VSAT Earnings Prediction
The chart below shows how VSAT performed 10 days before and after its earnings report, based on data from the past quarters. Typically, VSAT sees a +1.39% change in stock price 10 days leading up to the earnings, and a -1.08% change 10 days following the report. On the earnings day itself, the stock moves by +0.65%. This data can give you a slight idea of what to expect for the next quarter's release.
VSAT Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
1.12B
-0.42%
0.13%
Gross Margin
26.34%
10.30%
5.15%
Operating Margin
1.89%
156.93%
-185.91%
Net Margin
-13.07%
23.53%
20.46%
EPS
-1.23
-24.24%
14.95%
No Data Available
VSAT Earnings Analysis
Viasat Inc Corporation (VSAT.O) Earnings Conference Call
Positive
Aviation Service Revenue Increase: Aviation service revenue increased approximately 12% year-over-year, with 3,950 aircraft in service, up about 130 sequentially, and a contracted backlog of approximately 1,570 aircraft, up about 60 sequentially.
Defense Segment Revenue Surge: Defense and Advanced Technologies segment grew revenues almost 20% year-over-year, with awards increasing approximately 49% and backlog up 26%.
EBITDA Growth in Defense Sector: Adjusted EBITDA was $393 million, an increase of 3%, primarily driven by growth in the Defense and Advanced Technologies segment.
Cash Flow Improvement: Operating cash flow was $219 million, up more than 60% due to decreased working capital and lower cash taxes.
Capital Expenditure Reduction: CapEx was $253 million, down 40% year-over-year from $421 million, contributing to improved cash generation outlook.
Negative
Net Loss Increase: Viasat, Inc. reported a net loss of $158 million for Q3 2025, an increase from a net loss of $124 million in the same quarter last year, primarily due to a $97 million non-cash loss on extinguishment of debt.
Communication Services Revenue Decline: Revenue from Communication Services segment was $820 million, down 6% year-over-year, driven by a decline in U.S. fixed broadband services and products, despite growth in aviation and government SATCOM.
Broadband Subscriber Decline: Fixed broadband subscribers continued to decline, contributing to a 21% drop in revenue from fixed services and other, reflecting ongoing challenges in the U.S. broadband market.
Backlog Reduction Analysis: Backlog decreased by $181 million to $3.5 billion, attributed to the removal of the Energy Services System Integration backlog and declining subscribers in the U.S. fixed broadband business.
Operational Challenges Impacting Performance: Despite a 3% increase in adjusted EBITDA to $393 million, the overall financial performance was pressured by declines in fixed broadband and maritime revenue, indicating ongoing operational challenges.
VSAT FAQs
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VSAT Earning Call Sentiment
Viasat, Inc. (NASDAQ:VSAT) Q3 2025 Earnings Call Transcript
VSAT.O
1.15%Positive
The earnings call reveals mixed signals: strong growth in Defense and Advanced Technologies, a significant reduction in CapEx, and improved cash flow are positives. However, flat revenue, increased net loss, declining backlog, and vague responses in the Q&A section temper enthusiasm. The market cap suggests moderate volatility, but the lack of strong catalysts or clear guidance keeps the sentiment neutral.
