기업호재
Viasat wins $307M USMC MECS2 contract, first $42M task order영어 원문
Multi-orbit SATCOM contract strengthens defense portfolio
첫날 -1.7% · 5일 후 -4.5%
기업
Viasat, Space42 Sign Binding Deal to Form Equatys영어 원문
Binding agreement finalized, with up to $1B commitment, advancing global D2D and MSS connectivity
첫날 -3.6% · 5일 후 +6.6%
›전개 과정 2회
- 2026-09-14 Joint platform targets direct-to-device and advanced MSS, potentially unlocking D2D revenue and improving capital efficiency
- 2026-09-15 Binding agreement finalized, with up to $1B commitment, advancing global D2D and MSS connectivity
이전 이벤트 14건›
기업
Viasat Selects Rocket Lab to Build GEO Satellite for US Space Force PTS-G Program영어 원문
Rocket Lab to supply Lightning-GEO platform hosting Viasat's dual-band payload, bolstering defense portfolio
첫날 -1.8% · 5일 후 -11.2%
내부자 매도
내부자 매도 2020만 달러 (내부자 2명)
첫날 -2.0% · 5일 후 +3.1%
M&A·자금조달
Viasat Q1 Beats EPS but Revenue Misses; ViaSat-3 Progress in Focus영어 원문
Call highlights record DAT awards, two ViaSat-3 satellites nearing service, positive FCF
첫날 +6.0% · 5일 후 -1.9%
›전개 과정 3회
- 2026-08-04 Multiple sources note upcoming earnings, options volume 21x norm, stock up 7.1%
- 2026-08-05 EPS of $0.17 beat estimates, but revenue missed; shareholder letter omits Equatys JV, drawing attention
- 2026-08-05 Call highlights record DAT awards, two ViaSat-3 satellites nearing service, positive FCF
실적악재
Viasat Reports Q1 FY2027 Results, Revenue Misses영어 원문
Q1 EPS $0.17 beat, revenue fell Y/Y, lower interest expense narrowed losses, DAT record awards, ViaSat-3 nearing key milestone, positive FCF, positive, government revenue rising, record awards/backlog, management reaffirmed growth, stronger H2.
첫날 -6.0% · 5일 후 +7.7%
›전개 과정 2회
- 2026-08-05 EPS beat but revenue missed; stock fell post-report; shareholder letter omits Equatys JV
- 2026-08-05 Q1 EPS $0.17 beat, revenue fell Y/Y, lower interest expense narrowed losses, DAT record awards, ViaSat-3 nearing key milestone, positive FCF, positive, government revenue rising, record awards/backlog, management reaffirmed growth, stronger H2.
기업
Viasat Up 21.4% in 3 Months; ViaSat-3 Commercialization, Competition Risks Remain영어 원문
Analyses cite capacity expansion targeting aviation, maritime, government; commercialization key
첫날 -6.0% · 5일 후 +7.7%
실적
실적 발표
첫날 +6.0% · 5일 후 -1.9%
8-K 공시
8-K: 실적 공시
첫날 +6.0% · 5일 후 -1.9%
실적호재
Viasat Surges 7% with Heavy Bullish Options Betting Ahead of Earnings영어 원문
Over 15K calls traded (21x norm) before earnings, signaling bullish positioning
첫날 -5.3% · 5일 후 +15.4%
›전개 과정 2회
- 2026-07-29 Company announced conference call on Aug 4 to release Q1 FY2027 financial results.
- 2026-08-04 Over 15K calls traded (21x norm) before earnings, signaling bullish positioning
규제호재
Viasat Wins $229M Patent Infringement Verdict Against Kioxia영어 원문
Texas federal jury finds Kioxia infringed Viasat flash-memory patent, awarding $229M
첫날 -2.5% · 5일 후 +8.1%
›전개 과정 2회
- 2026-07-16 US jury orders Kioxia to pay Viasat $229M for flash-memory patent infringement, a major legal win.
- 2026-07-17 Texas federal jury finds Kioxia infringed Viasat flash-memory patent, awarding $229M
제품호재
Viasat and BMW Demo Integrated Satellite Voice Call in Vehicle영어 원문
First integrated satellite voice call demo with BMW at 5GAA Meeting, advancing in-vehicle connectivity.
첫날 -2.5% · 5일 후 +8.1%
애널리스트호재
Oppenheimer Initiates on Viasat with $140 PT영어 원문
Oppenheimer initiates with $140 PT, valuing spectrum at $15B and core business at $10B+
첫날 +17.1% · 5일 후 -17.6%
M&A·자금조달호재
Rocket Lab's Iridium Acquisition Boosts Viasat Shares영어 원문
Rocket Lab's $8B Iridium acquisition sparks space sector enthusiasm, Viasat shares surge 19.74%
첫날 +17.1% · 5일 후 -17.6%
기업호재
Viasat Wins US Space Force PTS-G Military SATCOM Contract영어 원문
Prime contract to build, launch, deliver first of proliferated small maneuverable GEO satellites
첫날 +18.2% · 5일 후 -11.8%
내부자 매도악재
내부자 매도 2610만 달러 (내부자 2명)
첫날 -2.5% · 5일 후 +0.6%
방향별 정리 · 원문 링크
최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님
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