Press Release: SES Reports H1 2026 Results & Reiterates Full-Year Outlook

Dow Jones07-30
LUXEMBOURG--(BUSINESS WIRE)--July 30, 2026-- 

SES S.A. announces financial results for the three and six months ended June 30, 2026.

 
                     H1 2026   H1 2025 
   H1 2026                as        as        At                          At 
   Performance      reported  reported  constant           H1 2025  constant 
   (EUR million)         (1)       (1)    FX (2)  like-for-like(3)    FX (2) 
-----------------   --------  --------  --------  ----------------  -------- 
   Average EUR/$ 
    FX rate             1.17      1.08                        1.08 
------------------  --------  --------  --------  ----------------  -------- 
   Revenue             1,602       978    +72.4%             1,799     -5.0% 
------------------  --------  --------  --------  ----------------  -------- 
   Adjusted EBITDA 
    (4)                  725       521    +47.0%               824     -6.2% 
------------------  --------  --------  --------  ----------------  -------- 
 
 
1)  'Reported basis' with Intelsat fully consolidated from July 17, 2025 
2)  'At constant FX' refers to comparative figures restated at the current 
    period FX rates to neutralize currency variations 
3)  'Like-for-like basis' is as if Intelsat was fully consolidated from 
    January 1, 2024 
4)  Excluding operating expenses/income recognized in relation to U.S. C-band 
    repurposing, other income non-recurring, fair value movement on contingent 
    value rights and other significant special items (disclosed separately) 
 
   --  Networks revenue up +89.0% yoy(1) supported by growth in Mobility 
      (+169.9% yoy(1); including positive impact from a contract restructuring 
      in Aviation in Q1 26) and Government & Defense (+41.9% yoy(1)); Media 
      (+46.5% yoy(1)) performance in-line with expectations 
 
   --  EUR1.2 billion of new business and contract renewals signed in H1 2026, 
      contributing to EUR6.4 billion backlog 
 
   --  2026 financial outlook(2) reiterated: both Revenue and Adjusted EBITDA 
      expected to be stable yoy(1) on a like-for-like and constant FX basis, 
      unchanged CapEx of around EUR700 million 
 
   --  O3b mPOWER satellites 11,12 and 13 expected to launch in Q3 2026, 
      boosting mPOWER network capacity and resilience 
 
   --  IRIS2 Rendez-vous 1 negotiations are in their final stages 
 
   --  SES is progressing well with its satellite manufacturing site, 
      supporting meoSphere, its next generation MEO network targeted for 
      operation by 2030 and designed to significantly boost the company's next 
      generation MEO network capacity 
 
   --  FCC's Upper C-band Report and Order, establishes a time frame to clear 
      160 MHz of Upper C-band spectrum by 2030/2031 in the contiguous United 
      States while maintaining substantially the same service to our customers 
 
 
   --  On June 17, 2026, shareholders at the EGM approved the cancelation of 
      treasury shares resulting in a c.6% reduction of the total shares 
      (economic) to 417 million shares 
 
   --  SES will host a Capital Markets Day in Luxembourg, on December 9, 2026, 
      with focus on the company's strategic transformation and growth 
      opportunities supporting mid-term guidance 

Adel Al-Saleh, CEO of SES, commented: "SES delivered first half 2026 results according to our expectations. While Q2 performance was softer than expected due to slippage of some contracts, we are where we expected to be at the end of H1. We expect H2 performance to ramp up, and we remain confident in our unchanged financial outlook for 2026. At the same time, we continue to realize cost synergies across the business with a 9% reduction in total OpEx and 16% in Staff costs, while maintaining disciplined execution against our strategic priorities. During H1 2026 we already secured strategic agreements that underpin SES's mid-term and long-term growth and financial performance.

Networks growth continues to be driven by solid commercial momentum in Mobility and Government & Defense, while Fixed Data is navigating headwinds as expected after decisive restructuring actions. In Aviation, we signed several important agreements and continued to build strong commercial momentum with 200 new aircraft wins in H1 26 and now over 600 tails flying with our multi-orbit Electronically Steered Antena (ESA) solution. We have added Viva México, Avianca and Latam Airlines to our aircraft portfolio, reinforcing our position as a leading inflight connectivity provider, delivering reliable, high-performance connectivity to millions of passengers around the world.

In Government & Defense, demand for secure, resilient and mission-critical communications remains strong. This was demonstrated by the selection of SES Space & Defense to prime mission execution for the U.S. Space Force's Protected Tactical SATCOM-Global (PTSG) program, as well as our award under the U.S. Space Force SSC five-year Blanket Purchase Agreement (BPA) for managed Ku-band satellite services. These awards underline the trusted role SES plays in supporting the evolving communications requirements of government and defense customers globally.

IRIS(2) is a strategically important program for SES and a cornerstone of Europe's future secure and sovereign space infrastructure. Rendez-vous 1 negotiations are in their final stages and we are working closely with the members of the SpaceRISE consortium and the European Commission to validate most of the key terms and conditions.

We are also encouraged by the continued progress of our satellite manufacturing development activities in Luxembourg tied to our next-gen MEO, meoSphere program. meoSphere is highly complementary to IRIS(2) , further strengthening our industrial capabilities and positioning SES to play an even greater role across future secure sovereign space programs.

In Media, performance was aligned with our expectations. Satellite remains the most efficient and reliable platform for large-scale content distribution, as demonstrated by the over EUR400 million of contract renewals secured during H1.The next three O3b mPOWER satellites, 11, 12 and 13 are expected to launch in Q3 2026. These will further enhance network resilience, service quality and boost mPower constellation capacity for our customers in the Networks segments.

We are pleased with the outcome of the FCC's Upper C-band Report and Order and commend the FCC for the speed, fairness, and diligence of the process. We remain fully committed to working cooperatively with the FCC and all stakeholders as the process progresses. Gross incentive payments to SES for compliance with the transition deadlines total approximately $5.6 billion. The incentive payment and cost reimbursement framework appropriately recognizes the critical role SES will play in repurposing 160 MHz of spectrum for next-generation wireless services, while ensuring that C-band customers continue to receive substantially the same service. Overall, this provides a clear path to future cash generation and de-leveraging, which will further strengthen our financial position and long-term value creation when reinforced by our commitment to disciplined financial allocation.

With enhanced operational and commercial momentum expected in the second half of 2026, continued delivery of synergies, and the strong long-term opportunities represented by IRIS(2) and Upper C-band programs, we reiterate our 2026 financial outlook and are committed to disciplined financial execution and long-term value creation."

 
 
1)  At constant FX (comparative figures restated to neutralize currency 
    variations) 
2)  Financial Outlook is stated at constant FX, and like-for-like, as if 
    Intelsat consolidated from January 1, 2024; assuming nominal satellite 
    health and launch schedule; Capital Expenditure outlook excludes any 
    capital expenditures related to C-band clearance, expected to be around 
    EUR100-150 million in FY26; is set at an EUR/USD exchange rate of 1.20. 
 

Financial Outlook

SES reiterates its 2026 financial outlook on a like-for-like (as if Intelsat was consolidated from January 1, 2024) and constant FX basis(1) .

