Starlink Mini provides high-speed connectivity that travels with you 🛰️🚗tesladriverperson (@tesladriver2022):I’m out in the middle of nowhere, no cell no traditional Internet, and this was the only way to get FSD V14 downloaded for my long drive home 📡 @Starlink FTW 🙌 @Tesla @elonmusk @teslascope ⚡️🇺🇸 https://t.co/QVY5DxLQhK ...

What do you make of some of the action we're seeing in the pre-market. We started a bit lower after we finished higher yesterday. Now we kind of swung back into positive territory.What do you think's going on in the minds of investors. A couple of things going on. We have earnings, uh, the Supreme Court case over tariffs, uh, better than expected jobs report.What do you think's percolating. >> I think investors are more focused right now on big tech earnings, the AI infrastructure spend, and exactly where w ...

RT Starlink (@Starlink)In response to Hurricane Melissa, the Starlink team has been working to provide vital connectivity to support relief and recovery efforts. Over 800 kits have been donated to local governments and humanitarian organizations, including over 600 in Jamaica, and free service has been enabled for customers in impacted areas.During the last 24 hours, the Starlink team distributed kits to organizations that are working to restore connectivity in major hospitals, distributing food, water, san ...

In response to Hurricane Melissa, the Starlink team has been working to provide vital connectivity to support relief and recovery efforts. Over 800 kits have been donated to local governments and humanitarian organizations, including over 600 in Jamaica, and free service has been enabled for customers in impacted areas.During the last 24 hours, the Starlink team distributed kits to organizations that are working to restore connectivity in major hospitals, distributing food, water, sanitation supplies, basic ...

Core Insights - Vantiva reported a 7.9% year-over-year increase in revenues for Q3 2025, reaching €470 million, driven by strong demand in the broadband segment, although partially offset by foreign exchange impacts [6][10]. Financial Performance - Total revenue for Q3 2025 was €470 million, up from €436 million in Q3 2024, reflecting a 7.9% increase at current rates and a 13.3% increase at constant rates [4][10]. - For the first nine months of 2025, total revenue reached €1.331 billion, a 7.9% increase year-over-year at actual rates and a 10.8% increase at constant rates [4][10]. - Broadband revenues surged by 38% year-over-year to €366 million, while Video revenues fell by 44.3% to €74 million, and Diversification revenues decreased by 20.2% to €30 million [4][6]. Market Trends - The broadband business experienced strong demand, particularly in North America, but this trend is not expected to continue into Q4 2025 due to early customer orders in Q3 [7]. - Video demand is declining due to market trends in North America, Australia, and Korea, while Diversification activities are facing weaker demand in the retail sector [7]. Guidance and Outlook - Vantiva maintains its guidance for 2025 at the budget exchange rate, assuming stable component availability, with an adjusted EBITDA target of over €150 million [8][9][10].

Financial Data and Key Metrics Changes - The company reported third-quarter sales of $143 million, an increase of 8% from $132 million in the same quarter of 2024 [4] - Adjusted diluted EPS for the third quarter was $0.60, down from $0.61 in the same period last year, primarily due to unfavorable impacts from recent U.S. tax legislation [5][17] - Adjusted gross margin improved to 38.9%, up 66 basis points year-over-year [16][17] - Operating cash flow for the third quarter was $29 million, compared to $35 million in the same quarter of 2024 [18] Business Line Data and Key Metrics Changes - Diversified end market sales increased by 22% year-over-year, accounting for 59% of overall company revenue, up from 52% in the previous year [4][5] - Medical end market sales rose by 22% compared to the same period in 2024, with bookings up 8% [5][7] - Aerospace and defense sales increased by 23% year-over-year [7] - Transportation sales decreased by 7% from the same period last year, attributed to softness in commercial vehicle products [9][10] Market Data and Key Metrics Changes - The book-to-bill ratio for the third quarter was slightly above 1, compared to marginally below 1 in the same quarter of 2024 [4] - Industrial and distribution sales showed a 9% sequential increase and a 21% year-over-year increase, indicating a steady recovery [9][46] - The North American light vehicle market is expected to be in the 15 million unit range, with European production forecasted at 16 million units and China at 30 million units [12] Company Strategy and Development Direction - The company aims to transition from a component supplier to a supplier of sensors, transducers, and subsystems, as validated by recent naval defense contract awards [8] - The focus remains on strong cash generation, appropriate capital allocation, and supporting organic growth and strategic acquisitions [18][19] - The company is monitoring the tariff and geopolitical environment while adapting to cost and price adjustments [14] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth prospects for medical, aerospace, and defense markets, despite mixed signals from the transportation sector [24][46] - The company anticipates continued strength in therapeutic products, with expectations for increased volumes in 2026 [7][11] - The adverse tax impact from recent U.S. tax legislation is expected to persist into 2026, with a projected tax rate in the low 20% range [35][36] Other Important Information - SideQuest revenues increased to $8.8 million in the third quarter, with bookings up 29% year-over-year [8][16] - The company repurchased 400,000 shares for approximately $17 million during the quarter, returning a total of $44 million to shareholders through dividends and buybacks year-to-date [18] Q&A Session Summary Question: Guidance on revenue and EPS - Management raised the midpoint on revenue guidance but lowered the midpoint on EPS guidance due to tax impacts and mixed market signals [22][23] Question: Transportation customers' production rates for 2026 - The transportation market is mixed, with some OEMs optimistic and others cautious, but solid bookings were noted [24] Question: Gross margin contribution by end markets - Margins are good across diversified end markets, with transportation trailing behind [25][26] Question: Tax impact in 2026 - The adverse tax impact from U.S. tax legislation is expected to continue, with a similar tax rate projected for 2026 [35][36] Question: Inventory levels in transportation - Days of supply for light vehicles are around 50 days, which is considered normal, with no immediate concerns [38] Question: SideQuest revenue contribution - Revenue from SideQuest is expected to show seasonality, with a step-up in revenues anticipated [39] Question: Operating expenses increase - The increase in operating expenses is primarily due to a $4.2 million reserve increase and higher equity-based compensation [40]

