SES

SES is providing satellite capacity and working with PCCW and local partners to deliver high‑speed Wi‑Fi and connectivity for government rescue teams and Nepal’s Disaster Management Office following catastrophic glacier‑triggered floods. The Luxembourg‑based operator, now merged with Intelsat, is using its combined satellite fleet to enable coordination, hazard mapping and emergency services where terrestrial networks are damaged or inaccessible. SES has previously activated assets in Colombia and Ukraine for disaster response and says satellite broadband can extend resilient communications across Nepal’s mountainous, underserved regions. » More on forbes.com

SES activated its SES-17 spacecraft and other geostationary assets to provide high-speed satellite broadband to remote hospitals, schools and first responders in areas devastated by the magnitude 7.4 earthquake. The operator, now combined with Intelsat, is working with local partner Sencinet and Colombia’s Civil Defense to install terminals and Wi‑Fi hotspots free of charge to support rescue, medical coordination and school recovery. SES said the emergency connectivity also aims to bridge the digital divide long-term by reconnecting isolated communities to telemedicine, education and online services. » More on forbes.com

SES reported Q2 revenue of $5.1 million (expectation $5.39 million), missing estimates, while adjusted EPS of -$0.04 matched expectations. Gross margin rose to 22.6% (Q1: 18.1%), supported by better pricing and lower cell costs. The company reaffirmed full-year guidance of $30–35 million and closed the quarter with about $163 million in liquid funds; the stock reacted negatively in after-hours trading. » More on de.investing.com

The FCC is requiring the reallocation of part of the upper C-band and is paying SES $5.6 billion as compensation for vacating those frequencies. SES must migrate customer links and provide replacement capacity, since 160 MHz of the C-band will be auctioned to mobile operators in April. The FCC rejected SpaceX’s demands for a portion of the spectrum. » More on heise.de

SES and Eutelsat jointly expect incentive payments from US regulator FCC of about $6.1 billion for the release of 160 MHz of the upper C‑band spectrum; SES is entitled to roughly $5.6 billion. Payments are tied to obligations to reassign frequencies in 2030 and 2031, with transitional costs reimbursed separately. The news pushed SES shares up 6.7% to an intraday high of €7.76 (previous close €7.01); Eutelsat also posted gains, while the French market provided little support. » More on de.investing.com