On this basis, SES's 2026 financial outlook expects both Revenue and Adjusted EBITDA to be stable year-on-year.

Capital expenditures (net cash absorbed by investing activities excluding acquisitions and financial investments; including IRIS(2) and first phase of meoSphere capital expenditures) are expected to be around EUR700 million(2) .

SES plans to continue building on its MEO capabilities through meoSphere, the company's next generation multi mission MEO network supported by New Space innovators, including the K2 Space partnership.

 
 
1)  Financial outlook is based on i) constant FX; ii) like-for-like basis is 
    as if Intelsat fully consolidated from January 1, 2024; iii) adjustments 
    to convert the financial information of the Intelsat Group from U.S. GAAP 
    to IFRS; (iv) adjustments for intercompany eliminations; and (v) 
    assumption of nominal satellite launch schedule and nominal satellite 
    health status. The actual results and financial outlook are presented 
    including the effects of purchase price accounting related to the Intelsat 
    acquisition. 
2)  Includes capital expenditures relating to SES involvement in IRIS(2) 
    program and first phase of meoSphere; excludes any capital expenditures 
    related to C-band clearance, expected to be around EUR100-150 million in 
    FY26; is set at an EUR/USD exchange rate of 1.20. 
 

Key business and financial highlights

(Intelsat fully consolidated from 17 July 2025 -- as reported; at constant FX unless explained otherwise)

SES regularly uses Alternative Performance Measures (APMs) to present the performance of the group and believes that these APMs are relevant to enhance understanding of the group's financial performance and financial position.

 
   EUR million      H1 2026    H1 2025  at reported FX  at constant FX 
---------------   ---------  ---------  --------------  -------------- 
   Average EUR/$ 
    FX rate            1.17       1.08 
----------------  ---------  ---------  --------------  -------------- 
   Revenue            1,602        978          +63.9%          +72.4% 
----------------  ---------  ---------  --------------  -------------- 
   Adjusted 
    EBITDA              725        521          +39.2%          +47.0% 
----------------  ---------  ---------  --------------  -------------- 
   Adjusted Net 
    Profit 
    (Loss)             (89)         77             n/m             n/m 
----------------  ---------  ---------  --------------  -------------- 
   Adjusted Net 
    Operating 
    Cash Flow           522        480           +8.7%             n/m 
----------------  ---------  ---------  --------------  -------------- 
   Adjusted Free 
    Cash Flow         (130)        193             n/m             n/m 
----------------  ---------  ---------  --------------  -------------- 
   Adjusted Net   4.4 times  1.1 times             n/m             n/m 
    Debt / 
    Adjusted 
    EBITDA 
----------------  ---------  ---------  --------------  -------------- 
'At constant FX' refers to comparative figures restated at the current 
period FX to neutralize currency variations. 
 

Networks revenue of EUR1,018 million (64% of total revenue) increased +89.0% yoy driven by growth in Mobility (+169.9% yoy; including positive impact from a planned contract restructuring in Aviation of EUR81 million in Q1 2026, EUR15 million in Q2 2025 and periodic revenue of EUR19 million recognized in Maritime in Q1 2025), Government & Defense (+41.9% yoy), and Fixed Data (+89.3% yoy).

Media revenue of EUR571 million (36% of total revenue) was up +46.5% yoy, benefiting from fully consolidating Intelsat from 17 July 2025. Underlying performance reflects capacity optimization in mature markets as well as the impact from the Brazilian customer bankruptcy in Q1 2026.

Adjusted EBITDA of EUR725 million represented an Adjusted EBITDA margin of 45.2% (H1 2025: 53.3%) including the contribution from the acquisition of Intelsat from 17 July 2025 and a contract restructuring in Mobility in Q1 2026 as well as lower OpEx. These favorable impacts were partly offset by the mix impact of revenue declines from Fixed Data and Media, and the phasing of Government contracts, as well as adverse foreign exchange impacts.

Adjusted EBITDA excludes significant special items of EUR6 million net income (H1 2025: EUR10 million net income), comprising fair value movement on contingent value rights of EUR72 million (H1 2025: nil) and other income (non-recurring) of EUR22 million (H1 2025: EUR49 million), partly offset by restructuring charges of EUR10 million (H1 2025: EUR6 million), costs associated with the development and/or implementation of merger and acquisition activities ("M&A") of EUR11 million (H1 2025: EUR32 million), non-cash loss from derecognition of assets of EUR33 million (H1 2025: nil), non-cash impairment losses on financial assets non-recurring of EUR31 million (H1 2025: nil) and other charges of non-recurring nature of EUR3 million (H1 2025: EUR2 million).

Adjusted Net Loss of EUR89 million (H1 2025: Profit of EUR77 million) mainly reflects EUR250 million year-on-year increased depreciation & amortisation driven by the Intelsat acquisition, higher net financing costs of EUR155 million (H1 2025: EUR12 million), as well as higher non-operating expenses and non-controlling interest. This is partly offset by higher Adjusted EBITDA and lower net income tax. Net financing costs includes interest expense on external borrowings of EUR115 million (H1 2025: EUR41 million) and other net interest expense of EUR77 million (H1 2025: EUR12 million), partly offset by interest income of EUR32 million (H1 2025: EUR52 million), as well as the impact of net foreign exchange gain of EUR5 million (H1 2025: loss of EUR11 million).

Adjusted Net Loss excludes the significant special items highlighted above, as well as non-cash net impairment expense of EUR106 million (H1 2025: EUR73 million), M&A-related net financing charges of nil (H1 2025: EUR23 million) and net tax benefit of EUR13 million (H1 2025: benefit of EUR23 million) associated with all the significant special items.

Adjusted Free Cash Flow (excluding significant special items) was an outflow of EUR130 million, representing a year-on-year decrease of EUR323 million. This primarily reflected higher capital expenditure and interest payments, as well as an adverse working capital movement driven by timing of collections. Adjusted Net Operating Cash Flow of EUR522 million excludes EUR186 million of payments in connection with IRIS(2) restricted cash and EUR30 million of payments in respect of other significant special items and represents an increase of EUR42 million compared to prior period. Payments in respect of other significant special items mainly relate to outflows associated with the development and/or implementation of merger and acquisition activities and restructuring.

At June 30, 2026, the Adjusted Net Debt to Adjusted EBITDA ratio (treating 50% of EUR1.650 billion of hybrid bonds as debt and 50% as equity) was 4.4 times (31 December 2025: 3.9 times). Cash & cash equivalents of EUR703 million (excluding EUR215 million of restricted cash with respect to the SES-led consortium's involvement in IRIS(2) ).

In H1 2026, SES repaid debt maturities of approximately EUR1,186 million, including its EUR650 million senior bond and its outstanding EUR525 million Deeply Subordinated Fixed Rate Resettable Securities.

SES continues to engage with insurers on the insurance claim for O3b mPOWER satellites 1-4. In Q2 2026, the company has collected approximately $15 million (EUR13 million) through settlements, with additional payments expected as negotiations progress. To date the company has collected a total of $218 million.

On April 2, 2026, shareholders at the AGM approved all company-recommended resolutions. The final FY 2025 dividend of EUR104 million equal to EUR0.25 per A-share and EUR0.10 per B-share was paid to shareholders on 16 April 2026.

