SES and Intelsat: Deal Would Help, Not Hurt, Competition in Government Vertical
Competition to provide satcom services to the U.S. government is heated and intensifying, SES and Intelsat said in a redacted version of a memo submitted in January to DOJ's antitrust division. The white paper, posted Monday in docket 24-267, argued…
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for the necessity of SES' planned purchase of Intelsat, announced 12 months ago (see 2404300048). The two companies said that with the government vertical already being intensively competitive, SES/Intelsat "poses no threat to competition." Rather, with SpaceX's proposed Starshield program of satellites built for government users and other low earth orbit constellations having competitive advantage, concerns about SES/Intelsat lessening competition in satcom "overstate the potential impact of the Proposed Transaction on the Government vertical," they said. The combination will give the U.S. government "an even more reliable partner and supplier that offers a resilient, secure, highly capable and seamless satellite network operating in multiple orbits and frequency bands."