AMZN just made history with the largest commercial launch contract ever, cementing Project Kuiper as Starlink’s most formidable competitor - in their new 9-page brief, space sector analysts at Quilty Analytics break it down, focusing on implications to the sector at large, including the three big contract winners (Arianespace, Blue Origin, ULA), the GEO market (Inmarsat, Intelsat, SES, Eutelsat) and other heavy-lift launch operators (Firefly Aerospace, Relativity Space, Rocket Lab).

Communications

Multiple satellite operators to be affected by the $7.3bn blockbuster deal - including Eutelsat, EchoStar, Intelsat, Iridium, Telesat, and SES. Quilty Analytics expects the merger to be transformative for Viasat, and one that will rekindle industry interest in satellite operator consolidation. However, complicated network integration, heavy regulatory scrutiny, and potential dissonance between corporate cultures will make for a lengthy subsumption of Inmarsat.