On June 17, 2026, shareholders at the EGM approved all company-recommended resolutions, including the cancelation of treasury shares resulting in a c.6% reduction of the total shares (economic) to 417 million shares.

SES restates its commitment to disciplined financial allocation, investment grade metrics and net leverage target of 3.0 times or below. Once the company meets its net leverage target it intends to increase the annual base dividend, and at least a majority of future exceptional cash flows will be prioritized for shareholder returns.

The SES-led SpaceRISE consortium is progressing well through Rendez--Vous 1 of the IRIS(2) program. SES is working closely with the European Commission and the European Space Agency to validate most key terms and conditions, including project costs, supply chain arrangements, and technical requirements for the design, delivery, and operation of the innovative MEO-LEO network. SES remains fully committed to the European Union's vision for a sovereign, secure, and competitive space--based connectivity infrastructure. As the lead member of the SpaceRise consortium, SES collaborates with all partners to ensure successful delivery of IRIS(2) .

On July 24, 2026, the U.S. Federal Communications Commission (FCC) published the Upper C-band Report & Order that repurposes 160 MHz of Upper C-band spectrum in the contiguous United States for next-generation terrestrial wireless services. The spectrum will be auctioned by no later than July 2027, and satellite operators will be required to clear the spectrum by December 2030 (for the top 75 partial economic areas) and June 2031 (for the remaining areas). Gross incentive payments of approximately $5.6 billion will be paid to SES if the spectrum is cleared within the specified transition deadlines. The Report and Order also provides a framework for the reimbursement of reasonable and necessary costs associated with the transition of Upper C-band customers to other spectrum in order to provide them with substantially the same service. SES remains fully committed to working cooperatively with the FCC and all stakeholders to complete the Upper C-band transition in time. SES restates its commitment to disciplined financial allocation of future proceeds received under the FCC's Report and Order.

Operational performance

(Intelsat consolidated from 17 July 2025)

REVENUE BY BUSINESS UNIT

 
                    Revenue as reported    As reported revenue change 
                    (EURmillion)           (year-on-year) at constant FX 
-----------------   ---------------------  ------------------------------- 
                      Q1    Q2 
                    2026  2026    H1 2026  Q1 2026  Q2 2026        H1 2026 
-----------------   ----  ----  ---------  -------  -------  ------------- 
   Average EUR/$ 
    FX rate         1.18  1.16       1.17 
------------------  ----  ----  ---------  -------  -------  ------------- 
   Media             285   286        571   +42.9%   +50.3%         +46.5% 
------------------  ----  ----  ---------  -------  -------  ------------- 
 
   Networks          556   462      1,018  +106.0%   +72.0%         +89.0% 
------------------  ----  ----  ---------  -------  -------  ------------- 
      Government & 
       Defense       189   192        381   +50.7%   +34.1%         +41.9% 
------------------  ----  ----  ---------  -------  -------  ------------- 
      Fixed Data     109   108        216   +79.0%  +101.0%         +89.3% 
------------------  ----  ----  ---------  -------  -------  ------------- 
      Mobility       259   162        421  +207.8%  +125.6%        +169.9% 
------------------  ----  ----  ---------  -------  -------  ------------- 
   Other               6     7         13      n/m      n/m            n/m 
------------------  ----  ----  ---------  -------  -------  ------------- 
 
   Group Total       847   755      1,602   +80.5%   +64.2%         +72.4% 
------------------  ----  ----  ---------  -------  -------  ------------- 
'At constant FX' refers to comparative figures restated at the current 
period FX rates to neutralize currency variations. 
 

Anticipated future satellite launches

 
   Satellite             Region               Application          Launch Date 
---------------------    -----------------    -----------------    ----------- 
   O3b mPOWER            Global               Networks                 Q3 2026 
   (satellites 
   11-13) 
---------------------    -----------------    -----------------    ----------- 
   IS-42                 N. Atlantic, W.      Networks                    2028 
                         Europe, W. 
                         Africa 
---------------------    -----------------    -----------------    ----------- 
   IS-43                 Indian Ocean         Networks                    2028 
                         Region, Europe, 
                         Middle East, 
                         Africa 
---------------------    -----------------    -----------------    ----------- 
   IS-45                 Middle East          Government &                2028 
                                              Defense 
---------------------    -----------------    -----------------    ----------- 
   ASTRA 1Q              Europe               Media, Networks             2028 
---------------------    -----------------    -----------------    ----------- 
   SES-26                Africa, Asia,        Media, Networks             2028 
                         Europe, Middle 
                         East 
---------------------    -----------------    -----------------    ----------- 
   EAGLE-1               Europe               Government &                2028 
                                              Defense 
---------------------    -----------------    -----------------    ----------- 
   GOVSAT-2              Europe               Government &                2029 
                                              Defense 
---------------------    -----------------    -----------------    ----------- 
Launch dates are based on satellite manufacturer's estimated delivery dates as 
of 30 June 2026. Final launch dates are subject to confirmation by launch 
providers. "Networks" refers to Government & Defense, Mobility, and Fixed Data 
applications. 
 

CONSOLIDATED INCOME STATEMENT

(Intelsat fully consolidated from 17 July 2025 - as reported)

 
   EUR million                                            H1 2026  H1 2025 
-------------------------------------------------------   -------  ------- 
   Average EUR/$ FX rate                                     1.17     1.08 
--------------------------------------------------------  -------  ------- 
   Revenue                                                  1,602      978 
--------------------------------------------------------  -------  ------- 
   U.S. C-band repurposing income                               -        3 
--------------------------------------------------------  -------  ------- 
   Other income                                                27       49 
--------------------------------------------------------  -------  ------- 
   Other operating expenses                                 (937)    (499) 
--------------------------------------------------------  -------  ------- 
   Loss from derecognition of fixed asset                    (33)        - 
--------------------------------------------------------  -------  ------- 
   Fair value movement on contingent value rights              72        - 
--------------------------------------------------------  -------  ------- 
   EBITDA                                                     731      531 
--------------------------------------------------------  -------  ------- 
   Depreciation expense                                     (540)    (320) 
--------------------------------------------------------  -------  ------- 
   Amortisation expense                                      (92)     (61) 
--------------------------------------------------------  -------  ------- 
   Non-cash impairment                                      (106)     (73) 
--------------------------------------------------------  -------  ------- 
   Operating profit / (loss)                                  (7)       77 
--------------------------------------------------------  -------  ------- 
   Net financing income / (expense)                         (155)     (35) 
--------------------------------------------------------  -------  ------- 
   Other non-operating income/ expenses (net)                 (9)        2 
--------------------------------------------------------  -------  ------- 
   Profit / (loss) before tax                               (171)       44 
--------------------------------------------------------  -------  ------- 
   Income tax benefit / (expense)                               6     (26) 
--------------------------------------------------------  -------  ------- 
   Non-controlling interests                                 (11)      (4) 
--------------------------------------------------------  -------  ------- 
   Net profit / (loss) attributable to owners of the 
    parent                                                  (176)       14 
--------------------------------------------------------  -------  ------- 
 
   Basic and diluted earnings / (loss) per A-share (in 
    EUR)(1)                                                (0.46)     0.02 
--------------------------------------------------------  -------  ------- 
   Basic and diluted earnings / (loss) per B-share (in 
    EUR)(1)                                                (0.18)     0.01 
--------------------------------------------------------  -------  ------- 
 
 
1)  Earnings / (loss) per share is calculated as profit or loss attributable 
    to the owners of the parent divided by the weighted average number of 
    shares outstanding during the year as adjusted to reflect the economic 
    rights of each class of share. For the purposes of the EPS calculation 
    only, the net profit or loss for the period attributable to ordinary 
    shareholders has been adjusted to include the assumed coupon, net of tax, 
    on the perpetual bonds. 
 
