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.

Kimberly Siversen Burke 12/14/23 Kimberly Siversen Burke 12/14/23

A Quilty Space Insight: How Amazon Kuiper is Gearing up to Break the Bandwidth Bottleneck

After declaring 100% success of all priority systems and subsystems aboard Project Kuiper’s first two prototypes launched Oct. 6, Amazon just dropped the mic.

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 12/4/23 Caleb Henry 12/4/23

Starlink is in 80 markets. Now what?

Three years since entering service, SpaceX’s Starlink internet is now available in 80 markets*, according to a Dec. 1 FCC filing.

Caleb Henry 11/14/23 Caleb Henry 11/14/23

What Qualcomm’s decision says about the DTD Industry

Caleb Henry 11/7/23 Caleb Henry 11/7/23

Europe’s Launch Fault Line Splits the Continent

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

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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