Core Insights - Inmarsat Maritime has announced a trial of its NexusWave service by Caribe Tankers USA, Inc to enhance operational and crew connectivity on their chemical tankers [1][3] - NexusWave combines multiple network underlays into a fully managed solution, providing seamless high-speed internet connectivity with global coverage and unlimited data [2][6] - The trial reflects Caribe Tankers' commitment to improving crew welfare and operational efficiency through reliable communication services [5][6] Company Overview - Inmarsat Maritime, a subsidiary of Viasat, has over 40 years of experience in providing innovative solutions for the maritime industry, focusing on connectivity, safety, and operational efficiency [7] - Viasat aims to create a global communications network that ensures reliable and fast connections across various sectors, including maritime [8] Operational Impact - The implementation of NexusWave is expected to improve productivity on board by providing fast and reliable internet, which is crucial for maintaining a happy and healthy working environment for the crew [4][5] - Caribe Tankers emphasizes the importance of consistent communication services to support daily operational needs, highlighting the necessity of reliable connectivity in the shipping industry [5][6]

Core Insights - Viasat, Inc. has launched Viasat Amara, a next-generation commercial aviation solution aimed at enhancing in-flight connectivity (IFC) for airlines and passengers [1][2] - The solution leverages existing advanced terminals for optimized multi-network connectivity through a software upgrade, supporting various satellite systems [2][3] - Viasat is also introducing the Viasat Aera antenna terminal, which will enable dual-beam connections across multiple satellite orbits, expected to enter commercial service in 2028 [4] Company Developments - Viasat Amara is designed to scale with increasing data demands, providing consistent high-quality service and new monetization opportunities for airlines [3] - The company believes its competitive advantages in bandwidth economics and global coverage will significantly improve IFC revenues [5][6] - The portfolio upgrade is anticipated to generate incremental revenues for Viasat, enhancing its market position [6] Market Performance - Viasat's stock has experienced a decline of 54.4% over the past year, contrasting with a 30.6% growth in the industry [7]

Viasat, Inc. (VSAT) recently entered into an agreement with Telesat to accelerate its multi-orbit network roadmap. VSAT’s multi-orbit roadmap is focused on serving a wide range of mobility customers across several end markets. Multi-orbit solutions create a hybrid network by combining several types of satellites, including geostationary (“GSO”) and non-geostationary (“NGSO”) satellites like low Earth orbit (“LEO”) satellites. The combined strength of different satellites significantly boosts coverage and ev ...

Core Insights - Viasat has launched its next-generation in-flight connectivity solution, Viasat Amara, which integrates advanced satellite network design, hardware innovations, and digital products to enhance passenger experience and airline differentiation [1][2][7] - The solution is designed to provide scalable, high-capacity connectivity across multiple satellite orbits, including GEO, HEO, and LEO, ensuring a robust service for airlines [6][7] - Viasat Amara is built on existing technology, allowing for a simple software upgrade on over 3,000 aircraft, facilitating approximately 10,000 flights daily without the need for additional hardware [3][4] Product Features - The proprietary electronically steered antenna (ESA) terminal, Viasat Aera, will enable simultaneous dual-beam connections across various satellite orbits, enhancing the in-flight connectivity experience [4][5] - Viasat Amara's roadmap includes innovations that leverage a high-capacity ecosystem of satellites, including the recently announced LEO Ka-band capacity from Telesat Lightspeed [6] - The upgrade to the Viasat Aera terminal is expected to be completed in less than a day, utilizing existing infrastructure with no changes to the in-cabin network [5] Market Positioning - Viasat aims to help airlines maximize the potential of connectivity for brand loyalty and growth, offering flexible business models and a suite of digital products to enhance customer satisfaction [2][8] - The company emphasizes that no two airlines are the same, tailoring its offerings to meet the unique needs of each airline and user [8] - Viasat's ongoing innovations are positioned to maintain its leadership in the in-flight connectivity market, ensuring high-quality service and competitive advantages for airline customers [7][8]

Core Insights - Viasat, Inc. has launched its next-generation in-flight connectivity solution, Viasat Amara, designed to enhance passenger experience and airline differentiation through advanced satellite network design and digital products [1][2] - The solution aims to provide high-capacity, high-quality service with global coverage, leveraging multi-network and multi-orbit capabilities to meet the evolving demands of commercial airlines [7][8] Product Features - Viasat Amara utilizes existing hardware on over 3,000 aircraft, enabling optimized connectivity through a simple software upgrade without the need for additional hardware [3] - The upcoming Viasat Aera terminal will support dual-beam connections across various satellite orbits (GEO, HEO, LEO), enhancing the in-flight connectivity experience with a single antenna [4][5] - Viasat Amara is compatible with a robust ecosystem of satellites, including the recently announced LEO Ka-band capacity from Telesat Lightspeed, ensuring comprehensive service coverage [6] Business Strategy - The company emphasizes the importance of tailored solutions for airlines, allowing them to maximize brand loyalty and growth through innovative connectivity options [2][8] - Viasat Amara supports flexible business models and a suite of digital products, such as Viasat Ads, aimed at increasing customer satisfaction and profitability for airlines [8]

