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 11/2/23 Caleb Henry 11/2/23

Favoring Speed Over Performance: SES Moves Forward with mPower

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.

Caleb Henry 10/13/23 Caleb Henry 10/13/23

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.

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

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).

Chris Quilty 10/2/23 Chris Quilty 10/2/23

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.

Caleb Henry 8/25/23 Caleb Henry 8/25/23

Viasat goes 0 for 2 on successful satellites. Here are the impacts

Quilty Space 7/28/23 Quilty Space 7/28/23

Starlink and the Global Cruise Market

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

Is the ORCHESTRA NGSO Effort Ready to Call?

Caleb Henry 7/19/23 Caleb Henry 7/19/23

Kuiper spending $10B on launch alone

Caleb Henry 6/19/23 Caleb Henry 6/19/23

The end of Eutelsat’s consumer internet business

Kimberly Siversen Burke 6/12/23 Kimberly Siversen Burke 6/12/23

SES CEO Steve Collar announces sudden resignation

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

Rivada CEO drops some financing crumbs ahead of RRB decision

Caleb Henry 5/30/23 Caleb Henry 5/30/23

Starlink satellites getting heavier to support DTD

Caleb Henry 5/9/23 Caleb Henry 5/9/23

Viasat can thank Starlink, for once

Caleb Henry 5/5/23 Caleb Henry 5/5/23

The Starlink of 2015 is here

Caleb Henry 5/5/23 Caleb Henry 5/5/23

Emirates to IFC providers: stop over-promising

Caleb Henry 5/1/23 Caleb Henry 5/1/23

The most important GEO launch of the year

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.

QUILTY QUICKTAKES

Get notified