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IRDM: 2Q16 Earnings: Strong Fundamentals Clouded by Liquidity Concerns 07/29/2016 20160729 IRDM DeLorme, Garmin, Aireon, FAA, SpaceX, Orbital ATK, FAA, Coface, Thales, Satelles
DGI: 2Q16 Earnings: “Beat and Raise” Propels Stock 16% 08/01/2016 20160801 DGI KACST/TOQNIA, NGA, NRO, DISA, DIA, esri, Uber
August 2016 Satellite & Space Monthly Review 08/03/2016 20160803 Moon Express, SpaceX, Deep Space Industries, Bigelow Aerospace, Planetary Resources, Effective Space, Virgin Galactic, Blue Origin, SpacePharma, Spaceflight Industries, SES, Arianespace, ULA, Orbital ATK
KVHI: 2Q16 Earnings: In-Line Results; Weak Mini-VSAT and Back-Ended Guidance Raise Concerns 08/04/2016 20160804 KVHI Inmarsat
ORBC: 2Q16 Earnings: “Beat and Maintain” Apparently Not Good Enough 10/05/2016 20161005 ORBC Carrier, CIMC, EMSA, EU, Doosan, Hub, Walmart, Inmarsat, AT&T, Verizon, Fleetmatics
SATS: 2Q16 Earnings: Middling Results, But New Capacity on the Horizon 08/15/2016 20160815 SATS DISH, Eutelsat, Telesat, SES, OneWeb, ULA, ViaSat
VSAT: 1Q17 Earnings: A Status Quo Quarter; Waiting on ViaSat-2 08/16/2016 20160816 VSAT Boeing, Ex-Im, Eutelsat, JetBlue, United, Virgin America, El Al, American Airlines, Telesat
Disaster on the Launchpad; Implications for SpaceX and the Industry 09/02/2016 20160902 Spacecom, Xinwei, IAI, Facebook, Eutelsat, EchoStar, Intelsat, Yahsat, Avanti, Iridium, KT Corp., NASA, Aireon, ViaSat, Inmarsat, Arabsat, Telesat, SES
OA: Stratolaunch Back in Play – Second Time’s a Charm? 10/16/2016 20161016 OA Stratolaunch, SpaceX, Aerojet Rocketdyne, Sierra Nevada, NASA, USAF, Virgin Galactic, Rocket Labs
DGI: DigitalGlobe Doubles Down on GEOINT 10/12/2016 20161012 DGI The Radiant Group
DGI: 3Q16: Across-the-Board Growth Drives Another Beat and Raise; Launch Date Confirmed 10/26/2016 20161026 DGI Uber, esri, Microsoft, VRICON, Saab, Radiant, Timbrio, NGA, DIA
IRDM: 3Q16: Iridium Raises 2016 Forecast; Pushes out NEXT Completion Until 2018 due to Launch Delays 10/28/2016 20161028 IRDM DeLorme, Garmin, SpaceX, NASA, DoD, FAA, Aireon, FlightAware, Coface, Komatsu, Caterpillar, Doosan
Intelsat: End of the Slow Bleed? Prices “Stabilizing” with Capacity Growth on the Horizon 11/02/2016 20161102 I Global Eagle Entertainment, Boeing, General Atomics
ORBC: 3Q16: Guidance Lowered on Hardware Hiccup; Record Backlog, Larger Orders Bode Well for 2017? 11/07/2016 20161107 ORBC Doosan, Hub, Walmart, Inmarsat, Global Fishing Watch, Carrier
HRS: Solid 1Q17 Bodes Well for FY17 Outlook, Radio Step-Up Looms as Merger Distractions Fade 11/11/2016 20161111 HRS Caprock, Speedcast, Aireon, General Dynamics, Rockwell Collins,
