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The Megaconstellation Monthly is Quilty Space's monthly intelligence brief that highlights the month's latest developments along with a Quilty QuickTake on what it all means. Some topics covered this month:

 

  • Golden Dome's math met procurement reality. SDA awarded $1.75B for 36 Tranche 3 Tracking Layer satellites to L3Harris ($955M) and Sierra Space ($798M). At roughly $44M to $53M per spacecraft, the awards came in at twice the $22M figure CBO used in its Golden Dome estimate.

 

  • Amazon Leo finally showed its D2D hand. The company proposed a 5,105-satellite Big LEO constellation, left U.S. SCS authority off the application, and targeted first deployments in 2028.

 

  • Skylo filed for scale. Six days after Amazon Leo's D2D application, Skylo sought authority for up to 250 million Big LEO terminals without naming a satellite operator.

 

  • SpaceX won big in the cabin, then stumbled in the hangar. Indigo Partners committed more than 1,000 aircraft to Starlink across five airlines, Frontier handed SpaceX the IFC passenger portal, and some BizJet operators paused antenna installations after Starlink's price hike.

 

  • The FCC's final Ku | Ka | V processing round drew 13 applicants seeking more than 137,000 satellites. SpaceX alone accounted for 100,000 with its Gen3 filing.

 

  • Eutelsat introduced its post-OneWeb architecture. WorldVu Next proposes 528 Ku | Ka satellites with optical crosslinks, onboard processing, and a standards-based 3GPP waveform.

 

  • SDA reached its halfway point just as Congress debated its future. The agency now has 63 of 126 Transport Layer satellites on orbit, 62 operational, while draft NDAA language outlines the path toward folding the agency into the Space Force.

 

  • Leadership moved. Funding didn't. The Senate confirmed three senior Space Force nominees, but Congress still has not passed the money to bankroll SDN, SB-AMTI, or Golden Dome's orbital layer.

 

  • Launch permitting enters its deregulatory era. The FAA proposed waiving 13 environmental statutes only weeks after Earthjustice urged the FCC to evaluate every orbital data center under a single environmental review.

Megaconstellation Monthly: 2026-07

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©2025 Quilty Space. All Rights Reserved. Securities transactions conducted through StillPoint Capital, Member FINRA/SIPC, Tampa, FL. Chris Quilty and Justin Cadman of Quilty Space are Registered Representatives of the broker dealer StillPoint Capital, LLC. Quilty Space and StillPoint Capital, LLC are not affiliated entities. For more information on Registered Representatives or Broker Dealers please visit FINRA Broker Check. Certain older transactions were completed by Registered Representatives at their prior firms.

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