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.
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.
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.
A Message & Invitation from Chris Quilty on “Classic Investment” & the Year Ahead
Baffled by the labels on the Bloomberg chart above? Don’t worry. You are among the 99.9%1 of people in the world who don’t operate in the world of high finance.
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).
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.
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.”
GEO-based hosted payloads to solve health and disaster prevention?
A newfound ability to detect emissions from copper mines could revive demand for hosted payloads.
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.
What Qualcomm’s decision says about the DTD Industry
What Qualcomm’s decision says about the DTD Industry
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.
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.