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SES Space & Defense Secures a 5-Year Framework Contract with the US Space Force

SES's defense subsidiary has won a five-year blanket purchase agreement from the US Air Force's Space Systems Command. This contract involves the provision of managed satellite services in Ku-band across the branches of the Department of Defense.


SES Space & Defense Secures a 5-Year Framework Contract with the US Space Force

An Agreement to Simplify Access to Military Satellite Connections

SES Space & Defense has signed a five-year Blanket Purchase Agreement with the Space Systems Command of the U.S. Space Force, acting on behalf of the Department of War. This contract allows all branches of the US military to directly order reliable and secure Ku-band connectivity services, deployable anywhere on the globe, including the most remote regions. The agreement introduces a simplified acquisition model, based on managed services rather than the development or acquisition of proprietary infrastructure. All services provided utilize Ku-band satellites, known for their extensive coverage and performance in throughput and reliability.

Three Service Offerings Integrated into the Flex Range

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The contract includes three distinct service offerings. FlexMove ensures continuous connectivity for mobile or stationary teams in areas lacking cellular coverage. FlexGovSecure, focused on security, uses TRANSEC technology to mask signals and protect them from tracking and hacking. FlexAir, developed in partnership with Satcom Direct Government (SDG, a subsidiary of Gogo), is designed for aircraft and relies on Gogo's Plane Simple Ku-band terminals. The Department of Defense thus gains access to a managed service solution, fully protected by TRANSEC, enhancing the security of critical operations. David Broadbent, President and CEO of SES Space & Defense, emphasized that 'managed services like Flex allow access to advanced SATCOM capabilities without the costs and complexity associated with maintaining proprietary infrastructure.'

A Partnership with Satcom Direct Government for Aerial Connectivity

Hayden Olson, head of Satcom Direct Government, stated: 'We are proud to partner with SES Space & Defense to deliver FlexAir. Our Plane Simple Ku-band antennas and our deep understanding of military expectations and needs position us to support SES in providing seamless, resilient, and high-speed global connectivity to support mission-focused solutions.' This agreement reflects the US government's intent to modernize its satellite communications procurement models, favoring flexible commercial approaches.



Sector Télécommunications Équipements de Télécommunications


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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)
  • Opportunités gouvernementales (contrats STN, PTS-G)
  • 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)

The information presented in this article is provided for informational purposes only and does not constitute an investment recommendation, an incentive to buy or sell a financial asset, or investment advice. Readers are invited to conduct their own research before making any decision.

Investments in the stock market involve risks, including the risk of capital loss. Past performance of an asset or market is no guarantee of future results. Any investment decision should be made taking into account your personal financial situation, objectives and risk tolerance.

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