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Leading space sector analysts predict boom for commercial satellite industry from DoD’s pivot to LEO


The US Military’s strategic “Pivot to LEO” plan to implement a global mesh network of optically connected satellites in low Earth orbit will be a significant growth driver for the commercial satellite industry, according to a newly released report by Quilty Analytics, a leading research and advisory firm for Satellite & Space sector.


Featuring input from the SDA, space industry executives and commentary from Wall Street space sector analyst Chris Quilty, the 60-page report summarizes the SDA’s race to implement a proliferated LEO (PLEO) space architecture that will enable the US to maintain its strategic and tactical advantages by delivering advanced capabilities for missile tracking, narrowband and broadband communications, GPS augmentation, and other military objectives.


“Overall, we see DoD’s pivot to LEO as a positive not just for the US military, but also for LEO operators, satellite manufacturers, terminal makers, and the commercial satellite industry as a whole,” Quilty says. “We expect the NDSA to bolster established and newspace companies working to develop new technologies. The NDSA innovations will benefit national defense along with commercial satcom operators and the markets they serve.”


The Quilty Analytics Satcom Quarterly highlights key sector developments and offers in-depth analysis on timely issues affecting the Satellite & Space industry. The Q3’21 edition covers topics including space sustainability, FCC spectrum filing rounds, the Viasat/Inmarsat acquisition, and management shifts at Eutelsat and Intelsat. The report also provides the latest information on commercial GEO satellite launches, satellite operator revenue KPIs, and constellation updates for Amazon, OneWeb, SES, SpaceX and Telesat.

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