RESTON, Va.--(BUSINESS WIRE)--SES’s wholly-owned subsidiary, SES Space & Defense, has been awarded a five-year Sustainment Tactical Network (STN) contract, to provide the U.S. Army with COMSATCOM services. Under the USD 89.6 Million agreement, the initiative will support strategic long-haul network transport and base-support communications for Combat Service Support, Department of Defense (DoD) programs, and additional U.S. Government agencies. The commercial Ku-band geostationary satellite
Related Questions
Are there any geopolitical or regulatory risks (e.g., export licensing, spectrum allocation) that could impact the execution of the COMSATCOM services under this agreement?
Is the commercial Ku‑band geostationary satellite capacity sufficient to meet the Army’s long‑haul network transport needs, and are there any upcoming technology upgrades tied to the contract?
What is the expected cash flow timing—will SES receive payments quarterly, annually, or upon specific milestones during the five‑year term?
What percentage of SES’s total annual revenue does this five‑year sustainment tactical network contract represent?
Does the contract include any performance penalties or revenue‑share provisions that could affect profitability if service levels are not met?
How does this contract compare in size and scope to recent or historic contracts awarded to SES’s main competitors such as Maxar, Viasat, or L3Harris?
How might this contract influence analysts’ sentiment and target price revisions for SES in the coming weeks?
How will the $89.6 million contract affect SES’s upcoming quarterly revenue and earnings forecasts?
Will the award of this DoD contract improve the company’s exposure to defense spending and thus modify its risk profile?
Will the win lead to additional follow‑on or extension opportunities with the U.S. Army or other Department of Defense agencies?