Group 1 - Gilat Satellite Networks (GILT), a small satellite broadband solutions provider from Israel, has seen its stock price increase by approximately 200% over the past year, raising concerns among investors about its future upside potential [1] - The article highlights Mr. Arunangshu Das, a software engineer and active investor, who is developing Tranzoro Investments to bridge the gap between US and Indian markets, focusing on liquid and well-known India-focused ETFs and ADRs, while also covering various US equities, ETFs, and REITs [1]

Core Insights - Gilat Satellite Networks Ltd. is a leading provider of satellite-based broadband communications with over 35 years of experience in the industry [1][2] - The company will be participating in the Oppenheimer 11th Annual Emerging Growth Conference and the TD Cowen 47th Annual Aerospace & Defense Conference [1] - Gilat offers a comprehensive portfolio of integrated solutions, including software-defined platforms, high-performance satellite terminals, and advanced antennas for both commercial and defense markets [2][3] Company Overview - Gilat specializes in satellite networking technology, solutions, and services, focusing on critical connectivity across commercial and defense applications [1] - The company operates through its subsidiaries, including Gilat Wavestream, Gilat DataPath, and Gilat Stellar Blu, providing high-value solutions that support multi-orbit constellations and Very High Throughput Satellites (VHTS) [2] - Gilat's products cater to various applications, including government and defense, in-flight connectivity, mobility, cellular backhaul, and critical infrastructure [3] Upcoming Events - The company will hold one-on-one and small group meetings virtually on February 3, 2026, with Mr. Gil Benyamini, Chief Financial Officer [5] - A presentation will take place on February 11-12, 2026, in Arlington, VA, featuring Mr. Adi Sfadia, Chief Executive Officer, and Mr. Gil Benyamini [5]

Core Insights - Gilat Satellite Networks Ltd. has received a multimillion-dollar order from a large global avionics company for its Sidewinder electronically steered antenna terminals, with deliveries expected within the next six months [1][2]. Group 1: Product and Technology - The Sidewinder ESA platform is gaining momentum in the inflight connectivity market, driven by demand for advanced solutions that offer high performance in a lightweight configuration [2][4]. - Sidewinder ESA is designed for various aviation sectors, including commercial, business, VIP, government, and military, supporting high throughput satellite networks for reliable, high-speed connectivity [3][4]. - The technology features electronic beam steering, which enhances satellite acquisition speed, reliability, and reduces maintenance compared to traditional mechanically steered antennas [3]. Group 2: Company Overview - Gilat Satellite Networks is a leading global provider of satellite-based broadband communications, with over 35 years of experience in developing technology solutions for satellite and ground connectivity [4][5]. - The company offers a comprehensive portfolio that includes software-defined platforms, high-performance satellite terminals, and advanced antennas, catering to both commercial and defense markets [5][6]. - Gilat's products support multiple applications, including government and defense, inflight connectivity, cellular backhaul, and critical infrastructure, while adhering to stringent service level requirements [6].

Core Viewpoint - Gilat Satellite Networks Ltd. will release its fourth quarter and full year 2025 financial results on February 10, 2026, highlighting its ongoing commitment to transparency and communication with stakeholders [1]. Group 1: Financial Results Announcement - The financial results for the fourth quarter and full year 2025 will be announced on February 10, 2026 [1]. - A conference call will be held on the same day to discuss the results, featuring CEO Adi Sfadia and CFO Gil Benyamini [2]. Group 2: Company Overview - Gilat Satellite Networks is a leading global provider of satellite-based broadband communications with over 35 years of experience [3]. - The company develops technology solutions for satellite, ground, and new space connectivity, focusing on critical connectivity for commercial and defense applications [3]. Group 3: Product and Service Offerings - Gilat offers integrated solutions supporting multi-orbit constellations, Very High Throughput Satellites (VHTS), and Software-Defined Satellites (SDS) through its various divisions [4]. - The product portfolio includes software-defined platforms, high-performance satellite terminals, and advanced antennas, catering to both commercial and defense markets [4][5].

