Viasat マネジメント
マネジメント 基準チェック /34
Viasatの CEO はMark Dankbergで、 Jan1986年に任命され、 の在任期間は 40.58年です。 の年間総報酬は$ 14.21Mで、 9.9%給与と90.1%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.79%を直接所有しており、その価値は$ 90.19M 。経営陣と取締役会の平均在任期間はそれぞれ3.8年と3.9年です。
主要情報
Mark Dankberg
最高経営責任者
US$14.2m
報酬総額
| CEO給与比率 | 9.90% |
| CEO在任期間 | 40.6yrs |
| CEOの所有権 | 0.8% |
| 経営陣の平均在職期間 | 3.8yrs |
| 取締役会の平均在任期間 | 3.9yrs |
経営陣の近況
Recent updates
Seeking Alpha • Aug 13
Viasat: The Stock Rallied, But The Business Hasn't Kept Up
Summary Viasat has surged nearly 780% since spring 2025, but fundamentals lag this dramatic revaluation. Recent results showed a 1% revenue decline, a 7% adjusted EBITDA drop, and a $52 million net loss, despite strong backlog growth. Management guides for only mid-single-digit revenue growth and flat to slightly higher adjusted EBITDA for FY2027, with $180 million free cash flow. I issue a Sell rating: the current valuation already prices in aggressive future execution, leaving little room for upside surprise and significant downside risk. Read the full article on Seeking Alpha分析記事 • Aug 07
Here's What Analysts Are Forecasting For Viasat, Inc. (NASDAQ:VSAT) After Its First-Quarter Results
Viasat, Inc. ( NASDAQ:VSAT ) missed earnings with its latest quarterly results, disappointing overly-optimistic...
ナラティブ更新 • Aug 05
VSAT: Spectrum And D2D Upside Will Rely On Spectrum Monetization
Analysts have raised their consolidated fair value estimate for Viasat to $97.04 per share from $94.56, reflecting higher Street price targets that emphasize the perceived value of the company's spectrum assets and upcoming Viasat-3 milestones. Analyst Commentary Recent Street research around Viasat clusters around two main themes.
ナラティブ更新 • Jul 14
VSAT: Global MSS Spectrum And D2D Potential Will Drive Future Upside
Analysts have lifted their Viasat fair value estimate from $92.64 to $140, citing higher spectrum valuation, emerging D2D potential, and a reappraisal of the core business and satellite pipeline in recent Street research. Analyst Commentary Recent Street research on Viasat points to a cluster of bullish analysts highlighting spectrum value, satellite milestones, and potential corporate actions as key parts of the story.ナラティブ更新 • Jun 30
VSAT: Spectrum And D2D Upside Will Test Execution Discipline
Analysts have lifted their fair value estimate for Viasat from about $51 to roughly $95, citing higher spectrum valuations, the developing D2D opportunity, and upcoming Viasat-3 milestones as key supports for richer revenue growth, profit margin, and P/E assumptions. Analyst Commentary Recent Street research around Viasat centers on how much value investors assign to its spectrum holdings, the developing direct to device, or D2D, opportunity, and execution on the Viasat 3 constellation.
ナラティブ更新 • Jun 16
VSAT: Regulatory Delays On New Satellites Will Likely Cap Stock Upside
The analyst price target for Viasat has shifted from $48.00 to $49.00, reflecting analyst views that recent sector-wide target increases, along with the emphasis on the value of Viasat's spectrum assets, defense technology operations, and upcoming Viasat-3 milestones, support a slightly higher fair value estimate. Analyst Commentary Recent research coverage on Viasat highlights a wide range of price targets, with several firms publishing higher numbers that cluster in the US$90 to US$106 range.ナラティブ更新 • Jun 01
VSAT: Satellite Deployment And Regulatory Setbacks Will Likely Undercut Spectrum Optimism
Narrative Update The analyst price target for Viasat has moved higher toward a range of $90 to $106. Analysts have pointed to progress on Viasat 3 satellites, the value of the company’s spectrum assets, and growing attention on its Defense & Advanced Technologies business as key reasons for the reassessment.ナラティブ更新 • May 14
VSAT: MSS Spectrum And Space Platform Positioning Will Surface Future Upside Potential
Analysts raised their Viasat fair value estimate from $58.00 to $92.64, citing recent price target increases, the company's global MSS spectrum position, and new sector coverage initiations as key factors supporting the higher valuation range. Analyst Commentary Recent Street research has leaned constructive on Viasat, with several bullish analysts updating views around coverage, valuation and the company’s spectrum assets.ナラティブ更新 • Apr 28
