All SES articles
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Network & InfraQuantum leap: tracking telco deployments
New research from STL Partners has identified 106 quantum announcements involving 35 telcos, putting operators at the forefront of quantum future…
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Analyst BriefingEMEA Infrawatch: data centre debt piling up; fibre buyers and sellers
Analyst Briefing: maincubes and Polarise among latest data centre players to receive debt financing, amidst growing concerns over the role of private credit in the sector; CVC Capital Partners buys up French and Swiss fibre assets; Altice reportedly restarts process to offload OXG Glasfaser stake…
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Partnerships & AlliancesEuropean telcos’ call to arms: DT in defence collab talks with Rheinmetall
In depth exclusive: Rheinmetall CEO Armin Papperger envisions his firm as the “Deutsche Telekom of defence”, but a real-world alliance with the telco giant is also now in play, targeting Germany’s €35bn space-defence allocation. The move signals broader trend of European telcos pivoting toward military-grade connectivity and national resilience to capture new spend…
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Products & ServicesOrange gears up for D2D messaging launch in December
Orange France has teamed with Skylo to launch Message Satellite service before the end of 2025.
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Analyst BriefingEMEA Infrawatch: more fibre players pare back rollout; telcos mull AI data centre ambitions
Latest on EMEA digital infra: KPN and OTE revise fibre build strategies; Vodacom keeping “powder dry” for potential fibre, data centre buys; DT and Vodafone ruminate very differently on AI Gigafactory plans; more…
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PeoplewatchDigital Infra Peoplewatch: more change at Eutelsat; Vantage CEO named
November 2025 edition: France’s Eutelsat appoints Sébastien Rouge as CFO; Martin Bouchard becomes Vantage Towers’ fourth CEO in three years; UK altnet CEO departures continue, with Guy Miller leaving MS3 Networks and Sean Royce exiting Quickline…
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Analyst BriefingEMEA Infrawatch: satcos look towards future tech; telcos adjust to infra competition
Latest on EMEA digital infra: Vodafone ‘finding its niche’ in subsea cables; SES charts course to launching satellite-based quantum services; Indus Towers eyes possible acquisitions to fuel African expansion; more…
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Network & InfraSES pencils in early-2030s for enterprise quantum comms rollout
Capacity Europe 2025: Satco preparing “fully fledged constellation” for QKD services, with launch of EAGLE-1 satellite quickly approaching. However, SES’ Emin Allagui notes the industry must address capacity and security concerns to bring the technology to maturity…
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Innovation30 years down, 5+ to go before BT’s quantum vision comes to life
Capacity Europe 2025: Senior Research Manager Andrew Lord remains optimistic about quantum secure communications, but sought-after commercial use cases still five-to-ten years away. QKD a valid ‘stepping stone’, and satellite may boost momentum, but supply chain ‘fragility’ remains a stumbling block…
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Financial & PerformanceEutelsat shareholders inject funds to cut debt, boost LEO buildout
Satellite operator’s Board of Directors given the go-ahead for capital increase at Annual General Meeting, with plans to utilise funding to deleverage and advance satellite constellation ambitions.
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Network & InfraEurope begins search for IRIS² ground infra partners
IRIS2 delivery org SpaceRISE launches procurement tender for the supply of ground infra for the EU-backed satellite mega-project, covering ground infra operations, services, and software solutions…
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PeoplewatchDigital Infra Peoplewatch: fibre C-level switches; towerco leadership tweaks
September 2025 edition: Simon Holden steps in as CityFibre CEO as Greg Mesch moves upstairs; TDF names new towerco boss; AST SpaceMobile fills in director roles; more…
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Partnerships & AlliancesOTE expands satellite infra ties with USA’s Globalstar
Greek telco to house more ground infra for US-based satellite operator, furthering the latter’s wider rollout programme for a next-generation satellite network…
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Analyst BriefingEMEA Infrawatch Analyst Briefing: towercos go organic; new players enter DC scene
Latest in EMEA digital infra: Cellnex confident it can navigate potential telco consolidation in France; Helios seeks further organic growth with strategy refresh; Spanish telco trio progress fibre spin-out plans; Tele2 preps tower carve-out…
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Analyst BriefingOrangewatch Analyst Briefing: H1 results, M&A in France, and interviews with Orange Business execs
Latest from Orange, including the analysis of the Group’s recent earnings call; ongoing speculation about M&A in France and the future of SFR; interviews with a series of senior execs; and the latest from Spain…
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Analyst BriefingEMEA Infrawatch Analyst Briefing: fixed infra highs and lows; backbones strengthened
Latest in EMEA digital infra: satellite trio begins picking IRIS2 construction partners; EU takes another look at KKR’s recent fixed asset purchase; South Africa’s Competition Commission finally gives verdict on Vodacom–CIVH fibre JV; African telcos and govs strengthen backbone…
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Analyst BriefingEMEA Infrawatch Analyst Briefing: lighting up subsea lines; wireless infra org tweaks
Latest on EMEA digital infra: Boldyn Networks and Deutsche Funkturm restructure; Telxius partners with Google on new transatlantic subsea system; Telenor eyes Norwegian expansion with GlobalConnect asset acquisition…
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Analyst BriefingEMEA Infrawatch Analyst Briefing: AI factories in the pipeline; sovereign satellite race rolls on
Latest in EMEA digital infra: AST SpaceMobile, Eutelsat progress European sovereign satellite plans; Spain becomes latest EU country to submit AI Gigafactory bid; Liberty Global CEO Mike Fries updates on infra rejigs…
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Analyst BriefingEMEA Infrawatch Analyst Briefing: fixed infra rejigs; DC money keeps flowing
Latest on EMEA digital infra: major investments in data centre expansion seen across the region; Spanish telcos continue work on creating new fibrecos after major M&A last year; Vodafone diversifies build partners at German fibre JV after Geodesia ”issues“…
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Partnerships & AlliancesDeutsche Telekom to handle the land infra for EU’s IRIS2 satellite system
As Europe’s flagship satellite project gets underway, Deutsche Telekom shares initial plans to support the design of ground-based infrastructure for the space connectivity programme.