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Keep up to date with the latest space sector news and developments, along with the Quilty QuickTake on what it all means. Each QuickTake offers sharp, focused analysis in a free, five-minute read.

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GOVERNMENT
&
DEFENSE
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SPACE
HARDWARE
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Earth
Observation
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EO sector coverage includes:

• SAR

• RF Mapping

• EO | IR

• Optical

• GEOINT

• Downstream Analytics

• Space Situational Awareness

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SATCOM
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Space Hardware sector coverage includes:

• Launch

• Satellite Manufacturing

• Propulsion | Solid Rocket Motors

• Antennas, Payloads & other Components

• Gateways

Government & Defense sector coverage includes:

• Sovereign Constellation

• Proliferated LEO & Resilient Space Architectures (Starshield, PWSA, etc.)

• Missile Warning & Missile Defense Satellites

• ISR (Intelligence, Surveillance, and Reconnaissance)

• Hypersonic & Space-Based Weapon Detection

• Space Logistics & On-Orbit Servicing

• Space Agency Initiatives (NASA, etc.)

Satellite Communications sector coverage includes:

• LEO Broadband

• Megaconstellations

• Direct to Device (DTD) & IoT

• Proliferated Constellations

• In-Flight Connectivity & Maritime

• Space-Based Relay & Optical Comms

ReSET FILTERS
Understanding Starlink’s Dutch Financial Statement

Jul 15, 2025

Will the BEAD rule rewrite have a big impact on satellite operators?

Jun 12, 2025

Is smallsat manufacturing the next industry bubble?

May 5, 2025

In IFC, multi-orbit is losing to LEO only

Apr 21, 2025

Re-Arm Europe: Space Implications

Mar 21, 2025

Spacesail is growing. Is the West ready?

Feb 10, 2025

OneWeb: New Ally in Multiorbit Comeback

Jan 8, 2025

Eutelsat OneWeb’s Transitional Constellation

Dec 18, 2024

Breaking Down the DoD’s $13-Billion pLEO Play

Nov 18, 2024

IRIS2 Survived. Now it will reshape Europe’s satcom sector

Nov 4, 2024

Dissecting Starlink’s V3 Constellation Application

Oct 15, 2024

Quilty’s takeaways from World Space Business Week

Sep 26, 2024

The perils of going public too early

Aug 21, 2024

A New Benchmark for Launch Vehicle Robustness

Jul 30, 2024

What the Planet Layoffs Say about the State of Earth Observation

Jul 17, 2024

No slowdown in Falcon 9 Starlink launches in 2025

Jun 25, 2024

Europe’s Commercial Cargo Experiment Begins

May 22, 2024

VHR Imagery Coming into Focus with Maxar’s Legion Launch

May 8, 2024

Raytheon’s Strategic Pivot from Prime Time

Apr 25, 2024

Sierra Space goes for all orbits

Apr 8, 2024

Hiber Emerges from HibernatIoTn

Mar 26, 2024

OSAM-1 Fallout: Lessons from a Troubled Program

Mar 13, 2024

Will Japan’s defense export push elevate space?

Feb 26, 2024

KVH and the rough seas ahead for maritime satellite internet

Feb 15, 2024

OneWeb and a cardinal sin of space startups

Jan 29, 2024

A Tale of Two (Almost) SPACs

Jan 16, 2024

European space agency warns ‘no guarantee’ for Ariane in rocket launch market

Jan 8, 2024

Starlink’s RDOF Loss Could be a Catalyst for Change

Dec 31, 2023

Starlink is in 80 markets. Now what?

Dec 4, 2023

GEO-based hosted payloads to solve health and disaster prevention?

Nov 20, 2023

Europe’s Launch Fault Line Splits the Continent

Nov 7, 2023

Aalyria: A Darkhorse Candidate for OCT Kingmaker?

Oct 25, 2023

GEO Satellite vs. Fiber. No Comparison?

Oct 13, 2023

Viasat Debt Slips to High Yield Status

Oct 2, 2023

Rocket Lab Stock Fares Better Than Its Rocket

Sep 22, 2023

Starship Gets Ready to Rumble

Sep 8, 2023

Is that an Alarm or Just the Sound of a Familiar Tune? A closer look at SDA’s latest $1.5B Tranche 2 awards

Aug 21, 2023

Starlink and the Global Cruise Market

Jul 28, 2023

Voyager capitalizes on historic Prime Minister Modi visit

Jul 17, 2023

Envistacom's remaining assets go to auction

Jun 30, 2023

Palantir’s win: a boon for EO?

Jun 16, 2023

LeoStella’s plight shows how the U.S. is a hard market for European satellite manufacturers

Jun 8, 2023

Starlink satellites getting heavier to support DTD

May 30, 2023

Is the Space Force going more commercial?