 
   EUR million                                            H1 2026  H1 2025 
-------------------------------------------------------   -------  ------- 
   Adjusted EBITDA                                            725      521 
--------------------------------------------------------  -------  ------- 
   Fair value movement on contingent value rights              72        - 
--------------------------------------------------------  -------  ------- 
   Other income non-recurring(1)                               22       49 
--------------------------------------------------------  -------  ------- 
   Impairment losses on financial assets non-recurring       (31)        - 
--------------------------------------------------------  -------  ------- 
   Loss from derecognition of fixed asset                    (33)        - 
--------------------------------------------------------  -------  ------- 
   Other significant special items(2)                        (24)     (40) 
--------------------------------------------------------  -------  ------- 
   U.S. C-band net income                                       -        1 
--------------------------------------------------------  -------  ------- 
   EBITDA                                                     731      531 
--------------------------------------------------------  -------  ------- 
 
 
1)  mPOWER insurance claims 
2)  'Other significant special items' include restructuring charges of EUR10 
    million (H1 2025: EUR6 million), costs deriving from the development 
    and/or implementation of merger and acquisition activities ("M&A") of 
    EUR11 million (H1 2025: EUR32 million) and EUR3 million of other 
    infrastructure charges of non-recurring nature (H1 2025: EUR2 million). 
 
 
   EUR million                                            H1 2026  H1 2025 
-------------------------------------------------------   -------  ------- 
   Adjusted Net Profit / (Loss)                              (89)       77 
--------------------------------------------------------  -------  ------- 
   Fair value movement on contingent value rights              72        - 
--------------------------------------------------------  -------  ------- 
   Other income non-recurring(1)                               22       49 
--------------------------------------------------------  -------  ------- 
   Impairment losses on financial assets                     (31)        - 
--------------------------------------------------------  -------  ------- 
   Loss from derecognition of fixed asset                    (33)        - 
--------------------------------------------------------  -------  ------- 
   Other significant special items (2)                       (24)     (63) 
--------------------------------------------------------  -------  ------- 
   U.S. C-band net income                                       -        1 
--------------------------------------------------------  -------  ------- 
   Impairment expense (net)                                 (106)     (73) 
--------------------------------------------------------  -------  ------- 
   Tax on significant special items                            13       23 
--------------------------------------------------------  -------  ------- 
   Net profit / (loss) attributable to owners of the 
    parent                                                  (176)       14 
--------------------------------------------------------  -------  ------- 
 
 
1)  mPOWER insurance claims 
2)  'Other significant special items' comprise restructuring charges of EUR10 
    million (H1 2025: EUR6 million), M&A costs of EUR11 million (H1 2025: 
    EUR32 million) and EUR3 million of other infrastructure charges of 
    non-recurring nature (H1 2025: EUR2 million). 
 

CONSOLIDATED STATEMENT OF FINANCIAL POSITION

 
   EUR million                              30 June 2026  31 December 2025 
-----------------------------------------   ------------  ---------------- 
   Closing EUR/$ FX rate                            1.14              1.18 
------------------------------------------  ------------  ---------------- 
   Property, plant, and equipment                  5,207             5,399 
------------------------------------------  ------------  ---------------- 
   Assets in the course of construction            1,329             1,750 
------------------------------------------  ------------  ---------------- 
   Intangible assets                               3,063             2,810 
------------------------------------------  ------------  ---------------- 
   Other financial assets                            121               135 
------------------------------------------  ------------  ---------------- 
   Derivatives                                         -                 9 
------------------------------------------  ------------  ---------------- 
   Lease receivable                                   12                13 
------------------------------------------  ------------  ---------------- 
   Investments accounted for using the 
    equity method                                     85                77 
------------------------------------------  ------------  ---------------- 
   Prepayments                                        24                28 
------------------------------------------  ------------  ---------------- 
   Income tax receivable                             127               155 
------------------------------------------  ------------  ---------------- 
   Trade and other receivables                        84                91 
------------------------------------------  ------------  ---------------- 
   Deferred customer contract costs                   15                19 
------------------------------------------  ------------  ---------------- 
   Deferred tax assets                               550               644 
------------------------------------------  ------------  ---------------- 
   Total non-current assets                       10,617            11,130 
------------------------------------------  ------------  ---------------- 
   Inventories                                       218               196 
------------------------------------------  ------------  ---------------- 
   Trade and other receivables                     1,111               770 
------------------------------------------  ------------  ---------------- 
   Deferred customer contract costs                    8                 8 
------------------------------------------  ------------  ---------------- 
   Other financial assets                              2                 9 
------------------------------------------  ------------  ---------------- 
   Prepayments                                       111               117 
------------------------------------------  ------------  ---------------- 
   Income tax receivable                             106                65 
------------------------------------------  ------------  ---------------- 
   Cash and cash equivalents(1)                      918             1,075 
------------------------------------------  ------------  ---------------- 
   Total current assets                            2,474             2,240 
------------------------------------------  ------------  ---------------- 
   Total assets                                   13,091            13,370 
------------------------------------------  ------------  ---------------- 
   Equity attributable to the owners of 
    the parent                                     2,555             2,623 
------------------------------------------  ------------  ---------------- 
   Non-controlling interests                         145                91 
------------------------------------------  ------------  ---------------- 
   Total equity                                    2,700             2,714 
------------------------------------------  ------------  ---------------- 
   Borrowings                                      5,529             5,507 
------------------------------------------  ------------  ---------------- 
   Provisions                                         49                46 
------------------------------------------  ------------  ---------------- 
   Deferred income                                   602               522 
------------------------------------------  ------------  ---------------- 
   Deferred tax liabilities                          339               455 
------------------------------------------  ------------  ---------------- 
   Other long-term liabilities                        50                35 
------------------------------------------  ------------  ---------------- 
   Contingent value rights                           699               749 
------------------------------------------  ------------  ---------------- 
   Employee benefit obligations                       42                48 
------------------------------------------  ------------  ---------------- 
   Derivative liabilities                             29                 - 
------------------------------------------  ------------  ---------------- 
   Lease liabilities                                 574               559 
------------------------------------------  ------------  ---------------- 
   Fixed assets suppliers                             96               164 
------------------------------------------  ------------  ---------------- 
   Total non-current liabilities                   8,009             8,085 
------------------------------------------  ------------  ---------------- 
   Borrowings                                        892               798 
------------------------------------------  ------------  ---------------- 
   Provisions                                         48                64 
------------------------------------------  ------------  ---------------- 
   Deferred income                                   246               303 
------------------------------------------  ------------  ---------------- 
   Trade and other payables                          895             1,032 
------------------------------------------  ------------  ---------------- 
   Employee benefit obligations                        1                 1 
------------------------------------------  ------------  ---------------- 
   Lease liabilities                                 105                76 
------------------------------------------  ------------  ---------------- 
   Fixed assets suppliers                            177               279 
------------------------------------------  ------------  ---------------- 
   Income tax liabilities                             18                18 
------------------------------------------  ------------  ---------------- 
   Total current liabilities                       2,382             2,571 
------------------------------------------  ------------  ---------------- 
   Total liabilities                              10,391            10,656 
------------------------------------------  ------------  ---------------- 
   Total equity and liabilities                   13,091            13,370 
------------------------------------------  ------------  ---------------- 
 
 
1)  Including EUR215 million related to IRIS(2) cash received (31 December 
    2025: EUR401 million). 
 

