Report
Stephane Beyazian

SES : Starlink bouleverse le ciel à nouveau (et SES/Intelsat)

>United Airlines amène gratuité et débits sur ses vols avec Starlink - United Airlines a signé un accord avec Starlink qui permettra d’offrir gratuitement à ses clients de la connectivité sur ses vols à partir de 2025. La connectivité en vol existe depuis 2004, dont les leaders du marché sont Viasat et Intelsat, mais est faiblement utilisée car chère ou peu fiable (basée sur des satellites à 36 000 km d’altitude vs Starlink à 550 km). Au regard des premiers essais, il...
Underlying
SES SA FDR (Class A)

SES is engaged as a provider of satellite-delivered services. As a strategic management company, Co. operates through a unique network of leading satellite operators around the world. This network comprises the fully-owned SES ASTRA in Europe and SES AMERICOM in the U.S., as well as participations in regional satellite operators. SES ASTRA is European direct-to-home satellite operator. SES AMERICOM operates a fleet of 17 satellites serving the Americas, Europe and the Asia-Pacific region. AsiaSat provides transponder capacity for broadcast, broadband and telecommunications services in the Asia-Pacific region.

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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