This is some incredible cover art.

I don't always agree with Gottlieb's takes, but I've had innumerable conversations over the past five years that feel like this. Simply put: many satellite companies have no idea how to win against Starlink.

The market has picked EchoStar as the winner of the Musk-Trump meltdown. SATS's stock is up nearly 18% today, compared to Viasat (up 3%) and Rocket Lab (down 2%). Definitely reactionary, but the winds of change are blowing fast.

Gilmour Space plans a return to the launch pad in June, per CEO Adam Gilmour on LinkedIn. Good thing they already had a spare set of payload fairings.

Another growing satellite factory, this time in Berlin. This LinkedIn post implies a demand-driven expansion. I wonder if that's the same for others (Apex, AerospaceLab, etc.)

A few new details about Amazon Kuiper's first batch launch from Project Kuiper's leader, Rajeev Badyal. Even though Amazon and ULA cut the launch webcast early, the full mission only took 36 minutes.

Very interesting post by the CEO of Aerospacelab. Already a supplier to MDA Space for Telesat Lightspeed, this has me wondering what other constellations are throwing business to Europe's satellite mass manufacturing hotshot.

This snippet from our latest Satcom Quarterly report puts into perspective why it's so hard for the rest of the industry to compete with Starlink. Wow.

An Intelsat letter released today by the FCC shows the company posturing for another potential C-band spectrum deal.

Source: www.fcc.gov/ecfs/documen...

Globalstar opened a new Satellite Operations Center at its Covington, LA, HQ March 17. The new facility is in "preparation for new satellite constellations," presumably the MDA/RKLB and standalone MDA fleets now under construction. investors.globalstar.com/news-release...

~20 minutes till this session at Satellite 2025. Looking forward to leading an insightful discussion.

Remembering the moment years ago when I learned @torybruno.bsky.social is a Halo fan 🪐

After Abl Space Systems' decision to exit the space launch business, we took a look at why so many companies are adding defense applications or switching to them entirely.

More here: www.quiltyspace.com/quilty-quick...