Telesat
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Consensus Narrative from 2 Analysts
Reliance On Lightspeed Amid Starlink Competition Will Pose Revenue Risks
Key Takeaways Telesat's shift from GEO to LEO satellites risks short-term profitability due to high capital expenses and staffing needs, affecting margins and earnings. Heavy reliance on Lightspeed's market success amid Starlink competition threatens future revenue growth and customer acquisition goals.
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FV
5.1% undervalued intrinsic discount-3.64%
Revenue growth p.a.
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12 days ago author updated this narrative