SES Cancels Two Satellites, Trims OPEX, Insurance Woes Persist
.@SES_Satellites cancels 2 @Thales_Alenia_S software-defined sats in post-Intelsat-purchase synergy move, reduces opex by 9% in Q1 2026, still struggles with insurers on 2-yr-old O3b mPower insurance claim. https://t.co/77aSRgX07W https://t.co/qd6Iy2tz3O
Kratos Defense Sees 3:1 Book‑
.@KratosDefense: Space/satellite division posts 3:1 book to bill in Q1, says @USSpaceForce contract to manage MEO constellation opens market for company's OpenSpace platform. New DoD focus preferring today's 80% to tomorrow's 100% could be opening for parabolic antennas. https://t.co/fQgUrjYRqw
OH
.@OHB_SE: Record Q1 backlog, big boost in rev, EBITDA, cash; @esa spending from November ministerial starting; hoping for a @bundeswehrInfo bonanza to come; @rfa_space inaugural flight planned this summer from @SaxaVord_Space. https://t.co/AA1olBC6P9 https://t.co/loZwft608G
Hawkeye360 IPO Jumps to $34
Signals-intel satelite fleet operator @hawkeye360 listed at $26 on @NYSE IPO May 7, opened at $33.80 and closed at $34 with a market cap of $3.17B. https://t.co/DDXHxVbqYD
MDA Launches High‑volume Satellite Factory, Sees Double‑digit Q1 Growth
.@MDA_space: New high-volume sat factory on schedule for @Telesat and @Globalstar constellations and we're pitching it to military customers for low-volume space defense missions. MDA reports double-digit increases in Q1 rev, EBITDA, net income.https://t.co/JLgJQ5F06O https://t.co/Qumet99zsx
Thaicom Partners with Amazonleo for Thailand LEO Broadband
.@THAICOMPLC selcts @Amazonleo as its LEO broadband partner in Thailand. Thaicom will be authorized distributor and landing-rights holder for consumer and corporate services. https://t.co/d06DeNKdGX
SME4SPACE Warns Merger Threatens European Space Competition
European @SME4SPACE small space co assn warns @esa, @defis_eu that merger of @AirbusSpace @Thales_Alenia_S & @LDO_Space is a threat to competition in Europe. https://t.co/QnIdMqgVQN https://t.co/e62hgnTVQk
STMicroelectronics Boosts Starlink Chip Revenue Eightfold
.#STMicroelectronics @relouzzane: Chip deliveries to @Starlink, $175M in 2021 & $600M in 2025; our BOM up 8x between Starlink v1.5 and v3, now $10s of 000s per satellite. We're pursuing other LEO operators, including Chinese (for UTs only, not sat...
Telesat's Lightspeed Advances Amid GEO Debt Crunch
.@Telesat: Lightspeed constellation network development, inc gateways & user terminals, on track.Downward spiral of GEO business continues; how to refinance $1.7B in debt maturing this Dec remains an issue. @Intellian @MDA_space.https://t.co/n8DnGZGmlF https://t.co/Yh8RP7C7Fv
EU Satellite Data Shifts to Homegrown Sources by 2025
.@eusatcen, which provides satellite imagery-based security/defense reports to EU governments, is moving to center stage as @defis_eu & @esa prepare intelligence, surveillance & recon constellation. In 2011, only 8% of its data was from European sats. In 2025, it...
