Core Insights - Veea Inc. has announced a collaboration with Viasat Mexico to enhance digital inclusion in underserved communities in Mexico [1] - The partnership combines Veea's VeeaONE intelligent edge platform with Viasat's hybrid satellite and terrestrial networks [1] - The initiative aims to provide subscription-based managed Wi-Fi and edge applications, transforming basic connectivity into comprehensive digital ecosystems [1] Company Overview - Veea Inc. is recognized as a global leader in intelligent edge computing and connectivity solutions [1] - Viasat Mexico operates an extensive hybrid satellite and terrestrial infrastructure [1] Industry Impact - The collaboration is expected to accelerate digital inclusion efforts across more than 1,600 communities in Mexico [1] - The integration of advanced technologies aims to improve connectivity and access to digital services in underserved areas [1]

Core Insights - The article discusses potential investment opportunities in VSAT, indicating a possible long position in the stock within the next 72 hours [1]. Group 1: Company Analysis - VSAT may be positioned for growth, as the analyst expresses intent to initiate a beneficial long position, suggesting confidence in the company's future performance [1]. - The article does not provide specific financial metrics or performance data for VSAT, focusing instead on the analyst's perspective and potential market movements [1]. Group 2: Industry Context - The broader industry context is not explicitly detailed in the article, but the mention of initiating a long position implies a favorable outlook for the sector in which VSAT operates [1].

Core Insights - Viasat Inc. announced that ITA Airways is implementing Iris technology, part of the European Space Agency's initiative to modernize Air Traffic Management in Europe [1][3][4] Group 1: Iris Technology Implementation - ITA Airways will initially deploy Iris technology on four Airbus A320neo aircraft, enhancing operational efficiency and environmental sustainability [3][6] - The Iris program aims to support the Single European Sky initiative, with a goal of onboarding 28 Air Navigation Service Providers by 2032 [2][4] Group 2: Operational Benefits - The implementation of Iris technology is expected to improve fuel efficiency and reduce emissions, contributing to the aviation industry's goal of achieving net zero [4][7] - Iris enables 4D trajectory-based operations, allowing airlines to optimize flight paths, avoid holding patterns, and enhance overall air traffic management [5][9] Group 3: Strategic Partnerships - The Iris service is supported by key partners including ESSP, which has onboarded 19 leading Air Navigation Service Providers for the pre-commercial phase [2][9] - The collaboration between Viasat, ESA, and ESSP is aimed at modernizing European airspace and enhancing flight punctuality [7][8] Group 4: Future Expansion - The Iris program is set to expand globally, with plans to assess its use in regions such as Asia and the Americas by 2028 [10] - The initiative reflects a growing trust in Iris technology and its potential to enhance air traffic management across Europe and beyond [9]

Fund Performance - 13D Activist Fund's Class I shares returned 8.88% in Q3 2025, underperforming the Russell 2000 Index which returned 12.39% [1] - The Russell 2000 outperformed the S&P 500 by the largest margin in three years, with a return of 12.39% compared to the S&P 500's 8.12% [1] Company Highlight: Viasat, Inc. - Viasat, Inc. (NASDAQ:VSAT) is involved in providing broadband and communications products and services, operating through Satellite Services, Commercial Networks, and Government Systems segments [2] - Viasat's one-month return was -3.38%, but it gained 292.33% over the last 52 weeks, closing at $34.29 per share with a market capitalization of $4.638 billion on December 03, 2025 [2] Activist Investment Insight - Carronade Capital, an activist investment firm, has invested in Viasat, Inc. and is known for its process-driven investments in catalyst-rich situations [3] - The firm, founded in 2019, has a team with experience in shareholder activism, including members who previously worked at Elliott Management [3] - 13D Activist Fund recognized Viasat as significantly undervalued, acquiring a full position at $16.65 per share before the stock rose to nearly $28 per share shortly after [3]

