Key Takeaways ASTS has deployed five Bluebird satellites and plans to launch Block 2 BB satellites in 2025. ASTS' valuation significantly exceeds that of satellite peers competing in the same space. Research and Development costs jumped 67.6% in Q1, adding margin pressure in a volatile macro environment.AST SpaceMobile (ASTS) has effectively deployed its initial set of five commercial satellites in low earth orbit. Named Bluebird, these satellites feature over 5,600 cells within the premium low-band spect ...

MCLEAN, Va., July 3, 2025 /PRNewswire/ -- Iridium Communications Inc. (Nasdaq: IRDM) ("Iridium"), a leading provider of global voice and data satellite communications, will host a conference call on Thursday, July 24, 2025 at 8:30 a.m. Eastern Time (ET) to discuss the Company's second-quarter 2025 financial results. In advance of the call on July 24, 2025, Iridium will issue its second-quarter 2025 earnings press release, which will be available on the investor relations page of the Company's website. To pa ...

MWC 2025: What Did We Learn? 时间：6月20日（周五）13:30–14:30 地点：MWC AI Stage 主讲人：Counterpoint副总裁Neil Shah Neil Shah将受邀出席由GSMA主办的官方闭幕论坛，与多位行业顶尖分析师同台分享。 本次会议将深度剖析最值得关注的重大趋势与核心洞察，内容涵盖人工智能突破性进展、5G技术发展、网 络融合及数字化转型战略等前沿领域。 如果您是行业从业者或希望深入了解移动生态的合作伙伴，欢迎 联系我们 预约与分析师的现场会 面。 2025年上海MWC即将启幕 今年Counterpoint多位资深分析师将出席现场，聚焦移动终端、AI、6G、卫星通信、AIoT等行业核心话 题。 了解我们的研究和服务如何为您的业务提供支持，获取Counterpoint 分析师团队独到的趋势解读 与市场预判。 期待与您在上海 MWC 相遇，共话移动科技未来！关注 Counterpoint Research，持续获取全球科技市 场深度洞察。 点击阅读原文查阅更多相关资讯 业务咨询 Arron Zhu / 销售经理 电话: +86 18565629175 邮 ...

Core Viewpoint - Intuitive Machines' stock has seen a significant increase despite missing earnings, and it is now considered cheap enough to buy, with a 20% rise since the Q1 earnings report [1]. Financial Performance - In Q1, Intuitive Machines reported a loss of $0.11 per share, an improvement from a loss of $2.68 per share in the same quarter last year [3]. - Sales for Q1 were $62.5 million, down 15% year-over-year, but are projected to rebound by 10% in Q2 [3]. - The company generated positive free cash flow of $13.3 million in Q1, the first occurrence in over two years, although analysts expect cash burn in the next three quarters totaling $15 million [4][5]. Long-term Prospects - Intuitive Machines is becoming a key contractor for NASA, having secured four "IM" missions to the moon, with two completed and two scheduled for 2026 and 2027 [7]. - The company has faced challenges with its landers, but management is addressing these issues for future missions, and NASA is satisfied enough to provide success payments for the IM-2 mission [8]. - Intuitive Machines is also working on a $4.8 billion Near Space Network contract, which is expected to generate approximately $480 million in annual revenue over the next decade [9]. Stock Valuation - The stock price has increased significantly post-earnings, currently around $11, which is nearly double the price paid previously [10]. - Despite being down about 50% from its all-time high in January, the stock is still considered to be at the high end of fair value for an unprofitable space stock, priced at 4.1 times trailing sales [11][12].

