COMPANY
SES
SESG:FP
Primary coverage by Ben Rickett
Research
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** Space Initiation Call Slides **May 18, 2026 — James Ratzer, Pierre Ferragu and David Barden
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** Space Economy and Infrastructure sector Initiation **May 13, 2026 — James Ratzer, Pierre Ferragu and David Barden
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SES 1Q26: Underlying trends deteriorateMay 12, 2026 — Ben Rickett
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Amazon-Globalstar Call SlidesApril 20, 2026 — James Ratzer, David Barden, Blair Levin, Dan Salmon and Pierre Ferragu
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Sector rally call slides - Orange/Telia/Tele2 and whole sector: Downgrade to NeutralMarch 12, 2026 — Russell Waller, Jeremy Ben-Nathan, James Ratzer and Ben Rickett
Events
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May
18SpaceMay 18, 2026 — VirtualHosted by David Barden, Pierre Ferragu and James RatzerWatch Replay -
Jun
26CommunicationsJune 26, 2025 — VirtualHosted by Ben RickettWatch Replay
