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  • BlueBirds Take Flight: The FCC greenlit AST SpaceMobile to operate the first block in its flock, kicking off a satellite road trip to Cape Canaveral, where five BlueBirds are now awaiting launch. 
  • Gwynne’s Read on BEAD: The FCC might have just closed the RDOF chapter (again, for the 3rd time), but SpaceX is now chatting up the NTIA. COO Gwynne Shotwell admits they are eyeing the $42.5 BEAD kitty, but she isn’t entirely sold.
  • Tranche 2’s Gamma Finale: The SDA’s PWSA procurement window for Tranche 2 just wrapped with $424M in contracts awarded to PWSA Pioneer (and Link 16 ace) York Space and Tyvak | Terran Orbital – a longtime $LMT subcontractor (soon-to-be subsidiary) that will be making its prime debut with T2.
  • Starlink’s V-band Victory Lap: SpaceX filed a V-band milestone modification request with the FCC on Aug. 13, touting the “blistering pace” of its V-band deployment with 1,052 V-band payloads already on orbit and more on the way.
  • SDA’s STRATFI: The SDA just threw its weight behind a promising innovator producing LEO VHF antenna arrays in its first-ever STRATFI investment that has us all wondering what E-Space is up to.
  • Starlink: A Global Glimpse: From battles in Brazil that could impact the Deere deal to new licensing blueprints in South Africa, we zoom out on Starlink’s now 105 global markets penetration to see where the puck is going.
     
  • A roundup of the latest headlines, intel and analysis on LEO broadband, Direct-to-Device, and all things in the megaconstellation orbit (think Starlink, PWSA, AST SpaceMobile, etc.), along with the Quilty QuickTake on what it all means.

Megaconstellation Monthly: 2024-08

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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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