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    Aleksander Peterc

    Managing Director and Senior Analyst at AllianceBernstein L.P.

    Aleksander Peterc is a Managing Director and Senior Analyst at AllianceBernstein, specializing in European Consumer & Luxury research with a focus on companies such as LVMH, Kering, EssilorLuxottica, and Richemont. Known for his highly ranked stock calls, Peterc has achieved a strong track record, including recognition as a leading analyst by major platforms, with success rates and average returns consistently outperforming industry benchmarks. He began his equity research career in 2006 and held positions at Exane BNP Paribas and Societe Generale before joining Bernstein in 2015. Peterc holds a CFA charter and is registered with the FCA, demonstrating his commitment to rigorous professional standards and financial industry credentials.

    Aleksander Peterc's questions to SES (SGBAF) leadership

    Aleksander Peterc's questions to SES (SGBAF) leadership • Q1 2025

    Question

    Aleksander Peterc of Bernstein asked for an update on the potential upper C-band disposal, including the amount of spectrum and guard band requirements. He also questioned the efforts to mitigate the Brazilian bankruptcy's impact on the Media segment and the timeline for MEO capacity to drive a return to growth in the Fixed Data vertical.

    Answer

    CEO Adel Al-Saleh explained that clearing the upper C-band is technically feasible but ultimately depends on the FCC's strategy, with the primary objective being the protection of incumbent client services. He stated that the company has successfully mitigated the financial impact of the Brazilian bankruptcy on a total company level through cost controls and growth in other segments. He also detailed a phased mPOWER capacity increase starting in May 2025, with significant step-ups in early 2026 and 2027 to serve all segments, including Fixed Data. CFO Sandeep Jalan added that the Network segment's high single-digit growth is now offsetting the Media decline, leading to a favorable revenue mix shift where Networks constitute 60% of the business.

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    Aleksander Peterc's questions to SES (SGBAF) leadership • Q1 2025

    Question

    Aleksander Peterc asked for updates on the potential upper C-band disposal, details on mitigating the Brazilian customer bankruptcy's impact on the Media segment, and the timeline for MEO capacity to support a return to growth in Fixed Data.

    Answer

    CEO Adel Al-Saleh stated that C-band clearing depends on the FCC's strategy but sees a path to clearing 100 MHz efficiently while protecting clients and maintaining a guard band. He confirmed the company successfully mitigated the Brazilian bankruptcy's impact through cost controls and growth in other segments, maintaining a stable 2025 outlook. He also detailed a phased MEO capacity increase starting in May 2025, with significant step-ups in early 2026 and 2027 to serve all segments. CFO Sandeep Jalan highlighted that Networks now constitutes 60% of revenue, driving future growth.

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    Aleksander Peterc's questions to SES (SGBAF) leadership • Q1 2025

    Question

    Aleksander Peterc of Bernstein asked for updates on the potential upper C-band disposal, including the amount of spectrum and guard band requirements. He also inquired about efforts to mitigate the Brazilian bankruptcy's impact on the Media segment and when the Fixed Data vertical might return to growth with new MEO capacity.

    Answer

    CEO Adel Al-Saleh explained that clearing the C-band is technically feasible but dependent on the FCC's strategy, and that the impact of the Brazilian bankruptcy has been successfully mitigated across the company. He detailed a phased mPOWER capacity ramp-up through 2027 that will serve all segments. CFO Sandeep Jalan noted the revenue mix has favorably shifted, with the growing Networks segment now comprising 60% of revenue.

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    Aleksander Peterc's questions to SES (SGBAF) leadership • Q3 2024

    Question

    Aleksander Peterc of AllianceBernstein L.P. questioned the drivers behind the Video segment's Q3 improvement, the timing of revenue mitigation for the Oi shortfall in 2025, and the timeline for more details on IRIS² financials.

    Answer

    CEO Adel Al-Saleh attributed the Video improvement to strong, broad-based fundamentals, including growth in Sports & Events and managed services, which were previously masked by headwinds. He clarified that the Oi revenue shortfall would be mitigated across the total company portfolio throughout 2025. More precise details on IRIS² CapEx and revenue streams are expected in February with the full-year 2024 results, once the contract is finalized.

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