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Spire (SPIR): Q2 2026 Earnings Review & Financial Analysis

Company Earnings Review

HawkEye 360 (HAWK): Q2 2026 Earnings Review & Financial Analysis

NGSO operators such as SpaceX and Amazon Leo get a 2,550 MHz contiguous downlink path from 10.7 to 13.25 GHz. Their user terminals must accept interference from gateways, aircraft and ships transmitting in the band, plus existing TV, cable and microwave links until about 2036. Geostationary (GSO) operators such as SES win something they have sought for years: the right to uplink U.S. traffic in 12.75-13.25 GHz from gateways, aircraft and ships. But they lose the fight to box out NGSO downlinks.

Company Earnings Review

Market Monitor: 2026-08

Market Monitor

Megaconstellation Monthly: 2026-08

At 42 GHz, the FCC keeps the guest list short: individually licensed gateways and feeder-link sites only, no user terminals. Wireless carriers mostly struck out, losing CTIA's bid to hold 12.7 GHz as a relocation band.

Megaconstellation Monthly

BlackSky (BKSY): 2026 Q2 Earnings Review & Financial Analysis

Company Earnings Review

KVH Industries (KVHI): Q2 2026 Earnings Review & Financial Analysis

Read the full Industry Insight for a complete walkthrough of the FCC's spectrum package, from the new sharing rules to the cost-benefit analysis behind them.

Company Earnings Review

Telesat (TSAT) 2026 Q2 Earnings Review & Financial Analysis

Lightspeed Upsized and Funded, GEO Refinancing Now the Key Risk Revenue tumbles. Q2 revenue fell 25% y/y to $79.5M, reflecting broadcast non-renewals and lower Nimiq-5 pricing, alongside reduced broadband service and the loss of an ISP customer following expiry of government funding. Margins under pressure. Q2 AEBITDA fell 62% y/y to $22M, as broadcast (-30% y/y) and enterprise (-22% y/y) revenue declines were compounded by a 22% increase in opex, driven by Lightspeed development and GEO refinancing costs. AEBITDA margin contracted 27.4pp to 27.8%, the sharpest decline in five years. ESCP-P secured. Telesat LEO signed a $2.3B agreement (up to $2.7B including two five-year options) with Canada's Defense Investment Agency for Mil-Ka connectivity — the largest contract in company history — expanding the fully-funded Lightspeed constellation from 156 to 225 satellites (a >40% capacity increase) with no change to the 1Q28 service date.

Company Earnings Review

Viasat (VSAT): 2027 Q1 Earnings Review & Financial Analysis

Slow Start to FY27 But Guidance Affirmed; ViaSat-3 Derisked and Ready to Deliver?

Company Earnings Review

Europe's 2 GHz Reset

Brussels wants to re-license the 2 GHz band with ownership as the first gate every applicant must clear. Even incumbents that have held the spectrum for nearly two decades would have to reapply under a materially narrower regime. This Deep Dive maps the three lanes, the hurdles in front of each, and how close every contender comes to clearing them.

Sector Deep Dive

Eutelsat (ETL): 2026 Q4 Earnings Review & Financial Analysis

OneWeb revenue accelerates as Continuity fleet, IRIS2 take shape

Company Earnings Review