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Megaconstellation Monthly: 2026-07

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

Market Monitor: 2026-07

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

Market Monitor

Upper C-Band: An Industry Insight

Our latest Industry Insight breaks down the engineering, economics, and politics behind the FCC's July 22 decision: why Congress ordered the move, why 12 nearly new satellites stand to lose most of their U.S. capacity, how billions in transition costs will be financed, what the FCC's still-redacted incentive split means for incumbent operators SES, Eutelsat, and Telesat, and how SpaceX's 11 filings yielded little more than an auction paddle. Updated: July 29, 2026

Industry Insight

Market Monitor: 2026-06

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

Market Monitor

Rocket Lab Acquires Iridium: An Industry Insight

In this Industry Insight, we analyze the strategic rationale behind Rocket Lab's acquisition of Iridium, the competitive advantages it unlocks, and what the transaction means for the broader space industry.

Industry Insight

Megaconstellation Monthly: 2026-06

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

Satcom Financial Review 2026 Q1

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

Earth Observation Financial Review 2026 Q1

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

Sector Financial Analysis

Satellogic (SATL): Q1 2026 Earnings Review & Financial

Revenue Pipeline Builds, Merlin Is the Key Execution Test

Company Earnings Review

Viasat (VSAT): 2026 Q4 Earnings Review & Financial Analysis

Equatys Enthusiasm Grows, but Core Satcom Business Stalling...

Company Earnings Review