KVHI: Delayed TACNAV Orders Boost Q3 but Drag Down 2016; Looking Ahead to 2017 for a Breakout Year? 11/29/2016 20161129 KVHI Panasonic, Global Eagle Entertainment
SATS: EchoStar Reports Solid Q3 on Eve of Major Launch Campaign; A 40% Boost for Echo 19 12/05/2016 20161205 SATS DISH, Eutelsat, Telesat, SES, Global Eagle Entertainment, Gogo, Yahsat, Panasonic, Thales, ViaSat, Qest, ThinKom, Astronics,
SATS: Trading Places; Second Time's a Charm? 02/01/2017 20170201 SATS DISH
ORBC: 4Q16 Large Rollouts Portend Upside in 2017 02/03/2017 20170203 ORBC JB Hunt, Hub, Prime, Walmart, CR England, Maerospace, Lloyd's List Group, Carrier, Verizon
HRS: Portfolio Cleanup Done; HRS to Return-to-Growth in FY18 02/07/2017 20170207 HRS SpeedCast, General Dynamics, Rockwell Collins
VSAT: Soft Q3 and Launch Delay Weigh on Stock; ViaSat-3 Outlook Boosted by Stock Offering, Expanded Eutelsat JV 02/14/2017 20170214 VSAT Boeing, Ex-Im, Eutelsat, JetBlue, United, Virgin America, El Al, American Airlines, Telesat
DGI: MDA Considers Dining on DGI 02/22/2017 20170222 DGI MDA, General Dynamics, Harris, Lockheed, BAE, Ball Aerospace, Orbital ATK
DGI: MDA to Acquire DGI for $35 02/24/2017 20170224 DGI MDA
IRDM: A Solid Finish to 2016 and In-Line Guide for 2017; Credit Amendment to Provide Breathing Room Until 1Q19 02/27/2017 20170227 IRDM Garmin, Thales, Boeing, SpaceX
SATS: Prospect Brighten for 2017; Consumer, Aero, Satellite Services Poised to Grow; Good Riddance to Set Top Boxes 03/01/2017 20170301 SATS ViaSat, Gogo, Eutelsat, Yahsat, Panasonic, Qest, ThinKom, Astronics, Global Eagle, Panasonic, Thales, SpaceX, ILS
Intelsat: The OneWeb Merger – A New Lease on Life or a Path Best Avoided? And, Intelsat Just Beat-and-Raised ! 03/14/2017 20170314 I OneWeb, SES, Telesat, ViaSat, SpaceX, Boeing, LeoSat, ProtoStar, XTAR, IPSTAR, Arianespace, SpaceX, Hughes, iDirect, SSTL, SNC, Clyde Space, Tyvak, GomSpace, Virgin Galactic, Blue Origin, Facebook, Google
KVHI: Rolling the Dice on KVH 2.0; A New Mini-VSAT Pricing Strategy and a Big Bet on Autonomous Vehicles 03/29/2017 20170329 KVHI Intelsat, Inmarsat
IRDM: Q1 Results In-Line, Full-Year Guidance Affirmed; Liquidity Picture Set to Improve 05/01/2017 20170501 IRDM Caterpillar, Garmin, Thales, Malaysia Airlines, SITAONAIR, Qatar Airways, FlightAware, Harris, Boeing, Honeywell, Lindsey Manufacturing, Cobham, L3, Rockwell Collins
Intelsat: 1Q17: A Stumble Out the Gate, But Guidance Intact; Epic Delivering the Goods? 05/04/2017 20170504 I Gogo, Panasonic, GEE, Marlink, Speedcast, Kymeta, RigNet, Sonatel, Liquid Telecom, Inmarsat
DGI: 1Q17 Across-the-Board Growth Drives Another Beat and Raise; Launch Date Confirmed 05/05/2017 20170505 DGI MDA, Thales
HRS: Q3 Tops Forecast – Numbers Marching Up; Management Projects a “Return-to-Growth” in FY18 05/08/2017 20170508 HRS Aireon, General Dynamics, Rockwell Collins
