Eutelsat hails EC’s IRIS-2 project to take on U.S. NTN providers

Executive Summary:

The European Commission (EC) has announced the next steps for the IRIS2 [1.] project after reaching an implementation agreement with the prime contractors, one of which is Eutelsat.  The EC agreed terms with the SpaceRISE consortium – comprising Eutelsat, Hispasat and SES – for deploying the satellite system, which includes adding 66 more low-Earth orbit (LEO) satellites dedicated to defense, security and emergency services, and launching services from 2029.

Note 1. IRIS² Backgrounder:

IRIS² is the European Union’s secure-connectivity LEO satellite program: Infrastructure for Resilience, Interconnectivity and Security by Satellite. It is intended to provide sovereign, resilient communications for EU governmental users while also supporting commercial broadband and connectivity in underserved areas. IRIS² is planned as a multi-orbit constellation of 290 satellites, principally in low-Earth orbit (LEO) and medium-Earth orbit (MEO). Combining LEO’s lower latency with MEO’s wider coverage is meant to support secure, high-availability communications across Europe and beyond.

IRIS² was established under Regulation (EU) 2023/588, the Union Secure Connectivity Programme for 2023–2027. The Commission awarded a 12-year concession in December 2024 to the SpaceRISE consortium—SES, Eutelsat, and Hispasat—with major European aerospace, satellite, and telecom companies participating as subcontractors.

The current planning cited by ESA anticipates first satellite launches in 2029, initial services in 2030, and full operations targeted for 2031. In the interim, initial governmental capability is to draw on pooled national satellite resources through GOVSATCOM.

IRIS² is commonly described as the EU’s third flagship space program after Galileo and Copernicus. Its strategic rationale is European digital and communications sovereignty: reducing reliance on non-European satellite systems, improving resilience against cyber and physical disruptions, and sustaining a European space/telecom industrial base. It is not simply a European retail satellite-internet competitor to Starlink; secure governmental connectivity and strategic autonomy are central design objectives.

A good part of the motivation to build the IRIS2 satellite system is to reduce reliance on U.S. satellites internet providers (e.g. Starlink, Amazon LEO), especially for sensitive military and government communications.

Principal uses of IRIS2 include:

  • Secure communications for EU institutions, Member States, defence/security users, embassies, and critical infrastructure.

  • Crisis management, disaster/humanitarian response, border or surveillance-related applications.

  • Broadband, transport connectivity, satellite trunking, and service in terrestrial coverage gaps.

  • Integration with 5G/non-terrestrial-network technology; the Commission’s 2026 terminal-industrialization call explicitly includes 5G NR NTN-compliant modem/baseband capabilities.

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Eutelsat CEO Jean-François Fallacher said this is “a very important milestone” that moves the project on from design and preparation to an “operational phase” and confirms Eutelsat’s role as the program’s “LEO lead.”   Fallacher shared a high-level view of some of the system’s new technology that is hoped to give it an advantage over larger U.S. rivals. He said the multi-orbit MEO-LEO constellation is “very advanced,” and will have “much more” capacity than satellite internet provider OneWeb has today.

He also confirmed it will be based on 5G non-terrestrial network (NTN) standards, which is “important.”

“We use 5G NTN technology. For IRIS2, we want to normalize the technology … This is also a way to fight against the American giants because today each of the technology used by ourselves on OneWeb (now owned by Eutelsat), by Amazon or by Starlink are full proprietary technologies,” he said. “Going to normalized technologies such as 5G NTN will also help [in] bringing the cost down [and] having antennas which will be cheaper and of a smaller size.” 

Eutelsat, which also operates 31 geostationary orbit (GEO) satellites, gained its LEO constellation with the acquisition of OneWeb in 2023. It is a distant second LEO operator with around 650 satellites, compared to Starlink’s more than 10,000.  They both operate LEO constellations, but Eutelsat has a “fundamentally different constellation with different target customers, business models and scale.”  LEO connectivity accounted for 25% of Eutelsat’s total revenue of €1.23 billion (US$1.41 billion) for the fiscal year ending June 30, and LEO revenue grew 70% year-over-year.

