Cross-Border Space Race: SES Buys Intelsat For $3.1B As Starlink And Kuiper Press Into Asia
A wave of cross-border deals and regulatory wins is redrawing the global map for space connectivity. SES’s $3.1 billion takeover of Intelsat, Starlink’s launch in Indonesia, and Amazon’s Kuiper partnerships signal a decisive push into high-growth markets across Asia, Africa, and Latin America.
Consolidation Sets the Pace for Global Coverage
The space communications landscape is entering a new phase of international expansion, driven by scale-seeking mergers and market-by-market licensing breakthroughs. Luxembourg-based SES agreed to acquire U.S. operator Intelsat for $3.1 billion, a move that fuses two major geostationary networks and widens multi-orbit reach in enterprise, aviation, and government markets, according to Reuters. The deal gives SES deeper footholds across North America, the Middle East, and Africa while improving its negotiating leverage with telecom carriers pursuing satellite backhaul and hybrid connectivity.
At the same time, low-Earth orbit players are pushing services into new geographies. SpaceX’s Starlink launched in Indonesia in May, focusing initially on rural clinics and public facilities after securing local approvals, Reuters reported. That rollout underscores how national health, education, and digital inclusion priorities are accelerating adoption of satellite broadband in emerging markets—a tailwind for operators aligning with public-sector objectives.
Europe’s LEO footprint is also globalizing. Eutelsat OneWeb completed its first-generation constellation with 618 satellites in orbit and is leaning on distribution partners to grow outside its home markets. The company, formed by Eutelsat and OneWeb, is targeting enterprise-grade connectivity for remote industrial operations, maritime fleets, and government use cases.
Licenses, Local Partners, and the Asia-Focused Playbook
Asia remains the most complex regulatory theater—and the biggest prize. While Starlink has launched in Indonesia, licensing in India is still pending amid intensive policy scrutiny; Elon Musk postponed a planned April visit as approvals remained unresolved, per Reuters. The divergent outcomes highlight how operators must navigate country-by-country frameworks, spectrum regimes, and security reviews to unlock demand.
Distribution alliances are becoming the default entry strategy. Amazon’s Project Kuiper struck a multi-regional partnership with Vodafone...