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Market Monitor: 2026-09

Covering Space Sector Market Trends & Indices for September 2026...

Market Monitor

FCC's Spectrum Abundance Final Order Update

The FCC's satellite spectrum abundance order is final, and this update picks up where our September Insight on the draft left off. Commissioners voted 3-0 on Sept. 30, and the text released a day later is not quite the draft we analyzed.

Industry Insight

Megaconstellation Monthly: 2026-09

The Megaconstellation Monthly is Quilty Space's monthly intelligence brief on the NGSO satellite ecosystem. It covers the full stack — broadband, direct-to-device, IFC, maritime, government, and defense — across SpaceX-Starlink, Amazon Leo, Telesat Lightspeed, AST SpaceMobile, SDA-PWSA, SES, and a growing roster of new entrants. Each edition tracks the programs, contracts, and regulatory moves shaping the sector, and pairs them with the Quilty QuickTake on what it all means.

Megaconstellation Monthly

Earth Observation Financial Review 2026 Q2

Quarterly analysis of the EO sector along with complete financial earnings reviews on four EO pacesetters: BlackSky, Hawkeye 360, Planet, Satellogic, Satrec Initiative, and Spire...

Sector Financial Analysis

Satcom Financial Review 2026 Q2

In this Report: M&A Stock Performance, Peer Group Valuations, and Company Profiles on: Eutelsat OneWeb, Iridium, JSAT, KVH, Hughes, SES, Telesat, and Viasat.

Sector Financial Analysis

Iridium (IRDM): 2026 Q2 Earnings Review & Financial Analysis

Rocket Lab Acquisition Remains on Track Q2 results on track. Service revenues grew 3.7%, outperforming full-year guidance of 0% to 2%, while OEBITDA improved 1.4% excluding the change in incentive compensation. Management effectively withdrew guidance due to the pending acquisition by Rocket Lab. IoT bounces back. Iridium added 72k subs in Q2, up nearly 2x y/y and well above our forecast of 45k. In late-June, Iridium officially launched its Iridium 9604 tri-mode module (SBD, LTE, PNT) that is being targeted at high-volume applications like automotive, smart meters, agriculture, and drones.

Company Earnings Review

Industry Insight: NGSO Downlinks Win the FCC's Spectrum Abundance Draft on Points

On Sept. 30, the FCC will vote on a draft package that would hand satellite operators another 1,050 MHz of spectrum while teeing up two follow-on proceedings to open even more. It puts 550 MHz of Ku-band spectrum at 12.7-13.25 GHz into play for non-geostationary (NGSO) satellites transmitting to user terminals, plus 500 MHz of V-band at 42-42.5 GHz for gateways. SpaceX helped make the case, telling the FCC the Ku-band addition would boost downlink throughput by about 25%.

Industry Insight

Satellogic (SATL): 2026 Q2 Earnings Review & Financial Analysis

Company Earnings Review

Planet Labs (PL): 2027 Q2 Earnings Review & Financial Analysis

This is not another C-band auction. The ORBIT Act bars the FCC from auctioning spectrum used for international satellite services, so NGSO operators will sort out access through processing rounds.

Company Earnings Review

Spire (SPIR): Q2 2026 Earnings Review & Financial Analysis

Company Earnings Review