May 8, 2023

Maxar is private. Who becomes the favorite now?

May 3, 2023

De-orbiting satellites to cost order of magnitude more than launching them

Apr 25, 2023

NASDAQ grants Astra 180-day extension

Apr 11, 2023

Another milsatcom program that forgot the ground segment

Mar 15, 2023

Voyager to acquire ZIN Technologies

Mar 13, 2023

Ocean-based launchpads, an old cure for a new problem?

Feb 25, 2023

Launcher abandons rocket plans in Vast acquisition

Feb 21, 2023

ILS CEO goes to Spaceflight

Feb 2, 2023

Astroforge seeks to revive asteroid mining, announces first two demo missions

Feb 1, 2023

SDA hopes SABRE sensors can slash missile testing costs by ‘millions’

Jan 23, 2023

A $316 million Falcon Heavy launch

Jan 14, 2023

Iridium Qualcomm partnership

Jan 5, 2023

Satellogic: revenue challenges, layoffs abound after SPAC

Jan 2, 2023

Firefly Lights a New Spark in the IPO Comeback

Jul 14, 2025

Why Europe’s IRIS² constellation is in trouble

May 30, 2025

Elon Musk’s Latest Unofficial Task Force

Apr 24, 2025

A new wave of national LEO constellations

Apr 11, 2025

Quilty Space’s Top Five Themes of Satellite 2025

Mar 18, 2025

Starlink – a Political Punching Bag, and an Opportunity for Competitors?

Feb 4, 2025

Italy’s Constellation Dilemma

Jan 7, 2025

Telesat Lightspeed PDR puts constellation in line with other LEOs

Dec 6, 2024

SpaceX flight rate continues to climb

Nov 13, 2024

Evaluating SES’s case for a proliferated MEO constellation

Oct 28, 2024

Seeds for a new debris-removal industry

Oct 9, 2024

A smallsat thruster shortage – how we got here

Sep 5, 2024

OneWeb: New Ally in Multiorbit Comeback

Aug 14, 2024

SDA needs a spiral development plan for user terminals

Jul 23, 2024

Broader Implications of Airbus’ Struggling Space Business

Jul 1, 2024

Rocket Lab, Synspective and the art of the multi-launch deal

Jun 24, 2024

Why Starlink’s foray into Indonesia is so important

May 20, 2024

Will pLEO become a nation-state obsession?

May 7, 2024

The changing winds of DTD

Apr 18, 2024

Telesat vs Starlink: a canary in the coal mine?

Apr 1, 2024

The theme of Satellite 2024: Direct to Device

Mar 25, 2024

India wants its own EO constellation: implications

Mar 8, 2024

Will high-volume space stations close the business case?

Feb 23, 2024

Rocket Lab returns to the M&A playground

Feb 9, 2024

And the Juggernaut Plows On…

Jan 24, 2024

Viasat Leasing Capacity for MENA Region

Jan 15, 2024

Space is Hard: Small Launch Chapter

Jan 3, 2024

A Quilty Space Insight: How Amazon Kuiper is Gearing up to Break the Bandwidth Bottleneck

Dec 14, 2023

Can Starship leapfrog early launcher challenges?

Nov 28, 2023

What Qualcomm’s decision says about the DTD Industry

Nov 14, 2023

Favoring Speed Over Performance: SES Moves Forward with mPower

Nov 2, 2023

Does Mongolia’s satcom surge signal freedom from China and Russia?

Oct 19, 2023

More VC Headwinds Likely

Oct 10, 2023

Blue Origin’s leadership shakeup: the change the company needs?

Sep 27, 2023

A Billion Reasons Left to Root for this NASA Initiative

Sep 14, 2023

Viasat goes 0 for 2 on successful satellites. Here are the impacts

Aug 25, 2023

A hypersonics deal with small launch on the side?

Aug 10, 2023

Is the ORCHESTRA NGSO Effort Ready to Call?

Jul 26, 2023

How China’s new rare element export rules may hurt the global space industry

Jul 5, 2023

What does Anduril’s solid motor gambit mean for space?

Jun 28, 2023

SES CEO Steve Collar announces sudden resignation

Jun 12, 2023

Earth observation company bags its first influencer

Jun 7, 2023

Why Europe never committed to satellite servicing until now

May 16, 2023

The Starlink of 2015 is here

May 5, 2023

The most important GEO launch of the year

May 1, 2023

2023 (so far) reaches decade+ low in GEO satellite orders

Apr 18, 2023

Brazil's Telebras is off the market

Apr 6, 2023

Does Kuiper have satcom’s Holy Grail?