ORBC 1Q17 Notches Record Service, Hardware, Subs; Expecting 2017 to be a “Defining Year” 05/10/2017 20170510 ORBC JB Hunt, Pole Star, Weatherdock, Kevadiya, Carrier, CIMC
KVHI: 2017 Off to a Slow Start But Growth Initiatives Showing Early Promise; Orders for TACNAV, mini-VSAT will be Key 05/12/2017 20170512 KVHI Inmarsat
VSAT: 4Q17 Flash Earnings Summary 05/24/2017 20170524 VSAT Iceland Air, Eutelsat, EchoStar
OA: Slow Start to 2017, But Strong Orders/Backlog Support “Affirmed” Outlook 06/01/2017 20170601 OA ULA, Aerojet Rocketdyne, Blue Origin, Vista Outdoor
VSAT: ViaSat-2 Goes Up, But Estimates Likely to Come Down; ViaSat-3 Making Headway but Delayed by a Year 06/07/2017 20170607 VSAT Arianespace, Eutelsat, Finnair, Satellite & Space, EL AL, Hughes, IcelandAir, Boeing, Inmarsat, Intelsat
ORBC: ORBCOMM Acquires inthinc. Another ‘Fixer’ with Attractive Synergy Potential 06/13/2017 20170613 ORBC inthinc
DGI: DigitalGlobe Selects SSL to Build WorldView Legion 07/10/2017 20170710 MDA, Taqina/ KACST, Ball Aerospace, Globalstar, Skybox Imaging, Planet, Harris, Orbital ATK, Lockheed
IRDM: 2Q17 Sees Record M2M Additions, Finalized Credit Agreement, and Top/Bottom Line Beat 07/28/2017 20170728 IRDM Caterpillar, Garmin, SpaceX, Thales Alenia Space, Orbital ATK, SES, Eutelsat, Intelsat, Inmarsat, ORBCOMM, ViaSat, Cobham
DGI: 2Q17 Exiting in Style with Another Strong Quarter; Another Solid “Beat” and Strongest Growth Since 2Q15 07/24/2017 20170724
Intelsat: 2Q17 Guidance Lowered as EpicNG Growth Slows; New Hardware and Services to the Rescue? 07/31/2017 20170731 I OneWeb, Softbank, Kymeta, Orbital ATK, Zieltec Telecom, Etisalat UAE, Marlink
HRS: Top Line Growth Forecast in FY18; Long-Awaited Radio Modernization to Drive Accelerating Growth 08/10/2017 20170810 HRS Motorola, General Dynamics, Rockwell Collins, Orbital ATK, LLL
KVHI: AgilePlans show Early Promise, but TACNAV orders Will Make-or-Break 2017 08/14/2017 20170814 KVHI
ORBC: 2Q17 Another Record Quarter – Too Much of a Good Thing? Customer Rollouts Ding the Bottom Line 08/15/2017 20170815 ORBC JB Hunt, JLG, Oshkosh, SpaceX, SkyWave, Inmarsat, Verizon, Fleetmatics, Sierra Wireless, Numerex, CIMC, Carrier, Globalstar, Iridium
OA: Back on Track, Orbital ATK Beats Q2 Forecast, Raises 2017 Guidance on Record Backlog, Healthy Pipeline 08/21/2017 20170821 OA Aerojet Rocketdyne, OHB, ULA, Blue Origin, Vista Outdoor, Space Systems/Loral
VSAT: 1Q18 Falls Wide of the Mark as ViaSat-2 Schedule Slips, Consumer Losses Mount; Betting on a 2H Recovery 08/23/2017 20170823 VSAT American Airlines, Eutelsat, DISH Network, EchoStar, Alaska Airlines, Gogo, Boeing, Airbus, Virgin America, nbn co ltd.
