TL;DR

Orange’s deal with Canada’s Telesat will host a Lightspeed gateway in Bercenay-en-Othe and integrate Telesat LEO capacity, sidelining European initiatives Eutelsat-OneWeb and the EU’s IRIS² project.

This choice leaves the merged Eutelsat-OneWeb without a key telco partner and threatens early adoption of the IRIS² sovereign network.

Europe’s Satellite Chessboard Just Got Messier

In an inspiring display of corporate independence (or perhaps just opportunism), Orange has decided that Europe’s own satellite projects aren’t enough. Instead, the French telco giant is teaming up with Canada’s Telesat to launch satellite connectivity services, quietly sidelining Europe’s own contenders, Eutelsat OneWeb and the EU-backed IRIS² project.

The deal, announced this week, will see a Telesat Lightspeed gateway hosted at Orange’s teleport in Bercenay-en-Othe, France. Orange has also committed to buying LEO satellite capacity from Telesat, integrating it into its portfolio of telecom solutions. This means businesses and telecom operators looking for satellite backhaul, remote connectivity, or crisis response services might find Telesat (via Orange) competing with European alternatives like Eutelsat-OneWeb.

Well, for starters, Eutelsat just finished merging with OneWeb, aiming to establish a European alternative to Starlink. It desperately needs major telco partners to scale its LEO business, and Orange, one of the biggest players in Europe, just walked into the arms of a Canadian competitor instead. That’s not exactly the “European solidarity” Brussels was hoping for.

Then there’s IRIS², the European Commission’s multi-billion-euro satellite program designed to create a sovereign, secure communications network. Its success depends on European companies actually using it. But with Orange-Telesat now rolling out a competing service, IRIS² might find itself playing catch-up before it even launches.

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