Viasat 경영진
경영진 기준 점검 4/4
Viasat CEO는 Mark Dankberg, Jan1986 에 임명되었습니다 의 임기는 40.42 년입니다. 총 연간 보상은 $7.88M, 17.3% 급여 및 82.7% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $69.79M 가치에 해당하는 회사 주식의 0.8% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 4.8 년과 3.7 년입니다.
핵심 정보
Mark Dankberg
최고경영자
US$7.9m
총 보수
| CEO 급여 비율 | 17.32% |
| CEO 재임 기간 | 40.4yrs |
| CEO 지분 보유율 | 0.8% |
| 경영진 평균 재임 기간 | 4.8yrs |
| 이사회 평균 재임 기간 | 3.7yrs |
최근 경영진 업데이트
Recent updates
내러티브 업데이트 • 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.Seeking Alpha • Jun 06
Viasat: Real Catalysts, But Not Enough Margin Of Safety
Summary Viasat offers growth catalysts in ViaSat-3, Defense & Advanced Technologies, and Equatys but remains capital intensive with high debt. At $72, VSAT trades at 9.5x FY2027 EV/EBITDA with only $180M free cash flow, making the risk/reward unattractive; a hold is warranted. The Defense & Advanced Technologies segment is outpacing Communication Services, with record backlog and strong contract wins, shifting VSAT's strategic mix. Equatys presents long-term optionality for shared satellite infrastructure, but material financial impact is distant; current valuation does not reflect sufficient upside. Read the full article on Seeking Alpha내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.Seeking Alpha • Apr 25
Viasat After Inmarsat - Moving Beyond Breakeven
Summary Viasat is transitioning toward sustainable profitability, leveraging its vertically integrated model and global reach to capitalize on strong satellite connectivity demand. Despite inconsistent profitability and high reinvestment needs, VSAT maintains positive operating cash flows and is moving beyond its breakeven threshold with improved margins and reduced cost. Recent improvements and market opportunities suggest potential sustained profitability. But there is currently no margin of safety based on an optimistic valuation. Read the full article on Seeking Alpha
새로운 내러티브 • Mar 24
Aviation, Maritime And Defense Sectors Will Benefit From Satellite Integrations
Strategic partnerships and satellite integration are set to boost revenue via expanded service offerings and improved customer satisfaction.Seeking Alpha • Feb 11
Viasat: Competition And Debt Creating Asymmetric Payoff
Summary Viasat faces rising competition and balance sheet issues but could generate strong cash flows in the next few years if it successfully navigates upcoming satellite launches. Despite recent setbacks, Viasat's NexusWave service and in-flight connectivity business show promise. Direct-to-device services could be another source of growth, although Viasat's strategy in this area is still taking shape. Near-term returns are likely to be dictated by upcoming satellite launches. Beyond this, Viasat will also need to demonstrate that it can successfully navigate competition. Read the full article on Seeking AlphaCEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -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 |
보상 대 시장: Mark의 총 보수(USD7.88M)는 US 시장에서 비슷한 규모 기업의 평균(USD8.37M) 수준입니다.
보상과 수익: Mark의 보상은 지난 1년 동안 회사 실적과 일치했습니다.
CEO
Mark Dankberg (71 yo)
40.4yrs
재임 기간
US$7,882,902
보수
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...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Co-Founder | 40.4yrs | US$7.88m | 0.80% $ 69.8m | |
| Senior VP & CFO | 1.8yrs | US$5.87m | 0.028% $ 2.5m | |
| Corporate Chief Technology Officer & Senior VP of Engineering | 2.3yrs | US$2.27m | 0.046% $ 4.0m | |
| Senior VP & President of Commercial Services | 6.3yrs | US$2.23m | 0.036% $ 3.2m | |
| Senior VP & President of Viasat Government | 5.1yrs | US$2.23m | 0.029% $ 2.6m | |
| Chief Accounting Officer | less than a year | 데이터 없음 | 0.0080% $ 704.2k | |
| Investor Relations Officer | no data | 데이터 없음 | 데이터 없음 | |
| Senior VP | 9.1yrs | 데이터 없음 | 0.036% $ 3.2m | |
| Chief Corporate Counsel & VP | no data | 데이터 없음 | 데이터 없음 | |
| Managing Director of Viasat Brazil | 5.4yrs | 데이터 없음 | 데이터 없음 | |
| President of Commercial | 4.6yrs | 데이터 없음 | 0.019% $ 1.7m | |
| President of Viasat Global Services | 2.6yrs | 데이터 없음 | 데이터 없음 |
4.8yrs
평균 재임 기간
55yo
평균 나이
경험이 풍부한 관리: VSAT의 경영진은 경험이 있음으로 간주됩니다(평균 재임 4.8 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Co-Founder | 40.1yrs | US$7.88m | 0.80% $ 69.8m | |
| Director | 9.8yrs | US$177.08k | 0.20% $ 17.9m | |
| Director | less than a year | 데이터 없음 | 데이터 없음 | |
| Independent Director | 6.3yrs | US$179.58k | 0.0080% $ 705.0k | |
| Independent Director | 21.8yrs | US$184.58k | 0.022% $ 1.9m | |
| Director | less than a year | 데이터 없음 | 데이터 없음 | |
| Lead Independent Director | 8.4yrs | US$192.08k | 0.010% $ 910.8k | |
| Independent Director | 1.1yrs | 데이터 없음 | 0.00073% $ 63.9k | |
| Independent Director | 1.1yrs | 데이터 없음 | 0.00073% $ 63.9k | |
| Independent Director | less than a year | 데이터 없음 | 데이터 없음 |
3.7yrs
평균 재임 기간
62yo
평균 나이
경험이 풍부한 이사회: VSAT의 이사회는 경험이 있음으로 간주됩니다(평균 재임 3.7 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/20 21:32 |
| 종가 | 2026/06/18 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2026/03/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
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산업 및 섹터 지표
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분석가 소스
Viasat, Inc.는 19명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Mathieu Robilliard | Barclays |
| Benjamin Heelan | BofA Global Research |
| Michael Crawford | B. Riley Securities, Inc. |