SES S. A. vs Globalstar, Inc. Common Stock: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

SES S. A. (SESG.PA)

Q3 202615 Jul – 30 Sep 2026

▲4

SES advances post-Intelsat growth: constellation complete, dividends, new deals

H1 results show strong growth and reaffirmed outlook SES reported first-half revenue up 72% and EBITDA up 47%, driven by Mobility and Government & Defense, and signed €1.2 billion in new business. Management reiterated full-year guidance, signaling that the Intelsat acquisition is delivering growth and the core business is on track.
This is the period's most important fundamental update, directly shaping investor expectations for earnings and cash flow.
O3b mPOWER constellation completed, boosting future capacity SES launched the final three O3b mPOWER satellites, completing its next-generation medium Earth orbit network. The full 13-satellite constellation will expand high-speed connectivity for governments, enterprises and mobility customers, supporting future revenue growth once operational by mid-2027.
Completing the constellation is a major operational milestone that underpins SES's long-term growth strategy and competitive position.
Shareholder returns and vertical integration investments The board approved a €0.25 interim dividend and targets at least €0.50 for the full year, while SES began building a satellite manufacturing facility in Luxembourg. The dividend signals confidence in cash generation, and the factory aims to cut costs and speed up satellite production over time.
These capital allocation moves show management's commitment to returning cash and investing in efficiency, both supportive of the stock.
New technology and customer wins strengthen media and quantum offerings SES launched a content orchestration platform and signed a multi-year satellite capacity renewal with Sky, while also progressing a quantum-secure communication ground station. These moves reinforce SES's media business and open new technology avenues, supporting revenue stability and growth.
These commercial and technological developments demonstrate SES's ability to retain key customers and innovate, which supports the investment case.

August 202615 Jul – 30 Sep 2026

▲4

SES advances post-Intelsat growth: constellation complete, dividends, new deals

H1 results show strong growth and reaffirmed outlook SES reported first-half revenue up 72% and EBITDA up 47%, driven by Mobility and Government & Defense, and signed €1.2 billion in new business. Management reiterated full-year guidance, signaling that the Intelsat acquisition is delivering growth and the core business is on track.
This is the period's most important fundamental update, directly shaping investor expectations for earnings and cash flow.
O3b mPOWER constellation completed, boosting future capacity SES launched the final three O3b mPOWER satellites, completing its next-generation medium Earth orbit network. The full 13-satellite constellation will expand high-speed connectivity for governments, enterprises and mobility customers, supporting future revenue growth once operational by mid-2027.
Completing the constellation is a major operational milestone that underpins SES's long-term growth strategy and competitive position.
Shareholder returns and vertical integration investments The board approved a €0.25 interim dividend and targets at least €0.50 for the full year, while SES began building a satellite manufacturing facility in Luxembourg. The dividend signals confidence in cash generation, and the factory aims to cut costs and speed up satellite production over time.
These capital allocation moves show management's commitment to returning cash and investing in efficiency, both supportive of the stock.
New technology and customer wins strengthen media and quantum offerings SES launched a content orchestration platform and signed a multi-year satellite capacity renewal with Sky, while also progressing a quantum-secure communication ground station. These moves reinforce SES's media business and open new technology avenues, supporting revenue stability and growth.
These commercial and technological developments demonstrate SES's ability to retain key customers and innovate, which supports the investment case.

Latest15 Jul – 30 Sep 2026

▲4

SES advances post-Intelsat growth: constellation complete, dividends, new deals

H1 results show strong growth and reaffirmed outlook SES reported first-half revenue up 72% and EBITDA up 47%, driven by Mobility and Government & Defense, and signed €1.2 billion in new business. Management reiterated full-year guidance, signaling that the Intelsat acquisition is delivering growth and the core business is on track.
This is the period's most important fundamental update, directly shaping investor expectations for earnings and cash flow.
O3b mPOWER constellation completed, boosting future capacity SES launched the final three O3b mPOWER satellites, completing its next-generation medium Earth orbit network. The full 13-satellite constellation will expand high-speed connectivity for governments, enterprises and mobility customers, supporting future revenue growth once operational by mid-2027.
Completing the constellation is a major operational milestone that underpins SES's long-term growth strategy and competitive position.
Shareholder returns and vertical integration investments The board approved a €0.25 interim dividend and targets at least €0.50 for the full year, while SES began building a satellite manufacturing facility in Luxembourg. The dividend signals confidence in cash generation, and the factory aims to cut costs and speed up satellite production over time.
These capital allocation moves show management's commitment to returning cash and investing in efficiency, both supportive of the stock.
New technology and customer wins strengthen media and quantum offerings SES launched a content orchestration platform and signed a multi-year satellite capacity renewal with Sky, while also progressing a quantum-secure communication ground station. These moves reinforce SES's media business and open new technology avenues, supporting revenue stability and growth.
These commercial and technological developments demonstrate SES's ability to retain key customers and innovate, which supports the investment case.

