Ovzon (OVZON) ABGSC Investor Days summary

Company overview and market positioning

• Provides integrated SATCOM-as-a-Service with high-performance, mobile satellite terminals for critical connectivity needs worldwide.

• Focus shifted in recent years from commercial media to defense, civil defense, and public safety markets.

• Operates in the premium segment, targeting customers with no-fail requirements for guaranteed performance and resiliency.

• Differentiates through full control of the service value chain and 24/7 global support.

• Only provider offering integrated geostationary satellite capability with near 100% uptime.

Technology and product development

• Major investments since 2018 in Ovzon 3 satellite, onboard processor, and compact terminals like Ovzon T7.

• Ovzon 3 launched in January, entered commercial service in July, and is fully operational with strong customer feedback.

• Onboard processor enables digital switching on the satellite, allowing closed-loop communication and eliminating single points of failure.

• Six steerable antennas on Ovzon 3 provide high throughput and rapid reallocation of capacity.

• Technology proven in demanding use cases, including unmanned vehicle control over long distances.

Customer adoption and use cases

• First users include French government anti-terrorist group during Paris Olympics and Swedish FMV for unmanned vehicle operations.

• U.S. Department of Defense migrated from leased capacity to Ovzon 3, with multiple networks built for them.

• Large contracts secured with Swedish Space Corporation, including SEK 132 million prepayment.

• Customer feedback highlights unique performance, rapid connectivity, and resilience in contested environments.

• Reference cases expected to drive further adoption among similar high-demand users.