Key Takeaways Gilat secured an ~$11M APAC contract to deploy SkyEdge IV for VHTS services, with deliveries over 12 months.GILT's SkyEdge IV was chosen for high-capacity performance, flexibility and scalability for VHTS networks.Gilat raised its 2025 outlook after 58% quarterly revenue growth and SkyEdge IV momentum across markets.Gilat Satellite Networks Ltd.’s (GILT)  Commercial Division has secured a contract worth approximately $11 million from a leading satellite operator in the Asia Pacific (APAC) regi ...

Core Insights - Gilat Satellite Networks Ltd. has secured an approximately $11 million contract for its SkyEdge platform from a leading satellite operator in the Asia Pacific region, aimed at delivering services over Very High Throughput Satellites (VHTS) [1][2][3] - The SkyEdge platform was chosen for its high-capacity network performance, flexibility for diverse service profiles, and scalability to meet evolving market demands [2][3] - The deployment will enhance the operator's ability to provide advanced mobility services while optimizing the use of its VHTS satellite assets [2][3] Company Overview - Gilat Satellite Networks Ltd. is a prominent global provider of satellite-based broadband communications, with over 35 years of experience in developing technology solutions for satellite and ground connectivity [4][5] - The company offers a comprehensive portfolio that includes software-defined platforms, high-performance satellite terminals, and integrated ground systems for both commercial and defense markets [5][6] - Gilat's products support various applications, including government and defense, mobility, cellular backhaul, and critical infrastructure, while adhering to stringent service level requirements [6]

Summary of Gilat Satellite Networks FY Conference Company Overview - **Company**: Gilat Satellite Networks (NasdaqGS: GILT) - **Industry**: Satellite communication services and solutions - **Established**: Nearly 40 years ago - **Employees**: Approximately 1,200 across 20 locations - **Core Markets**: Defense, In-Flight Connectivity (IFC), solar backhauling, land mobility, maritime, government and enterprise connectivity, digital inclusion [2][3] Key Segments 1. **Defense Segment**: Focused on U.S. Department of Defense (DOD) and international markets 2. **Commercial Segment**: Includes IFC, solar backhauling, and enterprise solutions 3. **Peru Segment**: Provides both terrestrial and satellite-based solutions, connecting large parts of the country to fast internet [3][4] Market Dynamics - **Total Addressable Market (TAM)**: Expected to grow from approximately $4 billion to $7 billion in the coming years [6] - **Megatrends**: - Increased satellite capacity due to advancements in technology (from single beams to hundreds of beams) - 90% reduction in satellite launch costs [7] - **Focus Areas**: Very High Throughput Satellites (VHTS), Non-Geostationary Orbits (NGSO), and IFC [8] Financial Performance - **2025 Revenue Guidance**: Expected between $445 million and $455 million, representing a 47% growth year-over-year [13] - **EBITDA Guidance**: Expected to grow from $42 million to a midpoint of $50 million to $52 million, representing a 23% growth [13] Customer Base - **Key Customers**: Satellite operators (e.g., SES, Intelsat), service providers (e.g., T-Mobile, Gogo), system integrators (e.g., Boeing, General Dynamics), and government agencies [4][5] Recent Developments - **Acquisitions**: - Acquired Stellar Blu, enhancing IFC capabilities and contributing significantly to revenue [10][15] - Acquired DataPath, focusing on portable and transportable solutions for the defense sector, increasing revenues from $30 million to $100 million [12][30] - **New Products**: Introduction of SkyEdge 4 platform, designed for multi-orbit and high throughput constellations [9] Growth Opportunities - **Defense Market**: Anticipated growth due to increased defense budgets and demand for satellite solutions [11][32] - **Peru Operations**: Expected to grow from $60 million to a run rate of $80 million in the next two to three years, driven by large orders and recurring revenue [36][37] - **Line Fit Opportunities**: Anticipated growth in more profitable line fit orders compared to retrofit installations [21] Competitive Landscape - **Emerging Competition**: Increased interest in sovereign satellite constellations due to geopolitical factors, with countries seeking independence from major players like Starlink [39][41] - **Market Position**: Gilat's technology is considered three to five years ahead of competitors, positioning the company well for future growth [40] Conclusion - **Outlook**: Gilat is poised for significant growth driven by advancements in satellite technology, strategic acquisitions, and expanding market opportunities in both defense and commercial sectors. The company aims to leverage its advanced technology and strong customer relationships to capitalize on the growing demand for satellite communication solutions [38][39]