Deutsche Telekom Dismisses Satellite IoT Providers as Clowns
.@deutschetelekom to satelite IoT/D2D providers: Come one, come all, but remember: It's our circus, you're just the clowns in it. @OQTEC @SkyloTech @jaumesanpera @IridiumComm @SpaceX @Starlink. https://t.co/QtxX8DtKz7 https://t.co/b10WLxfyEF
Indra's Space Division Targets Over €400M Revenue, Iris2 Confirmed
.@IndraCompany: @Hispasat @hisdesat swell Q1 results; space division rev to be EUR 400M+ this year; @defis_eu #Iris2 "is real" following cost/sched/KPI negs that ended April 30. Defis: we'll announce results 'in due course.' @SES_Satellites @Eutelsat. https://t.co/uHyfoiggVO https://t.co/DcCAj3XunD
Arianespace Completes 32‑satellite Amazon Leo Separation
.@Arianespace reports successful separation of 32 @AmazonLeo satellites after 12-part separation sequence. This is the 2nd of 18 Ariane 64 Amazon Leo launches planned. https://t.co/lxdVhmkiEb
T‑
.@TMobile, @ATT agree: 'Satellite D2D is complementary service, we'll use multiple providers; LEO networks are not future MVNOs for us.' Market size still very much TBD. @Starlink @AST_SpaceMobile @Amazonleo.https://t.co/f9Hvq7vfxX https://t.co/L6ByNshq1Z
AirbusSpace, Thales Alenia Post Q1 Revenue Rise, Merger On Track
.@AirbusSpace & @Thales_Alenia_S both report increased revenue in Q1, continuing a trend as government military/security spending and the cos' restructuring puts telecom-sat division crises in rear-vew mirror. Still, their merger w/ @LDO_Space is on track. https://t.co/E7AguNorbp https://t.co/vG1xDbwoPi
Clyde Space Contract to Triple Backlog, Boost 2026 Revenue 61%
.@AACClydeSpace: Contract with @OHBSweden for @eumetsat EPS-Sterna constellation triples our backlog; 2026 revenue to increase by 61%. @esa.https://t.co/bUFyrYPYok https://t.co/srJsq5rMqR
Allied Space Commanders Sketch Two-Year Cooperation Vision
What should allied space cooperation look like in 2 years? US, French, German, UK, Norwegian space commanders reply. @USSpaceForceCMD @Armees_Gouv @UKSpaceCmd @bundeswehrInfo @Forsvaret_no. https://t.co/d2uyORsSAI https://t.co/gNJUGiRxVT
Ovzon Posts Record EBITDA, Profit, Wins Dept of War
Fixed & mobile satcom provider @OvzonAB reports record EBITDA, swing to profit and return of @DeptofWar as customer. Compact T-8 on-the-move terminal to be released this year.https://t.co/KCEgWGNMlj https://t.co/y5pCk21go1
Iridium Unveils Summer PNT ASIC, Expands D2D Services
.@IridiumComm: PNT ASIC is out this summer & we're assessing new sateliltes to improve Iridium PNT accuracy. NTN Direct service launches this yr too. Surprise: @IridiumBoss includes @AST_SpaceMobile w/@SpaceX & @Amazonleo as among 'the big D2D services.'https://t.co/Ew1vCDCfUT https://t.co/RkfaSTjcu8
ESA and EU Defence Agency Launch ISR Sensor Evaluation For
.@ESA & @EUDefenceAgency to assess ISR sensor options in 18-mnth preparation for @defis_eu EO Governmental Service (EOGS) starting 2028, whose KPIs should be sent over to ESA w/in weeks. ESA's EOGS architecture contracts, 2 x EUR 5M, bid deadline is...
FCC Greenlights
.@FCC OK's @AST_SpaceMobile 248-sat D2D constellation operating at 425-690 km, each w/ 223m2 antenna. Detailed semi-annual reports required, as @SpaceX provides, plus comms with operators in nearby orbits to avoid collisions. @ATT @Verizon @FirstNetGov. https://t.co/b0NgbZpess https://t.co/R9EgFxmkwP
OHB and Siemens Team up to AI‑drive Satellite Manufacturing
Space hardware prime @OHB_SE enters 'strategic development partnership' w/ @Siemens to bring AI to volume satellite production. OHB is a major @esa contractor, a likely platform provider to @SES_Satellites for @defis_eu Iris2 constellation & prime for @bundeswehrInfo SatcomBw-4. https://t.co/27vLOt5fhT
EU Space Act Needs €125B Budget Floor, Industry Input
.@defis_eu @KubiliusA to @Europarl_EN: EU Space Act draft still needs work, idea for industry to join assessement may be OK; need set EUR 125B floor on 2028-34 defense/space budget. France/Poland milsatcom JV @AirbusSpace @Thales_Alenia_S @WBGroup_PL.https://t.co/EXysBT0lyY https://t.co/niYzanTrvA