Mar 14, 2023

The Unknown Unknowns of Starship

Mar 10, 2023

ULA’s rapid ramp up plans for Vulcan

Feb 24, 2023

Maxar and Umbra team up

Feb 14, 2023

EchoStar begins construction of new small satellite constellation

Feb 1, 2023

NATO’s space center for excellence moves forward

Jan 26, 2023

Ariane 6 schedule holding

Jan 17, 2023

Canon Electronics, IHI small launch venture still alive

Jan 6, 2023

Six space tugs for Transporter-6

Jan 3, 2023

For Eutelsat and France, sovereignty becomes about more than words

Jun 19, 2025

Starlink’s Crazy Launch Rate in Four Charts

May 21, 2025

Assessing Kuiper’s Satellite Manufacturing Delays

Apr 23, 2025

GEO bloodbath continues apace

Mar 31, 2025

Momentum builds for GEO satellite servicing

Feb 18, 2025

SpaceX flies the same Falcon 9 booster 25 times, and what it means for Blue Origin

Jan 14, 2025

Analyzing Globalstar’s Go-Forward Strategy: Differentiation, Defense & DTD

Dec 30, 2024

Why Small Launch Startups are Hot for Hypersonics

Nov 20, 2024

A new era of GPS competition

Nov 7, 2024

ULA’s quest to reset industry precedent

Oct 23, 2024

Understanding the satcom industry's newfound obsession with PACE

Oct 4, 2024

Starlink in aviation: where are its wings?

Aug 30, 2024

GEO Satellite Manufacturing Death Spiral?

Aug 7, 2024

An Airbus-TAS Space Merger: good, bad, or none of the above?

Jul 22, 2024

A Change in the Winds of European Defense Spending

Jun 27, 2024

Telesat Lightspeed’s supply chain is becoming real

May 29, 2024

DoD’s ULA Dilemma

May 15, 2024

DIU got a bucket of cash. Now what?

May 1, 2024

What does an NRO LEO constellation mean for the EO sector?

Apr 12, 2024

The (Laser) Shot Heard Around the World.

Mar 29, 2024

Major space players likely largest beneficiaries of Japan’s new $1T Yen fund

Mar 14, 2024

Continuing Resolutions and Sequestration Flashbacks

Feb 29, 2024

Regional plays for multi-orbit

Feb 23, 2024

Are China’s LEO constellations becoming real?

Feb 2, 2024

Sierra Space’s Return to LEO Constellations

Jan 17, 2024

The Long Road to Ovzon 3

Jan 10, 2024

Unwrapping the Space Sector Deal Outlook for 2024

Jan 2, 2024

GEO Satellite Orders for 2023: Indicative of New Trend?

Dec 8, 2023

DoD wants space ties with Indonesia. It won’t be that easy

Nov 20, 2023

Virgin Galactic vs. the Rocket Equation

Nov 14, 2023

The Dawn of Solid Rocket Motor Diversification

Oct 27, 2023

CLDP Teams Approach Halftime in Race to Replace the ISS

Oct 16, 2023

Space Norway satellite delays show how rough COVID hit Northrop Grumman

Oct 3, 2023

Maxar splits back into two business units, but stops short of calling them "SSL" and "DigitalGlobe"

Sep 22, 2023

The Last Mile for Momentus

Sep 8, 2023

Axiom raises $350M, but is it enough to fly?

Aug 24, 2023

Planet’s somewhat-predictable headcount reduction

Aug 1, 2023

Kuiper spending $10B on launch alone

Jul 19, 2023

Low GEO Orders are Here to Stay. Here’s What that Means.

Jul 3, 2023

The end of Eutelsat’s consumer internet business

Jun 19, 2023

Rivada CEO drops some financing crumbs ahead of RRB decision

Jun 9, 2023

Orbital tourism: three years of consistent demand

Jun 5, 2023

Viasat can thank Starlink, for once

May 9, 2023

Emirates to IFC providers: stop over-promising

May 5, 2023

Direct-to-Device (DTD) not a winner takes all

Apr 26, 2023

iSpace stock volatility amid Hakuto-R landing attempt

Apr 13, 2023

Axiom helping to "glow-up" NASA's spacesuit game

Mar 24, 2023

Starlink Reaches One Million Subscribers

Mar 14, 2023

IRIS2 schedule begins to slip

Mar 9, 2023

Is DoD finally warming to satellite services?

Feb 24, 2023

EU follows UK’s dubious pattern of scrutiny over Inmarsat-Viasat merger

Feb 13, 2023

SDA begins Tranche 2 bidding process

Feb 1, 2023

Growing interest for industrial biomedicine on the ISS

Jan 25, 2023

Interstellar Technologies raises $29.6M

Jan 15, 2023

Airbus Poland Satellite deal

Jan 6, 2023

Viasat’s unexpected Link-16 sale

Jan 3, 2023

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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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