Globalstar, Inc. Common Stock (GSAT)

Q3 202617 Jun – 16 Aug 2026

▲4

Amazon Deal and Satellite Launches Drive Globalstar Higher

Amazon's $11B Acquisition of Globalstar Amazon agreed to buy Globalstar for $11 billion, giving Globalstar a deep-pocketed owner and merging its spectrum into Amazon's planned 5,105-satellite network. This is the biggest force behind the stock, as it secures Globalstar's future and validates its technology.
The Amazon acquisition is the single most important event driving GSAT's price, providing a clear exit and strategic backing.
Merger Progress and Q2 Revenue Globalstar reported Q2 revenue of $64.8 million and said the U.S. antitrust waiting period for the Amazon merger expired in July. The deal is expected to close in 2027, keeping investor confidence high despite a quarterly net loss.
This shows concrete progress toward closing the Amazon deal, which is the main catalyst for GSAT's price.
First Replacement Satellites Successfully Launched Eight new Globalstar satellites built by MDA Space and Rocket Lab launched on August 15 and are now operating. These replenish Globalstar's aging network, supporting direct-to-device and IoT services, and show the company is investing in its future.
The launch directly supports Globalstar's operational capacity and reinforces the value of its constellation to Amazon.
HIBLEO-4 Mission and Third-Generation Constellation Globalstar is advancing its HIBLEO-4 replenishment mission and developing a third-generation C-3 network of over 50 satellites. This expands capacity for direct-to-device, IoT, and government applications, positioning Globalstar for long-term growth.
This highlights Globalstar's ongoing technological roadmap, which underpins its strategic value and future revenue potential.

July 202617 Jun – 16 Aug 2026

▲4

Amazon Deal and Satellite Launches Drive Globalstar Higher

Amazon's $11B Acquisition of Globalstar Amazon agreed to buy Globalstar for $11 billion, giving Globalstar a deep-pocketed owner and merging its spectrum into Amazon's planned 5,105-satellite network. This is the biggest force behind the stock, as it secures Globalstar's future and validates its technology.
The Amazon acquisition is the single most important event driving GSAT's price, providing a clear exit and strategic backing.
Merger Progress and Q2 Revenue Globalstar reported Q2 revenue of $64.8 million and said the U.S. antitrust waiting period for the Amazon merger expired in July. The deal is expected to close in 2027, keeping investor confidence high despite a quarterly net loss.
This shows concrete progress toward closing the Amazon deal, which is the main catalyst for GSAT's price.
First Replacement Satellites Successfully Launched Eight new Globalstar satellites built by MDA Space and Rocket Lab launched on August 15 and are now operating. These replenish Globalstar's aging network, supporting direct-to-device and IoT services, and show the company is investing in its future.
The launch directly supports Globalstar's operational capacity and reinforces the value of its constellation to Amazon.
HIBLEO-4 Mission and Third-Generation Constellation Globalstar is advancing its HIBLEO-4 replenishment mission and developing a third-generation C-3 network of over 50 satellites. This expands capacity for direct-to-device, IoT, and government applications, positioning Globalstar for long-term growth.
This highlights Globalstar's ongoing technological roadmap, which underpins its strategic value and future revenue potential.

Latest17 Jun – 16 Aug 2026

▲4

Amazon Deal and Satellite Launches Drive Globalstar Higher

Amazon's $11B Acquisition of Globalstar Amazon agreed to buy Globalstar for $11 billion, giving Globalstar a deep-pocketed owner and merging its spectrum into Amazon's planned 5,105-satellite network. This is the biggest force behind the stock, as it secures Globalstar's future and validates its technology.
The Amazon acquisition is the single most important event driving GSAT's price, providing a clear exit and strategic backing.
Merger Progress and Q2 Revenue Globalstar reported Q2 revenue of $64.8 million and said the U.S. antitrust waiting period for the Amazon merger expired in July. The deal is expected to close in 2027, keeping investor confidence high despite a quarterly net loss.
This shows concrete progress toward closing the Amazon deal, which is the main catalyst for GSAT's price.
First Replacement Satellites Successfully Launched Eight new Globalstar satellites built by MDA Space and Rocket Lab launched on August 15 and are now operating. These replenish Globalstar's aging network, supporting direct-to-device and IoT services, and show the company is investing in its future.
The launch directly supports Globalstar's operational capacity and reinforces the value of its constellation to Amazon.
HIBLEO-4 Mission and Third-Generation Constellation Globalstar is advancing its HIBLEO-4 replenishment mission and developing a third-generation C-3 network of over 50 satellites. This expands capacity for direct-to-device, IoT, and government applications, positioning Globalstar for long-term growth.
This highlights Globalstar's ongoing technological roadmap, which underpins its strategic value and future revenue potential.