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St Petersburg, FL
Joined January 2015
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Since acquiring Swarm in 2021 and partnering with T-Mobile in 2022, @SpaceX has positioned direct-to-cell as a way to extend terrestrial cellular service, while assembling a spectrum portfolio that can bypass those carriers altogether. Full analysis here:
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"Each vehicle must earn its keep across a range of missions, from disposal to inspection, repositioning, and life extension. So the spacecraft’s commercial viability depends on it being more of a Swiss Army knife than a garbage truck." Full Analysis here:quiltyspace.com/post/debris-…
September 2026: Record VC funding of $ 3.1B smashed the previous record of $2.1B (Aug’20) by more than 50%. YTD funding is up more than $10B from $4.0B to $14.6B.
Download our free Monthly Market Monitor here:
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The FCC’s satellite spectrum abundance order is final. Commissioners voted 3-0 on Sept. 30, with the final text making several changes to the draft we analyzed in September.
Read more in our latest Industry Insight here:
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ALT Update on the FCC's Final Abundance Order
"Now, losing the Falcon 9 as a way to orbit is expected to exacerbate the issue: “It’s been a rough ride for folks that are trying to get to orbit,” @ChenrySpace said, “and it’s not like this is the first aftershock — but it is the most severe.”
Read More: cnn.com/2026/09/30/science/s…
Since returning from Paris, our annual #WSBW top 5 takeaway list is up.
Read the full story here:
quiltyspace.com/post/quilty-…
Quarterly analysis of the EO sector with complete financial earnings reviews on six pacesetters: BlackSky, HawkEye 360, Planet, Satellogic, Satrec Initiative, and Spire. Sector revenue rose 50% y/y to a record $267M, the strongest growth in two years.
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New 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.
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"By then, Amazon Leo and Starlink are likely to be offering data volumes closer to what TeraWave has proposed, @ChenrySpace said. 'Then the whole idea of being differentiated falls away.'"
Read more:
Jeff Bezos’ Blue Origin rocket company is poaching employees from Amazon, where he remains executive chairman. Both companies are working on internet satellite services. bloomberg.com/news/articles/…
A glimse into August's Mega Monthly: @AmazonLeo formalized its 5,105-satellite system; @AST_SpaceMobile expands its footprint; @elveomobile launched with 60 MHz of S-band; @MDA_space put SpaceRAN on the ITU map; and @SpaceX is aiming straight at the MNOs.
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“What we have is an industry in panic,” @ChenrySpace said.
arstechnica.com/space/2026/0…
Europe is resetting the rules for the 2 GHz MSS band.
Our latest Deep Dive, Europe’s 2 GHz Reset, breaks down the EU’s proposed framework, who qualifies, the key contenders, and what it could mean for the future of direct-to-device in Europe.
Read more:
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Big news for @Telesat!
Canada's C$2.3B defense contract expands the Lightspeed constellation, strengthens @MDA_space 's manufacturing pipeline, and opens new U.S. defense opportunities.
Here's why it's much bigger than a constellation expansion. ⬇️
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10 years of Quilty Space. 🚀
To our clients, partners, investment firms, operators, government organizations, friends, and our incredible team, thank you. Your trust and support have made these first 10 years possible. Here's to the next decade!
Stocks return to Earth in June. Our Core (-22%) and Frontier (-39%) indexes underperformed the market (S&P 500; -1%) for the first time since March. All market sectors declined and 5/6 fell double digits.
Download our free monthly Market Monitor: c0ee60f7-8d6a-42a7-8698-047d…
Rocket Lab isn't just acquiring Iridium. It's acquiring decades of strategic advantage.
Our latest Industry Insight explores why this deal is about far more than spectrum and how it could reshape the competitive landscape.
Read more:
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Quilty Space retweeted
Rocket Lab is acquiring Iridium Communications Inc – one of the most transformative deals in the space industry.
By combining our launch capability and satellite manufacturing with @IridiumComm’s global satellite communications network and rare spectrum, Rocket Lab becomes a fully integrated, self-launching, tier-1 space power, delivering critical communications capability to millions of users worldwide.
Full details and important information: bit.ly/4eyKLL4