VSAT: Spectrum Hopes Around Amazon Agreement Will Likely Disappoint
Analysts have lifted their fair value estimate for Viasat from about $26.66 to $48.00, citing recent price target increases, the upcoming F3 launch, spectrum value discussions related to the Amazon agreement, and several upgrades that reference a higher forward P/E assumption. Analyst Commentary Recent Street research has focused on the mix of upside potential around the upcoming F3 launch, spectrum value linked to the Amazon agreement, and higher assumed forward P/E multiples, alongside execution and valuation risks that could cap returns if things do not go as planned.ナラティブ更新 • Apr 14
VSAT: Sum Of The Parts Optimism Will Pressure Execution And Capital Discipline
Analysts have raised their price target on Viasat from about $41 to roughly $51, citing updated assumptions for fair value, a slightly lower discount rate, revised revenue growth expectations, and a higher profit margin outlook supported by recent research upgrades from several major firms. Analyst Commentary Recent research updates point to a more constructive view on Viasat's fair value, with several firms adjusting ratings and targets alongside refreshed assumptions on growth and profitability.ナラティブ更新 • Mar 31
VSAT: Defense Spinout Evaluation Will Surface Future Upside Potential
Analysts have lifted the fair value estimate for Viasat from $52.00 to $58.00 as they factor in updated sum of the parts valuation work, higher projected profit margins, and potential portfolio moves similar to recent defense spinout activity in the sector. Analyst Commentary Recent Street research points to a more constructive view on Viasat as bullish analysts refresh their models around sum of the parts valuation work, higher projected margins, and the potential for portfolio moves that echo broader defense sector activity.ナラティブ更新 • Mar 17
VSAT: Spinout Optimism Around Defense Unit Will Still Likely Disappoint
Analysts have lifted their $ price target on Viasat, citing updated sum-of-the-parts valuation work, a refreshed view on the potential value of its defense and advanced technologies unit, and slightly adjusted assumptions around discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Even with higher price targets and renewed attention on the defense and advanced technologies unit, research commentary on Viasat still highlights a mix of optimism and caution.ナラティブ更新 • Mar 03
VSAT: Spinout Hopes Around Defense Unit Will Likely Disappoint
The latest Street research implies a higher consolidated analyst price target for Viasat, with firms pointing to updated sum of the parts valuation work, a revised $39 target from Morgan Stanley, and potential value from any future spinout of the defense and advanced technologies division, which analysts see as echoing recent plans at L3Harris. Analyst Commentary Recent research on Viasat has centered on how to value the different pieces of the business, with several firms talking about sum of the parts work, potential spinout scenarios, and what that could mean for the equity story.ナラティブ更新 • Feb 16
VSAT: Elevated Multiple Relies On Uncertain Defense Spinout Execution
Narrative Update on Viasat The updated analyst price target for Viasat has risen from about $10.00 to roughly $26.66, with analysts pointing to sum of the parts valuation work, higher assumed revenue growth, modestly stronger profit margins and a higher future P/E multiple, as well as potential value from possible spinout scenarios. Analyst Commentary Recent research has highlighted both upside scenarios and areas where expectations may prove difficult for Viasat to meet.ナラティブ更新 • Feb 02
VSAT: Potential Defense Spinout And New Ka Band Capacity Will Drive Upside
Analysts recently lifted their Viasat price target by $39, citing refreshed views on long term growth, profitability and P/E assumptions, and pointing to potential portfolio moves similar to L3Harris's planned spinout as a key part of the story. Analyst Commentary Bullish analysts have been pointing to refreshed views on Viasat's long term growth profile, profitability path and P/E assumptions as they reassess the stock.ナラティブ更新 • Jan 19
VSAT: Potential Defense Spinout And Execution Risks Will Pressure Future Returns