Company Overview - Gilat Satellite Networks Ltd. is a leading global provider of satellite-based broadband communications with over 35 years of experience in developing technology solutions for satellite, ground, and new space connectivity [3] - The company offers integrated solutions supporting multi-orbit constellations, Very High Throughput Satellites (VHTS), and Software-Defined Satellites (SDS) through its Commercial and Defense Divisions [4] Upcoming Events - The management team will participate in the 28th Annual Needham Growth Conference on January 13, 2026, at the Lotte NY Palace Hotel in New York [1] - CEO Adi Sfadia and CFO Gil Benyamini will be available for one-on-one meetings with investors and will host a fireside chat on January 13 at 10:15 a.m. Eastern Time [2] Product and Service Offerings - Gilat's products support various applications including government and defense, in-flight connectivity (IFC), mobility, cellular backhaul, enterprise, aerospace, and critical infrastructure clients [5] - The company's portfolio includes software-defined platforms, high-performance satellite terminals, advanced Satellite On-the-Move (SOTM) antennas, Solid State Power Amplifiers (SSPA), Block Upconverters (BUC), and integrated ground systems for both commercial and defense markets [4]

Core Points - Gilat Satellite Networks Ltd. has announced a private placement of Ordinary Shares to Israeli institutional and accredited investors, following the approval of its Board of Directors [1][2] - The company plans to issue 8,888,889 Ordinary Shares at a price of US$11.25 per Share, reflecting a 7.9% discount to the 10-day Volume Weighted Average Price [2] - The newly issued Shares will represent approximately 12.15% of the company's total issued and outstanding Ordinary Shares post-transaction [2] - The expected net proceeds from the sale are approximately US$98.8 million, which will be used for general corporate purposes, including potential strategic acquisitions [3] Company Overview - Gilat Satellite Networks Ltd. is a leading global provider of satellite-based broadband communications, with over 35 years of experience in the industry [7] - The company offers a range of integrated solutions supporting multi-orbit constellations and Very High Throughput Satellites (VHTS) through its Commercial and Defense Divisions [8] - Gilat's product portfolio includes cloud-based platforms, high-performance satellite terminals, and advanced antennas, catering to various applications such as government, defense, broadband access, and critical infrastructure [9][10]

Core Insights - Gilat Satellite Networks Ltd. has been awarded a $10 million contract to deliver a customized Earth Observation Solution, expanding its capabilities beyond satellite communications into the earth observation and geospatial insights domain [1][3] Group 1: Company Overview - Gilat Satellite Networks is a leading global provider of satellite-based broadband communications with over 35 years of experience [4] - The company offers integrated solutions supporting multi-orbit constellations, Very High Throughput Satellites (VHTS), and Software-Defined Satellites (SDS) through its Commercial and Defense Divisions [5] Group 2: Product and Service Offerings - The tailored Earth Observation Solution utilizes satellites equipped with various sensors to provide real-time data for intelligence, surveillance, reconnaissance, and situational awareness [2] - The solution includes a first-to-market, transportable direct downlink terminal for secure and timely delivery of earth observation insights in remote locations [2] Group 3: Strategic Importance - The award reflects confidence in Gilat's ability to deliver customized capabilities that enhance operational performance for customers in the defense sector [3] - The company aims to support nations in understanding security environments and humanitarian efforts through its advanced technology solutions [3]