BlackSky's "bad" news is actually good news.Timing, they say, is everything.Ten days ago, spy satellite company BlackSky Technology (BKSY -20.29%) rocketed higher on some kind words from H.C. Wainwright analyst Scott Buck, who predicted the stock -- worth less than $22 at the time -- would hit $28 within a year. The prediction became self-fulfilling as investors glommed onto BlackSky and bid its shares up to (and as of yesterday, past) $28.Then today happened. What happened to BlackSky today?Today, BlackSky ...

U.S. stock futures were slightly higher this morning, with the Dow futures gaining around 0.1% on Friday.Shares of Netflix, Inc. NFLX fell in pre-market trading following second-quarter results.Netflix reported second-quarter revenue of $11.08 billion, up 16% year-over-year. The revenue total beat a Street consensus estimate of $11.04 billion according to data from Benzinga Pro. The company reported second-quarter earnings per share of $7.19, beating a Street consensus estimate of $7.06.The company also rai ...

7月15日，明月湖协同创新生态大会在两江新区举行。会上发布《明月湖协同创新行动计划》，该 计划聚焦实施"五大行动"，全力推动四链融合，进一步助推明月湖创新能级跃升。 "明月湖正全面推动科产融合创新，构建全链条科技成果转化服务体系，目前已累计引进设立各类 研发机构50余家，全链条专业技术平台43个，链接专业科技服务机构70余家、科技金融服务机构 100余家。"两江投资集团副总经理，协同创新区公司董事长孙阳介绍。 聚焦本地重点产业，打造明月湖卓越工程师联盟，推动与重点企业共建产教融合联合体，到2027 年，计划新增培育卓越工程师不低于1000人，新增校企联合培养硕士、博士不低于3000人。此 外，还将对接上海技术交易所、深交所科交中心国家级技术交易平台，链接、培育技术经理人、职 业经理人、投资经理人、孵化管理人"四支陪跑队伍"。 在服务提升上 该行动计划将围绕创新引领、产业集聚、资金赋能、人才支撑和服务提升五大方面展开。 在创新引领上 两江协同创新区将加快建设明月湖实验室，推动创建卫星互联网产业创新中心、轻金属技术创新中 心等国家级平台，打造高能级创新平台，促成院所、企业供需双向精准对接，计划到2027年累计 促 ...

Core Insights - AST SpaceMobile and Viasat are leading providers in satellite broadband access, with AST SpaceMobile focusing on a global cellular broadband network in space, while Viasat operates GEO satellites for high-speed internet access [2][3] AST SpaceMobile - AST SpaceMobile has launched its first five commercial satellites, known as Bluebird, which feature the largest commercial communications arrays at 693 square feet, providing non-continuous service across the U.S. [5] - The company has a patent portfolio of over 3,650 patents related to direct-to-cell satellite technology, enhancing its competitive position [5][6] - Partnerships with major carriers like AT&T and Verizon have been established to expand cellular coverage and eliminate dead zones in the U.S. [6] - Despite advancements, AST SpaceMobile faces challenges from macroeconomic conditions and competition from companies like SpaceX's Starlink and Globalstar, which may pressure its financial performance [7] Viasat - Viasat is investing in the ViaSat-3 broadband communications platform, which will have nearly 10 times the bandwidth capacity of its predecessor, ViaSat-2, and aims to cover one-third of the world [8][9] - The company has shown strong growth in key metrics such as ARPU and revenues, driven by a solid retail distribution network and increasing adoption of in-flight Wi-Fi services [10] - Viasat's competitive advantages include bandwidth economics, global coverage, and flexibility, positioning it well in the market [10] - However, Viasat also faces challenges from competition, price reductions, and operational risks associated with complex technology [11] Financial Performance - AST SpaceMobile has seen a significant stock price increase of 325.1% over the past year, while Viasat's stock has declined by 4.2% [8][15] - The Zacks Consensus Estimate for AST SpaceMobile's 2025 sales indicates a year-over-year growth of 1314.6%, while Viasat's sales growth is projected at 2.7% [12][14] - Viasat's shares trade at a price/sales ratio of 0.43, significantly lower than AST SpaceMobile's 76.3, indicating a more attractive valuation for Viasat [15] Market Position - AST SpaceMobile is ranked 4 (Sell) by Zacks, while Viasat is ranked 5 (Strong Sell), reflecting differing market perceptions [19] - Despite AST SpaceMobile's higher growth expectations, Viasat has demonstrated steady revenue growth over the years, indicating a more stable business model [20]

Over-the-air testing validates satellite’s role in delivering end-to-end 5G servicesSAN DIEGO, July 17, 2025 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (Nasdaq: KTOS), a technology company in Defense, National Security and Global Markets, today announced the successful demonstration of an end-to-end 5G-NTN network that combines the Kratos OpenSpace® software-defined satellite ground system with Intelsat’s space and ground network, including its cloud-native, virtualized 5G core. This even ...