CONSOLIDATED STATEMENT OF CASH FLOWS

 
   EUR million                                            H1 2026  H1 2025 
-------------------------------------------------------   -------  ------- 
   Profit / (loss) before tax                               (171)       44 
--------------------------------------------------------  -------  ------- 
   Income tax paid during the period                         (17)     (21) 
--------------------------------------------------------  -------  ------- 
   Adjustment for non-cash items                              864      391 
--------------------------------------------------------  -------  ------- 
   Changes in working capital(1)                            (370)       49 
--------------------------------------------------------  -------  ------- 
   Net cash generated by operating activities                 306      463 
--------------------------------------------------------  -------  ------- 
 
   Payments for purchases of intangible assets               (44)      (6) 
--------------------------------------------------------  -------  ------- 
   Payments for purchases of tangible assets(2)             (400)    (231) 
--------------------------------------------------------  -------  ------- 
   Proceeds from sale of tangible assets                        8        - 
--------------------------------------------------------  -------  ------- 
   Interest received(3)                                        10      102 
--------------------------------------------------------  -------  ------- 
   Insurance claim received                                    22       49 
--------------------------------------------------------  -------  ------- 
   Proceeds from sale of business                               -       12 
--------------------------------------------------------  -------  ------- 
   Net investment in equity-accounted investments             (5)        - 
--------------------------------------------------------  -------  ------- 
   Other investing activities                                 (3)     (20) 
--------------------------------------------------------  -------  ------- 
   Net cash absorbed by investing activities                (412)     (94) 
--------------------------------------------------------  -------  ------- 
 
   Proceeds from borrowings                                   727    1,304 
--------------------------------------------------------  -------  ------- 
   Repayment of borrowings                                  (663)     (11) 
--------------------------------------------------------  -------  ------- 
   Proceeds from perpetual bond                               636        - 
--------------------------------------------------------  -------  ------- 
   Redemption of perpetual bond                             (523)     (59) 
--------------------------------------------------------  -------  ------- 
   Transaction costs in respect of undrawn facilities           -      (8) 
--------------------------------------------------------  -------  ------- 
   Coupon paid on perpetual bond                             (21)      (1) 
--------------------------------------------------------  -------  ------- 
   Dividends paid on ordinary shares(4)                     (104)    (103) 
--------------------------------------------------------  -------  ------- 
   Interest paid on borrowings                              (136)     (63) 
--------------------------------------------------------  -------  ------- 
   Payments for acquisition of treasury shares                (3)        - 
--------------------------------------------------------  -------  ------- 
   Proceeds from treasury shares sold and exercise of 
    stock options                                              18        - 
--------------------------------------------------------  -------  ------- 
   Contributions from non-controlling interests                41        - 
--------------------------------------------------------  -------  ------- 
   Lease payments                                            (53)     (13) 
--------------------------------------------------------  -------  ------- 
   Net movement on derivatives                                 14        - 
--------------------------------------------------------  -------  ------- 
   Net cash generated/(absorbed) by financing activities     (67)    1,046 
--------------------------------------------------------  -------  ------- 
 
   Net foreign exchange movements                              16    (321) 
--------------------------------------------------------  -------  ------- 
   Net increase / (decrease) in cash and cash 
    equivalents                                             (157)    1,094 
--------------------------------------------------------  -------  ------- 
   Cash and cash equivalents at beginning of the year       1,075    3,521 
--------------------------------------------------------  -------  ------- 
   Cash and cash equivalents at end of the year               918    4,615 
--------------------------------------------------------  -------  ------- 
 
 
1)  Including EUR186 million IRIS(2) cash paid (H1 2025: EUR16 million) and 
    EUR30 million payments in respect of other significant special items. 
2)  Including net reimbursements of nil million related to U.S. C-band 
    repurposing (H1 2025: net reimbursements of EUR49 million). 
3)  Comprising EUR10 million interest received on deposit and nil interest 
    received in relation to U.S. C-band clearing (H1 2025: EUR69 million and 
    EUR33 million respectively). 
4)  Net of dividends received on treasury shares of EUR7 million (H1 2025: 
    EUR8 million). 
 

CONSOLIDATED STATEMENT OF CASH FLOWS (CONTINUED)

 
   EUR million                                            H1 2026  H1 2025 
-------------------------------------------------------   -------  ------- 
   Net cash generated by operating activities(1)              306      463 
--------------------------------------------------------  -------  ------- 
   Decrease in IRIS(2) restricted cash                        186       16 
--------------------------------------------------------  -------  ------- 
   Payments in respect of other significant special 
    items(2)                                                   30       50 
--------------------------------------------------------  -------  ------- 
   C-band operating cash flows                                  -     (49) 
--------------------------------------------------------  -------  ------- 
   Adjusted Net Operating Cash Flow                           522      480 
--------------------------------------------------------  -------  ------- 
 
 
1)  Including EUR186 million IRIS(2) cash paid (H1 2025: EUR16 million), EUR30 
    million payments in respect of other significant special items (H1 2025: 
    EUR50 million) and C-band net cash inflow generated by operating 
    activities of nil (H1 2025: EUR49 million). 
2)  Payments in respect of other significant special items comprise 
    restructuring payments of EUR25 million (H1 2025: EUR14 million), EUR4 
    million payments associated with the development and / or implementation 
    of merger and acquisition activities (H1 2025: EUR23 million) and EUR1 
    million other net payments of non-recurring nature (H1 2025: EUR34 
    million). 
 
