Orbit Satellite connectivity on LATAM Airbus, Embraer Fleet
SES said LATAM Airlines selected it to deliver multi-orbit inflight connectivity across LATAM’s Airbus A320NEO and A321XLR and Embraer E195-E2 fleets. SES expects more than 60 aircraft to be equipped over coming years, using SES’s electronically steered array antenna. SES noted it has partnered with LATAM for nearly a decade and has 250+ SES-connected aircraft in the region.
How this was made
The 30-second read
Why it matters
The new selection expands SES’s connected fleet in the region and positions it as a multi-orbit broadband provider for additional Airbus and Embraer aircraft types.
Market read
A connectivity contract expansion with concrete fleet scope (60+ aircraft types) is a tangible commercial update, but the lack of financial terms limits tradable immediacy.
What to watch
Fleet counts alone may not translate into incremental revenue if existing connectivity contracts already covered parts of the aircraft or if rollout timing slips.
Background
SES and LATAM have partnered for nearly a decade, including 2Ku service to more than 200 A320-family aircraft, and this expands to multi-orbit with a small ESA antenna.
Ticker impact
SES was selected by LATAM Airlines to provide multi-orbit inflight connectivity across Airbus A320NEO/A321XLR and Embraer E195-E2 fleets.
Likely modest positive bias for SES on contract confirmation, with limited near-term trading impact without disclosed contract value.
The piece is a Business Wire-style announcement with fleet counts and antenna details, but no pricing, duration, or financial impact figures.
Market effects
Reinforces demand for multi-orbit inflight broadband and electronically steered array antennas in the Americas airline market.
Highlights LATAM as a regional early adopter, potentially increasing competitive pressure for other inflight connectivity vendors in Latin America.
Supports the broader multi-orbit connectivity narrative, though the article is company-specific and lacks global market sizing.
Counterpoint
Without contract value, duration, or performance metrics, the announcement may be more strategic than financially material.
Key entities
- companySES
Selected by LATAM Airlines to deliver multi-orbit inflight connectivity using an electronically steered array antenna.
- companyLATAM Airlines Group
Airline customer expanding multi-orbit connectivity across Airbus and Embraer aircraft in coming years.
- companyAirbus
Aircraft manufacturer whose A320NEO and A321XLR models will be equipped with SES services.
- companyEmbraer
Aircraft manufacturer whose E195-E2 models will be equipped with SES services.
