Aug. 12 at 5:54 AM
$GILT Both Gilat and
$CMTL supply hardware, equipment, and certified modems that operate on SES's O3b mPOWER satellite constellation. Could the, if and when, merged companies provide a credible path into the underlying SES
$VOYG Starlab communications stack, particularly on the ground and secure-modem side?
Together, they could offer SES more content across the architecture than either company supplied independently.
The direct Starlab opportunity may be modest because one station requires limited terminal and ground equipment. The more important bull case is that SES standardizes combined Gilat-Comtech technology across a repeatable LEO Relay Services platform serving multiple commercial stations, NASA missions, Earth-observation satellites, launch vehicles, direct-to-device constellations, and orbital vehicles.
I think it’s a credible idea worth tracking.
💎🙌🏼🧘♂️
https://satnews.com/2026/07/27/ses-space-defense-and-starlab-partner-on-o3b-mpower-space-to-space-relay-architecture/
