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Viasat (VSAT): 2026 Q2 Earnings Review & Financial Analysis

Record Orders and Backlog Keep FY26 on Firm Footing; 2H Capex Ramp Delays FCF to FY27. FY26 remains on track. Q2 revenues grew 2% and EBITDA grew 3% despite a 15% profit decline in DAT due to lower IP licensing. Management affirmed all elements of full - year guidance. Strong Defense orders. DAT revenues grew 3% y/y, led by Info Security & Cyber (up 14%). Orders exceeded bookings for the sixth consecutive quarter ( book - to - bil lof 1.5x), and the backlog surged 31% y/y to $1.2B. Targeting sovereign space. Despite flattish Q2 revs, Space & Mission Systems is poised for double - digit growth in FY26, aided by growing demand for sovereign and dual-use satcom systems.

Company Earnings Review

Project Bromo: Will Europe’s Tripartite Space Merge Solve Anything?

In this Industry Insight, the report: Examines the rationale for the merger, as put forward by Airbus, Leonardo and Thales Evaluates to what extent Project Bromo is in response to SpaceX and Starlink Elucidates reasons why the new joint venture should succeed if it avoids certain pitfalls

Industry Insight

BlackSky (BKSY): 2025 Q3 Earnings Review & Financial Analysis Copy

Earnings Review for BlackSky (BKSY) Q3 2025

Company Earnings Review

SES (SESG): 2025 Q3 Earnings Review & Financial Analysis

Muted Earnings And Delayed Ramps Set the Stage for 2027 Reset.

Company Earnings Review

KVH Industries (KVHI): Q3 2025 Earnings Review & Financial Analysis

Margin Headwinds Offset Record Vessel Growth; Reset Targeted in 2026

Company Earnings Review

Market Monitor: 2025-10

Covering Space Sector Market Trends & Indices for October 2025, including:  Our Core space index (up 4%) outperformed the broader markets (up ~2%) for the fifth consecutive month, driven by DTD and defense-themed names.  Our core index is up 97% YTD vs. the S&P 500’s gain of 16%. Our Frontier index declined 2% in October and has now underperformed the market in four of the past five months, signaling a reduced investor risk appetite.   The Satcom sector was the best performer (up 14%), driven by DTD enthusiasm (AST up 41%, Globalstar up 39%), and Viasat’s 36% gain on improving fundamentals and the pending ViaSat-3 launch.   Fallout from the SpaceX-EchoStar spectrum deal continued to reverberate in October, with MDA shares down 21%, following a 23% selloff in Sept.  Shares of Iridium recovered 9% in October but are down 19% post-announcement.   Funding activity remains brisk across both private and public markets, and M&A activity accelerated for the fourth straight month, hitting its highest level since the SPAC bubble (Nov’21).

Market Monitor

Telesat (TSAT) 2025 Q3 Earnings Review & Financial Analysis

All Eyes On Lightspeed: 2026 Launch On Track

Company Earnings Review

Omnispace: Buried Treasure or Stranded Asset?

This Industry Insight looked in Omnispace now that they're is finally being folded into a three-way with SES and Lynk Global, it’s worth examining why it’s been an unmined claim in a crowded gold rush.

Industry Insight

Megaconstellation Monthly: 2025-10

Megaconstellation News Rpundup for October 2025

Megaconstellation Monthly

Mach Five Monthly Hypersonic Newsletter

The latest in hypersonic weapons and missile defense news across the U.S. and the world, with commentary from Quilty Space.

Mach Five Hypersonic