Viasat trims FY outlook aftet EBITDA falls 4% in Q2

Viasat reported Q2 revenue of $1.2B, up 3% YoY, driven by 20% growth in defense sales. Adjusted EBITDA fell 4% to $370M, and net loss widened to $29M. The company lowered its FY outlook due to the earnings decline.

Original reporting
Published Nov 6, 2026, 7:57 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Nov 6, 2026, 10:53 AM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
Viasat trims FY outlook aftet EBITDA falls 4% in Q2 — source image
Decision brief

The 30-second read

$VSATBearishMed
01

Why it matters

The earnings miss and guidance cut are likely to weigh on VSAT's stock price in the short term.

02

Market read

The report provides fresh earnings data and a guidance trim, offering a clear trading signal for VSAT.

03

What to watch

Higher R&D spending could drive future product launches and long‑term growth.

Relevance 7/10Novelty 7/10Timing: after-hours release

Background

Viasat's Q2 results show modest revenue growth but a dip in profitability, prompting a FY outlook reduction.

Company-level read

Ticker impact

$VSATBearishHigh confidence
Context

Viasat posted Q2 revenue of $1.2B and trimmed FY outlook after EBITDA fell 4% to $370M.

Expected impact

likely pressure as the market prices in the lower FY outlook

Evidence & confidence

Earnings miss and guidance trim are fresh primary disclosures that typically trigger a sell-off.

Market effects

Defense sector revenue growth may offset broader telecom weakness.

U.S. telecom stocks could see modest pullback.

Limited to investors tracking satellite and defense communications firms.

Counterpoint

If defense demand accelerates, the trim may be temporary and could present a buying opportunity.

Key entities

  • Viasat Inc.

    U.S. satellite communications and broadband services provider.

Related articles

$VSATMed

Starlink Rival Viasat Has Lost Over 80% of Its US Satellite Subscribers

Viasat reported a 83% drop in US satellite subscribers since Starlink's 2020 launch, falling to 100,000 in Q3. The company attributes this to seasonal churn and plans to stabilize its business using its new Flight 2 satellite, which offers improved speeds. However, Viasat's new Unleashed Max plan, priced at $109.99/month, remains more expensive and has higher latency than Starlink's offerings.

$VSATMed

Viasat Q2: Defense Growth, Aviation Headwinds, and New Compensation Incentives

Viasat reported Q2 2027 revenue of $1.2B, up 3% YoY, with defense segment growth offset by declines in communications. Adjusted EBITDA fell 4% to $370M, and net loss was $129M. The company introduced a new compensation plan tied to stock price milestones of $150-$300 per share, linked to recent spectrum deals. CEO Mark Dankberg highlighted strategic reviews and potential asset value appreciation.

$VSATHigh

US Space Force awards Viasat up to $450m Golden Dome contract

The US Space Force awarded Viasat a contract worth up to $450 million to build a Mission Operations Center for the Space Data Network Backbone. Viasat will design, deploy, and scale the center, which will coordinate satellite data transmission for military and commercial use, including the Golden Dome missile defense initiative. The network, involving SpaceX's satellite constellation, aims to provide secure, high-speed communications.

$VSATMed

Viasat Inc (VSAT) Q2 2027 Earnings Call Transcript

Viasat Inc (VSAT) reported Q2 2027 earnings, highlighting growth in secure communications and satellite services. The company expects $225M+ in free cash flow for fiscal '27, with $2B in new contract awards. DAT segment revenue grew 20% YoY, driven by demand for cybersecurity and mission systems. ViaSat-3 satellites are performing well, and the company is focusing on monetization and reducing capital intensity.

$VSATMed

Viasat Inc (VSAT) (Q2 2027) Earnings Call Highlights: Record Defense Growth

Viasat Inc (VSAT) reported Q2 2027 earnings, highlighting record defense growth and satellite service advancements. CFO Gary Chase noted 15-20% of aviation revenue may be affected by customer changes, but no abrupt impact is expected. CEO Mark Dankberg emphasized Viasat-3's success, multi-orbit services, and government aviation growth. The strategic review committee remains active, exploring options to deliver shareholder value.