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
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An Ocean’s width between success and muddling

It is sometimes interesting to observe how two companies operating in the same business confront challenges from completely different philosophies. In this case, the two companies in question are SpaceX (a U.S. company)… Read the rest


Paying a premium for obsolescence

 

On 30 September, the US Air Force awarded United Launch Alliance (ULA) a $1.18 billion contract modification to support the launch of five Delta IV Heavy rockets stretching through the end of February 2024. When combined with an earlier $1.01 billion production contract, each launch will cost a hefty $438 million. The contract modification was necessary because, with the end of the EELV program, … Read the rest