Photo Credit:  HJBC/Alamy Stock Photo

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For IRIS2, Eutelsat will design and operate 264 dual Mil-Ka/Ku band and 66 Mil-Ka band satellites. The company said it will invest €2.23 billion ($2.57 billion) in the shared infrastructure and €1.16 billion ($1.34 billion) in the commercial infrastructure (which includes Ku payload and commercial ground equipment), with spending phased from 2027 to 2034.  According to its concession agreement with the EC, the company said it expects revenue from IRISactivity to be more than €10 billion ($11.6 billion) from 2032 to 2040.  The Ka-only satellites are planned to start launching in 2029, while the commercial Ku LEO system is expected to be operational by mid-2032.  Eutelsat also said it plans to add 229 satellites to OneWeb through 2034 in addition to 440 new first-generation satellites for an investment of €1 billion ($1.2 billion).

The EC’s proposed allocation of the 2 GHz mobile-satellite-services band complements IRIS², the EU’s secure-connectivity program. One-third of the spectrum would be assigned to a European operator providing governmental services—security, critical communications, and defense—with a requirement to integrate with present and future IRIS² capabilities. Together, the initiatives seek to strengthen Europe-controlled satellite infrastructure and reduce reliance on non-European systems.

IRIS² is designed primarily for secure governmental connectivity, including defense, crisis response, civil protection, and critical-infrastructure users. The SpaceRISE concession—led by Eutelsat, SES, and Hispasat—also permits commercial use of shared infrastructure. The planned multi-orbit architecture combines LEO and MEO satellites to provide resilience, coverage, and broadband capacity.

3GPP 5G NR-NTN alignment:

IRIS² is intended to use 3GPP 5G NR non-terrestrial-network (NTN) technology in the space, ground, and user-terminal segments. At the March 2025 3GPP RAN#107 plenary, industry participants described IRIS² as a multi-orbit Ku-/Ka-band broadband constellation adopting 5G NR-NTN specifications; the expected benefits are interoperability with terrestrial mobile networks, multi-vendor terminal support, and a broader equipment ecosystem.

The relevant 3GPP baseline NTN specs include:

  • Release 17 NR-NTN, which introduced foundational 5G NR satellite support, including architecture and radio adaptations for long propagation delay, Doppler shift, satellite ephemeris/UE location assistance, timing advance, and HARQ operation. The principal study and solutions specifications are 3GPP TR 38.811 and TR 38.821.

  • 3GPP TS 38.300, the NR overall-description specification, which defines NTN architectural support; TS 38.331, which specifies RRC signaling needed for NTN-related configuration and assistance information.

  • 3GPP TS 38.101-5, which defines NR user-equipment RF requirements for satellite/NTN operation. For Ka-band VSAT-type terminals, this includes NTN bands such as n510, n511, and n512, with downlink spectrum in the 17.7–20.2 GHz range and uplink spectrum extending into the 27.5–30 GHz range, depending on band.

  • Release 18 5G-Advanced NTN enhancements, including further NR-NTN performance and mobility enhancements, as well as expanded satellite spectrum support. Release 18 added NTN band n254 alongside the Release 17 n255 and n256 L-/S-band options.

3GPP Release 19 gives IRIS² a more capable 5G-Advanced NTN standards baseline, but it does not redefine the programme’s core sovereign-connectivity mission or its already-selected multi-orbit architecture. Its practical role is to enable a more interoperable evolution of IRIS² user terminals, gateways, and potentially onboard processing as the constellation is deployed from 2029 onward. Release 19 was frozen in 2026, making it a stable implementation target rather than only a work-in-progress specification.

For IRIS², the most relevant Release 19 NTN enhancements are:

  • Regenerative-payload support. Release 19 supports an NTN architecture in which a complete 5G gNB may be hosted onboard a satellite, rather than using only a transparent bent-pipe payload. This can reduce dependence on feeder-link and gateway availability, improve latency for certain paths, and enable more flexible routing and service continuity—important attributes for resilient governmental communications.

  • NR-NTN Phase 3 enhancements. These build on the Release 17 and 18 foundations for NR satellite access, addressing NTN mobility, access, capacity, and performance issues associated with high Doppler, long propagation delay, and fast-moving LEO satellites.

