Core Insights - Viasat, Inc. (VSAT) is set to report its second-quarter fiscal 2026 results on November 6, with a history of earnings surprises averaging 36.78% over the past four quarters [1][10] - Despite challenges in the Communication Services segment, revenue growth is anticipated, driven by the Defense and Advanced Technologies segment [10] Group 1: Recent Developments - Viasat was selected by the U.S. Government to develop a next-generation high-speed Ethernet Data Encryptor for securing classified data in government cloud data centers [2] - The company successfully connected its Global Aero Terminal 5510 to a ViaSat-3 satellite during test flights, enhancing in-flight broadband service for business jets [3] - Viasat launched its HaloNet portfolio, which integrates space and terrestrial networks, enabling various applications such as secure low-latency links and Direct-to-Earth service [4] Group 2: Financial Expectations - The Zacks Consensus Estimate for Product revenues is $340.59 million, up from $323.95 million in the same quarter last year [6] - For the Service vertical, the estimate stands at $811.89 million, an increase from $798.31 million year over year [6] - Total revenue for the September quarter is estimated at $1.14 billion, consistent with the previous year's figure, while adjusted earnings per share are expected to show a narrower loss of 11 cents compared to a loss of $1.07 in the prior year [7] Group 3: Earnings Predictions - Current analysis does not predict a definitive earnings beat for Viasat, with an Earnings ESP of 0.00% indicating no difference between the Most Accurate Estimate and the Zacks Consensus Estimate [8][9] - Viasat holds a Zacks Rank of 3, suggesting a neutral outlook [9]

Core Insights - Viasat is set to launch its ViaSat-3 F2 satellite on November 5, 2025, which is expected to more than double the company's current network capacity [1][4] - The satellite will provide broadband services from geostationary orbit at 79° west longitude, targeting increased customer demand across the Americas [2][3] - ViaSat-3 F2 will enhance flexibility in satellite operations and support high-demand applications such as commercial aviation Wi-Fi and government connectivity [3][4] Company Overview - Viasat is a global leader in satellite communications, aiming to connect consumers, businesses, governments, and militaries worldwide [5] - The company completed its acquisition of Inmarsat in May 2023, enhancing its capabilities and resources [5] Market Demand - There is an exponential growth in demand for resilient global satellite communications from various sectors, including commercial mobility and defense [4] - The upcoming launch of ViaSat-3 F2 is crucial for Viasat to meet this increasing demand in target markets [4] Technological Advancements - ViaSat-3 F2 features dynamic beam forming capabilities, allowing efficient bandwidth deployment to high-demand areas [4] - The satellite is designed to support next-generation connectivity platforms, enhancing service delivery and performance [1][3]

Core Points - Viasat, Inc. will release its second quarter fiscal year 2026 financial results on November 7, 2025, after market close [1] - A conference call and webcast will be held on the same day at 2:30 p.m. Pacific Time / 5:30 p.m. Eastern Time [1] - The live conference call can be accessed by dialing specific numbers and referencing a conference ID [2] Company Overview - Viasat is a global communications company focused on connecting people and devices worldwide, with offices in 24 countries [3] - The company aims to develop a global communications network that provides high-quality, reliable, secure, and affordable connections [3] - In May 2023, Viasat completed the acquisition of Inmarsat, enhancing its capabilities and resources [3]

Core Insights - The article provides a market analysis focusing on major companies including S&P 500, Microsoft Corporation, Alphabet Inc Class A, and ViaSat Inc [1] Group 1: S&P 500 - The S&P 500 index has shown fluctuations in response to economic indicators and corporate earnings reports [1] Group 2: Microsoft Corporation - Microsoft Corporation continues to demonstrate strong performance driven by cloud services and software solutions [1] Group 3: Alphabet Inc Class A - Alphabet Inc Class A is experiencing growth in advertising revenue, which is a key driver for its financial performance [1] Group 4: ViaSat Inc - ViaSat Inc is focusing on expanding its satellite communication services to capture more market share [1]

Core Insights - The article emphasizes the importance of quantitative research, financial modeling, and risk management in uncovering high-growth investment opportunities [1] - It highlights the combination of fundamental and technical analysis as a key approach to delivering high-quality, data-driven insights [1] - The focus on macroeconomic trends, corporate earnings, and financial statement analysis aims to provide actionable ideas for investors [1] Group 1 - The analyst has over 20 years of experience in the field, with a strong background in equity valuation and market trends [1] - The approach taken by the analyst and their partner integrates rigorous risk management with a long-term perspective on value creation [1] - The analyst previously held a Vice President position at Barclays, leading teams in model validation and stress testing [1] Group 2 - The article does not contain any stock, option, or derivative positions in the companies mentioned [2] - There is no compensation received for the article other than from Seeking Alpha, indicating independence in the analysis [2] - The views expressed may not reflect those of Seeking Alpha as a whole, highlighting the individual nature of the analysis [3]

