Viasat Wins First Task Order Award as part of $307 Million Ceiling U.S. Marine Corps Enterprise Services Contract for Multi-Orbit Connectivity

Viasat Inc. has been awarded an initial $42 million task order under a seven-year, up to $307 million IDIQ contract to provide fully managed, end-to-end global satellite services for the United States Marine Corps. The contract covers multi-orbit connectivity across L-, Ku, and Ka-bands, including access to Viasat's next-generation ViaSat-3 satellites, with 24x7x365 network and security operations support.

09/23/2026, 8:00 AM • GlobeNewswire

Space42 und Viasat unterzeichnen verbindliche Vereinbarung zur Gründung von Equatys: erste gemeinsame Plattform für Weltraum- und Bodeninfrastruktur für globale Direct-to-Device- und fortschrittliche MSS-Konnektivität

Space42 and Viasat have signed a binding agreement to establish Equatys, a joint space and ground infrastructure platform for global Direct-to-Device and advanced mobile satellite services. The companies commit up to $1 billion in combined equity, with Viasat serving as the primary technology contractor. The platform aims to leverage over 100 MHz of coordinated MSS spectrum and relationships with 400+ mobile operators worldwide to enable satellite connectivity on standard smartphones and IoT devices.

09/14/2026, 7:33 PM • GlobeNewswire

Space42·Viasat, Equatys 공동 설립 위한 구속력 있는 계약 체결…글로벌 D2D·첨단 MSS 위한 최초의 공동 우주·지상 인프라 플랫폼 구축

Space42 and Viasat have signed a binding agreement to establish Equatys, a neutral shared space and ground infrastructure platform for Direct-to-Device (D2D) and advanced Mobile Satellite Service (MSS) connectivity. The companies commit up to $1 billion in combined equity investments, with Space42 and Viasat each investing $400 million initially, and Space42 committing an additional $200 million in future funding rounds. Equatys will operate on a tower company model, enabling multiple satellite operators to share infrastructure while maintaining independent frequency rights and customer relationships. The platform is designed to scale to 2,800 satellites across 60 orbital planes and 3 altitude layers.

09/14/2026, 7:33 PM • GlobeNewswire

Space42 与 Viasat 签署约束性协议，共同创立 Equatys，打造全球首个面向直连设备与先进 MSS 连接的共享太空及地面基础设施平台

Space42 and Viasat have signed a binding agreement to establish Equatys, a shared satellite and ground infrastructure platform for direct-to-device (D2D) and advanced mobile satellite services. The two companies will commit up to $1 billion in combined equity, with each contributing $400 million initially and Space42 adding $200 million in a future third-party funding round. The platform will operate on a 'tower company' model, allowing multiple operators to share standardized infrastructure while maintaining independent customer relationships. Viasat will serve as the chief technology contractor.

09/14/2026, 7:33 PM • GlobeNewswire

Space42 et Viasat signent un accord contraignant en vue de cofonder Equatys, aboutissant à la création de la première plateforme partagée d’espaces et d’infrastructures au sol dédiée à la connectivité mondiale direct-to-device (D2D) et aux services MSS avancés

Space42 and Viasat have signed a binding agreement to create Equatys, a shared satellite and ground infrastructure platform for global direct-to-device (D2D) connectivity and advanced mobile satellite services (MSS). The two companies will commit up to $1 billion in combined equity capital, with Viasat serving as the primary technology provider. The platform will follow a Tower Company model, enabling multiple operators to share infrastructure while maintaining their spectrum rights and commercial independence. The initial constellation will eventually scale to 2,800 satellites across 60 orbital planes.

09/14/2026, 7:33 PM • GlobeNewswire

スペース42とバイアサット、エクアティスを共同設立するための拘束力のある契約を締結し、グローバルなダイレクト・ツー・デバイス接続および高度なMSS接続に向けた初の共有宇宙・地上インフラプラットフォームを構築する

Space42 and Viasat have signed a binding agreement to jointly establish Equatys, a shared space and ground infrastructure platform designed to provide direct-to-device (D2D) and advanced mobile satellite services (MSS) connectivity globally. The two companies commit up to $1 billion in combined equity funding. Equatys will operate on a tower company model, allowing multiple licensed operators to share satellite and ground infrastructure while maintaining their own frequency licenses and commercial relationships. The initial constellation is designed to expand to 2,800 satellites across 60 orbital planes and three altitude layers.

09/14/2026, 7:33 PM • GlobeNewswire

Is Rocket Lab Stock a Buy After Its Big Contract Win?

