SES Extends Its Contract with the Australian Army Until 2033
The satellite communications operator SES has entered into a new agreement with the Australian Defence Forces to provide secure communications via the Intelsat 22 satellite for a minimum duration of 16 years, with extension options until 2041, according to the company's press release.
Strategic Satellite Repositioning and Infrastructure Enhancement
According to the press release, SES will reposition the IS-22 satellite to a new orbital location specified by the Australian Defence Force. The satellite, operational since its launch in 2012, is equipped with an ultra-high frequency military payload. The operator will also construct a dedicated ground segment, including a specially designed antenna facility on Australian territory, as indicated by the group. This infrastructure aims to ensure the continuity of operations for the coming years.
Enhanced Support for National and Allied Missions
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The UHF payload of the IS-22 satellite supports the national missions of the Australian Defence Force as well as joint operations with its allies, including the United States, the company specifies. According to SES, no other comparable UHF capacity is immediately available in the Indo-Pacific region. Philippe Glaesner, Senior Vice President of SES Global Government, emphasized in the press release that this agreement secures critical communication capacity for the ADF and its strategic partners in the region.
Meeting the Growing Demand for Secure Military Communications
According to the group, the sector is currently experiencing a significant increase in global demand for secure military satellite communications, particularly in UHF, where supply is extremely limited. By securing access to the capacities of the IS-22 satellite for the coming years, the Australian Defence Force not only maintains the continuity of its services but also a strategic advantage in command and control, secure mobility, and interoperability with its allies, the company asserts in its press release.
SectorTélécommunications›Équipements de Télécommunications
Context
Period
Period: 3T/9M 2025
Guidance from the release
I am pleased to report our solid 9 months 2025 results which include the first quarter for the combined company following the successful close of the Intelsat acquisition on 17 July 2025.
Croissance tirée par le segment Networks (Aviation, Government), intégration d'Intelsat en bonne voie, carnet de commandes brut de €7,1 billion, lancements O3b mPOWER 9 & 10 réussis et règlement d'assurance partiel d'environ $87 million.
Risks mentioned
Risque de ne pas atteindre les synergies attendues de l’acquisition d’Intelsat
Retards ou échecs de lancements ou problèmes opérationnels des satellites
Risques réglementaires et obtention d’approbations
Pressions concurrentielles et évolution technologique réduisant la demande
Opportunities identified
Positionnement multi-orbit renforcé pour capter la croissance longue durée
Expansion du business Aviation (plus de 3,000 tails; 200 nouveaux tails gagnés depuis clôture)
Augmentation de capacité et résilience avec les satellites O3b mPOWER supplémentaires
Carnet de commandes et renouvellements importants (nouveau business et renewals > €1,4 billion YTD)
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