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.

Caleb Henry 12/8/23 Caleb Henry 12/8/23

GEO Satellite Orders for 2023: Indicative of New Trend?

Barring any late-stage contracts, 2023 will conclude with 12 commercial GEO satellite orders, seven of which were micro GEOs (>1,000 kg).

Caleb Henry 11/20/23 Caleb Henry 11/20/23

DoD wants space ties with Indonesia. It won’t be that easy

Military agencies have long been ideal customers for the satellite industry because of their willingness to pay a premium for resilient communications.

Caleb Henry 10/27/23 Caleb Henry 10/27/23

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.

Chris Quilty 10/25/23 Chris Quilty 10/25/23

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.

Caleb Henry 10/19/23 Caleb Henry 10/19/23

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.

Kimberly Siversen Burke 10/16/23 Kimberly Siversen Burke 10/16/23

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.

Caleb Henry 10/3/23 Caleb Henry 10/3/23

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.

Kimberly Siversen Burke 9/14/23 Kimberly Siversen Burke 9/14/23

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.

Kimberly Siversen Burke 9/8/23 Kimberly Siversen Burke 9/8/23

Starship Gets Ready to Rumble

Kimberly Siversen Burke 8/21/23 Kimberly Siversen Burke 8/21/23

Is that an Alarm or Just the Sound of a Familiar Tune? A closer look at SDA’s latest $1.5B Tranche 2 awards

Caleb Henry 8/10/23 Caleb Henry 8/10/23

A hypersonics deal with small launch on the side?

Chris Quilty 7/26/23 Chris Quilty 7/26/23

Is the ORCHESTRA NGSO Effort Ready to Call?

Quilty Space 7/17/23 Quilty Space 7/17/23

Voyager capitalizes on historic Prime Minister Modi visit

Quilty Space 6/30/23 Quilty Space 6/30/23

Envistacom's remaining assets go to auction

Caleb Henry 6/28/23 Caleb Henry 6/28/23

What does Anduril’s solid motor gambit mean for space?

Kimberly Siversen Burke 6/16/23 Kimberly Siversen Burke 6/16/23

Palantir’s win: a boon for EO?

Kimberly Siversen Burke 6/9/23 Kimberly Siversen Burke 6/9/23

Rivada CEO drops some financing crumbs ahead of RRB decision

Caleb Henry 6/8/23 Caleb Henry 6/8/23

LeoStella’s plight shows how the U.S. is a hard market for European satellite manufacturers

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.

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