Report
Stephane Beyazian

Eutelsat Group : The implications of an SES-Intelsat merger scenario

>In the race for size, SES-Intelsat set to retake the number one spot worldwide - According to Bloomberg, SES has reopened the merger discussions with Intelsat, that failed in 2023. The arrival of Starlink with the low-orbit constellation LEO at ~$ 10bn and other forthcoming projects (Kuiper by Amazon, Telesat) are forcing traditional players to consolidate. SES fell from the world’s largest to third-largest satellite capacity provider, after the Viasat’s merger with ...
Underlying
Eutelsat Communications SA

Eutelsat Communications is a private telecommunications satellite operator involved in the design, establishment, operation and maintenance of satellite telecommunications systems covering a large geographical area (extended Europe (including North Africa and the Middle East), sub-Saharan Africa, parts of America and Asia). Co. provides its customers broadcasting capacity and associated services to transmit TV programmes via satellite, cable or Internet Protocol (IP) networks. As of June 30, 2013, Co. owned and operated 31 satellites in geostationary orbit and 4 satellites in inclined orbit.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Stephane Beyazian

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