QUILTY QUICKTAKES
Quilty QuickTakes provide short-form analysis on the latest developments in the space sector as they unfold.
Click on any QuickTake below to enjoy these complimentary, five-minute reads.
Europe’s Launch Fault Line Splits the Continent
Europe’s Launch Fault Line Splits the Continent
Favoring Speed Over Performance: SES Moves Forward with mPower
Favoring Speed Over Performance: SES Moves Forward with mPower
The Dawn of Solid Rocket Motor Diversification
U.S. lawmakers have been fretting since 2018 (when Northrop Grumman bought Orbital ATK) that the national supply base for solid rocket motors was becoming too concentrated.
Aalyria: A Darkhorse Candidate for OCT Kingmaker?
Incorporating Optical Communications Terminals (OCTs) has become a baseline assumption for nearly every megaconstellation operator (i.e., Starlink, Kuiper, OneWeb Gen2, Lightspeed, PWSA, Rivada, and the EU’s IRIS2) due to their critical role in network capacity, latency, cybersecurity, and ground network costs.
Does Mongolia’s satcom surge signal freedom from China and Russia?
This year Mongolia made two moves that will bring satellite connectivity to the landlocked country and could signal the beginning of sovereign communications unimpeded by authoritarian neighbors.
CLDP Teams Approach Halftime in Race to Replace the ISS
As the players in NASA’s International Space Station (ISS) transition program approach the second half of their Commercial LEO Destinations Program (CLDP) plans, one of the first-round draft picks just got traded to another team.
GEO Satellite vs. Fiber. No Comparison?
Military agencies have long been ideal customers for the satellite industry because of their willingness to pay a premium for resilient communications.
More VC Headwinds Likely
Over the past decade, venture capital (VC) has emerged as a critical source of funding for space startups, with total investment surging more than tenfold, from $0.3B in 2014 to $3.2B in 2022 (note: excludes megaconstellation funding).
Space Norway satellite delays show how rough COVID hit Northrop Grumman
It’s rare that satellite operators, especially those not publicly traded, give granular details about the reasons for their programmatic delays.
Viasat Debt Slips to High Yield Status
iasat refinanced its Inmarsat bridge facility on Sept. 21, issuing $733M of Senior Notes to retire the unsecured bridge loan facility that Viasat entered into on May 30 pursuant to the Inmarsat acquisition close.
Blue Origin’s leadership shakeup: the change the company needs?
Bob Smith, Blue Origin’s CEO of six years, is departing the company in a move widely perceived as the end of a lackluster era.
Maxar splits back into two business units, but stops short of calling them "SSL" and "DigitalGlobe"
Our 2020 Maxar initiation report bluntly concluded that the combination of an EO company and a GEO satellite manufacturer was “not a combination that most strategy officers or investment bankers would put high on their priority list.
Rocket Lab Stock Fares Better Than Its Rocket
Rocket Lab’s (Nasdaq: RKLB) latest Electron launch attempt Sept. 19 ended in failure and mission shutdown after an anomaly was discovered shortly after the rocket reached Max Q.
A Billion Reasons Left to Root for this NASA Initiative
As threats of FY 2024 budget cuts lurk in the shadows of haunting GAO reports, recent awards may hint at which NASA programs and players will be spared.
Viasat goes 0 for 2 on successful satellites. Here are the impacts
Viasat goes 0 for 2 on successful satellites. Here are the impacts
Quilty QuickTake’s cover earth observation, satcom, space hardware, and government & defense. Register here for email notifications on sector-specific QuickTakes or all to stay up to date.