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.
Raytheon’s Strategic Pivot from Prime Time
Defense News officially confirmed a long-circulating industry rumor. Raytheon is done chasing SDA prime contracts.
The changing winds of DTD
What started as a binary battle between DTD spectrum approaches is increasingly looking like an “and” rather than an “or” outcome.
What does an NRO LEO constellation mean for the EO sector?
After watching startups launch dozens to hundreds of small imaging satellites in Low Earth Orbit, the U.S. National Reconnaissance Office is getting in on the action.
Sierra Space goes for all orbits
Sierra Space on April 5 announced a trio of satellite platforms meant to meet the needs of any orbit.
Telesat vs Starlink: a canary in the coal mine?
Companies are often reluctant to name-drop their competitors, but it’s no secret that virtually every satellite communications operator is squaring up against Starlink.
The (Laser) Shot Heard Around the World.
SpaceX is eyeing another segment of the space economy for disruption.
Hiber Emerges from HibernatIoTn
Netherlands-based IoT innovator, previously known as Magnitude Space, rebranded to "Hiber" in 2017, drawing inspiration from the idea of its modems entering a dormant state akin to “hibernating bears” between signal transmissions.
The theme of Satellite 2024: Direct to Device
Among the dozens of meetings the Quilty team conducted at Satellite 2024 in Washington DC last week, one topic emerged more than any other: direct-to-device communications.
Major space players likely largest beneficiaries of Japan’s new $1T Yen fund
On March 12, Japan’s cabinet approved a 10-year fund of $6.7 USD billion (1 trillion yen) to promote satellites, space exploration, and transportation.
OSAM-1 Fallout: Lessons from a Troubled Program
On March 1, NASA terminated a $2 billion program to create a refueling satellite, the On-orbit Servicing, Assembly, and Manufacturing 1 (OSAM-1).
India wants its own EO constellation: implications
India has established itself as a global space power primarily through launch vehicles, navigation, and communications satellites.
Continuing Resolutions and Sequestration Flashbacks
f “space is hard” is the industry’s favorite adage, the runner up cliche is that we have a “do nothing Congress.”
Will Japan’s defense export push elevate space?
Countries that spend heavily on defense almost always, by extension, are space powers, given the high number of dual-use technologies (propulsion, telecom, reconnaissance sensors).
Regional plays for multi-orbit
It goes without saying that most of the industry’s regional satellite operators are too small to field their own large LEO or MEO constellations, yet all feel the pressure to expand beyond purely GEO-based connectivity.
Will high-volume space stations close the business case?
At least six commercial space station efforts are under way to replace the International Space Station by 2031.
KVH and the rough seas ahead for maritime satellite internet
If the big fear among satellite services providers is Starlink capsizing their traditional business models, one such business model is taking on water.
Rocket Lab returns to the M&A playground
Companies are often coy about when they want to do acquisitions, but not Rocket Lab.
Are China’s LEO constellations becoming real?
Since at least 2018, China has had two or more purported LEO constellations in the works.
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.