SES AI Corp
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SES said it completed the RDV1 validation milestone under the EU IRIS² program, setting the technical baseline for the MEO segment. SES expects total MEO capital commitments up to €1.35 billion for 18 satellites, targeting service entry in 2030. SES will lead satellite AIT and user terminal integration, with an IRR at or above a 10% hurdle.
The EU agreed a plan for IRIS2, its satellite broadband constellation, adding 66 LEO satellites and valuing the program at over €15.6 billion ($18 billion). HispaSat, part of Indra Group, was selected as prime contractor for the €1.6 billion ground segment. First launches are planned for 2029, with defense and emergency services capacity increases.
SES said it completed the RDV1 milestone for Europe’s IRIS2 sovereign satellite connectivity program. SES will design, build, and test payloads for the MEO satellites. The European Commission, an SES-led consortium, and ESA signed an IRIS2 concession contract in Dec 2024. SES expects up to €1.35B capex for 18 MEO satellites, with service entry in 2030, and says investment won’t rise further.
Over the past 7 days, alphai's AI scored 5 news stories mentioning SES (SES AI Corp). Coverage has skewed bullish: 4 bullish, 1 neutral, and 0 bearish.
Recent SES coverage spans financial news, technology and earnings.
RDV1 completion reduces execution risk for SES’s IRIS2 MEO program and supports continued capex deployment toward a 2030 service entry.
Named consortium participation may be a positive signal for SES’s role in EU secure connectivity, but the article lacks SES-specific deliverables.
Milestone completion supports SESs IRIS2 execution credibility and helps de-risk the 2030 service-entry timeline, but it is not a new financial disclosure.
Consortium participation in a scaled deployment can improve SES’s medium-term satellite services outlook tied to Iris2.
A new multi-orbit connectivity rollout with LATAM supports SES’s mobility connectivity revenue visibility, but the article provides no financial terms.
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SES said it completed the RDV1 validation milestone under the EU IRIS² program, setting the technical baseline for the MEO segment. SES expects total MEO capital commitments up to €1.35 billion for 18 satellites, targeting service entry in 2030. SES will lead satellite AIT and user terminal integration, with an IRR at or above a 10% hurdle.
3 min readThe EU agreed a plan for IRIS2, its satellite broadband constellation, adding 66 LEO satellites and valuing the program at over €15.6 billion ($18 billion). HispaSat, part of Indra Group, was selected as prime contractor for the €1.6 billion ground segment. First launches are planned for 2029, with defense and emergency services capacity increases.
4 min readSES said it completed the RDV1 milestone for Europe’s IRIS2 sovereign satellite connectivity program. SES will design, build, and test payloads for the MEO satellites. The European Commission, an SES-led consortium, and ESA signed an IRIS2 concession contract in Dec 2024. SES expects up to €1.35B capex for 18 MEO satellites, with service entry in 2030, and says investment won’t rise further.
4 min readThe European Commission said it agreed with the SpaceRISE consortium led by Eutelsat, SES and Hispasat to expand the Iris2 low Earth orbit satellite constellation. The plan adds 66 satellites, taking the main constellation to 348, and moves it from planning to full-scale deployment. The programme totals EUR 15.6 billion, according to the EC, with Hispasat named prime contractor.
2 min readSES 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.
3 min readSatellite operator, SES, has been selected by LATAM Airlines to provide multi-orbit inflight connectivity across the carrier’s growing fleet of Airbus and Embraer aircraft. More than 60 aircraft – spanning the Airbus A320NEO, A321XLR and Embraer E195-E2 – will be equipped with SES services in the coming years.
3 min readSES S.A. reported H1 2026 results for the three and six months ended June 30, 2026. Revenue rose to €1,602m from €978m in H1 2025, and adjusted EBITDA increased to €725m from €521m. SES said it signed €1.2bn of new business and renewals, has €6.4bn backlog, and reiterated 2026 outlook for stable revenue and adjusted EBITDA at constant FX, with CapEx around €700m.
7 min readSES S.A. reported H1 2026 results for the three and six months ended June 30, 2026. Revenue rose to €1,602 million from €978 million, and adjusted EBITDA increased to €725 million from €521 million. SES said H1 included €1.2 billion in new business and renewals, €6.4 billion backlog, and reiterated 2026 revenue and adjusted EBITDA stable YoY at constant FX.
7 min readSECURE Waste Infrastructure Corp. (TSX: SES) reported Q2 2026 revenue of $422 million, up 19% year over year, and adjusted EBITDA of $129 million, up 20% per basic share. Net income rose to $43 million, up 43% per basic share. The company said 2025 growth projects are contributing, it expects $100 million growth capital in 2026, and it remains on track for its GFL transaction to close in H2 2026.
7 min readSES Space & Defense, a wholly owned subsidiary of SES, said it will provide always-on LEO Relay Services to Starlab for its commercial space station under NASA’s CLD program. The services use SES’s O3b mPOWER multi-orbit relay to deliver near real-time, low-latency connectivity. SES and Starlab plan modeling in 2025-2026 and expansion through the station lifecycle.
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