SATS: 2Q17 Consumer Broadband Back on the Growth Path; Moving Forward with Jupiter 3 08/28/2017 20170828 SATS DISH Network, ViaSat, Intelsat, Telesat, Eutelsat, SES, Inmarsat, Space Systems Loral, StarGroup, Global Eagle Entertainment, Gilat, Thales, Bentley Walker
OA: Northrop Acquisition of Orbital ATK; Chasing Growth in Space Launch, Hypersonics, Missile Defense, and the Orbital Economy 10/02/2017 20171002 OA Boeing, Lockheed, General Dynamics, Raytheon, L3, Harris, United Technologies, ULA, Rockwell Collins, Aerojet Rocketdyne
IRDM: 3Q17 Guidance Raised Following Another Top/Bottom Line Beat; M2M Strength Continues 11/06/2017 20171106 IRDM Garmin, Thales, SpaceX, SES, Intelsat, Eutelsat, Inmarsat, ORBCOMM, ViaSat, Magnitude Space
Classified SpaceX-Zuma Launch Reportedly a Failure; Implications for Iridium? 01/09/2018 20180109 IRDM Iridium, SpaceX, Northrop Grumman
HRS: 2Q18 Communication Systems Drive Revenues Higher, with Tax Reform Fueling Impressive EPS Gains 02/01/2018 20180201 HRS Thales, General Dynamics, Rockwell Collins
January 2018 Satellite & Space Monthly Review 02/05/2018 20180205 Airbus, Ball Aerospace, Boeing, Effective Space Systems, General Atomics, Harris, Intelsat, Lockheed Martin, Miltec, Orbital ATK, RSS Energia, Skybox Imaging, SS/L (Maxar), SES, SSTL, Terran Orbital, Thales Alenia Space, Weintraus
VSAT: 3Q18 Earnings Report 02/13/2018 20180213 VSAT Boeing, JetBlue, United Airlines, Thales, nbn, Hughes
IRDM: 4Q17 Earnings: A Strong Finish to 2017, Raising 2018 EBITDA; Can a ‘Debt Swap’ Retire Liquidity Concerns Once-and-for-All? 02/27/2018 20180227 IRDM Garmin, Harris, Satelles, Thales, SpaceX, NAV CANADA, Hitachi, Komatsu, Honeywell, Eutelsat, Intelsat, SES, ORBCOMM, ViaSat, Hitachi, Doosan, Caterpillar, Cobham
Intelsat: 4Q17 Earnings: Revenue Slide Continues Despite Epic Wins, New Capacity; C-Band ‘Holy Grail’ to the Rescue? 03/05/2018 20180305 I KVHI, SES, Eutelsat, Azercosmos, SKY Perfect JSAT Group, Orbital ATK, Telesat, Dejero Labs
ORBC: 4Q17 Earnings: Revenues and Net Adds Blast Through Records, but EBITDA Falls Short Again, Disappointing Investors 03/09/2018 20180309 ORBC Inmarsat, AT&T, Maerospace, Globalstar, Sanmina, Sierra Nevada Corporation
SATS: 4Q17 Earnings: Broadband Growth Delivers Yet Again; Competition and FSS Challenges on the Horizon? 02/26/2018 20180226 SATS Global Eagle, Gilat, ThinKom, ViaSat, Thales, Telesat, DISH, SES, Oi
KVHI: 4Q17 Earnings: 2017 Investments in AgilePlans, HTS Network, and Photonic Chipset Poised to Deliver Growth in 2018? 03/07/2018 20180307 KVHI Intelsat
IRDM: Posts a Solid First Quarter with Guidance Affirmed and No Showstoppers; Full Steam Ahead? 04/30/2018 20180430 IRDM Garmin, Caterpillar, SpaceX, FlightAware, Thales Alenia Space, Satelles, Harris, Thales, COMSAT
Intelsat: Q1 Boosted by Accounting Change, but Core Trends Remain; Mobility now 12% of Revs, C-band Advances 05/02/2018 20180502 I Euroconsult, SKY Perfect JSAT, Azercosmos OJSC, Arianespace, Leidos, SES, Eutelsat
HRS: Posts Modest 3Q18 Revenue/EPS Beats; Strong Momentum in Tactical Radios, Electronic Systems 05/04/2018 20180504 HRS Thales, Rockwell Collins, L3 Communications, Orbital ATK
ORBC: Delivers Surprise EBITDA ‘Beat’ Propelled by Higher Margins and Sub Growth; 2018 Guidance Affirmed 05/04/2018 20180504 ORBC Inmarsat, AT&T, JB Hunt, Global Fishing Watch, Oceana, Sky Truth, Google, Globalstar
