Telesat: Lightspeed's Strategic Value Is The Bull Case
Telesat's Lightspeed constellation is moving into production, with the planned satellite count expanded to 225 and global commercial service targeted by the end of Q1 2028. The company also signed a C$2.7 billion Canadian defense agreement, while its GEO business continues to decline.
Why it matters — TSAT watchers would care because the article frames Lightspeed's strategic value and the defense agreement as the bull case for the company, offsetting its declining GEO business.