 
   EUR million                                            H1 2026  H1 2025 
-------------------------------------------------------   -------  ------- 
   Net cash generated by operating activities(1)              306      463 
--------------------------------------------------------  -------  ------- 
   Net cash absorbed by investing activities(2)             (412)     (94) 
--------------------------------------------------------  -------  ------- 
   Free cash flow before financing activities               (106)      369 
--------------------------------------------------------  -------  ------- 
   Coupon paid on perpetual bond                             (21)      (1) 
--------------------------------------------------------  -------  ------- 
   Interest paid on borrowings                              (136)     (63) 
--------------------------------------------------------  -------  ------- 
   Lease payments                                            (53)     (13) 
--------------------------------------------------------  -------  ------- 
   Free cash flow before equity distributions and 
    treasury activities                                     (316)      292 
                                                                   ------- 
   Proceeds from sale of business                               -     (12) 
--------------------------------------------------------  -------  ------- 
   Insurance claims received                                 (22)     (49) 
--------------------------------------------------------  -------  ------- 
   U.S. C-band cash flows (net)                                 -     (93) 
--------------------------------------------------------  -------  ------- 
   Decrease in IRIS(2) restricted cash                        186       16 
--------------------------------------------------------  -------  ------- 
   Proceeds from sale of tangible assets                      (8)        - 
--------------------------------------------------------  -------  ------- 
   Payments in respect of other significant special 
    items(3)                                                   30       39 
--------------------------------------------------------  -------  ------- 
   Adjusted Free Cash Flow                                  (130)      193 
--------------------------------------------------------  -------  ------- 
 
 
1)  Including EUR186 million IRIS(2) cash paid (H1 2025: EUR16 million), EUR30 
    million payments in respect of other significant special items (H1 2025: 
    EUR50 million) and C-band net cash inflow generated by operating 
    activities of nil (H1 2025: EUR49 million). 
2)  Including EUR22 million insurance claims received (H1 2025: EUR49 
    million), EUR8 million proceeds from sale of tangible assets (H1 2025: 
    nil), net reimbursements of nil related to U.S. C-band repurposing (H1 
    2025: net reimbursements of EUR11 million) and interest received in 
    relation to U.S. C-band clearing of nil (H1 2025: EUR33 million). 
3)  Payments in respect of other significant special items comprise 
    restructuring payments of EUR25 million (H1 2025: EUR14 million), EUR4 
    million payments associated with the development and / or implementation 
    of merger and acquisition activities (H1 2025: EUR23 million) and EUR1 
    million other net payments of non-recurring nature (H1 2025: EUR2 
    million). 
 

SUPPLEMENTARY FINANCIAL INFORMATION

1.) QUARTERLY INCOME STATEMENT

(Intelsat fully consolidated from 17 July 2025 -- as reported)

 
                          Q1      Q2      Q3      Q4      Q1      Q2 
   EUR million          2025    2025    2025    2025    2026    2026 
--------------------   -----  ------  ------  ------  ------  ------ 
   Average EUR/$ FX 
    rate                1.04    1.12    1.16    1.16    1.18    1.16 
---------------------  -----  ------  ------  ------  ------  ------ 
   Revenue               509     469     765     884     847     755 
---------------------  -----  ------  ------  ------  ------  ------ 
   U.S. C-band income      1       2       -       -       -       - 
---------------------  -----  ------  ------  ------  ------  ------ 
   Other income            1      48      37      96      11      16 
---------------------  -----  ------  ------  ------  ------  ------ 
   Operating expenses  (238)   (261)   (513)   (586)   (457)   (480) 
---------------------  -----  ------  ------  ------  ------  ------ 
   Loss on 
    derecognition of 
    tangible assets        -       -       -       -    (27)     (6) 
---------------------  -----  ------  ------  ------  ------  ------ 
   Fair value 
    movement on 
    contingent value 
    rights                 -       -       -    (28)       -      72 
---------------------  -----  ------  ------  ------  ------  ------ 
   EBITDA                273     258     289     366     374     357 
---------------------  -----  ------  ------  ------  ------  ------ 
   Depreciation 
    expense            (164)   (156)   (250)   (266)   (256)   (284) 
---------------------  -----  ------  ------  ------  ------  ------ 
   Amortisation 
    expense             (31)    (30)    (37)    (42)    (47)    (45) 
---------------------  -----  ------  ------  ------  ------  ------ 
   Non-cash 
    impairment             -    (73)       -    (73)       -   (106) 
---------------------  -----  ------  ------  ------  ------  ------ 
   Operating profit / 
    (loss)                78     (1)       2    (15)      71    (78) 
---------------------  -----  ------  ------  ------  ------  ------ 
   Net financing 
    income / 
    (expense)           (26)     (9)    (69)    (68)    (75)    (80) 
---------------------  -----  ------  ------  ------  ------  ------ 
   Other 
    non-operating 
    income/(expense) 
    (net)                  -       2       -     (9)       -     (9) 
---------------------  -----  ------  ------  ------  ------  ------ 
   Profit / (loss) 
    before tax            52     (8)    (67)    (92)     (4)   (167) 
---------------------  -----  ------  ------  ------  ------  ------ 
   Income tax benefit 
    / (expense)         (22)     (4)       6      41     (3)       9 
---------------------  -----  ------  ------  ------  ------  ------ 
   Non-controlling 
    interests            (1)     (3)     (1)       4     (9)     (2) 
---------------------  -----  ------  ------  ------  ------  ------ 
   Net profit / 
    (loss) 
    attributable to 
    owners of the 
    parent                29    (15)    (62)    (47)    (16)   (160) 
---------------------  -----  ------  ------  ------  ------  ------ 
 
   Basic earnings / 
   (loss) per share 
   (in EUR)(1) 
--------------------   -----  ------  ------  ------  ------  ------ 
   Class A shares       0.06  (0.04)  (0.16)  (0.12)  (0.05)  (0.41) 
---------------------  -----  ------  ------  ------  ------  ------ 
   Class B shares       0.03  (0.02)  (0.06)  (0.05)  (0.02)  (0.16) 
---------------------  -----  ------  ------  ------  ------  ------ 
 
   Adjusted EBITDA       280     241     317     358     404     321 
---------------------  -----  ------  ------  ------  ------  ------ 
   Adjusted EBITDA 
    margin               55%     51%     41%     41%     48%     42% 
---------------------  -----  ------  ------  ------  ------  ------ 
   Fair value 
    movement on 
    contingent value 
    rights                 -       -       -    (28)       -      72 
---------------------  -----  ------  ------  ------  ------  ------ 
   U.S. C-band income      1       2       -       -       -       - 
---------------------  -----  ------  ------  ------  ------  ------ 
   Other 
    non-recurring 
    income                 1      48      35      91       9      13 
---------------------  -----  ------  ------  ------  ------  ------ 
   Impairment 
    (losses) / 
    reversals on 
    financial assets 
    non-recurring          -       -       -    (28)       -    (31) 
---------------------  -----  ------  ------  ------  ------  ------ 
   Loss from 
    derecognition of 
    fixed asset            -       -       -       -    (27)     (6) 
---------------------  -----  ------  ------  ------  ------  ------ 
   U.S. C-band 
    operating 
    expenses             (1)     (1)       -       -       -       - 
---------------------  -----  ------  ------  ------  ------  ------ 
   Other significant 
    special items        (8)    (32)    (63)    (55)    (12)    (12) 
---------------------  -----  ------  ------  ------  ------  ------ 
   EBITDA                273     258     289     366     374     357 
---------------------  -----  ------  ------  ------  ------  ------ 
 
 
1)  Earnings / (loss) per share is calculated as profit attributable to owners 
    of the parent divided by the weighted average number of shares outstanding 
    during the year, as adjusted to reflect the economic rights of each class 
    of share. For the purposes of the EPS calculation only, the net profit / 
    (loss) for the year attributable to ordinary shareholders has been 
    adjusted to include the coupon, net of tax, on the perpetual bonds. Fully 
    diluted earnings per share are not significantly different from basic 
    earnings per share. 
 