KVHI: 1Q18 Results on Target; Record mini-VSAT Orders/Installs Bode Well for 2H; Double-Digit FOG Growth Continues 05/09/2018 20180509 KVHI Intelsat, BAE
SATS: 1Q18 Revenue Tops Consensus, EBITDA Wounded by Investment Loss; Consumer Revs up $68 M y/y 05/16/2018 20180516 SATS Gogo, Global Eagle, Inmarsat, Loral, ViaSat, StarGroup, Xplornet, OneWeb, mu Space, SES, DISH
IRDM Aireon Investment Brief 05/22/2018 20180522 IRDM NATS, Harris, exactEarth, NAVCANDADA
VSAT: Reports Record Revenues but Slight EBITDA Miss, Govt. Business Saves the Day; ViaSat-2 Ready to Roll 05/30/2018 20180530 VSAT Eutelsat, Arconics, Telebras, Xplornet, EchoStar, Inmarsat, Gogo, Panasonic, Global Eagle
CMTL: Crushes Q3 Consensus EBITDA Forecast, Raises Guidance. Orders/Backlog Suggest More to Come? 06/14/2018 20180614 CMTL ViaSat, Keppler Communications,
EchoStar Bid for Inmarsat – Are the Fireworks Over or Just Beginning? (Hint – It’s all about the spectrum) 07/05/2018 20180705 SATS, ISAT EchoStar, Inmarsat, DISH Network, Gogo, Global Eagle, iDirect, Sprint, SES, THales, Ligado, Yahsat, Thuraya, Eutelsat, Intelsat, Telesat, ViaSat, SKY Perfect JSAT, Mubadala
IRDM: 2Q18 Growth Kicks into High Gear as Voice and Hosted Payloads Add to Accelerating IoT Business 08/06/2018 20180806 IRDM Iridium, Aireon, Garmin, SpaceX, Satelles, Airbus, Caterpillar, Globalstar
Intelsat: 2Q18 Core Results as Expected, With Mobility Growth and Price Declines; C-Band Advances and Capex to Decline 08/07/2018 20180807 I Intelsat, KVH Industries, Vodacom, TELE Greenland, Navarino, SpaceX, Azercosmos OJSC, SKY Perfect JSAT, Northrop Grumman, SES, Eutelsat, Leidos, Telespazio, AT&T
HRS: Forecasts Accelerating Growth in All 3 Segments as Long-Awaited DoD Radios Surge Arrives (Up 35% in FY18) 08/09/2018 20180809 HRS Rockwell Collins, Northrop Gumman, L3,
KVHI: Achieves Record VSAT Orders, Shipments and Installs as AgilePlans Prove Their Mettle 08/13/2018 20180813 KVHI KVH Industries, Intelsat, BAE, Nordic Hamburg, Garmin, Transpetro
ORBC: Delivers Top and Bottom Line Beats on Expanding Base Business, Impressive Net Adds and Growing Margins 08/13/2018 20180813 ORBC Inmarsat, Globalstar, ORBCOMM, Pasha, Codan
SATS: Consumer Broadband Hums Along as FSS Slide Continues; Inmarsat Bid on Hold, But Other Options Possible? 08/17/2018 20180817 SATS ViaSat, EchoStar, DISH Network, Global Eagle, Gogo, Inmarsat, VT iDirect, ConocoPhillips, Thales, Baker Hughes, Oi, Bank Rakyat, NSR, SpaceX, Spirit Airlines, Telesat, SES
VSAT: Healthy Orders and Aero Surge Buried by Profit Whiff and Poor Subscriber Growth; Applying a New Yardstick? 08/21/2018 20180821 VSAT ViaSat, Boeing, American Airlines, EchoStar, Horsebridge Defence and Security, Embraer
CMTL: Exiting FY18 with Record Backlog, Robust Order Book, and Growing Pipeline; FY19 Guide 5% Above Consensus 09/29/2018 20180929 CMTL Comtech, ViaSat
Harris and L3 Technologies Announce Merger of Equals; 1Q19 Earnings Results Top Consensus 10/15/2018 20181015 HRS L3 Technologies
IRDM: Double-Digit Service Growth Contributes to ‘Beat and Raise’; NEXT Constellation Nearing the Finish Line 10/26/2018 20181026 IRDM Aireon, Garmin, SpaceX, Harris, BPI
Intelsat: Core Revenues and EBITDA Still in Reverse as Epic Constellation is Finally Complete; C-Band Scope Widens 11/03/2018 20181103 I APSATCOM, SKY Perfect JSAT, Azercosmos OJSC, Northrop Grumman, SES, Telesat, Eutelsat, Africa Mobile Networks, 21st Century Fox, Rede Amazônica, Grupo Televisia
