SES and Elveo Expand Partnership to Boost Direct-to-Device Services in Europe — SES S.A.

Event summary

SES and Elveo Mobile are deepening their collaboration to accelerate direct-to-device (D2D) services in Europe.
SES will leverage Elveo’s patented D2D technology for seamless mobile roaming capabilities across consumer, business, and government sectors.
The partnership includes establishing European manufacturing capabilities for Low-Earth Orbit (LEO) D2D satellites using Elveo’s technology.
The LEO D2D satellites will integrate with SES’s geostationary (GEO) and Medium Earth Orbit (MEO) networks to provide secure connectivity for European governments and institutions, including NATO.
Elveo’s high-priority 2 GHz S-band spectrum rights will enable global market access for over one billion people.

The big picture

This partnership underscores the growing demand for resilient, secure, and multi-orbit connectivity solutions in Europe. By combining SES’s global satellite network with Elveo’s D2D technology, the collaboration aims to address critical connectivity needs for governments, businesses, and consumers. The establishment of European manufacturing capabilities further highlights the strategic importance of localizing supply chains in the satellite industry.

What we're watching

Manufacturing Capabilities: The pace at which SES and Elveo establish European manufacturing for LEO D2D satellites will determine the timeline for service delivery.
Regulatory Approvals: Whether SES and Elveo can navigate regulatory hurdles to deploy D2D services across Europe will impact market adoption.
Market Competition: How SES and Elveo’s combined multi-orbit architecture will compete with existing and emerging satellite connectivity providers.