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Elon Musk just told SpaceX employees that Starlink could one day carry 90% of all internet traffic, and the implications for competitors, consumers, and pricing power are far more alarming than the headline suggests.

Earlier this month, Viasat, Inc. reported first-quarter 2026 results showing revenue of US$1,156.54 million versus US$1,171.05 million a year earlier, with net loss narrowing to US$51.74 million and diluted loss per share from continuing operations improving to US$0.38 from US$0.43. Management reaffirmed mid-single-digit revenue growth guidance for fiscal 2027 while highlighting continued weakness in commercial services and contrasting strength in Defense and Advanced Technology...

Viasat’s second quarter results disappointed the market, with revenue falling short of Wall Street expectations and shares declining following the announcement. Management attributed the underperformance to ongoing challenges in certain commercial services, including continued declines in fixed broadband subscribers and slower-than-expected maritime installations. CEO Mark Dankberg emphasized that growth within the Defense and Advanced Technology (DAT) segment, particularly new contract awards a

Elon Musk just outlined a satellite network so vast it could carry 90% of all internet traffic, and the gap between that vision and what public investors can actually buy tells a complicated story about who wins and who gets squeezed out.

Defense awards surged 22% while satellite capacity expansion nears service entry.

Mid-cap stocks have the best odds of scaling into $100 billion corporations thanks to their tested business models and large addressable markets. But the many opportunities in front of them attract significant competition, spanning from industry behemoths with seemingly infinite resources to small, nimble players with chips on their shoulders.

AST SpaceMobile is expanding satellite-to-smartphone services across Europe, testing with major operators and deploying new satellites to boost coverage.

This optical supplier retains behavior of its own next to the broad market, and its swings run far wider than the index's.

Viavi Solutions (NASDAQ:VIAV) reported fiscal fourth-quarter revenue and earnings above its guidance, supported by demand from data-center customers, aerospace and defense markets, and contributions from acquired Spirent product lines. Fiscal fourth-quarter revenue totaled $443.1 million, exceeding

SpaceX’s lockup expiration threatens to more than double its public float.

ViaSat beat earnings last night, but its stock still costs way too much.

VSAT is nearing a key ViaSat-3 milestone as expanded satellite capacity targets aviation, maritime and government growth while commercialization remains crucial.

VSAT is advancing ViaSat-3, government contracts and mobility growth while commercialization and competitive risks keep the investment outlook balanced.

VSAT has rallied 21.4% in three months as ViaSat-3 progress and government wins strengthen its outlook despite commercialization and competitive risks.

Viasat stock has surged over the past year, yet both the Discounted Cash Flow (DCF) intrinsic value estimate and the market multiple checks indicate that the shares are trading at a premium rather than at a clear bargain. Viasat has returned 209.7% over the last year, which puts the current share price well above where it was 12 months ago and raises the bar for future returns at this level. Expectations for Viasat's future cash generation can support some premium. However, any setbacks in...

The S&P 500 Index ($SPX ) (SPY ) today is up +0.31%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.05%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.03%. September E-mini S&P futures (ESU26 ) are up +0.33%, and September E-mini Nasdaq futures...

VSAT's Q1 call spotlights record DAT awards, two ViaSat-3 satellites nearing service and stronger cash flow ahead of a stronger second half.

VSAT posts Q1 fiscal 2027 earnings beat despite a revenue miss, as lower interest expense narrows losses and management reaffirms growth expectations.

Moby summary of Viasat, Inc.'s Q1 2027 earnings call

Viasat Inc (VSAT) reports strong defense segment growth and improved cash generation, offset by flat communication services and ongoing challenges in maritime and fixed broadband.

Viasat (NASDAQ:VSAT) reported first-quarter fiscal 2027 results that included positive free cash flow, rising government satellite communications revenue and record awards and backlog in its Defense & Advanced Technologies segment, while legacy fixed broadband and maritime businesses remained un

Viasat (VSAT) shares came under pressure after the company reported first quarter fiscal 2027 results that missed Wall Street revenue expectations, even as non GAAP profit per share came in well above analyst estimates. See our latest analysis for Viasat. Viasat's latest update comes after a very strong run in the stock, with the share price up 128.57% year to date and a 1 year total shareholder return of 303.99%. The recent 27.80% 90 day share price return suggests momentum has stayed firm...

ViaSat (VSAT) delivered earnings and revenue surprises of +70.00% and -3.55%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Although the revenue and EPS for ViaSat (VSAT) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Global satellite communications provider Viasat (NASDAQ:VSAT) missed Wall Street’s revenue expectations in Q2 CY2026, with sales falling 1.2% year on year to $1.16 billion. Its non-GAAP profit of $0.17 per share was 78.9% above analysts’ consensus estimates.

This popular small-cap fund is trading at a premium to its own history, forcing a hard look at whether the growth inside is enough to justify the price.

(Bloomberg) -- SpaceX’s first earnings report following its blockbuster initial public offering is one of the most anticipated events of the summer on Wall Street. Whether it’ll give investors a reason to buy the sinking stock is another matter.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevApple’s New CEO Taps Retired Hardware Executive for Management TeamTaco Bell Met With Michigan on Parasite Weeks Before RecallMamdani Dismisses Business Leaders Advising NYC’

VSAT heads into Q1 fiscal 2027 earnings with expected revenue growth from aviation and government units, while satellite investments pressure profits and margins.

Global satellite communications provider Viasat (NASDAQ:VSAT) will be announcing earnings results this Tuesday after market hours. Here’s what to expect.

Aviat Networks (AVNW) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.