Key Takeaways ASTS reports Q4 2025 results on March 2, with estimates at $40.69M revenue and 18-cent loss per share.ASTS launched Bluebird 6, expanded U.S. manufacturing, and signed a 10-year deal with Saudi Telecom.ASTS faces estimate cuts, stiff satcom competition, and trades at a steep premium to industry peers.AST SpaceMobile (ASTS) is scheduled to report fourth-quarter 2025 earnings on March 2, 2026, after market closes. The Zacks Consensus Estimate for revenues and earnings is pegged at $40.69 million ...

SAN DIEGO--(BUSINESS WIRE)--Virewirx has been awarded a Phase II $1.9 million Small Business Innovation Research (SBIR) OUSW (R&E) FutureG contract from the Office of the Under Secretary of War (OUSW) to develop an advanced 5G system designed to perform reliably in challenging Radio Frequency (RF) environments. This breakthrough technology will enable mission-critical communications in previously impossible environments, ensuring warfighters maintain connectivity for coordination, safety, a. ...

Key Takeaways GSAT is set to report Q4 results on Feb. 27, with consensus at one cent EPS and $71.8M revenues.Globalstar sees momentum in wholesale, Commercial IoT and government markets, including U.S. defense.GSAT invests in XCOM RAN, C-3 satellites and ground expansion, targeting margin gains and future scale.Globalstar, Inc. (GSAT) will report fourth-quarter 2025 results on Feb. 27, before market open.The Zacks Consensus Estimate for the bottom line is pegged at earnings of one cent per share. Analysts’ ...

Core Viewpoint - Globalstar (GSAT) has shown significant appreciation of 104% since the initial recommendation of a Strong Buy in January 2025, indicating a potential undervaluation of the stock [1]. Group 1: Company Performance - The stock price of Globalstar has increased by 104% since the initial coverage, suggesting strong market performance and investor confidence [1]. Group 2: Investment Strategy - The investment approach involves deep research into companies before making investment decisions, categorizing positions as "hold," "sell," or "long" based on market conditions [1].

Iridium Communications (IRDM) came out with quarterly earnings of $0.24 per share, beating the Zacks Consensus Estimate of $0.23 per share. This compares to earnings of $0.31 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +3.72%. A quarter ago, it was expected that this satellite phone company would post earnings of $0.26 per share when it actually produced earnings of $0.35, delivering a surprise of +34.62%.Over the last fou ...

Core Insights - Earnings estimates for AST SpaceMobile, Inc. (ASTS) for 2025 and 2026 have been revised downwards by 10.3% and 28.6%, indicating a projected loss of $1.07 and $0.90 per share respectively, reflecting bearish sentiments about the stock's growth potential [1][7] Financial Performance - Current earnings estimates for the current quarter and next quarter remain at -$0.18 and -$0.21 respectively, while the estimates for the current year and next year have been adjusted to -$1.07 and -$0.90 [2] Market Conditions - Unfavorable macroeconomic conditions such as rising inflation, higher interest rates, capital market volatility, tariff imposition, and geopolitical conflicts have negatively impacted AST SpaceMobile, leading to fluctuations in satellite material prices and increased capital costs [3] Operational Challenges - The company faces high infrastructure setup costs and significant research and development expenses for advanced satellite technology, expecting substantial expenditures in the coming months to build and launch new satellites [4] Competitive Landscape - AST SpaceMobile is experiencing stiff competition from industry leaders like SpaceX's Starlink and Globalstar, necessitating continuous upgrades to service offerings, which increases operational costs [5][8] Technological Advancements - The company has completed the rollout of BlueBird 6, its first next-generation satellite, which features a 3.5x increase in size and 10x data capacity compared to previous models, with plans to launch BlueBird 7 in late February [9] Patent Portfolio - AST SpaceMobile's technology is supported by over 3,800 patents and patent-pending claims, aiming to provide worldwide cellular coverage and enhance mobile networks without the need for special equipment [10] Stock Performance - AST SpaceMobile's stock has surged 248.6% over the past year, significantly outperforming the industry growth of 39.3% and its peers, indicating strong market interest despite the challenges faced [11]

