News

Space Intel Report • Peter B de Selding

SES warns demand shift will shrink its 90+ large GEO satellite fleet

SES says shifting market demand will reduce its fleet of more than 90 large geostationary satellites, warning the future economic viability of big GEO platforms is uncertain and prompting the operator to reassess fleet size and business model.

2026-02-17T09:24:57.960383-08:00

Payload

Revenge of the Bad Businesses: investors pivot to space hardware as software rout bites

2026-02-17T08:56:51.175203-08:00

SpaceNews.com

Space-Comm Expo London 2026: Global leaders convene to accelerate Europe's space industry

2026-02-17T08:27:20.948090-08:00

European Spaceflight

SatVu raises €30–34M, wins NATO Innovation Fund backing to scale thermal-imaging constellation

2026-02-17T06:31:20.884154-08:00

News Timeline

Space Intel Report

SES warns demand shift will shrink its 90+ large GEO satellite fleet SES says shifting market demand will reduce its fleet of more than 90 large geostationary satellites, warning the future economic viability of big GEO platforms is uncertain and prompting the operator to reassess fleet size and business model.

2026-02-17T09:24:57.960383-08:00

SES warns demand shift will shrink its 90+ large GEO satellite fleet

Payload

Revenge of the Bad Businesses: investors pivot to space hardware as software rout bites A shift in investor sentiment during this year's software rout is reversing conventional wisdom: asset-light, high-margin software is losing its premium while capital-intensive 'bad' businesses are regaining appeal. The trend is reshaping the space investing thesis, increasing focus on hardware, launchers and industrial assets.

2026-02-17T08:56:51.175203-08:00

Revenge of the Bad Businesses: investors pivot to space hardware as software rout bites

SpaceNews.com

Space-Comm Expo London 2026: Global leaders convene to accelerate Europe's space industry Global policymakers, defence and industry leaders gathered at Space‑Comm Expo in London to accelerate Europe’s space industrialisation and secure supply chains. Exhibitors, including Rhopoint Components showcasing radiation‑hardened electronics, highlighted commercial and defence‑grade satellite and component technologies needed to field upcoming programmes and in‑orbit demonstrators.

2026-02-17T08:27:20.948090-08:00

Space-Comm Expo London 2026: Global leaders convene to accelerate Europe's space industry

European Spaceflight

❗️

SatVu raises €30–34M, wins NATO Innovation Fund backing to scale thermal-imaging constellation London-based thermal-imaging startup SatVu closed roughly €30–34 million in new funding, including investment from the NATO Innovation Fund, to expand its multi-satellite thermal-infrared constellation. The capital will scale high-resolution, day–night thermal monitoring and provide continuous revisit and analytics for operational activity and infrastructure performance.

2026-02-17T06:31:20.884154-08:00

SatVu raises €30–34M, wins NATO Innovation Fund backing to scale thermal-imaging constellation

Payload

Kepler selects NanoAvionics as preferred European satellite‑bus provider to expand optical comms access Kepler selected NanoAvionics as its preferred satellite‑bus provider in Europe to streamline integration of European smallsat platforms with Kepler’s optical LEO communications network. The arrangement aims to give European customers direct access to Kepler’s high‑speed optical relay services and simplify bus‑to‑payload integration for future missions.

2026-02-17T06:14:33.531578-08:00

Kepler selects NanoAvionics as preferred European satellite‑bus provider to expand optical comms access

GlobeNewswire

OroraTech names Ignacio Zuleta CTPO to accelerate rapid deployment of thermal‑sensing satellites OroraTech has appointed Ignacio Zuleta — a distributed‑satellite pioneer — as chief technology and product officer to accelerate deployment of thermal‑sensing payloads "at the highest velocity possible" and scale the company's wildfire‑monitoring and global thermal‑intelligence services. The move prioritizes faster constellation growth and downstream data delivery to operational users.

2026-02-17T05:00:53.155062-08:00

OroraTech names Ignacio Zuleta CTPO to accelerate rapid deployment of thermal‑sensing satellites

SpaceWatch Global

D-Orbit and ELT Group sign cooperation framework to support Saudi Vision 2030 D-Orbit and Saudi ELT Group signed a cooperation framework establishing long-term collaboration to advance objectives of Saudi Arabia’s Vision 2030. The agreement creates a strategic basis for coordinated activity between the two organisations to support the kingdom’s economic diversification goals.

2026-02-17T03:35:15.729186-08:00

D-Orbit and ELT Group sign cooperation framework to support Saudi Vision 2030

NASA Spaceflight

❗️

Orbex collapse won't halt UK push to develop domestic small‑satellite launch capability The collapse of UK-based small‑launcher Orbex marks a setback for Europe’s small‑satellite launch sector. UK officials and industry say the exit won’t derail efforts to establish a sovereign domestic small‑satellite launch capability, with rival firms and government programmes expected to sustain development momentum.

2026-02-17T01:12:50.949242-08:00

Orbex collapse won't halt UK push to develop domestic small‑satellite launch capability

Menu

Satellite News

SES warns demand shift will shrink its 90+ large GEO satellite fleet

Revenge of the Bad Businesses: investors pivot to space hardware as software rout bites

Space-Comm Expo London 2026: Global leaders convene to accelerate Europe's space industry

SatVu raises €30–34M, wins NATO Innovation Fund backing to scale thermal-imaging constellation

News Timeline