Rocket Lab announced participation in the U.S. Space Force's $981 million NITE-STAR program, but the actual value to the company is significantly less impressive. With 15 companies competing for task orders over a 10-year period, Rocket Lab can expect approximately $6.5 million annually—less than 1% of its current $770 million revenue. The analyst concludes this is insufficient to justify the stock's current valuation of 60x sales while unprofitable.

08/20/2026, 3:05 PM • The Motley Fool

AST SpaceMobile vs. First Majestic Silver: Which Industrials Stock Is a Better Buy in 2026?

AST SpaceMobile, a satellite broadband company, is compared against First Majestic Silver, a profitable mining company. AST SpaceMobile burns $1.1B in cash annually while pursuing growth in space-based cellular networks, whereas First Majestic generates $472M in free cash flow with a strong balance sheet. The choice reflects a growth-vs.-stability investment dilemma, with AST expected to reach profitability by 2027 and First Majestic benefiting from rising silver prices.

08/04/2026, 2:13 PM • The Motley Fool

Lumen Technologies vs. Viasat: Which Data Network Stock Is a Better Buy in 2026?

Lumen Technologies and Viasat represent two distinct infrastructure plays in global communications. Lumen is transitioning from legacy services to enterprise fiber and AI networking following its residential fiber divestiture to AT&T, but faces significant debt and declining revenue. Viasat provides satellite-based connectivity with strong government contracts and improving cash flow, though it carries substantial debt and faces competition from well-capitalized rivals. The analysis concludes Viasat is the better buy in 2026 due to its alignment with satellite data service trends and stronger financial trajectory.

07/16/2026, 10:13 AM • The Motley Fool

Viasat demonstrates first integrated automotive satellite voice call capability with BMW Group

Viasat showcased the first automotive satellite voice call demonstration integrated into a BMW Group vehicle at the 5G Automotive Association Meeting in Munich. The technology, utilizing Qualcomm's Snapdragon Auto 5G Modem and Fraunhofer IIS NESC AI voice codec, enables voice and messaging connectivity via NB-IoT protocol over Viasat's L-band satellite network in areas with limited cellular coverage.

07/16/2026, 4:54 AM • GlobeNewswire

Why Viasat Stock Went to the Moon Today

Rocket Lab announced an $8 billion acquisition of Iridium Communications, which sparked investor enthusiasm across the space sector. Viasat stock surged 19.74% despite not being directly involved in the deal, as investors speculate it could become a future merger target due to its valuable wireless spectrum holdings. The acquisition signals industry consolidation as smaller space companies seek to compete with SpaceX.

06/29/2026, 11:04 AM • The Motley Fool

Staying Away From SpaceX? Here Are 3 Other Stocks That Can Boost Your Portfolio's Satellite Economy Exposure.

Following SpaceX's record IPO with a lofty valuation, investors seeking satellite economy exposure may consider three alternatives: Rocket Lab, which competes directly with SpaceX's launch services; AST SpaceMobile, offering 5G satellite connectivity to smartphones; and Viasat, with strong defense contracts offsetting aviation challenges. Each presents unique opportunities and risks in the growing space industry.

06/26/2026, 7:29 AM • The Motley Fool

Viasat’s Orbiting Profits: Space Force Jackpot?

Viasat secured a lucrative $437.7 million Space Force contract under the Protected Tactical SATCOM-Global program to develop maneuverable, anti-jam mini-GEO satellites. Following its 2023 Inmarsat acquisition, the company has shifted to 75% government/enterprise revenue. With completion of its ViaSat-3 constellation in April 2026, Viasat is transitioning from heavy capital expenditure to cash generation, positioning it for margin expansion. Activist investor Carronade Capital suggests a defense unit spinoff could unlock $11 billion in shareholder value.

06/15/2026, 11:20 AM • Investing

Scared to Buy SpaceX Shares? These 3 Stocks Give You a Back Door In.

Rather than buying SpaceX directly at its $1.75 trillion valuation, investors may find better opportunities in three publicly traded companies positioned to benefit from SpaceX's infrastructure expansion: Intuitive Machines (lunar missions and NASA contracts), AST SpaceMobile (satellite broadband network using SpaceX launches), and Viasat (government/defense satellite communications).

06/14/2026, 4:05 PM • The Motley Fool

Why Viasat Stock Went to the Moon Today

Viasat stock surged 18.2% after winning a U.S. Space Force contract to build a mini-GEO dual X/Ka-band communications satellite as part of the Protected Tactical SATCOM-Global (PTS-G) program. The contract, worth approximately $219 million (half of the $437.7 million total awarded to both Viasat and Intelsat), represents about 4.7% of Viasat's trailing-12-month sales and could expand significantly if follow-on orders materialize under the program's $4 billion ceiling.

06/11/2026, 7:26 PM • The Motley Fool