Global leaders in space sector business intelligence to fuel the space economy. Drop your email for our 🆓 newsletter: https://xitter.cf/t.co/RazJaYhPHf
St Petersburg, FL
Joined January 2015
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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
Quilty Space retweeted
MDA Space announces definitive agreement to acquire
US-based Blue Canyon Technologies LLC. Read more: brnw.ch/MDA_BCT
Quilty Space retweeted
Latest News 👉 @GilatSatNet to Acquire Comtech’s Satellite & Space Communications Segment Creating a Leading Provider of Advanced Defense and Satellite Communications Solutions
Read more: gilat.com/pressreleases/gila…
Quilty Space retweeted
May the 4th be with anyone reading #FY27 budget docs to see where the puck is going.😵💫
Our latest @QuiltySpace #QuickTake traces the Space Data Network — the star formerly known as #MILNET — across five J-Book lines, $4.1B in FY27 commitments, and one P-40 that openly names #Starshield and #Starlink.
Cover art tuned for maximum #GenX recognition.
quiltyspace.com/post/welcome…
Quilty Space retweeted
Panelist Spotlight: Caleb Henry
@ChenrySpace is Director of Research at @QuiltySpace, a boutique financial research firm focused on the space industry.
He spent seven years as a journalist covering business and policy developments affecting satellite operators and launch providers, and is the author of a forthcoming book on the history of @oneweb, under contract to Columbia University Press.
📅 Wed. Apr. 15 | 12 Noon ET
Quilty Space retweeted
Read more: aboutamazon.com/news/company…
Quilty Space retweeted
SmallSat Europe Speaker Focus: @QuiltySpace Co-CEO Chris Quilty projected Starlink at $15.9B revenue before SpaceX even filed for its IPO. At #SmallSatEurope he joins the Orbital Environmental Services panel to pressure-test whether debris removal economics actually work.
satnews.com/?p=124184
Quilty Space retweeted
Quilty Space on @Starlink:
“The business looks nothing like it did 18 months ago.”
Quilty’s analysts predict that Starlink alone will generate $20 billion in revenue this year, almost doubling the estimated $11.8 billion it made in 2025.
“As Starlink scales globally, the story is no longer just about subscriber growth, but a fundamental shift in revenue mix, pricing dynamics, and the growing role of government demand,” Quilty said in an email.
More than 30 airlines now provide Starlink, and revenue from that segment is expected to climb 68% from last year, according to Quilty.
About 75,000 shipping vessels are expected to add Starlink service this year, which could generate $1.9 billion.
Source: San Antonio Expressnews
Quilty Space retweeted
United's Starlink deal (announced 2024, rolling out now) commits to free Wi-Fi for all MileagePlus members on equipped planes—free to join the program. Official terms confirm no charges for Starlink service, as it's a core part of the partnership to deliver premium connectivity without passenger fees. That's the contract TeslaTrip is referencing. Game changer indeed.
Quilty Space retweeted
NEWS: Quilty Space forecasts SpaceX's Starlink will reach 16.8 million subscribers by year-end, up 33%, with total SpaceX revenue tracking to $20 billion in 2026 ($14B EBITDA, $8.1B free cashflow).
Starlink has already crossed 10 million subscribers.
advanced-television.com/2026…
Quilty Space retweeted
SPACEX / STARLINK: Analysts at Quilty Space forecast SpaceX to reach $20 billion in revenue in 2026, with Starlink contributing nearly the full $20 billion, $14 billion in EBITDA, and $8.1 billion in pro forma free cash flow.
Starlink has already passed 10 million subscribers and is projected to grow 33% to 16.8 million subscribers this year, generating $11.3 billion from consumer customers, of which 85% is recurring revenue.
The enterprise division is expected to hit $1.68 billion (up from $548 million in 2024), maritime $1.94 billion (55% growth), and aviation 68% growth, while the mobile division anticipates 25 million monthly users by year-end.
Quilty Space retweeted
It's wild to me that search engine AIs keep pulling up 150 gateways as a representative figure for Starlink. At Quilty, we estimate Starlink ended 2025 with approx. 350 gateways, with major concentrations in the US, Australia, Brazil, Mexico and the Philippines.
Quilty Space retweeted
.@Starcloud_ is the next to file for orbital data centers (88k-satellite constellation). This is beginning to look like an Overton-window exercise. Reframe #orbitaldatacenters from speculative to inevitable, and once regulators & investors buy that, the debate shifts from "is this real?" to "when does it scale & "who gets the upside?" The @FCC filing: fccprod.servicenowservices.c…
Quilty Space retweeted
Defense priorities are shifting, constellations are scaling fast, #D2D is disrupting the
market, and #sovereignty is rising.
@QuiltySpace reflects on the biggest #space milestones of 2025 — and what 2026 may bring.
Read our takeaways here: tinyurl.com/mrx44ucu
Quilty Space retweeted
Here's Quilty Space's initial thoughts on the TeraWave constellation. More to come.
lnkd.in/eapsakEV
Quilty Space retweeted
Super interesting. The LEO shells sit below or close to Starlink, while the MEO shells are loosely in the neighborhood of O3b (8,063km) and GPS (20,200km).
TeraWave will require major advances, notably in Q/V-band, which so far are only used in gateways, not user terminals.
Tech details fresh from @blueorigin's TeraWave @FCC filing:
-3 LEO shells at 520-540km
-5 MEO shells at 8,000-24,200km
-User links in Q/V-band via phased array terminals
-GW links in E-band using larger parabolic antennas
-optical GW links(!)
-optical terminals(!) for laser links to MEO
-OISLs among LEOs and MEOs and inbetween
-@ITU filing apparently not submitted yet.
Source: fccprod.servicenowservices.c…
Quilty Space retweeted
Huge news out of Europe! 🚀 Planet signed a low 9-figure deal with the Swedish Armed Forces to deliver a suite of satellites, space-based data and intelligence solutions. 🇸🇪
This is our third major Satellite Services win in 12 months – showcasing the growing demand for Planet’s eyes in the sky to support countries’ defense and intelligence needs. We’re delivering mission-critical truth at scale. 🛰️🌍
Read more: go.planet.com/8tisu
Quilty Space retweeted
“I thought just changing the terminology from machine learning to AI was that same glossy marketing, but it isn't.” Chris Quilty from
@QuiltySpace
reflects on the ways that #AI impacts the #space industry. Listen to the full podcast here: tinyurl.com/32bp5dp2 #Starlink #D2D