Weekly Recap: H1 revenue +72% surge and €6 FCC C-band payment estimate

SES SA FDR (Class A) (EURONEXT:SESG) posted H1 2026 revenue up 72% YoY on networks and mobility strength despite softer Q2, reaffirming full-year outlook and expecting H2 lift from contract ramps and synergies; JPMorgan pegs FCC C‑band transition NPV at about €6/share before taxes and bond claims.

Previous Week Recap

• SES SA FDR (Class A) Revenue Growth, H2 Outlook: SESG H1 2026: revenue +72% YoY, strong networks and mobility growth; Q2 softer. Company reaffirms 2026 outlook, expects stronger H2 from major contract ramps and cost synergies.
• EURONEXT:SESG NPV C-Band Payments: JPMorgan estimates FCC C-band transition payments equal about €6 per SES SA FDR (Class A) (SESG) share in NPV; notes taxes and bond claims may cut net proceeds.

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