Group 1 - U.S. space stocks experienced a rise following the announcement of the merger between SpaceX and xAI, valuing the combined entity at $1.25 trillion, aimed at expanding AI infrastructure in space [1][2] - The merger is intended to create a vertically integrated innovation powerhouse that combines AI, rocket technology, space-based internet services, and direct-to-mobile communications [2][3] - SpaceX is planning a significant public offering this year, potentially valuing the company at over $1.5 trillion, indicating strong investor interest in the space sector [3] Group 2 - Global investment in space technology is expected to increase, driven by government spending on defense-related satellite systems and private sector investments in launch capacity [4] - SpaceX has sought permission to launch a constellation of 1 million satellites to support AI data centers, highlighting the growing demand for energy-efficient solutions in data processing [5]

Core Insights - There is a high demand for exposure to SpaceX, but direct investment opportunities are limited due to its private status [1] Group 1: Company Overview - SpaceX is a private aerospace manufacturer and space transportation company founded by Elon Musk, known for its ambitious projects and innovations in space technology [1] - The company has achieved significant milestones, including the successful launch and landing of reusable rockets, which has revolutionized the space industry [1] Group 2: Investment Landscape - Investors are eager to gain exposure to SpaceX, but the lack of public trading options restricts direct investment [1] - The company's valuation has soared, with estimates reaching around $137 billion, reflecting its strong market position and growth potential [1]

Core Viewpoint - The article discusses significant developments in the commercial space sector, particularly focusing on SpaceX's plans to launch a second-generation Starlink satellite communication system by 2027, which promises to enhance capacity and data throughput significantly compared to the first generation [2][3][4]. Group 1: SpaceX Developments - SpaceX plans to launch its second-generation Starlink system in 2027, with overall capacity expected to increase by over 100 times and data throughput by more than 20 times compared to the first generation [2][5]. - The first-generation Starlink service has provided coverage to over 400 million people, with more than 6 million monthly users [3]. - SpaceX has acquired radio frequency spectrum from EchoStar for $17 billion to upgrade its Starlink service, with the deal expected to complete by November 30, 2027 [3][4]. Group 2: Technical Challenges and Competition - The implementation of the second-generation service relies on two main challenges: hardware adaptation by mobile manufacturers and the launch of new satellites capable of utilizing the additional frequency spectrum [4][5]. - SpaceX faces competition from companies like AST SpaceMobile and Globalstar, which are developing their own satellite direct-to-phone services [4][6]. Group 3: Regulatory and Market Implications - SpaceX is urging the FCC to reserve parts of the C-band spectrum for satellite services to enhance the deployment of satellite communications [5][6]. - The successful rollout of the second-generation system could strengthen SpaceX's competitive advantage in the satellite communication market, posing a direct challenge to traditional telecom and emerging low-Earth orbit operators [6]. Group 4: Blue Origin's TeraWave Initiative - Blue Origin announced plans to launch over 5,400 satellites for a new communication network named TeraWave, which aims to provide global internet access with data transmission speeds of up to 6 Tbps [7][8]. - TeraWave will focus on enterprise clients, including government and data center customers, rather than individual consumers [8]. - The TeraWave network is designed to enhance connectivity in remote and rural areas, with a planned launch by the end of 2027 [8].

Core Insights - Globalstar, Inc. (GSAT) is enhancing its satellite infrastructure by installing three new six-meter C-3 tracking antennas at its Yeo Ju ground station in South Korea, reflecting a commitment to a high-capacity network for mobile satellite services [1][2][3] Group 1: Infrastructure Expansion - The addition of the three C-3 tracking antennas significantly improves service quality, redundancy, and operational resilience at the Yeo Ju site, which has been operational for over 20 years [2] - Globalstar's C-3 Satellite System rollout includes construction projects at 15 locations across nine countries and four continents, with plans to deploy up to 90 new tracking antennas globally [3][9] Group 2: Market Demand and Applications - The enhanced ground infrastructure will support a wide range of applications, including asset tracking, industrial IoT, consumer devices, and emergency communications, catering to the growing demand for advanced satellite-based services [4] - The company is focusing on new use cases for its XCOM RAN technology, which is gaining traction in private wireless applications, particularly in warehouse and factory automation [5] Group 3: Financial Outlook - Globalstar reaffirmed its 2025 revenue target, projecting revenues between $260 million and $285 million, with an adjusted EBITDA margin of approximately 50% [7][9] - The company is experiencing record revenue growth, strong IoT and equipment sales, and successful technology launches, indicating a solid financial position [6] Group 4: Stock Performance - Globalstar's shares have increased by 127.9% over the past year, although this is lower than the Zacks Satellite and Communication industry's growth of 246.7% [8]