Quilty Space

Introducing: Amazon | Project Kuiper: On the Horizon. ICYMI: Quilty Space published a 25-page analysis of Amazon #ProjectKuiper –?the next big LEO megaconstellation that is poised to take on SpaceX's #Starlink. What's Inside: ? The Backstory: Dive into the origins of Kuiper and the key milestones reached so far. ? Market Position: Understand how Kuiper fits into the rapidly evolving satcom?sector. ? Tech Overview: Explore how Amazon is leveraging its technical expertise and manufacturing prowess to ramp up its satellite production, gateway deployment, and user terminal development. ? Competitive Analysis: Gain insights into the opportunities and challenges Kuiper faces as it enters a market largely dominated by one player. Can it compete? How will synergies with Amazon Web Services (AWS) set it apart? To download the full report, visit: https://lnkd.in/eXPw_XVT Sign up for the free, twice-monthly Quilty SpaceTake Newsletter to stay updated on all our industry coverage and insights. https://lnkd.in/e_rmfzd7

Excited to share insights from our latest Amazon Project Kuiper report! Stay tuned for more on the deep dive of their backstory, their market position, a tech overview, Kuiper's Go-To-Market strategy, and a full competitive analysis.

Excitement is building for the Global Aerospace Summit starting tomorrow! ?? Don't miss the opportunity to get a sneak peek at the latest aviation technology and engage with industry leaders. Join us at the Ronald Reagan Building in Washington, D.C. for two days of innovation and collaboration! Register now: https://lnkd.in/egVgGk6h

They might not be Netflix celebs, but Caleb Henry & Chris Quilty are heading to Paris in two weeks for World Satellite Business Week. #WSBW So, drop us an email at [email protected] to schedule some time to catch up and share a baguette. You can also follow what we have going on via our free, twice-monthly #SpaceTake news update here: https://lnkd.in/e_rmfzd7" J'espère te rencontrer à Paris!

There were three SmallSat acquisitions in the first weeks of August: Spain’s largest military contractor, Indra, acquired Deimos, a smallsat mission specialist; Redwire acquired smallsat manufacturer Hera Systems; and Lockheed Martin acquired smallsat manufacturer Terran Orbital. These acquisitions have led some to speculate that the smallsat market is experiencing active consolidation. Others argue that it reflects other, smaller trends within smallsat, including vertical integration of manufacturing capabilities, military demand for satellites, and competition in the space launch industry. Andrew Cavalier of ABI Research, Dallas Kasaboski of Analysys Mason, and Chris Quilty of Quilty Space spoke with Constellations about the factors driving acquisition in the smallsat industry. https://lnkd.in/gTARZWkP #smallsat #satellite #space

The U.S. Chamber of Commerce is powering up an impressive roster of heavy hitters for next week’s Global Aerospace Summit in D.C. If you haven’t checked out the agenda for the 2-day event, it’s here: ? ? https://lnkd.in/gH3UVQeq The first day will center around #aviation, and then day two digs into where the Quilty Space team really geeks out. Vincent Voci, John Neal, and all our friends at the Chamber have brought together nearly 100 industry and government thought leaders for fireside chats, panel discussions, Q&As, and networking oppys. Seriously, wishing I could clone myself to hear them all. A few highlights: ? ?? The Honorable Jessica Rosenworcel, Chairwoman, Federal Communications Commission ?? Derek Tournear, Director, Space Development Agency ?? AE Industrial Partners, LP ??The Honorable Frank Kendall III, Secretary, U.S. Air Force ??Brett Alexander, Chief Revenue Officer, Firefly Aerospace ?? Andrew Bunker, VP of Government Operations & Business Strategy, Rocket Lab ??Richard DalBello, Director, Office of Space Commerce, NOAA: National Oceanic & Atmospheric Administration, U.S. Department of Commerce ?? Christina Cook, Chief Revenue Officer, True Anomaly ?? Tim Keating, Chief Strategy Officer & Senior Vice President, Global Government Relations, Sierra Space You can register here: ? https://lnkd.in/g5iiNpDM Let Chris Quilty & me know if you want to sync up in D.C.

Brought to you by Antaris Inc and Propel Space Inc., August FOV is live. Thank you Quilty Space for the cover photo! Emerging Trends recognized by Approach include Reliable & Resilient PNT and Limited TPOC Availability. Several raise announcements took place this past month including but not limited to AstroForge, Perceptive Space, Starpath and Muon Space. We anticipate another wave of fundraise announcements will take place between this month and next tied to the recent STRATFI selections by SpaceWERX which includes matching funds from the DoD / private investors. #spaceexploration #spaceeconomy #emergingtrends https://lnkd.in/giTrqmzp

Our Telesat (TSAT): Q2 2024 Earnings Review & Financial Analysis is posted. Here are some key highlights: ? Q2 AEBITDA is down 26%. Similar to Q1, revenues declined 15%, and AEBITDA dropped 26% due primarily to the Nimiq 4 renewal in 4Q23. Results beat the consensus forecast by 5% and 15%, respectively. ? Broadcast 2H step down. We expect Telesat to incur a ~$40M run-rate loss in its Broadcast business when EchoStar renews on Nimiq 5 in October. No similar-sized renewals are pending in 2025. ? Lightspeed kick-off. Q2 capex increased ~10x sequentially to $200M, signaling the start of the Lightspeed construction effort. Telesat’s full-year capex forecast of $1.0-1.4B, suggests quarterly capex of $460M to $560M in the 2H. Lightspeed opex remains on track at $80-90M following 1H opex of $33M. Log in to the QBI to view the full report ? https://lnkd.in/eNeSYCMK Join Quilty SpaceTake to stay up to date on latest publications ? https://lnkd.in/e_rmfzd7

The Quilty SpaceTake! Our bi-monthly newsletter is going out today, and it's the best way to stay up-to-date with everything the Quilty Space team is publishing. As a special preview, we're sharing a sneak peek of one of the key charts that we're featuring in the latest edition that is going out today. Sign up to see the insights behind this chart. Don't miss out—subscribe now to receive valuable insights straight to your inbox before today's newsletter goes out! ? https://lnkd.in/e_rmfzd7

New milestone on the OneWeb book -- 175 sources interviewed! This number is shocking, even to me, so I tried to put it in perspective relative to other books. I can confidently say the space industry has not had a book like this before. Thanks to everyone who has helped me tell this story. https://lnkd.in/ecNVR7Hy