ORBC: Despite Soft Revenues, EBITDA Tops Consensus by 17%; Raising 2019 Estimates and FCF Forecast to $31 M 11/02/2018 20181102 ORBC Inmarsat, J.B. Hunt, Sanmina, Savi Technology
KVHI: VSAT Shipments Poised to Double in 2018; Targeting ~20% Airtime Growth in 2019 with Expanding Margins 11/07/2018 20181107 KVHI Singtel, BAE
VSAT: Second Quarter Dominated by Aero Terminals & Broadband Revenues; Results Bury Consensus 11/06/2018 20181106 VSAT Aeromexico, La Compagnie, American Airlines, Embraer, Gulfstream, Bentley, Boeing, SpaceX, ULA, EchoStar
SATS: Legacy FSS Woes Undercut Strong Consumer Broadband Growth; $500 Million Buyback to the Rescue 11/10/2018 20181110 SATS DISH, Viasat, Yahsat, Eutelsat, Telesat, Global Eagle, Air France, Airbus,
CMTL: Blowout Q1 Results Send Stock 12% Higher; Guidance Raised 4% With Multiple Large Deals in the Pipeline 12/10/2018 20181210 CMTL Northrop, Harris, Viasat
November 2018 Satellite & Space Monthly Review 12/14/2018 20181214 ArianeGroup, Airbus, Safran, ULA, SpaceX, Blue Origin, Mitsubishi, Northrop Grumman, Maxar Technologies, Vacco, MMA, BCT, MGA, LGA, Astrobotic, Lockheed Martin, Google, Moon Express, Team Indus, Orbit Beyond, Firefly Aerospace, Intuitive Machines, Draper, Deep Space Systems, Masten Space Systems
December 2018 Satellite & Space Monthly Review 01/11/2019 20190111 BA, IRDM, NOC, AJRD, AIR:FP, AMZN, GSAT, IRDM, MSI, SESG:FP, ORBC Aerojet Rocketdyne, Airbus, Amazon, Axiom, Bigelow Aerospace, Blue Origin, Boeing, Firefly, Globalstar, Iridium, Motorola, Northrop, O3b, OneWeb, ORBCOMM, Orion Span, Rocket Lab, SES, Space Adventures, SpaceIL, SpaceX, Stratolaunch, ULA, Vector, Virgin Galactic, Virgin Orbit
HRS: Beats 2Q19 Rev/EPS by Single-Digits, Boosts Margins in All Three Business Units as L3 Merger Approaches 01/30/2019 20190130 HRS Harris, Boeing, Lockheed Martin, General Dynamics
VSAT: Growth Strategy Takes Hold with Q3 Revs up 45% and EBITDA up 93%; Moving Forward with APAC Satellite 02/12/2019 20190212 VSAT United Airlines, Aeromexico, Boeing, Airbus, Apple, Jetblue, Qantas, American Airlines, EchoStar, ULA, SpaceX, OneWeb, Telesat, SES
January 2019 Satellite & Space Monthly Review 02/15/2019 20190215 Airbus, Astranis, AT&T, Boeing, DISH Network, Effective Space, Eutelsat, GapSat, Globalstar, Hughes, IAI, Intelsat, ISS Reshetnev, Lockheed, Maxar, Northrop, OHB Systems, OneWeb, ORBCOMM, Ovzon, Pacific Dataport, Rocket Lab, SES, SSTL, Swarm Technologies, Telesat, Terran Orbital, Thaicom, Thales Alenia Space, Viasat
Intelsat's 4Q18 Revenues and EBITDA Basically Flat; C-Band Shines Ray of Hope Through Cloudy 2019 Guidance 02/26/2019 20190226 I L3 Communications, COMSAT, Satcom Direct, SKY Perfect JSAT, Northrop Grumman, SES, Eutelsat, Telesat, BC Partners, Silver Lake, Telefonica, SADV, Gogo, Omniaccess S.L., AMC Networks, Discovery Inc.,
SATS: Slowing Consumer and a Soft Finish to 2018; Can International Expansion (L. America/India) Juice Growth? 03/01/2019 20190301 SATS Yahsat, Viasat, SES, DISH Network, DirecTV, AT&T
ORBC: 4Q18 Revenue and AEBITDA Miss The Mark as Deliveries Slip and Net Adds Disappoint; Outlook Rosier in 2019 03/05/2019 20190305 ORBC Inmarsat, JB Hunt, AT&T, Blue Tree, inthinc, Swarm Technologies
IRDM: Ends 2018 on a Strong Note; Mountain Cleared; Now Targeting the Planet of Milk and Honey 03/08/2019 20190308 IRDM Aireon, Satelles, Inmarsat, Garmin, Harris, FlightAware, AST , Marlink, Trimble, MetOcean, Rock Seven, CLS, FW Telematics, CAT, Hitachi, Komatsu, Doosan.
