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.
Space is Hard: Small Launch Chapter
t might not come as a surprise that 70%1 of all maiden orbital launch attempts have been a total bust.
Unwrapping the Space Sector Deal Outlook for 2024
The past year has been a roller-coaster ride in the financial markets and an unusual one for transaction activity.
Can Starship leapfrog early launcher challenges?
After this month’s launch of the second-ever Starship vehicle, SpaceX founder Elon Musk posted a picture of four more Starships described as “the last of V1.”
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.
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.
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.
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.
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.
Voyager capitalizes on historic Prime Minister Modi visit
Voyager capitalizes on historic Prime Minister Modi visit
How China’s new rare element export rules may hurt the global space industry
How China’s new rare element export rules may hurt the global space industry
Low GEO Orders are Here to Stay. Here’s What that Means.
Low GEO Orders are Here to Stay. Here’s What that Means.
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.