Viasat, Inc. (VSAT) recently entered into an agreement with Telesat to accelerate its multi-orbit network roadmap. VSAT’s multi-orbit roadmap is focused on serving a wide range of mobility customers across several end markets. Multi-orbit solutions create a hybrid network by combining several types of satellites, including geostationary (“GSO”) and non-geostationary (“NGSO”) satellites like low Earth orbit (“LEO”) satellites. The combined strength of different satellites significantly boosts coverage and ev ...

Core Insights - Viasat, Inc. has launched its next-generation in-flight connectivity solution, Viasat Amara, designed to enhance passenger experience and airline differentiation through advanced satellite network design and digital products [1][2] - The solution aims to provide high-capacity, high-quality service with global coverage, leveraging multi-network and multi-orbit capabilities to meet the evolving demands of commercial airlines [7][8] Product Features - Viasat Amara utilizes existing hardware on over 3,000 aircraft, enabling optimized connectivity through a simple software upgrade without the need for additional hardware [3] - The upcoming Viasat Aera terminal will support dual-beam connections across various satellite orbits (GEO, HEO, LEO), enhancing the in-flight connectivity experience with a single antenna [4][5] - Viasat Amara is compatible with a robust ecosystem of satellites, including the recently announced LEO Ka-band capacity from Telesat Lightspeed, ensuring comprehensive service coverage [6] Business Strategy - The company emphasizes the importance of tailored solutions for airlines, allowing them to maximize brand loyalty and growth through innovative connectivity options [2][8] - Viasat Amara supports flexible business models and a suite of digital products, such as Viasat Ads, aimed at increasing customer satisfaction and profitability for airlines [8]

Core Insights - Viasat has launched its next-generation in-flight connectivity solution, Viasat Amara, which integrates advanced satellite network design, hardware innovations, and digital products to enhance passenger experience and airline differentiation [1][2][7] - The solution is designed to provide scalable, high-capacity connectivity across multiple satellite orbits, including GEO, HEO, and LEO, ensuring a robust service for airlines [6][7] - Viasat Amara is built on existing technology, allowing for a simple software upgrade on over 3,000 aircraft, facilitating approximately 10,000 flights daily without the need for additional hardware [3][4] Product Features - The proprietary electronically steered antenna (ESA) terminal, Viasat Aera, will enable simultaneous dual-beam connections across various satellite orbits, enhancing the in-flight connectivity experience [4][5] - Viasat Amara's roadmap includes innovations that leverage a high-capacity ecosystem of satellites, including the recently announced LEO Ka-band capacity from Telesat Lightspeed [6] - The upgrade to the Viasat Aera terminal is expected to be completed in less than a day, utilizing existing infrastructure with no changes to the in-cabin network [5] Market Positioning - Viasat aims to help airlines maximize the potential of connectivity for brand loyalty and growth, offering flexible business models and a suite of digital products to enhance customer satisfaction [2][8] - The company emphasizes that no two airlines are the same, tailoring its offerings to meet the unique needs of each airline and user [8] - Viasat's ongoing innovations are positioned to maintain its leadership in the in-flight connectivity market, ensuring high-quality service and competitive advantages for airline customers [7][8]

Core Insights - Viasat Inc. has advanced its multi-orbit services roadmap by signing an agreement with Telesat to integrate Telesat Lightspeed LEO Ka-band capacity into its network, enhancing connectivity across its mobility and defense sectors [1][3] Group 1: Service Integration and Benefits - The integration of Telesat Lightspeed's LEO capacity with Viasat's ultra-high throughput satellites will provide customers with fast, reliable, and cost-effective connectivity services, supported by comprehensive Service Level Agreements (SLAs) [2][3] - The new services aim to ensure reliable broadband connections in high-demand areas such as hub airports and seaports, addressing the needs of various mobility customers [2][4] Group 2: Market Expansion and Customer Focus - Viasat's multi-orbit network already serves government, maritime, and energy sectors, and is being expanded to include commercial aviation's in-flight connectivity and entertainment solutions [3] - The company is focused on providing cost-effective, high-performance solutions that are resilient to service disruptions, leveraging its satellite fleet and partnerships with national operators and third-party satellites [4][5] Group 3: Strategic Partnerships and Resource Management - Viasat is forming partnerships with multiple GSO and NGSO operators to enhance service delivery, resource utilization, and capital efficiency [5] - The company is committed to ensuring equitable access to space resources and supporting regulatory frameworks that enable sustainable multi-orbit solutions [5]

ViaSat (VSAT) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, VSAT crossed above the 20-day moving average, suggesting a short-term bullish trend.A well-liked tool among traders, the 20-day simple moving average offers a look back at a stock's price over a 20-day period. This is very beneficial to short-term traders, as it smooths out short-term price trends and gives more trend reversal signals than longer-term moving averages.Simil ...

