Post-earnings recap
Reported
Thu, Aug 6, 2026
EPS actual
$-0.23
EPS est.
$-0.09
EPS surprise
-155.56%
1-day move
-0.25%
Globalstar's earnings report shows a significant miss on EPS, which may raise concerns among investors about the company's financial health. The stock reacted by declining 0.25%, reflecting a lack of confidence in the company's performance. Without guidance or additional commentary from management, investors may be left uncertain about the company's future direction.
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $-0.23 | N/A | -155.56% |
| Revenue | N/A | N/A | N/A |
No transcript is on record, and the analysis is based on numerical results only.
Globalstar, Inc. operates in the communication services sector, focusing on satellite communications. The company provides voice and data services to various industries, which is increasingly important as demand for reliable communication in remote areas grows.
Last quarter
In Q1-2026, Globalstar reported an EPS loss of $-0.16, significantly missing analyst expectations. The stock reacted negatively, declining by 0.60% the following day.
Management promises and guidance
EPS beat streak
0Q
EPS beat rate
25%
Avg EPS surprise
-479.96%
Avg 1-day reaction
-0.45%
Overall, expectations for Globalstar's upcoming earnings are cautious, given the recent history of EPS misses. Investors are looking for signs of improvement in subscriber metrics and cost management.
Bull case
If Globalstar shows strong subscriber growth and improved ARPU, it could indicate a turnaround in profitability, boosting investor confidence.
Bear case
Continued losses and high operating expenses could lead to further declines in stock price, as investors may lose faith in the company's recovery strategy.
The print will turn on these.
Q1
What is the current subscriber growth rate compared to last quarter?
Subscriber growth is a key indicator of the company's market position and potential revenue generation.
Q2
How have operating expenses changed in the last quarter?
Understanding changes in operating expenses will help assess the company's efficiency and cost management efforts.
—
Est. EPS
$0.67
Est. Rev
$396M
Impl. Move
±10.3%
Why consensus could be wrong
The Street may underestimate the potential for subscriber growth due to recent service expansions that have not yet been fully reflected in forecasts.
Supporting evidence
Previous quarters showed a significant rebound in subscriber interest, which could continue.
Options pricing indicates higher expected volatility, suggesting that traders are anticipating a significant shift in sentiment.
Management's focus on cost reduction could lead to improved margins that the market has not fully priced in.
Key risk
If subscriber growth exceeds expectations, it could significantly alter the market's perception of Globalstar's recovery potential.
Pre-commit to what would confirm each case.
This quarter's performance hinges on how well Globalstar manages its growth and costs amid a challenging market.
Bull confirmed if
A subscriber growth rate of over 10% quarter-over-quarter would indicate strong demand and market position.
Bear confirmed if
If operating expenses increase by more than 5%, it could signal ongoing inefficiencies and hurt investor confidence.
What the market is pricing for the move.
Implied Move
±6.1%
Historical Avg
±2.4%
The options market is pricing in a significant move, suggesting that investors expect volatility around the earnings announcement.
Options are pricing ±6.1% while GSAT has averaged ±2.4% over the last 8 prints — setup is pricing rich.
ATM IV
0.1%
30d HV
8.0%
Smart-money positioning from the most recent 13F filings.
Institutional
27.29%
of float
Insider
59.45%
of float
Holders
408
institutions
Top Holders· as of Jun 2026
Blackrock Inc.
3,235,377 sh · $270.7M
2.50%
-19.2%
Likely market behavior by outcome. Not investment advice.
Beat & raise
If Globalstar beats expectations, history suggests the stock could rise by about 0.25%, confirming a positive turnaround narrative.
In line / cautious
If results are in line but management's commentary is cautious, the stock may see muted movement as investors assess future guidance.
Miss
Should the company miss expectations again, history indicates a potential decline of around 1.64%, raising concerns about its recovery strategy.
The lines on the call that would change the story.
Vanguard Capital Management LLC
2,317,631 sh · $193.9M
1.79%
1.9%
Vanguard Portfolio Management LLC
2,192,445 sh · $183.4M
1.69%
-9.0%
NORGES BANK
2,084,853 sh · $174.4M
1.61%
100.0%
Van Eck Associates Corporation
1,427,218 sh · $119.4M
1.10%
46.5%
13F filings updated quarterly. Position deltas show change in shares vs. the prior quarter.