Core Insights - The report by Viasat indicates a significant demand for direct-to-device satellite services, with 60% of global smartphone users willing to pay more for such services, highlighting a potential revenue opportunity for Mobile Network Operators (MNOs) [1][3][9] Market Demand and Consumer Willingness - A survey of over 12,000 mobile phone users across 12 markets revealed that more than a third of consumers experience loss of basic mobile services at least twice a month, indicating a gap in current service provision [2] - High-growth regions like India (89%) and Indonesia (82%) show a greater willingness to pay for satellite services compared to developed markets such as the U.S. (56%) and France (48%) [3] - On average, consumers are willing to spend 5-7% more on their monthly phone bill for satellite-enabled services, with India showing an average willingness to pay 9% more [4] Revenue Potential and Market Opportunities - Despite a lower Average Revenue Per User (ARPU) of $2.35 in India compared to the U.S.'s $45.57, the larger population and higher willingness to pay present substantial growth opportunities for MNOs in lower-ARPU markets [5] - Providers that do not offer satellite services risk losing market share, as 47% of respondents would switch operators for better outdoor smartphone services [6] Marketing and Awareness Challenges - Awareness of satellite-enabled features varies significantly by region, with 74% of consumers in India aware of these features, compared to much lower awareness in Japan [7] - In less economically developed markets, there is stronger enthusiasm for higher-data-rate applications like web browsing and video calls via satellite, while developed economies focus more on messaging and SOS services, creating a potential 'marketing gap' for MNOs [8] Industry Implications - The data suggests that MNOs must act quickly to leverage the growing interest in satellite services to secure customer loyalty and generate revenue, as this could be crucial for digital inclusion and economic growth [9]

Core Insights - Inmarsat Maritime, a subsidiary of Viasat, has launched the next phase of its NexusWave bonded connectivity service, coinciding with the upcoming launches of the ViaSat-3 Flight 2 and Flight 3 satellites [1][2] Group 1: Service Enhancements - The introduction of the new generation of maritime terminals will provide NexusWave customers with a significant increase in bandwidth, enhancing performance and flexibility to meet evolving maritime needs [2][3] - NexusWave combines multiple network capacities (GEO Ka-band, LEO, LTE, and L-band) into a single connectivity solution, enabling faster data transfers and improved network efficiency for onboard internet experiences [3][4] Group 2: Technological Advancements - The new VS60 maritime terminal, developed by Intellian and utilizing Viasat's software-defined radio technology, supports high-bandwidth applications and achieved download speeds exceeding 250 megabits per second during sea trials [4][5] - The ViaSat-3 satellites will feature over 1,000 steerable spot beams, allowing dynamic bandwidth allocation to meet demand across global shipping lanes and offshore locations [5] Group 3: Strategic Positioning - Inmarsat Maritime's Vice President emphasized the strong position of NexusWave's multi-orbit architecture and the new terminal in supporting global fleet operations, reinforcing commitments to reliability and customer experience [6] - Viasat's President highlighted the consistent performance of NexusWave in a complex connectivity landscape, aiming to provide more bandwidth and flexibility as ViaSat-3 capacity becomes available [6]

Core Viewpoint - Viasat Inc. (NASDAQ:VSAT) is experiencing significant stock performance, with a price target increase from JPMorgan analyst Sebastiano Petti, reflecting confidence in the company's strategic direction and potential value unlocking [1][2]. Group 1: Analyst Insights - JPMorgan analyst Sebastiano Petti raised the price target for Viasat Inc. to $50 from $23 and upgraded the rating from Neutral to Overweight [1]. - The analyst's confidence stems from Viasat's shareholder letter, indicating a potential strategic separation of its Defense and Advanced Technologies division [2]. - Petti's price target revision is based on a sum-of-the-parts valuation, suggesting that Viasat's individual business components may be more valuable separately [3]. Group 2: Market Performance - Viasat's stock has surged 258% year to date as of November 20, driven by strong financial results and strategic announcements [5]. - The stock experienced a 50% rally following news of a potential split of its defense business and the announcement of Q2 results, contributing to a total increase of 100% since then [4]. Group 3: Company Overview - Viasat Inc. is a global communications company providing high-speed satellite broadband services and secure networking solutions to commercial, government, and military customers [5].

