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Christopher David Quilty

Partner and Equity Research Analyst at Quilty Space Inc.

Christopher David Quilty is a Partner and Equity Research Analyst at Quilty Space Inc., specializing in coverage of the satellite, launch, and space technology sectors with in-depth analysis of companies such as Iridium Communications, Maxar Technologies, SES S.A., and Viasat. With over two decades of industry experience, he is recognized for his consistently accurate calls and insightful sector outlooks, previously ranking among the top satellite analysts and frequently cited in financial media for his expertise; while at Raymond James, his recommendations reportedly outperformed sector indices, achieving high client satisfaction rates. Quilty began his finance career at Raymond James in 1997, where he served as a Senior Analyst for 20 years, before co-founding Quilty Analytics (now Quilty Space) in 2016. He holds FINRA Series 7, 63, 86, and 87 licenses, and is widely regarded for his contributions to space industry research and market intelligence.

Christopher David Quilty's questions to Iridium Communications (IRDM) leadership

Question · Q3 2025

Christopher David Quilty asked about the scale of the T-Mobile D2D announcement for PNT, Iridium's go-to-market approach for PNT (wholesale vs. direct), the revenue mix (service/license vs. hardware) for PNT, reasons for the UAV market not booming, and Iridium's view on the Viasat/Space 42 Equitas joint venture.

Answer

CEO Matthew J. Desch explained that the T-Mobile PNT contract, supported by the Department of Transportation, could expand to thousands of cell sites and other companies, representing a significant market. He stated that PNT go-to-market will remain wholesale, similar to two-way communication, with a focus on service revenue and low-margin hardware for high-volume. He noted that the UAV market is growing in IoT, but broader expansion awaits clearer BVLOS regulations. Regarding Equitas, he found it a complicated vision requiring significant investment, and Iridium is not interested in investing, viewing the broadband D2D market as unproven.

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