@ChenrySpace
will be joining
@SciGuySpace
on a live event June 11 at 2 pm ET discussing Starlink's financials.
Caleb, doesn't forget to unmute yourself this time!
We took an in-depth look over the weekend at what the
@SpaceX
+
@TMobile
announcement means for $ASTS and the
#satcom
industry as a whole. Subscribers can find it here⤵️
Join us Tuesday, April 7th at 11:00am for a webinar hosted by SpaceNews to discuss the implications of OneWeb's Chapter 11 filing on the satellite & space sector.
@spacenews_inc
@CHenry_SN
ICYMI: A shoutout to the U.S. commercial space industry and the
@SemperCitiusSDA
's Proliferated Warfighter Space Architecture (PWSA):
(
@QuiltySpace
chart shows launched payloads minus unclassified objects, rocket bodies, etc.)
Everyone’s still abuzz about the pending acquisition of OneWeb by the UK government and Bharti Global. Our team’s latest complimentary report digs into the announcement and offers views on the parties potentially impacted by it. Subscribe on our website to receive future alerts!
Thanks
@SpaceNews_Inc
@CHenry_SN
@Berger_SN
for organizing today's webinar session on OneWeb BK impact. Link below to a recorded version for anyone who didn't get a chance to join.
“It turns out that there are new space companies in there; they just have a Lockheed or Northrop wrapper on top of it.”
And that about wraps it up. (I'll show myself out)
via
@SpaceNews_Inc
Happy National Space(X) day! Get a peek into our Starlink financial analysis.
- ~2.7M global subscribers, ~95% consumer/SOHO.
- 60% are U.S. based subscribers, with international growth surging.
Join our webinar on May 9th at 11 ET :
#SpaceX
#Starlink
Everyone has been asking us what portion of U.S. orbital launch attempts are
@SpaceX
, so here you go⤵️
🚀Across all launchers, there was only a 6% failure rate for 2023 (7 of 116).
🚀We included all
@RocketLab
's Mahia launches in the U.S. counts
In 2020 there were 69 space related acquisitions/buy-outs totaling $11.7 bln in disclosed transaction enterprise value (“TEV”), 144 equity financings totaling $5.7 bln in disclosed funding, and 13 public equity-related transactions totaling $1.8 bln in equity financing raised.
As usual,
@Sandra_I_Erwin
hits the high notes.
Full webinar here:
➡️
Starlink Soars: SpaceX's satellite internet surprises analysts with $6.6 billion revenue projection via
@SpaceNews_Inc
"We treat the firm’s research reports as the gold standard." Thanks for the kudos,
@Payload
! Check out the Pathfinder Podcast with
@QuiltyAnalytics
own
@CHenry_QA
here:⤵️
Spotify:
Apple:
YouTube:
While not a novel concept, talk of a pending $3.1 billion merger of
@SES_Satellites
and
@INTELSAT
has never been more compelling. Together, SES and Intelsat operate the largest fleets of GEO satellites and boast combined revenues of €3.9 billion — second only to
@viasat
. In our
#NotaDrill
:
@Gwynne_Shotwell
(53:00 minute mark):
@Starlink
to Offer New Capability: "Plug & Plaser: will commercialize our lasers to put on other satellite systems...will roll out with...Polaris Dawn Mission coming up this summer on a Dragon capsule."‼️
Seems
@Telesat
's GEO-driven days are numbered.
@QuiltySpace
projects
#Lightspeed
will drive >70% of total $TSAT revenue (US$1.3B) in 2030E. It's not mgmt's target of 1% of ~$400B TAM, but it's still lights on for Lightspeed. Drop your email to learn more:
We share our views and analysis in this focused research brief on how COVID-19 is impacting the Satellite & Space industry. How will the industry fare against this novel threat?
Find out more via the link below and share with us your thoughts:
Head over to the QBI platform for the latest Earth Observation financial reviews and analysis on
@BlackSky_Inc
&
@SpireGlobal
:
➡️
Which company do you want to see next?
Our
@QuiltySpace
Co-CEO Chris Quilty is honored to be among the distinguished speakers presenting at the
@ILSpaceAgency
's Ilan Ramon International
#Space
Conference as part of the
#IsraelSpaceWeek
events:
➡️
📅 Jan. 31, 2024
🕘 9:00 UTC | GMT +2 hours
יחד למען טכנולוגיות העתיד🚀👨🏼🚀
סוכנות החלל הישראלית, במשרד החדשנות המדע והטכנולוגיה, מתכבדת להזמינכם לכנס החינוך לחלל ע"ש רונה רמון🌠.
יום רביעי | 31.01.2024 | 15:30
בית חיל האוויר, בכתובת: ז'בוטינסקי 15, הרצליה.📍
The boys are back from the 7th Annual Smallsat Symposium in Cali where our founder Chris Quilty led a panel exploring the antenna market while Senior Analyst
@CHenry_QA
discussed
#smallsats
-- a topic he is well-versed in, unlike the art of eating ice cream😆
#HappyFriday
@GilatSatNet
push to develop its own Electronically Steered Antenna (ESA) for the in-flight connectivity
#IFC
market left many investors stunned on Monday after the company inked an agreement to acquire
#satcom
terminal maker STELLAR BLU Solutions.
