Company
SES is a Luxembourg-based satellite operator running geostationary and medium-Earth-orbit fleets for broadband, video, and government connectivity.
Eutelsat shares rose 25% in five days after Kyiv said SpaceX curbed its military Starlink service, CNBC reported. SES rose 2.6% in the session Eutelsat traded 23% higher, and Deutsche Bank expects Eutelsat to give back some of the gain.
Reality
Elon Musk accused unnamed Indian 'oligarchs' of blocking Starlink to guard a market where Jio and Airtel hold over 80% share. Both operators signed Starlink rollout deals with SpaceX last year, CNBC reported. The launch Musk wants runs through the companies he is attacking.
Perspective Coverage
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India rejected Elon Musk's claim that Starlink is being blocked, saying Starlink and two other licensed satellite operators await the same security reviews. For anyone planning to buy Starlink through Jio or Airtel, those reviews now decide a launch date that is still unclear.
Perspective Coverage
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Bloomberg reports Deutsche Telekom, Orange, Vodafone and Telefonica are in early talks about one bid for the European third of the 2 GHz band, a licence that changes hands well before any EU constellation can carry phone traffic.
Reality
An August 2026 review grew IRIS² from around 290 satellites to 348 and its planned investment from 10.6 billion euros to more than 15.6 billion, and the largest single build order, 2.4 billion euros for 264 platforms, went to Belgium's Aerospacelab.
Reality
The deals that put capacity into the UAE and Israel closed weeks before the February strikes on Iran. What follows for tenants is a region-selection problem that uptime credits were never written to cover.
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Elveo Mobile starts life with five satellites in orbit and globally coordinated spectrum. In direct-to-device, the second asset is the harder one to replace.
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OneWeb revenue hit $342.6M and roughly a quarter of the group total. The implied decline in everything else is the number to put in your GEO renewal paperwork.
Reality