Analysts lifted their Viasat fair value estimate from $36.25 to $41.13, citing recent price target increases and growing interest in potential spinout options identified in the latest Street research. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher price target as support for a higher fair value range, suggesting that recent research is incorporating potential upside from corporate actions and portfolio changes.分析記事 • Jan 16
Viasat, Inc. (NASDAQ:VSAT) Held Back By Insufficient Growth Even After Shares Climb 28%
Viasat, Inc. ( NASDAQ:VSAT ) shareholders have had their patience rewarded with a 28% share price jump in the last...ナラティブ更新 • Jan 05
VSAT: Future Multi Orbit Government Contracts Will Support Bullish Upside Potential
Analysts have nudged their fair value estimate for Viasat up from US$50.00 to US$52.00, citing updated assumptions for revenue growth, profit margins, and a lower discount rate, which also leads them to apply a modestly lower future P/E multiple. What's in the News Viasat announced an expanded global Ka-band satellite communications network for government and military users, integrating its own Ka-band satellites, the Global Xpress fleet and partner satellites to offer interoperable, multi orbit connectivity and roaming with MILSATCOM Ka-band systems (Product related announcement).ナラティブ更新 • Dec 14
VSAT: Future Breakup Optionality And Competitive Pressures Will Shape Share Performance
Analysts have raised their price target on Viasat to $23 from $10, citing a higher potential breakup valuation around $36 per share but warning that intensifying competition and limited satellite growth prospects temper the upside. Analyst Commentary Bullish analysts highlight that the higher price target reflects improved breakup value potential, suggesting that the sum of Viasat's parts could be worth meaningfully more than the current share price in an optimal strategic scenario.ナラティブ更新 • Nov 29
VSAT: Future Breakup Uncertainty And Competition Will Define Market Direction
Analysts have raised their price target for Viasat from $10 to $23 per share, citing improved valuation metrics. However, they caution that further upside depends on the uncertain prospect of a company breakup and ongoing competitive pressures in the satellite business.ナラティブ更新 • Nov 15
VSAT: Future International Spectrum Deals And Competitive Pressures Will Shape Outlook
Analysts have raised their price target for Viasat from $26.14 to $36.25 per share, reflecting improved expectations for the company’s spectrum value, profit outlook, and international growth potential. Analyst Commentary Analyst opinions on Viasat remain mixed, with some seeing notable upside potential while others urge caution regarding future growth and valuation.分析記事 • Nov 14
US$36.25 - That's What Analysts Think Viasat, Inc. (NASDAQ:VSAT) Is Worth After These Results
Viasat, Inc. ( NASDAQ:VSAT ) came out with its second-quarter results last week, and we wanted to see how the business...ナラティブ更新 • Nov 01
VSAT: Increased Competition Will Likely Limit Benefits From Spectrum Holdings
Analysts have raised their price target for ViaSat to $25 from $16, citing stronger-than-expected quarterly results and the company's valuable spectrum holdings as key factors supporting the higher valuation. Analyst Commentary Recent Street research offers a range of views on ViaSat's outlook, reflecting both optimism and caution among analysts regarding the company's valuation, future growth, and strategic positioning.分析記事 • Oct 31
There's No Escaping Viasat, Inc.'s (NASDAQ:VSAT) Muted Revenues Despite A 33% Share Price Rise
Viasat, Inc. ( NASDAQ:VSAT ) shares have continued their recent momentum with a 33% gain in the last month alone. This...ナラティブ更新 • Oct 17
Global Demand For Secure Connectivity Will Empower Hybrid Networks
Analysts have modestly increased their price target for Viasat to $26.14, citing the company's valuable spectrum holdings and mixed prospects across core business segments as supporting factors for the revision. Analyst Commentary Analyst opinions on Viasat remain divided, reflecting a mixture of optimism around the company's asset portfolio and caution due to competitive and business-specific risks.ナラティブ更新 • Oct 03
Global Demand For Secure Connectivity Will Empower Hybrid Networks
