There’s positive feedback from Deutsche Bank following a series on US media and broadcasting interviews over the past few days, and including a Regulatory Panel which included Andrew Lipman, a partner with major law firm Morgan, Lewis & Bockius LLP. Deutsche Bank, in a report, says that the panel pointed to a high likelihood of […]
The potential freeing of C-band spectrum by Intelsat and SES over the US for use by 5G has been well covered in recent times. With a Federal Communications Commission (FCC) probably only weeks away, the temperature is rising amongst supporters and objectors. Some Capital Hill lawmakers are advocating the introduction of a special ‘windfall’ tax […]
Investment bank Morgan Stanley has issued a strongly supportive note on Intelsat’s (and by implication SES) prospects for the restructuring of 200 MHz of C-band spectrum over the US. The bank says that even though there is still much which could derail the proposals, it nevertheless believes that “the C-Band plan is likely the only […]
As investors are advised every time, ‘shares can go down as well as up’. The past 48 hours have not been good for SES and Intelsat. Both satellite operators have been hurt badly by uncertainties that the proposed reallocation of C-band frequencies over the US might not go their way (but see separate story on […]
Investors who have given SES and Intelsat a hard time should have paid attention to comments made on Monday (March 4) by four of the FCC’s Commissioners. The Commissioners, two Democratic appointees, Jessica Rosenworcel and Geoffrey Starks, as well as two Republicans, Michael O’Rielly and Brendan Carr, made it clear that any ‘nationalisation’ by the […]
Unofficially SES is trying to calm investor expectations on the extremely important prospects for some C-band restructuring over the US. The logic is sensible given that a negative Federal Communications Commission (FCC) decision will probably not do its share price a lot of good. On March 5th, SES shares tumbled a worrying 9.16 per cent […]
The SES end of year ‘report card’ is in, and in general the results went down well with the market. As investment bank Jefferies’ Giles Thorne was typical and said in a note to clients that SES had a strong finish to the year. “SES outperformed 4Q/2018 expectations (+4.4 per cent ahead on revenue, +1.1 […]
Samsung Electronics and Italian telco Fastweb are to conduct Italy’s first 5G Fixed Wireless Access (FWA) trial on commercial spectrum. Companies are trialling to demonstrate how 5G FWA networks could serve as a compelling alternative to FTTH (Fibre-to-the-Home) to deliver ultra-broadband connectivity and gigabit experience to end users. Following the recently-signed agreement by the companies, […]
President Trump tweets: “I want 5G, and even 6G, technology in the United States as soon as possible…It is far more powerful, faster and smarter than the current standard. American companies must step up their efforts, or get left behind.” “There is no reason that we should be lagging behind on something that is so […]
The Government’s call for elections in April 2019 may endanger the DTT migration scheduled to start this month. Recently, the Spanish Administration approved by Royal Decree a new DTT plan that paves the way for the second digital dividend to be completed before June 30th 2020. Under the new DTT plan, broadcasters must release the […]