SUPPLEMENTARY FINANCIAL INFORMATION (CONTINUED)

2a) COMBINED LIKE-FOR-LIKE REVENUE BY BUSINESS UNIT AND ADJUSTED EBITDA

(Intelsat fully consolidated from 1 January 2024. Year-on-year change presented at 'Constant FX' unless otherwise stated)

 
                    Change year-on-year at 
                    Constant FX 
-----------------   -----------------------------  -------------------------------------- 
                      Q1    Q2    Q1    Q2     H1      Q1      Q2      Q1  Q2      H1 
                    2025  2025  2026  2026   2026    2025    2025    2026  2026    2026 
-----------------   ----  ----  ----  ----  -----  ------  ------  ------  ------  ------ 
   Average EUR/$ 
    FX rate         1.04  1.12  1.18  1.16   1.17 
------------------  ----  ----  ----  ----  -----  ------  ------  ------  ------  ------ 
   Media             344   321   285   286    571   -9.7%   -9.9%  -11.0%   -9.0%  -10.0% 
------------------  ----  ----  ----  ----  -----  ------  ------  ------  ------  ------ 
 
   Networks          555   560   556   462  1,018   -1.0%   +9.5%  +13.0%  -14.7%   -1.5% 
------------------  ----  ----  ----  ----  -----  ------  ------  ------  ------  ------ 
      Government 
       & Defense     194   206   189   192    381  +10.4%  +11.3%   +8.8%   -4.1%   +1.9% 
------------------  ----  ----  ----  ----  -----  ------  ------  ------  ------  ------ 
      Fixed Data     147   133   109   108    216  -16.6%  -11.8%  -16.9%  -16.3%  -16.6% 
------------------  ----  ----  ----  ----  -----  ------  ------  ------  ------  ------ 
      Mobility       214   221   259   162    421   +2.7%  +25.9%  +37.6%  -23.7%   +5.1% 
------------------  ----  ----  ----  ----  -----  ------  ------  ------  ------  ------ 
   Other              11     9     6     7     13     n/m     n/m     n/m     n/m     n/m 
------------------  ----  ----  ----  ----  -----  ------  ------  ------  ------  ------ 
   Total revenue     909   890   847   755  1,602   -4.7%   +1.5%   +3.1%  -12.8%   -5.0% 
------------------  ----  ----  ----  ----  -----  ------  ------  ------  ------  ------ 
 
   Adjusted EBITDA   425   399   404   321    725  -10.3%   -4.8%   +5.0%  -17.4%   -6.2% 
------------------  ----  ----  ----  ----  -----  ------  ------  ------  ------  ------ 
'At Constant FX' refers to comparative figures restated at the current period FX rates to 
neutralize currency variations. 
 

2b) ADJUSTED NET DEBT RECONCILIATION

 
   EUR million                                                  30 June 2026 
-------------------------------------------------------------   ------------ 
   Borrowings -- non-current                                           5,529 
--------------------------------------------------------------  ------------ 
   Borrowings -- current                                                 892 
--------------------------------------------------------------  ------------ 
   Borrowings -- total                                                 6,421 
--------------------------------------------------------------  ------------ 
   Lease liabilities -- non-current                                      574 
--------------------------------------------------------------  ------------ 
   Lease liabilities -- current                                          105 
--------------------------------------------------------------  ------------ 
   Add: Lease Liabilities -- total                                       679 
--------------------------------------------------------------  ------------ 
   Add: 50% of the Group's EUR650 million of SPACE Bonds                 325 
--------------------------------------------------------------  ------------ 
   Deduct: 50% of the Group's EUR1 billion hybrid dual-tranche 
    bond (2024: EUR1 billion)                                          (500) 
--------------------------------------------------------------  ------------ 
   Less: Cash and cash equivalents                                     (918) 
--------------------------------------------------------------  ------------ 
   Add: Cash and cash equivalents subject to contractual 
    restrictions                                                         215 
--------------------------------------------------------------  ------------ 
   Adjusted Net Debt                                                   6,222 
--------------------------------------------------------------  ------------ 
 

2c) BASIS OF COMBINED LIKE-FOR-LIKE FINANCIAL INFORMATION

The supplemental combined like-for-like financial information included in this press release presents the historical consolidated financial information of the SES Group adjusted to give effect to the acquisition of Intelsat by SES as if it had taken place on 1 January 2024. This combined like-for-like financial information does not meet the requirements of Article 11 of SEC Regulation S-X.

The SES Group's consolidated financial statements are prepared in accordance with IFRS, and the Intelsat Group's pre-acquisition financial information was prepared in accordance with U.S. GAAP. The combined like-for-like financial information includes (i) adjustments to convert the pre-acquisition financial information of the Intelsat Group from U.S. GAAP to IFRS, such as fair value adjustments in respect of contract liabilities impacting combined like-for-like revenue, share-based compensation and employee benefits adjustments, as well as leases impacting combined like-for-like operating expenses, (ii) intercompany eliminations and (iii) restatement at constant FX of comparative figures.

The combined like-for-like financial information is presented for illustrative purposes only and is not necessarily indicative of the combined financial position or results of operations that would have been achieved had the Acquisition occurred on 1 January 2024, nor is it meant to be indicative of future results of operations of the Combined Group. The combined like-for-like financial information is based on the SES Group's accounting policies. Further review of the pre-acquisition financial information may have identified additional differences between the accounting policies of the SES Group and the Intelsat Group that, when conformed, could have a material impact on the like-for-like financial information of the Combined Group.

ALTERNATIVE PERFORMANCE MEASURES

SES regularly uses Alternative Performance Measures ('APMs') to present the performance of the Group and believes that these APMs are relevant to enhance understanding of the financial performance and financial position. These measures may not be comparable to similarly titled measures used by other companies and are not measurements under IFRS or any other body of generally accepted accounting principles and thus should not be considered substitutes for the information contained in the Group's financial statements.

