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$SESG

SES
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SES is a publicly listed company tracked for investment-relevant business developments.

sentiment mix
bull 100%bear 0%neu 0%

signal summary

latest thesis
SES signs 100-satellite deal with K2 Space in largest commercial satellite agreement▾

SES has committed to a 100-satellite deal with K2 Space, described as one of the largest commercial satellite deals in the industry, validating demand for high-power, large satellite platforms.

tranT2Kleiner Perkins2026-07-30
confidence 70 / 100impact Medium
key themes
  • Space Economy100%
  • Defense Tech100%
  • Advanced Manufacturing100%

bull thesis · 1

88 / 100
  • •SES signs 100-satellite deal with K2 Space in largest commercial satellite agreement

bear thesis · 0

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  • — none —

mentions · 1

Kleiner PerkinsK2 Space: Building Bigger1 mentions · 1▲ 0▼ 0○ · 2 months ago
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