Analyst
Quilty Space
Equibles does not estimate personal net worth.
Caleb Henry is recorded as Analyst at Quilty Space. Caleb Henry has spoken on 8 earnings calls across 5 companies, most recently for Telesat Corp on October 29, 2026. Those appearances were for Telesat Corp (TSAT), Planet Labs PBC (PL), Kvh Industries Inc \De\ (KVHI), PLANET LABS PBC and BlackSky Technology Inc. (BKSY). The companies whose calls Caleb Henry spoke on are classified in the Technology, Industrials and Communication Services sectors.
“Of the $5.6 billion, how should we think about conversion once the service starts? And is that even or does it ramp? And how much is take or pay?”
“First one is just on terminal shipments, the 2,500, I think versus 3,100 in the first quarter. Can you talk a little bit about what is driving the sort of ups and downs there and what you see for the next couple quarters?”
“On the previous call, it was mentioned that there's going to be X in UHF band, which your partner puts MDA on. Can you talk about the role that Telesat is playing as a partner there?”
“Actually, the first one, sorry, on Pelican. I've noticed that you guys lowered one of the Pelican satellites a little past 400 kilometers recently. Is that part of a larger fleet migration to a very low Earth orbit, or is there another way that we should think about that?”
“Is that sort of the reason for the ramp up in manufacturing space in California?”
Quilty Space
Analyst
Transcript header (unverified)
TSAT
Communication Equipment · Technology
Telecom Services · Communication Services
PLANET LABS PBC
Aerospace & Defense · Industrials
Specialty Business Services · Industrials
Planet Labs PBC Fiscal Fourth Quarter and Full Year 2026 Earnings Call
PLANET LABS PBC
