Quilty Analytics: LEO Broadband Special Report Series

Part II: LEO Systems Analysis


This morning, we published Part II of our report series on LEO Broadband Constellations.  While our Part I report provided a historical retrospective on failed LEO efforts of the 1990s, our Part II report focuses squarely on the here-and-now, providing a comprehensive overview Amazon, OneWeb, SpaceX, and Telesat.

Our ~80-page report breaks down the opportunities, risks, and leading players across five major spheres.  A narrow sampling of considerations and takeaways includes:

  • Spectrum. OneWeb and Telesat are in the drivers’ seat.  Amazon is still working on a strategy.
  • Space Segment. Space segment price per bit varies widely. And despite the universal appeal of optical inter-satellite links (O-ISLs), Telesat is the only company today to baseline the technology on Gen1 satellites. Do O-ISLs have implications for a key LEO competitive advantage, latency?
  • Launch. SpaceX’s order of magnitude
Read the rest

National Security Bubble, Meet the World

The U.S. Department of Commerce (DoC) Bureau of Industry and Security (BIS) surprised industry with an interim final rule posted this past weekend. Effective more-or-less immediately, on January 6, 2020, the rule, tediously titled “Addition of Software Specially Designed To Automate the Analysis of Geospatial Imagery to the Export Control Classification Number 0Y521 Series,” appears familiar to anyone who has worked with ITAR in the space industry.

And like the laws surrounding ITAR, the rule here is knee-jerk. Also, it’s akin to closing the barn door and setting fire to the barn after the whole herd of horses ran out.

We understand that many senior officials with the DoC were uninformed of this pending rule. However, someone (or more likely, many someones), decided that software created to automatically conduct analyses of geospatial imagery (and something called point clouds) … Read the rest


C-Band: Where Do We Go from Here?

Intelsat stock had its worst day on record on Wednesday, down 29% to close at $14.43. Why? Once again, it’s C-band speculation-induced volatility. The vast majority of Intelsat (and SES) investors who we speak to are laser-focused on… Read the rest


Eutelsat 5 West B Arrives DOA? Implications for Satellite Manufacturers and a Struggling Insurance Market

 

In late October 2019, Eutelsat announced that Eutelsat 5 West B experienced a potentially fatal anomaly with one of… Read the rest


Thinking about SpaceX’s Petition to Launch an Additional 30,000 Satellites

On October 15, various news outlets, including SpaceNews, reported that SpaceX submitted filings for up to an … Read the rest