Core Insights - The satellite communications industry is experiencing significant transformation driven by mobile satellite services, direct-to-cell connectivity, and IoT expansion, with the global market projected to grow at a CAGR of 10.2% from 2025 to 2030, reaching $159.6 billion [1]. Globalstar (GSAT) - Globalstar is poised to benefit from innovations like the RM200 two-way module and XCOM RAN, which are gaining traction in sectors such as oil & gas and defense, with over 50 partners testing the RM200 module [3]. - The company is expanding its footprint through strategic collaborations, including a partnership with Conekt.ai to integrate its Band 53 spectrum and XCOM RAN technology [4]. - Globalstar is upgrading its infrastructure with a global ground infrastructure program for the next-generation Extended MSS Network, adding approximately 90 antennas across 35 ground stations in 25 countries [5]. - The company is collaborating with SpaceX to deploy nine new satellites, expected to launch between late 2025 and 2026, aiming for 2025 revenues between $260 million and $285 million with adjusted EBITDA margins around 50% [6]. - Despite growth prospects, Globalstar faces macroeconomic uncertainties and competition, along with execution risks related to new product rollouts [7]. Viasat (VSAT) - Viasat has expanded its global coverage through the acquisition of Inmarsat, enhancing its Ka-band fleet to 13 satellites and increasing its oceanic and polar reach [8]. - The upcoming launch of the ViaSat-3 Flight 2 satellite is expected to double bandwidth capacity, with each satellite designed to provide more capacity than the entire existing fleet [10]. - The Defense and Advanced Technologies segment reported revenues of $344 million, up 15% year-over-year, with strong growth in information security and cyber defense [11]. - The Aviation segment is also growing, supported by an increase in commercial aircraft and a large backlog of 1,580 aircraft [12]. - Viasat's challenges include a heavy debt load of $5.6 billion as of June 30, 2025, and anticipated capital expenditures of approximately $1.2 billion for fiscal 2026 [13]. Share Performance - Over the past month, GSAT shares have increased by 20.5%, while VSAT shares have risen by 37.7% [16]. Valuation - GSAT's shares are trading at a forward 12-month price/sales ratio of 17.62X, significantly higher than VSAT's 1.1X [19]. Consensus Estimates - Analysts have maintained earnings estimates for both GSAT and VSAT for the current year, with GSAT's estimates showing no revisions [20][21]. Investment Outlook - Globalstar's innovations and government traction position it for long-term growth, while Viasat must manage its heavy debt and capital-intensive satellite rollout. For investors seeking potential upside in the satellite market, Globalstar appears to be the more favorable option [23].

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Core Insights - Viasat experienced a significant stock price increase of over 9% in a week, driven by investor optimism in space-related companies and positive company-specific news [1] Company Developments - A live demonstration of Viasat's direct-to-device satellite service took place in Mexico City, showcasing its capabilities [2] - During the demonstration, Viasat successfully sent text messages between two Android smartphones, one connected to its satellite network and the other to a traditional cellular network [3] - Viasat's general manager of Viasat Mexico, Hector Rivero, emphasized the technology's potential to bridge connectivity gaps in areas lacking reliable traditional services, which could benefit millions of users [4] Major Contracts - Viasat secured a significant contract with the U.S. Space Force, contributing to a dedicated satellite network for the military [5]

Core Insights - Viasat, Inc. has successfully conducted a first-of-its-kind direct-to-device (D2D) demonstration in Mexico, showcasing SMS and push-to-talk capabilities via satellite on Android smartphones [1][2][5] Group 1: Technology and Demonstration - The demonstration involved sending and receiving native SMS messages between two mass-market Android smartphones, one connected via Viasat's satellite and the other to a traditional cellular network [2][5] - Viasat's D2D technology allows mobile devices to connect directly to satellites without needing dedicated satellite hardware, adhering to the new global mobile 3GPP release 17 standards [4][5] - The technology utilizes Viasat's L-band satellite capabilities, supported by 3GPP standards-based NTN RAN and CORE infrastructure from Skylo, a partner in the Viasat ecosystem [3][4] Group 2: Market Potential and Strategic Partnerships - The D2D technology has the potential to bridge connectivity gaps in regions where traditional services are unreliable or unavailable, benefiting millions of users and devices [6] - Viasat has previously conducted successful D2D demonstrations in various regions, including India, the Middle East, Brazil, and Hawaii, indicating a growing footprint in the satellite communication market [5] - The company is collaborating with Space42 to form Equatys, aimed at enabling global D2D services and transitioning existing Mobile Satellite Services to a 5G network environment [7] Group 3: Company Overview - Viasat is a global communications company focused on connecting consumers, businesses, governments, and militaries, with a mission to create a reliable global communications network [8] - The company completed its acquisition of Inmarsat in May 2023, enhancing its capabilities and resources in the satellite communications sector [8]

Core Insights - Viasat, Inc. (VSAT) is set to present its advancements in battlefield connectivity at the 2025 AUSA Annual Meeting, emphasizing the critical need for mobile, resilient, and secure communications in modern warfare [1][2] Group 1: Technological Innovations - The U.S. Army's Next-Generation Command and Control (NGC2) initiative aims to enhance information sharing, enabling faster, data-driven decision-making for commanders [2] - Viasat will showcase the Mobile Network Terminal (MNT), which modernizes Blue Force Tracking with software-defined radios and edge AI/ML capabilities, delivering 15 trillion operations per second [3] - The NetAgility Mobile Router 50 (NMR-50) is designed for small-form-factor platforms, serving as a communications backbone and data processing node, compliant with SOCOM MODPAYLOAD [4] - Viasat's Quicksilver Free Space Optical (FSO) Terminal offers high-capacity data transmission rates of up to 10 Gbps over distances of 50–70 km, providing low-latency and high-security connectivity [5] Group 2: Business Outlook - For fiscal 2026, Viasat anticipates low single-digit revenue growth and flat adjusted EBITDA year-over-year, with the Communication Services segment expected to remain flat [7] - The DAT revenue growth is projected to be in the mid-teens, driven by strong growth in information security, cyber defense, and space and mission systems [7] Group 3: Market Performance - Viasat's stock has surged 212.9% over the past year, significantly outperforming the Wireless Equipment industry's growth of 37.4% [10]