Core Viewpoint - IHS Holding has significantly outperformed its peers in the Computer and Technology sector year-to-date, with a return of 83.9% compared to an average loss of 8.9% for the sector [4]. Company Performance - IHS Holding is currently ranked 1 (Strong Buy) in the Zacks Rank system, indicating strong analyst sentiment and a positive earnings outlook [3]. - The Zacks Consensus Estimate for IHS' full-year earnings has increased by 30.9% in the past quarter, reflecting improved analyst sentiment [3]. - IHS Holding belongs to the Communication - Infrastructure industry, which is ranked 3 in the Zacks Industry Rank, with an average gain of 29.2% year-to-date [5]. Industry Comparison - The Computer and Technology sector includes 603 individual stocks and has a Zacks Sector Rank of 6, indicating its relative performance compared to other sectors [2]. - Another notable performer in the sector is ViaSat (VSAT), which has returned 34.8% year-to-date, but still lags behind IHS Holding [4]. - The Wireless Equipment industry, to which ViaSat belongs, is ranked 37 and has seen a slight decline of 0.6% year-to-date [6].

According to data compiled by S&P Global Market Intelligence, Viasat (VSAT -0.65%) stock was up by more than 17% week to date as of early Friday morning. Investors were cheered by news of the next-generation telecom services provider's participation in a large project involving a communications system to enhance coverage far from Earth. Europeans in spaceViasat broke the big news on Tuesday, when it divulged that it had officially joined the European Space Agency's (ESA) Moonlight initiative. This is an amb ...

Core Insights - Viasat, Inc. has joined the Moonlight project of the European Space Agency to develop a communication and navigation infrastructure for lunar missions [1][2] - The project aims to enhance communication capabilities between Earth and the Moon, facilitating future lunar exploration [3][4] Company Developments - Viasat will design a robust communication network and provide end-to-end services, including lunar surface terminals and ground infrastructure [2][4] - The initial phase of the Moonlight project is fully funded by the European Space Agency, reducing financial risks for Viasat [5] Market Position - Viasat is investing in the ViaSat-3 broadband communications platform, which will significantly increase bandwidth capacity compared to its predecessor [6] - The company is positioned to serve emerging markets across South America, Africa, the Middle East, and Western Asia, enhancing its competitive edge [6] Financial Performance - Viasat's stock has decreased by 35.2% over the past year, contrasting with the industry's growth of 44.4% [7] - The company has delivered an earnings surprise of 158.41% over the trailing four quarters, indicating strong performance [10]

Core Viewpoint - Viasat is set to lead the lunar orbiting satellite communications segment of the European Space Agency's Moonlight Program, collaborating with Telespazio and various European and UK companies to establish Europe's first lunar orbiting satellite network [1][2][3] Group 1: Project Overview - The Moonlight program aims to develop a lunar orbiting Navigation and Communication system to enhance navigation and communication services for both European and international missions on the Moon's surface and in lunar orbit [3] - The communications system will function as a data highway for communication between Earth and the Moon, facilitating interactions among people, spacecraft, and lunar vehicles to support scientific and exploration projects [4] Group 2: Viasat's Role - Viasat is responsible for designing and developing the communication network, defining end-to-end communication services for lunar landers, rovers, orbiters, and other technologies [5] - The initial design phase of the communication system is fully funded by the European Space Agency, with Viasat's engineering and technology operations based in London [11] Group 3: Timeline and Phases - The Moonlight services will be deployed in phases, with initial capabilities expected by the end of 2028 and full operations targeted for 2030 [6] Group 4: Industry Impact - The Moonlight initiative is expected to showcase Viasat's and the UK's leadership in emerging commercial markets, particularly the lunar economy, by providing reliable navigation and communication services for future lunar missions [7][8] - The program is anticipated to support additional commercial activities on the Moon, including space tourism and manufacturing programs utilizing rare lunar materials [4]

The wholly owned subsidiary of Viasat, Inc. (VSAT) , Inmarsat Maritime, has been selected by Solvang, one of the world’s leading maritime transporters of LPG and petrochemicals, to upgrade its connectivity infrastructure across its gas carrier fleet. With deep expertise and a strong foundation of research and innovation spanning four decades, Inmarsat offers robust and innovative solutions that allow ship owners to stay connected and improve operational efficiency. Owing to these factors, Inmarsat is gainin ...