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    Chris Quilty • Quilty Space

    Chris Quilty's questions to Gilat Satellite Networks Ltd (GILT) leadership

    Chris Quilty's questions to Gilat Satellite Networks Ltd (GILT) leadership • Q2 2025

    Question

    Chris Quilty of Quilty Space asked about the Stellar Blue order pipeline, particularly with Panasonic, the impact of the SES/Intelsat merger on order flow, dynamics in the cellular backhaul market, the pricing and margin impact of the virtualized SkyEdge Four platform, and progress on the WaveStream NGSO order.

    Answer

    CEO Adi Sfadia stated that certification with Panasonic is nearly complete and orders are expected soon. He acknowledged a slowdown in cellular backhaul but highlighted the virtual platform's agility, with a significant margin impact expected around 2027. CFO Gil Benyamini confirmed software-only pricing is similar to the hardware model but with superior margins. Sfadia also noted the WaveStream NGSO order is progressing with ongoing deliveries and more orders anticipated.

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    Chris Quilty's questions to AST SpaceMobile Inc (ASTS) leadership

    Chris Quilty's questions to AST SpaceMobile Inc (ASTS) leadership • Q2 2025

    Question

    Chris Quilty of Quilty Space asked if government satellite inclination requirements are complementary to the commercial constellation or if separate orbits are needed. He also inquired if U.S. government contracts preclude deals with other Five Eyes nations and if a government-specific satellite block was being considered.

    Answer

    Founder, Chairman & CEO Abel Avellan stated there is significant interest in dual-use of the satellites but could not comment on specific orbits. He confirmed there is no exclusion from working with Five Eyes nations, though the current focus is the U.S. He also noted that government capabilities are already designed into the current satellites, with necessary features incorporated over a year ago.

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    Chris Quilty's questions to Iridium Communications Inc (IRDM) leadership

    Chris Quilty's questions to Iridium Communications Inc (IRDM) leadership • Q2 2025

    Question

    Chris Quilty of Quilty Analytics asked if new Certus mid-band products would contribute to IoT growth in the second half. He also inquired about the PNT customer acquisition model, the expected revenue split between commercial and government PNT users, and the reason for the decline in government voice subscribers.

    Answer

    CEO Matthew Desch confirmed that new Certus products are part of the expected H2 IoT growth. For PNT, he described an evolving pricing model and a customer adoption cycle that starts with trials before scaling, noting the government could be at least half of the PNT business. He attributed the government voice subscriber decline to an internal billing transition between DISA and the Space Force, clarifying it doesn't reflect the service's strategic value.

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    Chris Quilty's questions to Planet Labs PBC (PL) leadership

    Chris Quilty's questions to Planet Labs PBC (PL) leadership • Q1 2026

    Question

    Chris Quilty of Quilty Space addressed the news about potential cuts to the NRO's EOCL program, asking for any insight into the situation and its potential impact on Planet.

    Answer

    CEO Will Marshall acknowledged the situation was analogous to the NASA budget discussion, emphasizing Planet's strong partnership with the NRO and NGA. He stated that the administration's broader push to leverage commercial services is a positive trend and that, while specifics are in flux, he believes the opportunities in Washington D.C. outweigh the risks for Planet.

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