Weak signal · 14 August 2026, 08:28 UTC
Telesat confirms D2D conversations and gives MDA's SPACERAN its second independent datapoint.
As the brief logged it
Deutsche Bank's Edison Yu asked Telesat directly about "the space RAN proposal" — MDA's partner-funded sovereign D2D/IoT LEO network, which priors.md flagged on 08-09 as a new entrant with no thread home, to be watched for a second datapoint. Goldberg: Telesat has "had conversations with a number of parties about what role Telesat could potentially play in a D2D constellation," while stressing it is "not in any sense our principal area of focus" and would only act opportunistically and accretively. Sell-side analysts now treating SPACERAN as a proposal worth asking rivals about is the corroboration priors was waiting for.
Provenance
Logged in the brief of 14 August 2026.
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