Could this potential
At the intersection of government & the commercial space sector, you’ll find spirited discussions, a shared desire for national (& financial) security, a collective passion for innovation, and, most surprisingly — some really delicious oatmeal raisin cookies. Thanks,
@USChamber
For
#Worldspaceweek
, Quilty Analytics is honoring our neighbor & friend retired
#NASA
astronaut Nicole Stott
@Astro_Nicole
whose new book “Back to Earth: What Life in Space Taught Me About Our Home Planet―And Our Mission to Protect It” drops Oct. 12.
#Womeninspace
@schun001
@SciGuySpace
We hope to tease out DTC (as well as IoT enterprise opportunities, such as
#JohnDeere
, etc.) more in the next model update, as none of that really hits the bottom line in '24.
In the month of Aug. we counted 4 acquisitions with an aggregate transaction enterprise value of ~$1.4 bil, 10 equity financings of ~$2.2 bil, and 1 public equity follow-on offering of $460 mil. It was a highly active month for the industry. Link below to complimentary report.
📡 QUILTY IN THE NEWS: Justin Cadman gave a GREAT presentation regarding satellite IoT at the Satellite Innovation Conference in Mountain View this week. SpaceNews did a nice story about his presentation:
#innovation
#inthenews
#s
…
Marking the launch of our first in a series of in-depth Starlink financial models, the Quilty Space team invites you to tune in as we discuss our “between-the-(Excel)-sheets” findings.
To stay informed about May 9th, sign up for our newsletter ⤵
We are
#hiring
a
#financial
#analyst
to join our growing team of advisors serving the
#Satellite
&
#Space
industry with internationally renowned research, investment banking, and advisory services. Check us out🚀
@Megaconstellati
The comma is key here. The constellation EOL is separate from their operational timeline for D2D, which was "testing beginning in 2025 with the earliest implementation of 2026".
Kuipersats nail bi-directional optical communications between satellites, maintaining 100Gbps data links over 1,000 kilometers during an hour-long+ test window. An impressive feat for Kuiper & validation of its in-house OCTs. $AMZN
Our latest
@QuiltyAnalytics
space infrastructure report examines the small
#launch
vehicle market and the economic realities 100+ launch
#startups
are facing. Premium subscribers can find it here:
@LionnetPierre
@ChenrySpace
The total mass is in the underlying dataset, but here is a glimpse of it broken down in a chart showing the megas accounting for 83% of all mass to orbit through the end of the decade. We did factor in different estimates for Starlink v2 minis and full-size v2s.
SN Military Space
@SpaceNews_mil
just referenced our free report highlighting the recent trend of big defense contractors buying small sat companies. Check it out here:
#satellites
#Space
We are cranking out the
#space
sector
#earnings
reports so you don't have to.
@QuiltyAnalytics
premium subscribers can download the latest on $MAXR | $GILT | $SATS | $VSAT | $IRDM here:⤵️
We caught
@elonmusk
’s livestream w/
@theNASEM
tonight discussing
@SpaceX
’s
#Starship
program, the “window of opportunity to get off the planet” and why he and stainless steel “should get a room or something.”
Today, many will celebrate the man
@ElonMusk
. But in the space sector, we celebrate the achievements. Our latest
@Starlink
financial analysis does just that. Visit QBI for the full report:
We just published our 2023-2030
#SatelliteDemandOutlook
. For summaries of all of our latest research, sign up for our 🆓 twice-monthly 📧newsletter, the
@QuiltySpaceTake
. Drop us your email:
Check out our quarterly, 20-page Market Monitor at or email info
@quiltyanalytics
.com for access. Q3'21 saw:
🚀$5.1 bln in disclosed transaction enterprise value from 16 space sector acquisitions/buyouts
🚀$2.9 bln in equity financing
#Earnings
#Space
Our analysts weigh in on what the
@amazon
#ProjectKuiper
announcement means for the
#spacesector
in an exclusive, 9-page report for our premium subscribers. You can find it here ➡️
Just before Christmas, the U.S. Department of Commerce (DoC) Bureau of Economic Analysis (BEA) posted a notice--a Christmas gift for the space industry?--that it is developing a Space Economy Satellite Account (SESA) in partnership with the DoC’s
#BEA
#B
In October 2018, the US Air Force selected four companies (Blue Origin, Northrop, SpaceX, ULA) to compete for the newly established National Security Space Launch (NSSL) program that replaces the 1990s vintage EELV program.
#BlueOrigin
#contracts
#corn
#
"It feels like we're going into 2023 with the lights on in Space Mountain." -
@QuiltyAnalytics
Partner and Co-Founder Chris Quilty on
@TheDownLink
podcast that launched the New Year:
ICYMI: Our
#Q2
EO Quarterly Review is live on the Quilty Business Intelligence Platform (QBI). It features financial analysis for $PL | $SR | $BKSY | $ISI | $SATL | Satrec ($099320) & $WNWD.
➡️
Thoughts on the Space Force focus:
Sure, we’re paraphrasing one of many worthy quotes from “The Jerk.” And our response is the same as the scripted response in that movie:
“Well, we wish we could get so excited about nothing.”
To
#Army
#defense
#De