Report
Stephane Beyazian

SES : Starlink causing upset in the sky again (and for SES/Intelsat)

>United Airlines to offer free and high-speed connectivity on its flights with Starlink - United Airlines has signed an agreement with Starlink which will allow it to offer its clients free connectivity on its flights from 2025. In-flight connectivity has been around since 2004, the market leaders being Viasat and Intelsat, but is not used that much as it is expensive and fairly unreliable (based on satellites at 36,000km altitude vs Starlink at 550 km). Based on the ...
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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