MDA Space Secures Major Airbus Antenna Order for OneWeb Refresh
.@MDA_space, which supplied 2,000 antenas for @EutelsatGroup 650 Gen 1 OneWeb satellites, has won repeat order from @AirbusSpace for more than 880 Ka-band steerable antennas and 440 Ku-band user replacement antennas as part of 440-sat OneWeb Gen 1 refresh. https://t.co/Qm92DFyItN
France to Use OneWeb and SatcomBw-4 Until Iris2 Ready
French @Armees_Gouv: @defis_eu #Iris2 constellation won't be ready by 2030, we'll use @EutelsatGroup #OneWeb until it is; we're looking at @bundeswehrInfo SatcomBw-4 as well for redundancy. @esa https://t.co/X0LJDmrh0y https://t.co/s5zObHgnqk
NorthStar E&S Targets $300M Valuation in SPAC IPO
Space-based space situational awareness co @NorthStarEandS to IPO on @NYSE via merger with SPAC #VikingAcquisition. Minimum gross proceeds of $30M, pre-money valuation $300M. @SpireGlobal @LuxSpaceAgency @CartesianCap. https://t.co/coJbF6PboG https://t.co/leePWtbfAm
ITAR Restrictions Pose Risk, Not Deal‑Breaker, $100M Spend Continues
.@Thales_Alenia_S: US #ITAR, #DPAS space tech export restrictions are a risk, not a showstopper. We still spend $100M or more per year on US components. @voyagertech_ @SpaceSymposium @Starlab_Space.https://t.co/GsZ51fq6T8 https://t.co/UfdSaAZ784
ESA Pushes Tb/S Optical Links; KeplerComms Lands Second Prime Contract
.@esa advances Tb-per-second HydRON program; multiple optical terminal providers, space and ground; @KeplerComms signs 2nd contract as system prime. @mynaric @mbryonics @Tesat @Vyoma_space #Astrolight @DLR_SpaceAgency @csa_asc.https://t.co/12Dn9ijeda https://t.co/6HfkJV0MWl
German Space Command Outlines Capability Development Decision Process
German @bundeswehrInfo Space Command: Here's how we decide if a capabiilty is best developed inside @defis_eu, @NATO or in a German national program. @esa @SpaceFoundation. https://t.co/UZ3q0oSTXA https://t.co/GQIi88DvEO
Amazon Leo to Launch LEO D2D Network by 2028
A logical, but still unconfirmed, conclusion is that this is what @Amazonleo referenced by having its own LEO D2D constellation starting in 2028 and operating alongside Globalstar's network.
Rocket Lab Ramps up NZ-Built Gauss Thrusters for Constellations
.@RocketLab says its Gauss electric thruster is built in New Zealand, so no US tech-export control issues; now producing the thrusters at 200-per-year rate.
Tanzania Urges More Spectrum for Satellite D2D, Cites Interference Concerns
.@GSMA @GSOA_SAT @Ofcom Tanzania #TCRA on @ITU proposal to release more terrestrial spectrum for satellite D2D at @ITU #WRC27. Cross-border signal interference remains an issue for many nations.https://t.co/8WrxIctTmQ https://t.co/s2CjjJDPSe
Hawkeye360 IPO Preps with $117M Revenue, Massive Backlog
Satellite signals-intel provider @hawkeye360, preparing IPO on @NYSE, reports $117.7M in 2025 rev, $24.8M EBITDA and sharply lower operating loss. Revenue was 61% US government, 16% Japan, 23% rest of world. Backlog, at $302.7M, up 6.8x from 2024.https://t.co/E8IPZWf3pK https://t.co/QgmLlopOAW
ESA's Celeste IOV-1 Sends First Navigation Signals
.@esa's Celeste IOV-1 sat, built by @infoGMV /@OHB_SE & launched by @RocketLab March 28, sends 1st L-, S-band nav signals to ground. Mission's goal, w/ @Thales_Alenia_S-built IOV-2, is to register use of this spectrum w/ @ITU. IOV-2 signals expected...
OneWeb UK Cuts Costs, Boosts Revenue, Secures Eutelsat Backing
.@EutelsatGroup OneWeb UK reports 44.5% rev boost in FY 2025; opex down 17%; staff costs down 33%; operating loss, at $456M, down sharply from 2024. Letter from Eutelsat guarantees financial backing through June 2027 if needed. @AirbusSpace @defis_eu.https://t.co/m1k5YGix9u https://t.co/iTbKQhShKk
Amazon Leo's Claimed Speed Edge Lacks Clear Benchmark
.@amazon CEO @ajassy's April 9 shareholder letter on @Amazonleo performance. Unclear what his point of reference is when comparing Amazon Leo to competing services available today - 6x-8x faster uplink, 2x better downlink and lower cost. @Starlink is a moving...
