SATS Earnings

SATS reported its earnings on 2026-03-02, showcasing a revenue of 3.80B against an estimate of 3.74B, resulting in a 1.5% surprise. The EPS was -1.03, surpassing the expected -0.85 by -21.18%. The stock experienced a 2.73% price change on the earnings day and a -4.05% change over the next five days, reflecting market reactions to the results.

Following SATS's earnings announcement on 2026-03-02, the stock price moved by 2.73% on the day of the release. Over the subsequent five days, it saw a -4.05% change. Historically, SATS's stock price tends to shift by an average of 2.33% in the 10 days leading up to earnings and -2.09% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate SATS's annual revenue to reach 3.64B, while the EPS is projected at -0.67. These estimates reflect recent revisions, with revenue estimates revised upward by 0.03% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between SATS's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were revised upward by 0.03%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, SATS's stock price typically moves by 2.33% in the 10 days before its earnings and -2.09% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of -0.67 and revenue of 3.64B.

The earnings call lacks specific financial metrics, making it hard to gauge basic financial performance. While strategic partnerships with AT&T and SpaceX are positive, uncertainties like tax liabilities and unclarified impacts of the xAI merger pose risks. Shareholder returns are vaguely addressed, with no specifics on dividends or buybacks. The Q&A reveals management's lack of clarity on critical issues, such as profitability timelines and asset valuations. These mixed signals suggest a neutral market reaction.