Advanced Television

quilty

Analyst: “Comtech a lost cause for 2022”

Comtech Telecommunications designs, develops and produces systems and services for advanced communications solutions. But trading is currently a challenge, says a report from analysts Quilty. “For the second consecutive quarter, Comtech slashed its forward guidance (EBITDA down 24 per cent), citing a combination of near-term supply-side constraints and timing issues, including the delay of two […]

June 21, 2022By Chris Forrester

Analyst: Satellite-based IoT already worth $250m

A report from Quilty Analytics says that satellite-based Internet of Things (IoT) has kicked into gear over the past few years. Currently, more than a dozen new operators are planning to launch over 1,000 satellites focused on IoT, says Quilty. The analyst asks how big an opportunity this explosion in service offerings represents? “The industry […]

May 4, 2022By Chris Forrester

Analysts: Iridium is on a roll

Iridium Communications operates 66 active satellites and connects its customers with global voice and data from its hand-held satellite phones and terminals. It has moved from a quarterly loss to its fourth straight quarter of double digit growth and a profit and reported an extremely buoyant forward guidance with subscribers growing to 1.78 million (from […]

April 27, 2022

The hidden news behind Bezos’s rockets

One of the mostly ignored elements of the Amazon Project Kuiper multi-rocket news – which in the words of Quilty Analytics “rightfully grabbed all the headlines” – might not be the most important story. Quilty says that Amazon’s announcement that it can build an all-electronically-steered flat panel antenna (FPA) for about $500 represents an earth-shattering […]

April 11, 2022

Bezos risks all on unproven rockets

Amazon billionaire Jeff Bezos has contracted with three rocket launch companies to a 5- year launch timetable to place his 3236 ‘Project Kuiper’ satellites into orbit. Kuiper has until July 30th 2026 to launch at least half of its constellation (1618 satellites) to retain its FCC orbital and frequency permissions. The cargo being carried works […]

April 8, 2022

Analyst: EchoStar FY below expectations

Charlie Ergen’s EchoStar finished the year “with a thud” according to a report from Quilty Analytics. EchoStar has as a subsidiary a fast-growing business in Hughes Network Systems. But despite this benefit the end-of-year results were a disappointment. Hughes service revenues decline some 2 per cent and representing the first fall since EchoStar acquired Hughes […]

March 15, 2022By Chris Forrester

“A crescendo of concern” over crowded orbits

Quilty Analytics, in its latest quarterly ‘state of the industry’ report, quotes recognised satellite business leaders expressing their concerns on the risks to commercial space – and specifically LEO – and the launching of potentially tens of thousands of satellites. Quilty references three leading executives (Viasat’s Mark Dankberg, SES’s Steve Collar, and Steve Spengler, the […]

November 24, 2021

Analyst: EchoStar returns to growth

A report from analysts at Quilty Analytics says that Charlie Ergen-backed satellite operation EchoStar is returning to growth mode. The firm says that EchoStar has reported its third consecutive quarter-year of solid top-line growth coupled with double-digit bottom-line growth. “In an unusual twist, however, the majority of this growth was driven by enterprise/equipment demand, including […]

November 22, 2021By Chris Forrester

Analyst: “OneWeb positioned for success”

Quilty Analytics, a specialist in research on the satellite and space sectors, says that low Earth orbiting (LEO) broadband satellite operator OneWeb is well placed for success. OneWeb’s next batch of satellites are scheduled to launch on September 14th. Quilty says that following the launch “OneWeb will have deployed about half of its 648-satellite constellation […]

August 31, 2021By Chris Forrester

Analyst: IFC to help ViaSat as airlines come out of pandemic

Quilty Analytics, in a report that focuses on California-based broadband supplier ViaSat, says that despite the impact of the Covid pandemic ViaSat is going to benefit from a recovery in In Flight Connectivity (IFC) as passengers return to airlines. For ViaSat in particular, Quilty says that as Covid-19 headwinds continued to ease in its fourth […]

June 16, 2021By Chris Forrester