Financial Data and Key Metrics Changes - The company reported sales of $143 million for Q3 2025, an increase of 8% from $132 million in Q3 2024 [4] - Adjusted diluted EPS for Q3 2025 was $0.60, down from $0.61 in Q3 2024, primarily due to unfavorable impacts from recent U.S. tax legislation [5][16] - Adjusted gross margin improved to 38.9%, up 66 basis points year-over-year [15] - Operating cash flow for Q3 2025 was $29 million, compared to $35 million in Q3 2024 [17] Business Line Data and Key Metrics Changes - Diversified end market sales increased by 22% year-over-year, accounting for 59% of overall company revenue [4][5] - Transportation sales decreased by 7% compared to the same period last year, totaling $58.5 million [10] - SideQuest revenues rose to $8.8 million, with bookings up 29% from the prior year [8][15] Market Data and Key Metrics Changes - Aerospace and defense sales increased by 23% year-over-year [7] - Medical end market sales were up 22% compared to Q3 2024, with bookings increasing by 8% [5][6] - Industrial market sales improved by 21% year-over-year, with a 9% sequential increase [9] Company Strategy and Development Direction - The company aims to transition from a component supplier to a supplier of sensors, transducers, and subsystems, as evidenced by recent naval defense contract awards [8] - The focus remains on strong cash generation, appropriate capital allocation, and supporting organic growth and strategic acquisitions [17] - The company is monitoring the tariff environment and adapting to cost and price adjustments in collaboration with customers and suppliers [14] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth prospects for medical, aerospace, and defense markets, despite mixed signals from the transportation sector [25][48] - The company anticipates continued strength in therapeutic products, while diagnostic ultrasound demand remains soft [11][50] - Future revenue guidance was narrowed to a range of $535 to $545 million, with adjusted diluted EPS expected between $2.20 and $2.25 [14] Other Important Information - The company repurchased 400,000 shares for approximately $17 million during the quarter, returning a total of $44 million to shareholders through dividends and buybacks year-to-date [17] - The balance sheet remains strong with a cash balance of $110 million and long-term debt of $91 million [17] Q&A Session Summary Question: Guidance on revenue and EPS - Management raised the midpoint of revenue guidance while lowering EPS guidance due to tax impacts and mixed market signals [22][24] Question: Transportation customers' production rates for 2026 - The transportation market outlook is mixed, with some OEMs optimistic and others cautious, but solid bookings were noted [25] Question: Gross margin contribution by end markets - Margins are good across diversified end markets, with medical, industrial, aerospace, and defense performing well, while transportation lags [26][27] Question: Tax impact in 2026 - The adverse tax impact from U.S. legislation is expected to continue into 2026, with a projected tax rate in the low 20% range [37][38] Question: SideQuest revenue contribution - SideQuest is expected to show seasonal revenue patterns, with a positive outlook for future awards and revenue growth [42] Question: Operating expenses increase - The increase in operating expenses is primarily due to a $4.2 million reserve increase and higher equity-based compensation [43]

Connectivity Solution - Starlink Direct to Cell eliminates mobile dead zones, providing connectivity peace of mind [1] - Starlink Text was active on T-Mobile phone, providing connectivity in areas with no phone service [1] User Experience - User experienced a flat tire in a remote area (Wyoming desert) with no other people seen for over an hour [1] - Starlink connectivity provided peace of mind and was available if needed [1] Numerical Data - Lawrence's Twitter handle is @Avatrode 4680 (4.68 thousand) [1]

the reason gold is going up violently is not because of some extremely rare eventit is because of increasing reflexivity within an increasingly connected world causing self reinforcing beliefsthis is the new norm, I can not believe people don't get it yetgoing forward all narratives will be violently aggressively but short livedthe idea of a cycle is dead, the cycle happens every single daymert | helius.dev (@0xMert_):the idea of a cycle as you know it is likely deadthe internet increased the connectivity o ...

Connectivity & Coverage - Starlink provides internet connectivity in remote areas, enabling users to stay connected while exploring [1] - Starlink's service allows for sharing of real-time visuals from remote locations [1] User Experience - Users are sharing awe-inspiring views enabled by Starlink connectivity [1]