Financial Data and Key Metrics Changes - Q1 2025 revenues reached $92 million, a 21% increase year over year from $76.1 million in Q1 2024 [7][26] - Adjusted EBITDA for Q1 2025 was $7.6 million, with an organic adjusted EBITDA of $11.2 million, representing a 20% year over year increase [7][31] - GAAP net loss in Q1 2025 was $6 million, or a loss per share of $0.10, compared to a net income of $5 million, or $0.09 per share in Q1 2024 [30] Business Line Data and Key Metrics Changes - Commercial segment revenues in Q1 2025 were $64.2 million, a 56% increase from $41.2 million in Q1 2024, primarily due to the acquisition of Stellar Blue [26] - Defense segment revenues increased by 34% to $23 million in Q1 2025 from $17.2 million in Q1 2024, driven by high deliveries to U.S. and Asia defense customers [27] - Peru segment revenues decreased to $4.8 million in Q1 2025 from $17.7 million in Q1 2024, attributed to delays in project renewals and slower progress on existing projects [27][28] Market Data and Key Metrics Changes - Demand for Gilat Defense solutions is increasing, particularly in North America, Europe, and Asia Pacific, with a notable rise in European defense budgets [12][11] - The company secured multiple contracts in Q1 2025, including over $5 million for U.S. DoD connectivity and $23 million for satellite transportable terminals [13][14] Company Strategy and Development Direction - The company is focusing on its newly aligned organizational structure, emphasizing growth in defense, VHTS, and NGSO constellations, as well as in-flight connectivity [6][10] - Gilat plans to increase investment in R&D and sales for its defense segment in 2025, launching several new products to enhance its market position [15][19] - The company aims to leverage its diverse product portfolio to support the growing demand for mission-critical defense connectivity and satellite communications [22][23] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the challenges posed by global economic uncertainty and shifting trade policies but expressed confidence in the company's proactive adjustments to sourcing and production [9][10] - The company reiterated its 2025 revenue guidance of $415 million to $455 million, representing a year-over-year growth of 42% at the midpoint [33] Other Important Information - The acquisition of Stellar Blue was completed on January 6, 2025, contributing approximately $25 million to Q1 revenues but also incurring an adjusted EBITDA loss of $3.6 million [7][26] - The company secured a $100 million credit line to finance the acquisition, utilizing $60 million for this purpose [32] Q&A Session Summary Question: Is the defense business expected to benefit from increases in European defense spending? - Management indicated that there is significant traction from increased European defense budgets, with expectations for decent business growth in the mid-term [37] Question: What milestones need to be achieved for the Boeing line fit program? - Management stated that adaptations to the terminal are ongoing, with certification expected within the next two to three quarters [38] Question: How should revenue linearity in Peru be viewed over the next few quarters? - Management expects a revenue run rate of $45 million to $50 million for Peru, with significant revenue anticipated in Q2 and Q3 due to project renewals and hardware deliveries [39][40] Question: How is the integration of Stellar Blue progressing? - Management reported good progress, with strong market acceptance and feedback, and expects to meet revenue goals for Stellar Blue [46][49] Question: What is the anticipated production rate for Sidewinder by the end of the year? - Management expects to reach a production rate of about 100 units per month by the end of the year [56] Question: What is the impact of tariffs on the business? - Management noted that the effect of tariffs is currently not significant, as proactive sourcing adjustments have been made [101][102]

Core Viewpoint - Gilat Satellite Networks Ltd. (GILT) is expected to report a decline in earnings per share (EPS) for the first quarter of 2025, while revenues are projected to increase significantly compared to the previous year [1][2]. Financial Performance - The Zacks Consensus Estimate for GILT's first-quarter EPS is 7 cents, reflecting a 36.4% decrease from the same quarter last year [1]. - Revenue expectations are set at $107 million, indicating a 40.6% increase year-over-year [1]. Recent Performance and Market Position - GILT has outperformed the Zacks Consensus Estimate in the last two quarters, with an average surprise of 41% [2]. - The company's shares have increased by 19.9% over the past six months, contrasting with a 5.4% decline in the Satellite and Communication industry [2]. Growth Drivers - GILT's revenue growth is attributed to increased investments in the defense sector, with strong demand for its defense SATCOM solutions driven by geopolitical dynamics and NGSO constellations [2]. - The company secured a $6 million order in March 2025 for its SkyEdge II-c platform, enhancing its capabilities in secure satellite communication [2]. Strategic Developments - A new Defense Division was launched to cater to the rising demand for government and defense SATCOM solutions, focusing on military and homeland security applications [3]. - GILT's defense segment won a $23 million contract in April 2025 to support U.S. Department of Defense operations [3]. Acquisitions and Market Expansion - GILT has been actively acquiring companies to enhance its market presence, including Stellar Blu Solutions and DataPath, which are expected to contribute significantly to revenue [4]. - The Stellar Blu acquisition is projected to generate between $120 million and $150 million in revenue for 2025, aligning with GILT's strategy in the in-flight connectivity market [4]. Technological Advancements - The acquisition of Stellar Blu is expected to enhance GILT's ability to provide advanced multi-orbit ESA solutions, particularly in the commercial aviation sector [5]. - GILT is involved in the Low Earth Orbit (LEO) market and has collaborated with OneWeb and Iris Square, showcasing its commitment to next-generation satellite communications [5]. Future Investments - GILT plans to increase investments in R&D, sales, and marketing within its Defense segment to capitalize on emerging opportunities [6]. - However, this increased spending may negatively impact margin performance in the upcoming quarter [6].