 
Alternative Performance Measure          Definition 
-------------------------------------    ------------------------------------- 
Reported EBITDA and EBITDA margin        EBITDA is profit for the period 
                                         before depreciation, amortisation, 
                                         impairment, net financing cost, other 
                                         non-operating income / expense (net) 
                                         and income tax. EBITDA margin is 
                                         EBITDA divided by the sum of revenue 
                                         and other income including U.S. 
                                         C-band repurposing income. 
-------------------------------------    ------------------------------------- 
Adjusted EBITDA and Adjusted EBITDA      EBITDA adjusted to exclude 
margin                                   significant special items of a 
                                         non-recurring nature. The current 
                                         significant special items relate 
                                         primarily to fair value movement on 
                                         contingent value rights, loss from 
                                         derecognition of fixed assets, 
                                         non-recurring impairment losses on 
                                         financial assets, restructuring 
                                         charges, costs associated with the 
                                         development and/or implementation of 
                                         merger and acquisition activities, as 
                                         well as specific business taxes of a 
                                         non-recurring nature. The Adjusted 
                                         EBITDA margin is Adjusted EBITDA 
                                         divided by revenue. 
-------------------------------------    ------------------------------------- 
Combined Like-for-like Adjusted          Combined Like-for-like Adjusted 
EBITDA                                   EBITDA includes Intelsat fully 
                                         consolidated from 1 January 2024 at 
                                         reported FX. 
-------------------------------------    ------------------------------------- 
Adjusted Net Operating Cash Flow         Net operating cash flow excluding the 
                                         effect of cash flows generated by 
                                         significant special items of a 
                                         non-recurring nature, primarily 
                                         IRIS(2) restricted cash, U.S. C-band 
                                         spectrum repurposing, restructuring 
                                         charges, M&A, and other payments of 
                                         non-recurring nature. 
-------------------------------------    ------------------------------------- 
Adjusted Free Cash Flow                  Net cash generated by operating 
                                         activities less net cash absorbed by 
                                         investing activities, interest paid 
                                         on borrowings, coupon paid on 
                                         perpetual bond and lease payments, 
                                         and adjusted to exclude the net cash 
                                         flow impact of significant special 
                                         items of a non-recurring nature, 
                                         primarily IRIS(2) restricted cash, 
                                         U.S. C-band spectrum repurposing, 
                                         other income, restructuring charges, 
                                         M&A (including net financing income / 
                                         costs), specific business taxes and 
                                         one-off regulatory charges arising 
                                         outside ongoing operations. 
-------------------------------------    ------------------------------------- 
Adjusted Net Debt                        Adjusted Net Debt is defined as 
                                         current and non-current borrowings 
                                         (including lease liabilities) less 
                                         cash and cash equivalents (excluding 
                                         amounts subject to contractual 
                                         restrictions) and excluding 50% of 
                                         the Hybrid Bond (classified as 
                                         borrowings) and including 50% of the 
                                         Perpetual Bond (classified as 
                                         equity). The treatment of the Hybrid 
                                         Bond and Perpetual Bond is consistent 
                                         with rating agency methodology. 
-------------------------------------    ------------------------------------- 
Adjusted Net Debt to Adjusted EBITDA     The Adjusted Net Debt to Adjusted 
                                         EBITDA ratio is defined as Adjusted 
                                         Net Debt divided by Adjusted EBITDA. 
-------------------------------------    ------------------------------------- 
Combined Like-for-like Net leverage      The Combined Like-for-like Net 
                                         leverage ratio is defined as Adjusted 
                                         Net Debt divided by twelve-month 
                                         rolling Combined Like-for-like 
                                         Adjusted EBITDA. 
-------------------------------------    ------------------------------------- 
Adjusted Net Profit                      Net profit attributable to owners of 
                                         the parent adjusted to exclude the 
                                         after-tax impact of significant 
                                         special items including fixed assets 
                                         impairment charges and M&A net 
                                         financing income / costs. 
-------------------------------------    ------------------------------------- 
 

Presentation of Results:

A presentation of the results for investors and analysts will be hosted at 9.30 CEST on 30 July 2026 and will be broadcast via webcast and conference call.

The details for the conference call and webcast are as follows:

Conference Call registration: https://engagestream.euronext.com/ses/h1-2026-results/dial-in

Webcast registration: https://ses.engagestream.euronext.com/h1-2026-results

The presentation is available for download from https://www.ses.com/company/investors/financial-results and a replay will be available shortly after the conclusion of the presentation.

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About SES

At SES, we believe that space has the power to make a difference. That's why we design space solutions that help governments protect, businesses grow, and people stay connected--no matter where they are. With integrated multi-orbit satellites and our global terrestrial network, we deliver resilient, seamless connectivity and the highest quality video content to those shaping what's next. Following our Intelsat acquisition, we now offer more than 100 years of combined global industry leadership--backed by a track record of bringing innovation "firsts" to market. As a trusted partner to customers and the global space ecosystem, SES is driving impact that goes far beyond coverage. The company is headquartered in Luxembourg and listed on Paris and Luxembourg stock exchanges (Ticker: SESG). Further information is available at: www.ses.com.

Forward looking statements

This press release contains, and our officers and representatives may make, certain "forward-looking statements" as defined in the U.S. Private Securities Litigation Reform Act of 1995. Forward-looking statements can be identified by words such as "anticipate," "ensure," "estimate," "committed," "expect," "positioned," "prime" "project," "intend," "plan," "forecast," "likely," "believe," "target," "on track," "will," and similar expressions or their negative. Examples of forward-looking statements include, among others, statements we make regarding our reiterated financial outlook for 2026, 2026 financial targets, liquidity, revenue, gross margin, operating margin, effective tax rate, foreign currency exchange movements, earnings per share, Upper C-band transition process, our plans and decisions relating to various capital expenditures, capital allocation priorities, anticipated future satellite launches, dividends, O3b mPOWER satellites, including expected service dates and settlements, the IRIS(2) contract, SpaceRISE consortium and MEO capabilities, including through meoSphere, and other discretionary items such as our market growth assumptions, and generally, our expectations concerning our future performance.

Forward-looking statements are not assurances of future performance and are subject to uncertainties and risks that are difficult to predict such as: the company's ability to achieve the synergies expected from the acquisition of Intelsat, as well as risks, delays, challenges and expenses associated with integration; delays or failures in satellite launches, deployments, or operations, including technical malfunctions or satellite lifespan limitations; the FCC's current C-Band proceeding, which could impact the value of the CVRs; difficulties determining the value of the CVRs; the company's ability to clear 160 MHz of Upper C-band spectrum in a timely manner to achieve the incentive payments set forth in the FCC's Upper C-band Report and Order; certain relocation expenses may not ultimately be approved for reimbursement under the Upper C-band Report and Order; regulatory challenges, including the company or its customers failing to obtain and maintain required regulatory approvals and the company's ability to comply with extensive regulation and regulatory changes in countries in which it provides service; competitive pressures in the telecommunications industry, including shifts in demand for satellite, terrestrial networks and alternate distribution technologies; the company's dependence upon several large customers; changes in technology or the satellite communications market that could make the company's satellite telecommunications system obsolete or subject to lower or reduced demand; global economic turmoil, international conflict, trade wars and tariffs and related uncertainties; liquidity, currency and foreign exchange and counterparty risks; potential cyber-attacks against, or breaches to, the company's information technology systems; the impact of overall industry and general economic conditions, including uncertainty around the macroeconomy, inflation, interest rates and related monetary policy in response to inflation; tax regulations; U.S. federal government shutdowns; and the company's level of indebtedness.

Other factors that might cause actual results to differ include those discussed in our filings with the U.S. Securities and Exchange Commission, including our Form 20-F. Should one or more of these uncertainties or risks materialize, or should underlying assumptions prove incorrect, actual results may vary from those anticipated, and therefore you should not rely on any of these forward-looking statements. The forward-looking statements included in this press release are made only as of the date hereof and, we undertake no obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260729516583/en/

 
    CONTACT:    For further information please contact: 

Christian Kern

Investor Relations

IR@ses.com

SES Communications

SES.Press@ses.com

 
 

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