Core Insights - The article discusses the performance and potential of SMID-cap stocks in 2025, highlighting their current underperformance compared to large-cap stocks and the expectations for future growth [2][3][4]. Market Overview - SMID-cap stocks have year-to-date total returns of approximately 3% for small caps and 1% for mid-caps, while the S&P 500 Index has returned over 12% [2]. - Expectations for SMID-cap stocks are positive, with forecasts indicating a shift from low-single-digit earnings growth this year to low-double-digit growth by 2026 [4]. Analyst Insights - Scott Chronert from Citi emphasizes the potential for SMID-cap equities as investors seek growth opportunities beyond large-cap stocks, particularly in light of improving earnings forecasts [3][4]. - The article notes that historical performance shows small caps tend to outperform large caps during periods of monetary policy easing, with an average outperformance of 6% in the 12 months following the first rate cut since 1979 [6]. Stock Selection Methodology - The selection of the hottest SMID-cap stocks involved screening U.S.-based stocks with market capitalizations between $300 million and $10 billion, focusing on those with year-to-date returns exceeding 100% and significant hedge fund interest [8][9]. Featured Stocks - Viasat Inc. (NASDAQ:VSAT) has shown a year-to-date total return of 257.9%, with a market cap of $4.1 billion and 37 hedge fund holders. The stock's rise is attributed to positive analyst ratings and potential strategic moves to unlock shareholder value [10][11][14]. - Centrus Energy Corp. (NYSEAMERICAN:LEU) has a year-to-date total return of 262.3%, with a market cap of $4.4 billion and 27 hedge fund holders. The stock's performance is linked to the U.S. government's push for increased nuclear energy capacity and domestic uranium mining [15][17][19].

Core Insights - Viasat, Inc. has appointed Barbara Frenkel to its Board of Directors, expanding the board to eight members, with six being independent [1] - The appointment is seen as timely due to the potential mass market adoption of direct-to-device connectivity, particularly in the transport sector, which aligns with trends in connected and autonomous vehicles [2] - Barbara Frenkel brings over 30 years of experience in the automotive industry, having held leadership roles at Porsche AG and other major automotive companies, which will aid Viasat in driving satellite connectivity adoption [2] Company Overview - Viasat is a global communications company focused on connecting people and systems worldwide, with operations in 24 countries [3] - The company aims to develop a comprehensive global communications network to provide high-quality, reliable, and secure connections for various sectors, including consumers, businesses, and governments [3] - In May 2023, Viasat completed the acquisition of Inmarsat, enhancing its capabilities and resources in the global communications market [3]

Core Insights - Viasat Inc. and Azerbaijan Airlines have signed a strategic agreement to introduce high-speed, streaming-capable in-flight Wi-Fi across Azerbaijan Airlines' new fleet [1][15] - The agreement emphasizes both companies' commitment to innovation and enhancing passenger experience [2][5] Agreement Details - Azerbaijan Airlines will equip twenty new aircraft, including Airbus A320 family and Boeing 787-9 Dreamliner models, with Viasat Amara, a next-generation in-flight connectivity solution [3][15] - The collaboration will also introduce a wireless in-flight entertainment platform, allowing passengers to access a rich library of content on their personal devices [4] Passenger Experience Enhancements - In-flight Wi-Fi will be offered for free to Business Class passengers and top-tier loyalty members, enhancing the overall passenger experience [6] - Viasat's 2024 Passenger Experience Survey indicates that 75% of passengers are more likely to rebook with airlines that provide quality in-flight Wi-Fi [7] Company Background - Viasat is a global communications company focused on connecting consumers, businesses, and governments through high-quality, reliable communication networks [8] - Azerbaijan Airlines, recognized with a 4-Star Skytrax rating, is committed to enhancing onboard service and expanding its international network [10]