An equity report from Morgan Stanley says the potential gain from the FCC’s examination into utilising C-band spectrum over the US, mostly operated by Intelsat and SES, is “too big to ignore”.

Morgan Stanley said that if the FCC decides to re-assign some C-band spectrum in order to speed the adoption of 5G then SES alone could benefit by between €2 billion – €5 billion.

Intelsat’s share price, boosted by the report, rocketed 3.1 per cent to $15.73 (and at one point on May 29^th rose to $16.06) while SES’ share price benefitted 4.13 per cent to €14.25 (and at one point reached €14.55).

The FCC is studying the C-Band proposals and report in June. Intelsat has said there’s potential for a final order – from the FCC – by mid-2019, and the cash windfall could start flowing by the end of 2019.

However, both Intelsat and SES are stressing that the costs of swapping out C-band dishes for its US clients, mostly cable head-ends, will be significant.

Other posts by :

1. Bank: Space industry worth $1tn by 2040
2. Xona Space wants 259 LEO satellites
3. 36 major airlines now committed to Starlink
4. Quilty: Top 5 Washington Satellite show takeaways
5. Space Wars: Starlink vs Amazon Leo
6. Eutelsat seeks ISRO deal for launches
7. Virgin Galactic sets prices for space tourists
8. Devas vs Antrix rumbles on
9. Shotwell makes TIME front cover

Categories: Articles, Broadband, Satellite