Equity Profile

VSAT

Viasat, Inc.

Information TechnologyCommunications Equipment$9.2B

May14Fri

Pre-Earnings Brief

UpcomingQ4-2026Pre-Market9:00 AM EDT

Company Snapshot

Viasat, Inc. is a technology company that specializes in satellite communications, providing high-speed internet and secure communications services....

Key Metrics to Watch

Revenue Growth

This metric will indicate how well Viasat is expanding its customer base and service offerings, which is crucial for investor confidence.

N/A

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will help assess whether the company is meeting or exceeding market expectations.

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 satellite communications, providing high-speed internet and secure communications services. As a player in the Information Technology sector, Viasat is positioned to benefit from growing demand for connectivity and data services, especially in remote areas and for government applications.

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 a significant EPS surprise of $0.79, far exceeding expectations. However, the stock reacted negatively, dropping 5.65% the following day, indicating mixed investor sentiment despite the strong earnings.

Management Promises & Guidance

Focus on expanding service offerings in both commercial and government sectors.
Commitment to improving customer satisfaction and reducing churn.
Plans to enhance satellite technology for better service delivery.

Expectations

Wall Street Expectations

Overall, investors are cautiously optimistic about Viasat's upcoming earnings, especially given its history of beating EPS estimates. However, the lack of guidance and mixed reactions to past earnings may lead to volatility.

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 stock reaction.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could lead to a significant drop in stock price, especially given the recent negative reactions to earnings.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and how does it compare to previous quarters?

Given Viasat's history of beating EPS estimates, the market will closely watch this figure to gauge ongoing profitability.

How many new subscribers were added this quarter?

Subscriber growth is critical for future revenue and will indicate the company's ability to attract and retain customers.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Viasat's potential for subscriber growth, especially in underserved markets where demand for high-speed internet is increasing.

Supporting Evidence

Viasat's recent EPS surprises indicate strong operational performance that may not be fully reflected in current stock pricing.

The options market suggests a significant move, indicating that investors are anticipating more than just a typical earnings report.

Past performance shows that Viasat has consistently beaten EPS estimates, which could lead to a positive surprise this quarter.

Key Risk

If subscriber growth exceeds expectations, it could significantly alter the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is crucial as it will reflect Viasat's ability to sustain growth and profitability in a competitive market.

Bull Confirmed If

An EPS of $0.80 or higher would confirm the bull case, indicating strong profitability.

Bear Confirmed If

An EPS below $0.50 would confirm the bear case, raising concerns about the company's financial health.

Pre-Earnings Positioning

Options Market

Implied Move

±11.49%

Historical Avg

±2.8%

Pricing rich

The options market is pricing in a significant move, suggesting that investors expect notable 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)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Information Technology

n=30

Fade rate: 4 of 9 (44%)

This setup has occurred 30 times across Information Technology in the last 2 years. 4 of 9 faded and 5 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 4.4%, with a raw directional average of -0.5% (modestly negative historical bias).

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 for its services.

In-Line / Cautious

If results are in line with expectations, the stock may see a muted reaction, reflecting cautious investor sentiment.

Miss

In the event of a miss, history indicates a possible decline of around 5.65%, which could raise concerns about the company's growth trajectory.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

1 buy·0 sells

Members

House only

Est. Notional

$50,001.00–$100,000.00

disclosed dollar ranges

Most Active Members

D-ILJonathan JacksonRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new satellite launches and their impact on service capabilities.
2Details on customer acquisition strategies and subscriber growth metrics.
3Insights into competitive pressures and how Viasat plans to address them.
4Comments on government contracts and their contribution to revenue.
5Management's outlook on future market trends and potential challenges.

See the full picture

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Company Snapshot

Viasat, Inc. is a technology company that specializes in satellite communications, providing high-speed internet and secure communications services....

Key Metrics to Watch

Revenue Growth

This metric will indicate how well Viasat is expanding its customer base and service offerings, which is crucial for investor confidence.

N/A

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will help assess whether the company is meeting or exceeding market expectations.

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

Focus on expanding service offerings in both commercial and government sectors.
Commitment to improving customer satisfaction and reducing churn.
Plans to enhance satellite technology for better service delivery.

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 stock reaction.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could lead to a significant drop in stock price, especially given the recent negative reactions to earnings.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and how does it compare to previous quarters?

Given Viasat's history of beating EPS estimates, the market will closely watch this figure to gauge ongoing profitability.

How many new subscribers were added this quarter?

Subscriber growth is critical for future revenue and will indicate the company's ability to attract and retain customers.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Viasat's potential for subscriber growth, especially in underserved markets where demand for high-speed internet is increasing.

Supporting Evidence

Viasat's recent EPS surprises indicate strong operational performance that may not be fully reflected in current stock pricing.

The options market suggests a significant move, indicating that investors are anticipating more than just a typical earnings report.

Past performance shows that Viasat has consistently beaten EPS estimates, which could lead to a positive surprise this quarter.

Key Risk

If subscriber growth exceeds expectations, it could significantly alter the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is crucial as it will reflect Viasat's ability to sustain growth and profitability in a competitive market.

Bull Confirmed If

An EPS of $0.80 or higher would confirm the bull case, indicating strong profitability.

Bear Confirmed If

An EPS below $0.50 would confirm the bear case, raising concerns about the company's financial health.

Pre-Earnings Positioning

Options Market

Implied Move

±11.49%

Historical Avg

±2.8%

Pricing rich

The options market is pricing in a significant move, suggesting that investors expect notable 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)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Information Technology

n=30

Fade rate: 4 of 9 (44%)

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 for its services.

In-Line / Cautious

If results are in line with expectations, the stock may see a muted reaction, reflecting cautious investor sentiment.

Miss

In the event of a miss, history indicates a possible decline of around 5.65%, which could raise concerns about the company's growth trajectory.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

1 buy·0 sells

Members

House only

Est. Notional

$50,001.00–$100,000.00

disclosed dollar ranges

Most Active Members

D-ILJonathan JacksonRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new satellite launches and their impact on service capabilities.
2Details on customer acquisition strategies and subscriber growth metrics.
3Insights into competitive pressures and how Viasat plans to address them.
4Comments on government contracts and their contribution to revenue.
5Management's outlook on future market trends and potential challenges.