Core Insights - Viasat is collaborating with Surrey Satellite Technology (SSTL) and MDA Space UK to develop a lunar orbiting communications satellite system, aiming for completion by 2030 [1][5] - The European Space Agency's Moonlight program seeks to enhance navigation and communication services for lunar missions, with initial capabilities expected by 2028 [2][3] - The Moonlight system will serve as a data highway for communication between Earth and the Moon, facilitating scientific missions, space tourism, and lunar resource utilization [3][6] Company Involvement - Viasat is responsible for the design and development of the communication network and infrastructure for the Moonlight program, working alongside Telespazio [4][9] - The UK Space Agency is a significant contributor to the Moonlight initiative, with Viasat leading the UK space ecosystem to deliver lunar communication capabilities [5][6] - Viasat's engineering and technology operations will be based in London, leveraging its International Business Headquarters [9] Industry Impact - The Moonlight program is expected to create a robust lunar communications infrastructure, positioning the UK space sector at the forefront of the emerging lunar economy, projected to generate tens of billions in global revenue [6][7] - The collaboration among Viasat, SSTL, and MDA Space highlights the strength and ambition of the UK space sector in supporting future lunar exploration [6][8] - The initiative aims to enhance mission capabilities while reducing complexity and costs, making lunar exploration more accessible for scientific and commercial activities [6][7]

Core Viewpoint - Gilat Satellite Networks (GILT) is currently rated as Zacks Rank 5 (Strong Sell) following a recent earnings miss, despite a subsequent rise in stock price [1]. Company Overview - Gilat Satellite Networks Ltd. specializes in broadband satellite communication and networking solutions, operating through three segments: Fixed Networks, Mobility Solutions, and Terrestrial Infrastructure Projects [2]. - The Fixed Networks segment offers advanced fixed broadband satellite communication networks and associated services, while the Mobility Solutions segment provides satellite communications equipment for various applications [2]. - The company was founded in 1987 and is headquartered in Petah Tikva, Israel [2]. Earnings History - The company has beaten the Zacks Consensus Estimate in two of the last four quarters, indicating mixed performance in meeting market expectations [4]. - Consistent earnings beats are generally favorable, but they do not solely determine the Zacks Rank [4]. Earnings Estimates - Recent trends show a decline in earnings estimates for Gilat Satellite Networks, with the current fiscal year consensus dropping from $0.50 to $0.33 over the past 60 days, and the next year's estimate decreasing from $0.76 to $0.72 [5]. - The negative movement in earnings estimates is a significant factor contributing to the stock's Zacks Rank of 5 (Strong Sell) [5]. - A broader trend in the Zacks universe indicates that many stocks are experiencing negative earnings estimate revisions, leading to a similar ranking [6].

Key Takeaways Globalstar signed a CRADA with the U.S. Army to test its secure satellite data solutions. GSAT's LPI/LPD tech boosts covert ops, unmanned systems and real-time tactical alerts. Globalstar eyes $260M-$285M 2025 revenue, aided by its growing C-3 satellite network.Globalstar, Inc. ((GSAT) recently announced a Cooperative Research and Development Agreement (CRADA) with the U.S. Army. The collaboration is set to evaluate the performance of Globalstar’s cutting-edge satellite data solutions for mi ...

Core Insights - MDA Space Ltd. has announced the initiation of the SkyPhi mission, which is funded by the European Space Agency (ESA) and the UK Space Agency (UKSA), aimed at developing regenerative 5G direct-to-device satellite communications from low Earth orbit (LEO) [1][2] - The SkyPhi mission is part of the ARTES program and focuses on innovative satellite communication technologies with significant commercial potential [2] - The project emphasizes the UK's leadership in satellite innovation and aims to enhance the competitive edge of the UK space sector [3] Company Overview - MDA Space is a pioneer in robotics, satellite systems, and geointelligence, with over 55 years of experience and more than 450 missions [4] - The company employs over 3,400 experts across Canada, the US, and the UK, showcasing a strong foundation in engineering excellence and innovative capabilities [4] - MDA Space aims to transform ambitious customer visions into achievable missions, particularly in satellite-enabled 5G services [3][4]

Core Viewpoint - MDA Space is set to release its second quarter 2025 financial results on August 7, 2025, and will host a conference call to discuss these results [1] Group 1: Financial Results Announcement - MDA Space will announce its Q2 2025 financial results before market open on August 7, 2025 [1] - A conference call and webcast will be held at 8:30am ET on the same day to discuss the results [1] Group 2: Conference Call Access Details - Access details for the conference call include local and toll-free numbers for North America and the UK, along with a conference ID [3] - A replay of the webcast will be available for 12 months on the MDA Space Investor Relations website, and an audio recording will be accessible for one week after the event [2][4] Group 3: Company Overview - MDA Space is a leader in the global space industry, specializing in robotics, satellite systems, and geointelligence with over 55 years of experience [5] - The company has been involved in more than 450 missions and is recognized for its contributions to communications satellites, Earth and space observation, and space exploration [5] - MDA Space employs over 3,400 experts across Canada, the US, and the UK, combining experience and engineering excellence to achieve ambitious customer missions [5]