Sign in

    Caleb Henry • Quilty Space

    Caleb Henry's questions to AST SpaceMobile Inc (ASTS) leadership

    Caleb Henry's questions to AST SpaceMobile Inc (ASTS) leadership • Q2 2025

    Question

    Caleb Henry of Quilty Space asked if the recently acquired S-band spectrum is already licensed nationally or if the licensing process is just beginning. He also inquired about the reason for an accelerated launch payment and whether the constellation plan involves a future Block III satellite design.

    Answer

    Founder, Chairman & CEO Abel Avellan confirmed the country-by-country licensing process for S-band is starting now. President & Chief Strategy Officer Scott Wisniewski stated the accelerated launch payment was a matter of financial flexibility and not related to provider delays. Regarding future satellites, management described the strategy as building a flexible "mesh" network that can be expanded based on demand, rather than a rigid plan for a Block III.

    Ask Fintool Equity Research AI

    Caleb Henry's questions to AST SpaceMobile Inc (ASTS) leadership • Q1 2025

    Question

    Caleb Henry of Quilty Space asked about the implementation of the Ligado spectrum, the manufacturing purpose of the new Barcelona facility, and the planned rollout of ground gateways.

    Answer

    CEO Abel Avellan explained that the company's core technology and ASICs already support the mid-band spectrum from the Ligado deal, requiring no major design changes. He clarified that the Barcelona facility produces high-reliability components, while final satellite integration occurs in Texas. Executive Scott Wisniewski noted that fewer gateways are needed due to the large satellite size and that the rollout is focused on key markets like the U.S., Europe, and Japan.

    Ask Fintool Equity Research AI

    Caleb Henry's questions to AST SpaceMobile Inc (ASTS) leadership • Q3 2024

    Question

    Caleb Henry of Quilty Analytics asked for clarification on how many Block 1 satellites would be launched before the switch to Block 2. He also inquired about the required ground network rollout, such as the number of teleports, and the anticipated satellite capacity for the ISRO launch vehicle.

    Answer

    Chairman and CEO Abel Avellan clarified that the company has already switched to producing Block 2 satellites, which are 3.5x larger than the five Block 1 satellites currently in orbit. For the ground network, he stated that four ground stations are ready for U.S. operations, with regional gateways being established with Vodafone for Europe and Rakuten for Japan. He also confirmed the ISRO launch would use their largest rocket but emphasized enthusiasm for Blue Origin's New Glenn, which can carry up to eight satellites.

    Ask Fintool Equity Research AI

    Caleb Henry's questions to Planet Labs PBC (PL) leadership

    Caleb Henry's questions to Planet Labs PBC (PL) leadership • Q4 2025

    Question

    Caleb Henry asked if Planet anticipates increased U.S. government demand similar to the commercial weather sector and inquired about the launch timeline for the JSAT-dedicated satellites.

    Answer

    CEO William Marshall responded '100% yes' to anticipating increased government demand, driven by a focus on efficiency, and noted they are in active discussions with agencies. Regarding the launch timeline, he stated that Planet will first launch its own critical satellites for SkySat continuity, with the JSAT satellites to follow, primarily over the next 24 months.

    Ask Fintool Equity Research AI

    Caleb Henry's questions to Planet Labs PBC (PL) leadership • Q3 2025

    Question

    Caleb Henry of Quilty Space asked about the lessons learned from the deorbited SkySat satellites that were in inclined orbits and how those lessons influence the planned orbital architecture for the next-generation Pelican fleet.

    Answer

    CEO Will Marshall explained that the key lesson was that inclined planes are very helpful for revisit cadence. Consequently, the Pelican constellation will replicate this architecture with a combination of sun-synchronous and inclined plane satellites. He also clarified that while some SkySats were deorbited, the overall fleet capacity has increased due to per-satellite efficiency improvements, so there is no accelerated pressure to refresh the fleet beyond the company's strategic motivation to upgrade its capabilities.

    Ask Fintool Equity Research AI

    Caleb Henry's questions to Planet Labs PBC (PL) leadership • Q2 2025

    Question

    Caleb Henry of Quilty Space inquired about the reasons for faster growth in international markets, whether the decline in backlog was related to new customer trials, and if Planet has settled on a final size for the Pelican constellation.

    Answer

    CEO Will Marshall and President Ashley Whitfield Johnson attributed strong international growth to numerous large government deals and a strong product-market fit for sustainability initiatives abroad. Johnson clarified the backlog change was due to renewal timing and contract burn-down, not competitive pressure. Marshall explained the Pelican fleet size is filed for up to 32 satellites but will be throttled based on demand, with priorities being SkySat replenishment and adding new capabilities.

    Ask Fintool Equity Research AI