Skip to main content
Equibles
VSAT $70.35 -0.04%
VSAT logo
VSAT · Viasat Inc
Track VSAT — free

Use VSAT with AI

Add company filings, earnings and prices to ChatGPT or Claude, then ask questions in your own chat.

Choose your app for step-by-step connection instructions. Sign in with Equibles when asked; no code or API key is needed.

Claude ChatGPT

After connecting, ask your AI to use Equibles to research VSAT.

Other apps & server URL
https://mcp.equibles.com/mcp
Gemini CLI setup
or ask here

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

See what you can ask in ChatGPT or Claude

All connection guides →
$70.35 -0.03 (-0.04%) At close · Oct 1
S&P 600 member Russell 2000 member Rebalance outlook locked
Market Cap
$10.06B
Shares
137.76M
Volume · Oct 1 1.27M Avg daily vol (3M) 1.9M
All webcasts

Earnings call · FY2027 Q1

Viasat Inc (VSAT) Q1 2027 Earnings Call

Concluded Aug 4, 2026
Aug 4, 2026 0 turns
Period
FY2027 Q1
Runtime
—
Sources
3 artifacts
Slides 18 8-K 10-Q

Executive readout · one minute

What matters this quarter

Viasat reported Q1 FY27 revenue down 1% YoY to $1.16 billion and Adjusted EBITDA down 7% to $381 million, while new awards grew 10% to $1.30 billion and backlog grew 19% to $4.22 billion led by a 22% jump in DAT awards; VS-3 F2 deployments completed with F3 entering IOT, and FY27 guidance was reiterated (mid-single-digit revenue growth, Adjusted EBITDA flat to up slightly, ~$180M free cash flow, $950M-$1B capex).

Defense and Advanced Technologies (DAT) momentum 50 Spectrum value and transactions 29 Aviation connectivity growth 19 Maritime challenges and Nexus Wave 19 Capital structure and free cash flow 11 Viasat-3 satellite deployment 8

Management tone

Positive

Net tone +32 · moderate hedging

Grounding quotes
  • “we continue to make progress on our financial We're excited for a lot of hard work ahead of us, and we remain focused on improving returns on capital through franchise and earnings growth, generating positive free cash flow, repaying debt, and reducing net leverage.”
  • “Our history has been built about continued innovation, reinvention, resilience, and the ability to adapt to changing customer needs.”
  • “While the path forward won't be without challenges, we believe the foundation we've built and the opportunities ahead will continue to sustain our success.”
  • “Aviation revenue grew 11%, ending with approximately 4,530 commercial aircraft in service. A 10% increase year-over-year combined with higher average revenue for aircraft.”

Forward guidance

3 guided metrics

Management's latest ranges and targets are included below.

Research coverage

3 live sources

Open each available source without leaving this research workspace.

Revenue $1.16B -1.2% YoY
Diluted EPS -$0.38
Net income -$51.74M

Research materials

Open the source you need; every reader stays inside this workspace.

Presentation 18 pages 8-K earnings release Filed Aug 4, 2026 10-Q report Filed Aug 6, 2026 Company webcastOpen the original investor-relations page

Key takeaways

What improved, and what deserves a closer read.

↑ Constructive signals

  • Total backlog grew 19% YoY to a record $4.22 billion, with DAT backlog up 32% to a record $1.4 billion.
  • DAT awards rose 22% YoY to a record $524 million, driven by 248% growth in space and mission systems awards and 70% growth in tactical networking.
  • VS-3 F2 deployments completed with F3 entering IOT, both expected to enter service by August-September 2026.
  • Net leverage ratio improved 0.4x to 3.2x, and free cash flow grew 19% YoY to $72 million excluding non-recurring items.
  • Viasat secured the next phase of the PTS-G program under a $4B IDIQ ceiling and demonstrated the first integrated automotive satellite-enabled voice call with BMW.

↓ Risks & pressure points

  • Adjusted EBITDA fell 7% YoY to $381 million, with DAT segment Adjusted EBITDA down 20% YoY to $70 million.
  • U.S. fixed broadband revenue declined 27% YoY on continued subscriber declines, ending with 115,000 subscribers at $111 ARPU.
  • Space emission systems revenue declined 24% YoY and InfoSec and CyberDefense product revenues declined 8% YoY on timing of deliveries.

Key moments

Read the management remarks selected from the transcript.

“We enter the remainder of fiscal year 2027 with confidence in our strategy, momentum across key growth initiatives, and a clear focus on creating long-term shareholder value.” Mark Dankberg, Chairman

Forward guidance

From the 8-K filed Aug 4, 2026.

Metric Guided
Capital expenditures Initiated
FY2027
 $950M – $1B
Inmarsat related capital expenditures Initiated
FY2027
 $250M – $300M
Free cash flow Initiated
FY2027
 $180M

Quarter detail

How the reported period landed and where the business moved.

Revenue · segments

Communication Services$825.08M -0.3% YoY
Defense and Advanced Technologies$331.46M -3.6% YoY
Full-screen source Call document

VSAT transcript alerts

Viasat Inc

Create a free account or sign in to receive transcript alerts at your email address.

Continue to sign in
Read transcripts like this one from Claude, ChatGPT or your own code with the earnings call transcript API →