Counterpoint Research co-founder and research VP Neil Shah warned reports India hit the brakes on licensing SpaceX’s Starlink service could be bad news for the company’s IPO.

In a post on X, the analyst pointed to the scale of the Indian market along with highlighting the connection between revenue generation and investment in space projects.

Shah argued these elements are all at risk if India halts approvals for the launch of commercial Starlink services, in turn putting a “spanner in the wheel” of SpaceX’s pending IPO.

The reported timing of India’s intentions is “really bad”, Shah wrote.

Counterpoint Research’s executive was responding to a Bloomberg article indicated India had put approval processes on ice. Authorities are concerned over reports unlicensed Starlink terminals had been used in Iran, the news outlet stated.

Shah added India’s “highly sensitive, contested borders” are another factor, making the “threat of unmonitored, untraceable satellite terminals operating on its soil” without domestic oversight an “absolute red line”.

Bloomberg noted India’s population is the biggest in the world: Shah put the proportion at 40%.

The news outlet highlighted Lauren Dreyer, VP of Business Operations at Starlink, used X to explain the company “remains in active and productive discussions” with India’s government.

Dreyer branded the speculation “misleading” and “based on unsubstantiated claims from anonymous sources”.

Shah noted the potential licensing fracas indicates sovereignty assurances are emerging as an important requirement for privately-held companies seeking to deliver space-based services in “key economies”, pointing to moves by China and the European Union covering low Earh orbit services as examples.

Bloomberg stated SpaceX is preparing an expected historic listing on 12 June.

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Telefonica Tech targeted a bump to its IoT business in the US by providing the connectivity for a range of protective equipment produced by industrial health and safety product maker Halotech Digital Services.

An arrangement was made involving Telefonica Tech’s managed IoT connectivity with a Halotech Software-as-a-Service platform which uses AI to provide real-time information relating to worker safety in industrial settings.

Telefonica Tech country manager for the US Luis Lepe Marquez said the combination would help customers “transform workers’ day-to-day activities”, providing clear “actionable intelligence to improve safety”.

The operator unit explained Halotech AI integrates with various namesake protective helmets developed for “complex industrial settings” including mines and oil rigs.

Telefonica Tech is providing the connectivity to collect, transmit and process information from the safety wear to produce insights to improve staff procedures and help predict potential dangers. It listed automatic fall detection, emergency alerts, provision of location information and environmental monitoring among the capabilities on offer.

Real-time decision-making capabilities can reduce “workplace incidents by up to 60%”, Telefonica Tech stated.

Halotech CEO Manuel Marin said companies are changing their approach to safety by seeking systems which can help predict incidents instead of reacting to them.

The companies have history, having developed post-quantum encryption for various industries in 2024.

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Vodafone Greece commenced early-stage talks about going Dutch on a fibre-to-the-home (FTTH) venture with utility PPC Group, a combination with the potential to pass almost 2.5 million homes.

The head of terms discussion over the 50:50 joint venture also involves the companies’ respective wholesale fibre operations. Vodafone explained any combined business would provide open access to ISPs.

PPC stated the FTTH network of the subsidiary in line for the combination currently passes 1.9 million households and Vodafone’s 550,000.

Alexandros Paterakis, vice chair of the PPC FiberGrid unit and deputy CEO for digital services at the group, said any tie-up would create a “leading digital network infrastructure in Greece”, along with advancing various of the company’s strategic goals.

For Vodafone, any agreement would “substantially accelerate the development of our fibre network” CEO Achilleas Kanaris said.

He added Greece is strategically important to Vodafone Group as a whole and explained the unit is focused on expanding its footprint, shifting from “copper to fibre” and contributing to “national digital coverage objectives”.

The companies emphasised no binding commitments had been made and they are yet to embark on due diligence processes, though indicated intentions to do so with a view to signing binding agreements.

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