Lynk Awaits US Approval, Launch Access Delays 640‑sat Launch
.@LynkTheWorld: We're waiting for US regulatory OK of merger w/ @omnispace, which triggers @SES_Satellites investment, but plans are for early ops of our 640-sat constellation in mid-2027. Access to launch is biggest issue. @FCC.https://t.co/hXoS3DuQUf https://t.co/fFvAavyR4J
Constellation Lock Shapes In‑Flight Connectivity Standards
In-flight connectivity: @GilatSatNet @PanasonicAero @Hughes & @SES_Satellites on 'constellation lock' & the drawbacks and benefits of terminal standards.https://t.co/PwyXgeiwJJ https://t.co/Vr4ARPxJse
US Awards $48.9M LEO Tactical Comms Contract to IonQ
US @SemperCitiusSDA awards prototype contract to @IonQ_Inc 's @capellaspace to demonstrate tactical waveform/beamforming/secure tactical comms in LEO under HALO, Europa Track 1 solicitation, for up to $48.9M for 2 space vehicles, w/ demos to be completed by November 2027. https://t.co/7VCm9ATINm
PLD Space Secures €30M Debt, Aims First Orbital Flight
Spanish launcher startup @PLD_Space secures EUR 30M ($34.6M) venture debt facility from @EIB, bringing total funding to $438M. PLD is targeting 1st orbital flight this year from Europe's @EuropeSpacePort. @esa @defis_eu @aee_gob. https://t.co/gp12v7W6YI https://t.co/vKQAUHfGZS
FCC Can Ensure Market Reciprocity Amid EU Draft Concerns
Commercial space to @FCC: Calm down. Draft @defis_eu #SpaceAct & #DigitalNetworksAct have issues, but they'll wash out & FCC already has power to assure market reciprocity. @SpaceX @EutelsatGroup @SESSpaceDefense @leaf_space @MyriotaGlobal @Viasat.https://t.co/Q69bFtNufa https://t.co/d9hjU9GOmL
200 Nations, 200 Satellite Constellations in a Decade
A vision of sovereignty rum amok: 'In 10 years, 200 cosntellations for 200 nations.' @planet @AirbusUSA @ReOrbitOy @Satellogic @mynaric @RocketLab.https://t.co/9JumWSmegd https://t.co/oPyZqlQNjT
Amazonleo Calls SpaceX Safety Concerns Disingenuous, Promises Response
.@Amazonleo to @FCC: @SpaceX concerns about safety of our orbit-insertion altitude are disingenuous, but we'll address them anyway. @Arianespace @ulalaunch @blueorigin @NASA @SpaceNav2.https://t.co/thBEYhMtho https://t.co/4TA3hcqlU6
Northwestel Secures Multi-Year Telesat Lightspeed Deal for Rural Broadband
Canada's @northwestel signs multi-year contract for @Telesat Lightspeed capacity, part of Telesat's CAD 600M ($432M) capacity pool agreement w/ Canada government to reduce costs for rural broadband access. Northwestel coverage map: https://t.co/ITYDkWqUS1
ITU Orders Oman to Refile Extension Request in July
.@ITUradiocomms tells Oman to re-file its deadline-extension request in July after rebuffing latest appeal given further difficulties in finding place-holder sat. @Infinite_Orbits @GoToImpulse @AirbusSpace @Astranis @epicaerospace. https://t.co/ACUdV05KDF https://t.co/uCRF89FYZJ
SpaceX Accuses Amazon of Unsafe High‑orbit Satellite Deployment
.@SpaceX @Starlink tells @FCC it was forced to perform 30 collision-avoidance maneuvers after @Amazonleo's Feb 12 launch w/ @Arianespace because sats were released at 480 km, 50-90 km higher than authorized, and did not warn other operators beforehand.
OneWeb
1st of 440 @Eutelsat OneWeb sats built by @AirbusSpace launch this yr on @SpaceX; the balance 2027-31 on @MaiaSpaceOff , debuting 2027. @defis_eu #Iris2 LEO constellation's 264 sats, likely from Airbus & @aerospacelab_ , to be interleaved somehow w/...
WRC27 Revisits GEO‑LEO Power Limits After 30 Years
At @ITU #WRC27, prepare for Round 2 of GEO v LEO fight over power limits (EPFDs) on LEOs 30 yrs ago to protect GEOs. WRC23 agreed to studies to assess of tech advances allow relaxing them. @Viasat @telesat @SES_Satellites...
US, Europe Lay Foundations for Future LEO Satnav Networks
US, Europe put down markers for future LEO satnav constellations: @XonaSpace Series C brings total financing to $320M; @esa launch of 2 sats registers L-, S-band spectrum w/ @ITU. @infoGMV @aerospacelab_ @OHB_SE @Thales_Alenia_S @GermanOrbital @RocketLab.https://t.co/pKb7ilALbh https://t.co/2lLg6ALUdc
Swiss
Small-GEO satellite builder @Swissto12 forecasts $200M in rev this year, up from $140M im 2025, & positive EBITDA; business case broadening to optical relay, D2D. @esa @Viasat @SES_Satellites.https://t.co/XU73ts10er https://t.co/KkZXw8LjZ3