Equity Profile

VSAT

Viasat, Inc.

Information TechnologyCommunications Equipment$11.4B

May14Fri

Pre-Earnings Brief

UpcomingQ4-2026Pre-Market9:00 AM EDT

Company Snapshot

Viasat, Inc. is a technology company that specializes in communications equipment, providing satellite and broadband services....

Key Metrics to Watch

EPS (Earnings Per Share)

EPS is a key indicator of the company's profitability and financial health, which investors closely watch.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its market share and attract new customers, which is vital for long-term success.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

VSAT Q4-2026 Earnings Preview

Context

Company Snapshot

Viasat, Inc. is a technology company that specializes in communications equipment, providing satellite and broadband services. With a market cap of $11 billion, Viasat plays a crucial role in the growing demand for high-speed internet and connectivity solutions, especially in remote areas.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+249.69%

Avg Stock Reaction

-0.23%

Last Quarter Recap

In the last quarter, Viasat reported an impressive EPS of $0.79, significantly beating expectations. However, the stock fell 5.65% the following day, suggesting mixed investor sentiment despite the strong earnings.

Management Promises & Guidance

Management committed to focusing on expanding their satellite services.
They emphasized improving customer service and support.
Plans to invest in new technology to enhance service offerings were discussed.

Expectations

Wall Street Expectations

Overall, investors are cautiously optimistic about Viasat's upcoming earnings, especially given the company's track record of beating EPS estimates. However, concerns about revenue growth and customer retention remain prevalent.

Bull Case

If Viasat continues its trend of beating EPS estimates and shows strong revenue growth, it could signal robust demand for its services, leading to a positive market reaction.

Bear Case

Conversely, if the company fails to meet revenue expectations or shows signs of customer attrition, it could lead to a significant drop in stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the revenue growth rate be for this quarter?

Revenue growth is critical for assessing the company's ability to sustain its operations and expand its market presence.

How many new customers has Viasat acquired in the last quarter?

Customer acquisition is a vital indicator of demand for Viasat's services and can significantly impact future revenue.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Viasat's ability to capitalize on the growing demand for satellite internet services, especially in underserved areas.

Supporting Evidence

The company's recent technological advancements could lead to better service offerings, attracting more customers.

Options pricing suggests a higher expected move than historical averages, indicating potential for significant surprises.

Viasat's strong track record of beating EPS estimates may not be fully appreciated by the market.

Key Risk

If customer growth exceeds expectations, it could challenge the current cautious outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance hinges on Viasat's ability to maintain growth in a competitive market.

Bull Confirmed If

Revenue growth of 15% or more compared to the previous quarter would confirm the bull case.

Bear Confirmed If

A revenue decline or stagnation would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±11.49%

Historical Avg

±2.8%

Pricing rich

The options market is pricing in a substantial move, suggesting that traders expect significant volatility around the earnings announcement.

Options are pricing ±11.5% while VSAT has averaged ±2.8% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.9%

30d HV

69.5%

Calls (226K)P/C Ratio: 0.77Puts (83K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Viasat beats expectations, history suggests a potential stock increase of around 4.98%, confirming strong demand and operational efficiency.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further clarity on future guidance.

Miss

A miss could lead to a decline, with historical patterns indicating an average drop of around 5.65% following disappointing results.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Details on customer acquisition numbers and growth strategies.
2Any updates on new technology developments and their expected impact on service delivery.
3Management's outlook on market conditions and competitive landscape.
4Insights into customer retention rates and satisfaction levels.
5Guidance on revenue expectations for the upcoming quarters.

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Company Snapshot

Viasat, Inc. is a technology company that specializes in communications equipment, providing satellite and broadband services....

Key Metrics to Watch

EPS (Earnings Per Share)

EPS is a key indicator of the company's profitability and financial health, which investors closely watch.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its market share and attract new customers, which is vital for long-term success.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

VSAT Q4-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+249.69%

Avg Stock Reaction

-0.23%

Last Quarter Recap

Management Promises & Guidance

Management committed to focusing on expanding their satellite services.
They emphasized improving customer service and support.
Plans to invest in new technology to enhance service offerings were discussed.

Expectations

Wall Street Expectations

Bull Case

If Viasat continues its trend of beating EPS estimates and shows strong revenue growth, it could signal robust demand for its services, leading to a positive market reaction.

Bear Case

Conversely, if the company fails to meet revenue expectations or shows signs of customer attrition, it could lead to a significant drop in stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the revenue growth rate be for this quarter?

Revenue growth is critical for assessing the company's ability to sustain its operations and expand its market presence.

How many new customers has Viasat acquired in the last quarter?

Customer acquisition is a vital indicator of demand for Viasat's services and can significantly impact future revenue.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Viasat's ability to capitalize on the growing demand for satellite internet services, especially in underserved areas.

Supporting Evidence

The company's recent technological advancements could lead to better service offerings, attracting more customers.

Options pricing suggests a higher expected move than historical averages, indicating potential for significant surprises.

Viasat's strong track record of beating EPS estimates may not be fully appreciated by the market.

Key Risk

If customer growth exceeds expectations, it could challenge the current cautious outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance hinges on Viasat's ability to maintain growth in a competitive market.

Bull Confirmed If

Revenue growth of 15% or more compared to the previous quarter would confirm the bull case.

Bear Confirmed If

A revenue decline or stagnation would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±11.49%

Historical Avg

±2.8%

Pricing rich

The options market is pricing in a substantial move, suggesting that traders expect significant volatility around the earnings announcement.

Options are pricing ±11.5% while VSAT has averaged ±2.8% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.9%

30d HV

69.5%

Calls (226K)P/C Ratio: 0.77Puts (83K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Viasat beats expectations, history suggests a potential stock increase of around 4.98%, confirming strong demand and operational efficiency.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further clarity on future guidance.

Miss

A miss could lead to a decline, with historical patterns indicating an average drop of around 5.65% following disappointing results.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Details on customer acquisition numbers and growth strategies.
2Any updates on new technology developments and their expected impact on service delivery.
3Management's outlook on market conditions and competitive landscape.
4Insights into customer retention rates and satisfaction levels.
5Guidance on revenue expectations for the upcoming quarters.