Pre-earnings brief
Reports
Fri, May 14, 2010
Est. EPS
—
Est. revenue
—
Implied move
±8.4%
EPS beat rate
100%
Est. EPS
—
Est. Rev
—
Impl. Move
—
Viasat, Inc. is a technology company that specializes in satellite communications and broadband services. With a market cap of $10 billion, it plays a crucial role in providing internet connectivity across various sectors, including aviation, maritime, and government. As demand for reliable communication continues to grow, Viasat's innovations in satellite technology are increasingly relevant.
Last quarter
In the last quarter, Viasat reported an EPS of $0.17, significantly beating expectations by 409%. The stock reacted positively, increasing by nearly 6% the following day.
Management promises and guidance
EPS beat streak
8Q
EPS beat rate
100%
Avg EPS surprise
+293.31%
Avg 1-day reaction
+0.86%
Overall, expectations are mixed as Viasat has a strong history of beating EPS estimates, but there are concerns about revenue growth and subscriber retention.
Bull case
If Viasat can maintain its EPS growth and show strong revenue performance, it could lead to increased investor confidence and a higher stock price.
Bear case
Conversely, if the company fails to meet revenue expectations or shows signs of subscriber loss, it could lead to a significant drop in stock value.
Key metrics to watch
EPS (Earnings Per Share)
Expected to be around $0.17EPS is a key indicator of the company's profitability and financial health, which investors will closely watch this quarter.
Revenue Growth
Not availableRevenue growth will indicate how well Viasat is expanding its market presence and capturing new customers.
The print will turn on these.
Q1
What is the expected revenue growth for the broadband segment?
This will provide insight into how well Viasat is capturing market demand and whether it can sustain its profitability.
Q2
How many new subscribers were added this quarter?
Subscriber growth is essential for Viasat's long-term success, and any decline could raise concerns among investors.
Why consensus could be wrong
The Street may be underestimating Viasat's potential for subscriber growth due to its recent technological advancements.
Supporting evidence
The company has consistently beaten EPS estimates, indicating strong operational performance.
Options pricing suggests a significant move, reflecting heightened investor interest.
Recent investments in satellite technology could lead to improved service offerings.
Key risk
If subscriber growth exceeds 10%, it could challenge the current cautious outlook.
Pre-commit to what would confirm each case.
This quarter's performance will hinge on Viasat's ability to maintain growth in a competitive market.
Bull confirmed if
Revenue growth of at least 10% year-over-year would confirm the bull case.
Bear confirmed if
A decline in subscriber count or revenue growth below 5% would confirm the bear case.
What the market is pricing for the move.
Implied Move
±8.17%
Historical Avg
±3.2%
The options market is pricing in a substantial move, indicating that traders expect volatility around the earnings report.
Options are pricing ±8.4% while VSAT has averaged ±3.2% over the last 8 prints — setup is pricing rich.
ATM IV
0.7%
30d HV
56.3%
Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.
Bought
$0.00
0 sh
0 insiders
Sold
$139,740.00
2,000 sh
1 insider
Net
$139,740.00
Net selling
Most Active Insiders· 1 open-market trade
$139,740.00
Net selling
Likely market behavior by outcome. Not investment advice.
Beat & raise
If Viasat beats expectations, history suggests a potential stock increase of around 0.86%, confirming strong operational performance.
In line / cautious
If results are in line with expectations but management is cautious, the stock may see muted movement as investors digest the commentary.
Miss
If Viasat misses expectations, history suggests a potential decline, with an average drop of around 0.0% on missed earnings.
House and Senate STOCK Act disclosures over the trailing 6 months.
Trades
1
0 buys·1 sell
Members
1
House only
Est. Notional
$1,001.00–$15,000.00
disclosed dollar ranges
Most Active Members
1 trade
The lines on the call that would change the story.
Subscriber Count
Not availableThe number of subscribers is critical for understanding the company's growth in its broadband services segment.
Recent Transactions
Oct 1, 2026 · @ $69.87
2,000 sh
$139,740.00
Open-market trades only (Form 4 codes P/S). Awards, exercises, and tax-withholding excluded as routine compensation noise.
Net selling
Recent Transactions
Traded Aug 28, 2026 · disclosed Sep 3, 2026
$1,001.00–$15,000.00
Filed 30–45+ days after the trade. Treat as positional context, not a leading indicator. Amounts are SEC-mandated dollar ranges, not exact values.