Core Viewpoint - Viasat, Inc. is collaborating with Blue Origin to demonstrate its InRange launch telemetry relay service, which aims to enhance launch communication capabilities and support NASA's transition to commercial satellite communications solutions [1][4]. Group 1: Collaboration and Technology - Viasat is partnering with Blue Origin to showcase its InRange launch telemetry relay service using the Glenn rocket [1]. - The InRange solution is designed to provide continuous relay connections between launch vehicles and ground systems via Viasat's global L-band satellite network, enabling real-time data transmission during flight [3]. - This technology addresses limitations of traditional ground-based telemetry systems, which require direct line of sight and can lead to communication gaps during launches [2][3]. Group 2: Strategic Alignment with NASA - The partnership aligns with NASA's Communications Services Project, which seeks to develop commercial alternatives to the existing Tracking and Data Relay Satellite (TDRS) system [4]. - Viasat's efforts will support NASA's Launch Services Program, which has historically managed telemetry data reception and distribution [4]. Group 3: Future Launch Plans - Viasat's Space and Mission Systems team will collaborate with Blue Origin on two planned launches using the New Glenn vehicle, with the first launch expected later this year [5]. - The second mission, a full demonstration of the InRange service, is currently scheduled for 2026 [5]. Group 4: Market Position and Financial Outlook - Viasat has faced soft demand trends in some markets and intense competition in its communication service business [6]. - As NASA phases out the TDRS system, the demand for commercial alternatives is expected to rise, potentially providing Viasat with a competitive edge and leading to increased revenues [7]. - Viasat's stock has declined by 41.6% over the past year, contrasting with the industry's growth of 42.2% [8].

Gogo (GOGO) Q1 2025 Earnings Call May 09, 2025 08:30 AM ET Company Participants Will Davis - VP - IRChristopher Moore - Director & CEOZachary Cotner - CFO & TreasurerJustin Lang - VP - Aerospace & Defense Equity Research Conference Call Participants Brent Penter - Associate Analyst - Equity ResearchSebastiano Petti - Senior Research AnalystScott Searle - Managing Director, Senior Research AnalystLouie Dipalma - Research Analyst Operator Good day and thank you for standing by. Welcome to the Q1 twenty twenty ...

Gilat Satellite Networks Ltd. (GILT) recently announced that its defense division, Gilat Defense, secured a multimillion-dollar order from a leading global defense organization. The contract involves the supply of cutting-edge antenna technology, which will be integrated into the organization’s advanced communication systems. Deliveries under this order are expected to commence toward the end of 2025.Gilat’s antenna solutions are engineered to deliver secure and resilient connectivity, even in the most chal ...

AST SpaceMobile, Inc. (NASDAQ:ASTS) Q4 2024 Earnings Conference Call March 4, 2025 5:00 PM ET Company Participants Scott Wisniewski - President and Chief Strategy Officer Abel Avellan - Founder, Chairman and Chief Executive Officer Andrew Johnson - Chief Financial Officer and Chief Legal Officer Conference Call Participants Griffin Boss - B. Riley Securities Christopher Schoell - UBS Bryan Kraft - Deutsche Bank Colin Canfield - Cantor Fitzgerald Scott Wisniewski Good afternoon, everyone. Today, I am also jo ...