  • GNSS-independent operation and positioning. Release 19 work includes support for UE access when GNSS is unavailable, as well as positioning enhancements for satellite-only access. Those capabilities have clear relevance for emergency, defence, and resilience use cases where GNSS availability may be degraded, denied, or unreliable.

  • Enhanced IoT NTN. Release 19 adds store-and-forward operation, IoT-NTN TDD capability, public-warning support, and uplink-capacity improvements. These can support lower-power, delay-tolerant sensing and asset-monitoring applications across critical infrastructure, transport, energy, and remote areas.

  • Additional NTN spectrum support. Release 19 expands the 3GPP NR-NTN band portfolio, including Ku-band-related work and additional S- and L-band options. This is relevant to the evolution of IRIS² terminals and complementary mobile-satellite services, although the IRIS² broadband layers principally use Ku and military Ka-band spectrum.

IRIS² can use Release 19 to move beyond basic satellite backhaul or proprietary broadband toward a standards-based 5G NTN platform with greater integration into terrestrial 5G networks. Standardization should support multi-vendor terminals, common modem and protocol ecosystems, roaming/interworking possibilities, and a less proprietary ground-segment architecture.

IRIS² has publicly committed to adoption of the 3GPP 5G NR-NTN specification family, but the precise release profile and the definitive set of normative TS requirements for each satellite, gateway, and terminal have not yet been publicly detailed. It would therefore be more accurate to describe the programme as 3GPP 5G NR-NTN-aligned than to assert blanket compliance with every specification or band.

Competitive and regulatory context:

The initiative has drawn U.S. regulatory attention. FCC Chairman Brendan Carr suggested that European restrictions on U.S. satellite operators could invite reciprocal treatment in the United States, while SpaceX has reportedly asked the FCC to examine Eutelsat’s planned constellation expansion.

Luke Pearce of FDM CCS Insight said that Starlink’s use in Ukraine illustrates why the EU seeks a non-U.S.-dependent secure-connectivity capability:

“Ukraine’s use of Starlink on the front line has highlighted how important satellite communications will be in future warfare. The EU is understandably keen not to be reliant on its US partners for this capability.”

Pearce doubts the project can catch up to Starlink, or even Amazon’s planned rollout. IRIShas been “marred by significant uncertainty and scrutiny” since it was announced in November 2022, and “at times, the project has appeared destined to fail,” he said. Initial services were supposed to launch in 2024. Now, the full system is likely to arrive in 2030 or later, he explained.

“It is therefore materially behind Starlink and will almost certainly remain so. By the time IRIS² is operational, SpaceX will have moved through further generations of satellites, terminals and services. Amazon Leo will also be a much more established competitor. Using standardized technology should broaden the equipment ecosystem, improve interoperability with terrestrial networks and ultimately bring costs down. However, 5G NTN is not a silver bullet. Standardization alone will not overcome the US’s enormous lead in satellite manufacturing, launch capabilities, terminals and overall scale,” said Pearce.

Conclusions:

IRIS² is materially behind Starlink in deployed constellation scale, launch capacity, terminals, and service maturity. Standardized 5G NR-NTN can improve interoperability and reduce ecosystem fragmentation, but it cannot independently offset those scale advantages. IRIS² should therefore be assessed chiefly as a European sovereign-connectivity and resilience program, rather than as a like-for-like retail broadband challenger to Starlink or Amazon Leo.

3GPP Release 19 provides an important 5G-Advanced NTN evolution path for IRIS². In addition to Release 17/18 NR-NTN baseline capabilities, Release 19 introduces support for regenerative satellite payloads, enhanced LEO mobility and access procedures, GNSS-independent operation, improved positioning, and expanded IoT-NTN functions including store-and-forward delivery. These features could improve the resilience, interoperability, and terrestrial-network integration of later IRIS² system increments.

The applicable ITU-R NTN satellite Recommendation is currently ITU-R M.2177-0 (February 2026), Detailed specifications of the satellite radio interfaces of IMT-2020. It identifies the “3GPP 5G-NTN: RIT” and “3GPP 5G-NTN: SRIT” as the IMT-2020 satellite radio interfaces. The Recommendation explicitly covers NR-NTN and IoT-NTN and points to 3GPP global core specifications rather than reproducing the full 3GPP technical corpus.

