.

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