Will Viasat’s (VSAT) Telemetry Move with Skyrora Shape Its Competitive Edge in Satellite Services?

Simply Wall St
  • On October 1, 2025, Viasat announced it will provide its InRange satellite-based telemetry services for Skyrora’s upcoming sub-orbital rocket launch demonstrations, following successful ground testing in the UK.
  • This partnership highlights the growing commercial adoption of continuous, geostationary satellite connectivity solutions for space launch operations, with support from European and UK space agencies.
  • We'll explore how Viasat's expansion into launch telemetry services for commercial rockets could influence its long-term industry positioning.

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Viasat Investment Narrative Recap

Shareholders in Viasat need to believe in ongoing demand for secure satellite communications and the potential payoff from major infrastructure investments, despite competitive, regulatory, and capital challenges. The recent Skyrora partnership underscores Viasat’s technical expertise but does not materially impact the near-term financial catalyst, which remains the successful rollout of the ViaSat-3 satellite constellation; the central risk continues to be high capital expenditures and pressure on free cash flow during this critical period.

The upcoming October launch of ViaSat-3 Flight 2 stands out among recent announcements, closely tied to both Viasat’s most important growth opportunity, expanded global coverage, and its highest near-term risk, given the capital intensity and operational complexities of these projects.

However, investors should also be aware of the ongoing capital expenditure and leverage risks that could...

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Viasat's outlook anticipates $5.0 billion in revenue and $534.2 million in earnings by 2028. This is based on a 2.9% annual revenue growth rate and a $1.13 billion increase in earnings from the current level of -$598.5 million.

Uncover how Viasat's forecasts yield a $26.14 fair value, a 15% downside to its current price.

Exploring Other Perspectives

VSAT Community Fair Values as at Oct 2025

Ten members of the Simply Wall St Community estimate Viasat’s fair value between US$8.40 and US$112.88, reflecting widely differing opinions. In contrast, continued heavy capital spending remains front of mind for many shareholders considering future performance.

Explore 10 other fair value estimates on Viasat - why the stock might be worth over 3x more than the current price!

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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