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References:

https://www.lightreading.com/satellite/eutelsat-hails-5g-ntn-to-take-on-american-giants

EU spectrum proposal

PCMag report

FCC Chairman Carr’s post

European Consortium 5G NTN transmission paves the way for standards based direct to device (D2D) connectivity

Non-Terrestrial Networks (NTN) Tutorial: Architecture, Spectrum, and Technical Foundations

Non-Terrestrial Networks (NTNs): market, specifications & standards in 3GPP and ITU-R

ITU-R recommendation IMT-2020-SAT.SPECS from ITU-R WP 4B to be based on 3GPP 5G NR-NTN and IoT-NTN (from Release 17 & 18)

From LPWAN to Hybrid Networks: Satellite and NTN as Enablers of Enterprise IoT – Part 2

Telecoms.com’s survey: 5G NTNs to highlight service reliability and network redundancy

InterSAT extends Pan-African satellite services via Ku-band on Eutelsat 70B satellite

Orange France satellite Internet based on Eutelsat Konnect VHTS satellite

France’s Eutelsat nears deal to buy UK satellite internet company OneWeb

 

One thought on “Eutelsat hails EC’s IRIS-2 project to take on U.S. NTN providers

  1. ITU-R WP 4B treatment of 3GPP NTN specs:

    WP 4B does not edit, amend, or “correct” 3GPP technical specifications. It evaluates a submitted 3GPP NTN Radio Interface Technology (RIT) or Set of RITs (SRIT) against ITU-R satellite-IMT requirements, then develops an ITU-R Recommendation that identifies and references the applicable 3GPP specifications.

    Separation of responsibilities
    Body Role
    3GPP Creates, maintains, and changes the normative NR-NTN, IoT-NTN, 5G Core, RAN, protocol, RF, and conformance specifications.
    ITU-R WP 4B Establishes satellite-IMT requirements and evaluation methodology; evaluates candidate RIT/SRIT submissions; determines whether the proposed technology meets the requirements; and drafts the ITU-R satellite-IMT Recommendation.
    ITU-R SG 4 Approves the WP 4B draft through the ITU-R Recommendation approval process.
    Thus, WP 4B may determine that a submitted 3GPP technology does not yet demonstrate compliance with a required characteristic, lacks needed documentation, or must be evaluated further. It can communicate observations, requests for clarification, or technical concerns to 3GPP through formal liaison mechanisms. But it cannot make a change to a 3GPP TS or TR; only 3GPP’s relevant Technical Specification Groups and Working Groups can approve that change.

    What WP 4B can change
    WP 4B can change the ITU-R layer, including:

    The ITU-R satellite-IMT vision, performance requirements, and evaluation criteria.

    The scope, conditions, and presentation of a candidate RIT/SRIT in an ITU-R Recommendation.

    Which 3GPP Global Core Specification versions, features, bands, or profiles are referenced as the basis of the recognized satellite radio interface.

    Supplementary ITU-R material on system characteristics, satellite service performance, availability, spectrum compatibility, and earth-station matters.

    For example, Recommendation ITU-R M.2177 recognizes the 3GPP 5G-NTN RIT and SRIT, but it does so by referencing externally maintained 3GPP specifications. The normative details remain under 3GPP version control.

    Practical consequence for Release 19
    If WP 4B concludes that a Release 19 NTN capability—say, regenerative payload operation or an IoT-NTN enhancement—does not meet a satellite-IMT requirement as submitted, it may withhold its recognition of that capability or request additional evaluation evidence. It may also recommend that 3GPP address a gap.

    But the result would be one of these outcomes, not a WP 4B rewrite of the specification:

    3GPP revises the relevant Release 19 or later specification through its ordinary change-request process, then resubmits or provides an updated reference.

    WP 4B recognizes a narrower profile of the 3GPP submission that has demonstrated compliance.

    WP 4B defers inclusion of the feature until supporting specification and evaluation material are mature.

    WP 4B updates M.2177 to reference an approved later 3GPP specification version after the feature has been accepted.

    “Rubber stamp” is therefore too strong, because there is an independent ITU-R evaluation and consensus step. But “specification modification” is also inaccurate: WP 4B evaluates and references 3GPP work; it does not exercise change control over it.

    Source: Perplexity.ai

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