Core Insights - Viasat Inc. has advanced its multi-orbit services roadmap by signing an agreement with Telesat to integrate Telesat Lightspeed LEO Ka-band capacity into its network, enhancing connectivity across its mobility and defense sectors [1][3] Group 1: Service Integration and Benefits - The integration of Telesat Lightspeed's LEO capacity with Viasat's ultra-high throughput satellites will provide customers with fast, reliable, and cost-effective connectivity services, supported by comprehensive Service Level Agreements (SLAs) [2][3] - The new services aim to ensure reliable broadband connections in high-demand areas such as hub airports and seaports, addressing the needs of various mobility customers [2][4] Group 2: Market Expansion and Customer Focus - Viasat's multi-orbit network already serves government, maritime, and energy sectors, and is being expanded to include commercial aviation's in-flight connectivity and entertainment solutions [3] - The company is focused on providing cost-effective, high-performance solutions that are resilient to service disruptions, leveraging its satellite fleet and partnerships with national operators and third-party satellites [4][5] Group 3: Strategic Partnerships and Resource Management - Viasat is forming partnerships with multiple GSO and NGSO operators to enhance service delivery, resource utilization, and capital efficiency [5] - The company is committed to ensuring equitable access to space resources and supporting regulatory frameworks that enable sustainable multi-orbit solutions [5]

ViaSat (VSAT) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, VSAT crossed above the 20-day moving average, suggesting a short-term bullish trend.A well-liked tool among traders, the 20-day simple moving average offers a look back at a stock's price over a 20-day period. This is very beneficial to short-term traders, as it smooths out short-term price trends and gives more trend reversal signals than longer-term moving averages.Simil ...

Core Viewpoint - IHS Holding has significantly outperformed its peers in the Computer and Technology sector year-to-date, with a return of 83.9% compared to an average loss of 8.9% for the sector [4]. Company Performance - IHS Holding is currently ranked 1 (Strong Buy) in the Zacks Rank system, indicating strong analyst sentiment and a positive earnings outlook [3]. - The Zacks Consensus Estimate for IHS' full-year earnings has increased by 30.9% in the past quarter, reflecting improved analyst sentiment [3]. - IHS Holding belongs to the Communication - Infrastructure industry, which is ranked 3 in the Zacks Industry Rank, with an average gain of 29.2% year-to-date [5]. Industry Comparison - The Computer and Technology sector includes 603 individual stocks and has a Zacks Sector Rank of 6, indicating its relative performance compared to other sectors [2]. - Another notable performer in the sector is ViaSat (VSAT), which has returned 34.8% year-to-date, but still lags behind IHS Holding [4]. - The Wireless Equipment industry, to which ViaSat belongs, is ranked 37 and has seen a slight decline of 0.6% year-to-date [6].

According to data compiled by S&P Global Market Intelligence, Viasat (VSAT -0.65%) stock was up by more than 17% week to date as of early Friday morning. Investors were cheered by news of the next-generation telecom services provider's participation in a large project involving a communications system to enhance coverage far from Earth. Europeans in spaceViasat broke the big news on Tuesday, when it divulged that it had officially joined the European Space Agency's (ESA) Moonlight initiative. This is an amb ...

Core Insights - Viasat, Inc. has joined the Moonlight project of the European Space Agency to develop a communication and navigation infrastructure for lunar missions [1][2] - The project aims to enhance communication capabilities between Earth and the Moon, facilitating future lunar exploration [3][4] Company Developments - Viasat will design a robust communication network and provide end-to-end services, including lunar surface terminals and ground infrastructure [2][4] - The initial phase of the Moonlight project is fully funded by the European Space Agency, reducing financial risks for Viasat [5] Market Position - Viasat is investing in the ViaSat-3 broadband communications platform, which will significantly increase bandwidth capacity compared to its predecessor [6] - The company is positioned to serve emerging markets across South America, Africa, the Middle East, and Western Asia, enhancing its competitive edge [6] Financial Performance - Viasat's stock has decreased by 35.2% over the past year, contrasting with the industry's growth of 44.4% [7] - The company has delivered an earnings surprise of 158.41% over the trailing four quarters, indicating strong performance [10]