Analysts have raised their price target for Viasat from approximately $24.29 to $26.14 per share. This reflects renewed optimism surrounding the company's valuable spectrum holdings, supported by recent market comparisons and performance updates.ナラティブ更新 • Aug 06
Global Demand For Secure Connectivity Will Empower Hybrid Networks
Viasat's higher consensus price target reflects an increase in forward P/E, indicating improved earnings expectations despite a higher discount rate, resulting in fair value rising from $18.29 to $19.71. What's in the News Viasat will evaluate a potential IPO or spinoff of its defense technology business following pressure from activist investor Carronade Capital Management.CEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | -US$29m |
| Mar 31 2026 | US$14m | US$1m | -US$34m |
| Dec 31 2025 | n/a | n/a | -US$339m |
| Sep 30 2025 | n/a | n/a | -US$522m |
| Jun 30 2025 | n/a | n/a | -US$598m |
| Mar 31 2025 | US$8m | US$1m | -US$575m |
| Dec 31 2024 | n/a | n/a | -US$419m |
| Sep 30 2024 | n/a | n/a | -US$385m |
| Jun 30 2024 | n/a | n/a | -US$1b |
| Mar 31 2024 | US$9m | US$1m | -US$1b |
| Dec 31 2023 | n/a | n/a | -US$1b |
| Sep 30 2023 | n/a | n/a | -US$952m |
| Jun 30 2023 | n/a | n/a | -US$255m |
| Mar 31 2023 | US$7m | US$1m | -US$218m |
| Dec 31 2022 | n/a | n/a | -US$209m |
| Sep 30 2022 | n/a | n/a | -US$196m |
| Jun 30 2022 | n/a | n/a | -US$147m |
| Mar 31 2022 | US$12m | US$1m | -US$115m |
| Dec 31 2021 | n/a | n/a | -US$54m |
| Sep 30 2021 | n/a | n/a | -US$14m |
| Jun 30 2021 | n/a | n/a | US$9m |
| Mar 31 2021 | US$9m | US$1m | -US$80m |
| Dec 31 2020 | n/a | n/a | -US$2m |
| Sep 30 2020 | n/a | n/a | -US$2m |
| Jun 30 2020 | n/a | n/a | -US$1m |
| Mar 31 2020 | US$12m | US$1m | -US$212k |
報酬と市場: Markの 総報酬 ($USD 14.21M ) は、 US市場 ($USD 14.46M ) の同様の規模の企業の平均とほぼ同じです。
報酬と収益: Markの報酬は増加しましたが、会社は利益を上げていません。
CEO
Mark Dankberg (71 yo)
40.6yrs
在職期間
US$14,208,178
報酬
Mr. Mark D. Dankbergserves as Executive Chairman at ViaSat, Inc. since November 3, 2020 and serves as its Chief Executive Officer since July 01, 2022. He co-founded ViaSat, Inc. in May 1986 and served as i...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Co-Founder | 40.6yrs | US$14.21m | 0.79% $ 90.2m | |
| Senior VP & CFO | 1.9yrs | US$7.21m | 0.023% $ 2.6m | |
| Corporate Chief Technology Officer & Senior VP of Engineering | 2.4yrs | US$4.01m | 0.045% $ 5.2m | |
| Senior VP | 9.3yrs | US$3.94m | 0.036% $ 4.1m | |
| Senior VP & President of Viasat Government | 5.3yrs | US$3.46m | 0.029% $ 3.3m | |
| Chief Accounting Officer | less than a year | データなし | 0.0080% $ 909.8k | |
| Investor Relations Officer | no data | データなし | データなし | |
| Chief Corporate Counsel & VP | no data | データなし | データなし | |
| Senior VP & President of Commercial Services | 6.4yrs | US$2.23m | 0.036% $ 4.1m | |
| President of Commercial | 4.8yrs | データなし | 0.015% $ 1.8m | |
| President of Viasat Global Services | 2.8yrs | データなし | データなし | |
| Chief Enterprise and Strategy Officer | less than a year | データなし | 0.0069% $ 785.4k |
3.8yrs
平均在職期間
55yo
平均年齢
経験豊富な経営陣: VSATの経営陣は 経験豊富 であると考えられます ( 3.8年の平均在職年数)。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Co-Founder | 40.3yrs | US$14.21m | 0.79% $ 90.2m | |
| Director | 9.9yrs | US$427.46k | 0.040% $ 4.6m | |
| Independent Director | less than a year | データなし | データなし | |
| Independent Director | 6.5yrs | US$364.96k | 0.0080% $ 912.1k | |
| Independent Director | 22yrs | US$372.46k | 0.022% $ 2.6m | |
| Independent Director | less than a year | データなし | データなし | |
| Lead Independent Director | 8.6yrs | US$384.96k | 0.010% $ 1.2m | |
| Independent Director | 1.3yrs | US$403.67k | 0.00073% $ 83.3k | |
| Independent Director | 1.3yrs | US$416.17k | 0.00073% $ 83.3k | |
| Independent Director | less than a year | US$254.91k | データなし |
3.9yrs
平均在職期間
62yo
平均年齢
経験豊富なボード: VSATの 取締役会 は 経験豊富 であると考えられます ( 3.9年の平均在任期間)。
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/08/17 21:09 |
| 終値 | 2026/08/17 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2026/03/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Viasat, Inc. 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。20
| アナリスト | 機関 |
|---|---|
| Mathieu Robilliard | Barclays |
| Benjamin Heelan | BofA Global Research |
| Michael Crawford | B. Riley Securities, Inc. |