KVHI: VSAT Airtime to Grow 20% in 2019 Following ~2x Unit Growth in 2018; Another Investment Year in 2019 = Breakout in 2020? 03/11/2019 20190311 KVHI SKY Perfect JSAT, Inmarsat, Viasat, BAE, Marlink, Speedcast, Global Eagle
CMTL: 2Q19 Estimates Beat and Solacom Acquired, but Troposcatter and BFT-2 Fall Off Radar 03/12/2019 20190312 CMTL Solacom Technologies, Viasat
IRDM: 2019 Off to a Strong Start – IoT Strength Continues, DoD Contract Imminent, and Aireon/FAA Deal Pending? 04/26/2019 20190426 IRDM Aireon, Harris, Satelles, Garmin, Flight Safety Foundation, Thales, Azul, SITAONAIR, FlightAware, Icom, QINETIQ
Intelsat: Double Trouble as Intelsat Whiffs Q1 Results and an Epic Satellite Fails; Lowering 2019/2020 Estimates 05/03/2019 20190503 I SES, AXA XL Insurance, Satcom Direct, L3 Communications, COMSAT, Dejero Labs, KVH Industries, Global Eagle Entertainment, Gogo, American Airlines, Viasat, Ovzon AB
ORBC: Reports In-Line Q1 and Affirms Guidance; ELD Rollouts and Large Deals Make for a Busy Second Half 05/10/2019 20190510 ORBC AT&T, JB Hunt, Maersk, AAC Microtec, Inmarsat
SATS: Consumer Broadband up ~13% as Growth Shifts to Int’l; Multiple JVs/Partnerships Expand JUPITER’s Reach 05/15/2019 20190515 SATS Yahsat, Eutelsat, Viasat, Telesat, DISH, PSN, Altegro Group, Facebook, Speedcast, SSL, Maxar, RigNet,
KVHI: Sale of Videotel Signals “All-In” Bet on VSAT Strategy and Autonomous Vehicles; Post-Sale Trading at ~8x EBITDA 05/20/2019 20190520 KVHI Oakley Capital, Seagull, Intelsat, SKY Perfect JSAT, Viasat, BAE
SATS: EchoStar to Spin-Off Broadcast Satellites to DISH. Time to Reclaim the Hughes Moniker? 05/22/2019 20190522 SATS DISH Network, Viasat
VSAT: Strong Finish to FY19 Positions Viasat for Pivotal Investment Year in FY20. A 31% EBITDA CAGR? 06/18/2019 20190618 VSAT American Airlines, Xplornet, DISH, Telebras, Visontec, Ruralweb, Apple, EchoStar, OneWeb, Telesat, SES
CMTL: Record Orders/Backlog Boost FY19 Outlook; Govt. Leads Outperformance, But Flip to Commercial in FY20? 06/21/2019 20190621 CMTL General Dynamics, AT&T, Verizon
Sector Spotlight: 2019 Midyear Launch Review 07/16/2019 20190716 Firefly, mu Space, OneWeb, Relativity, Rocket Lab, Spaceflight, Telesat, Vector, Virgin Orbit, Generation Orbit, Northrop Grumman Innovation Systems, Stratolaunch, Zero 2 Infinity, Almatech, Amorim Cork Composites, Arianespace, Blue Origin, CALT, CFS Engineering, Elecnor Deimos, LinkSpace, MT Aerospace, PLD Space, S7 Space, SpaceX, ULA
IRDM: IoT Growth Steams Ahead, but Certus Already Surprising to the Upside; Raising Estimates Above Guidance 07/29/2019 20190729 IRDM Garmin, Inmarsat, Thales, SpaceX, AAI, EASA, Satelles, DeLorme, Cobham, Lars Thrane, Icom, QINETIQ,
Intelsat: Mobility Revenues up Despite 29e Loss; Govt Outlook Improving and C-Band On-Track for 2H Final Order 08/02/2019 20190802 I AXA XL Insurance, Northrop, Astranis, Maxar, Terran Orbital, Ovzon, Pacific Dataport, GapSat, Dejero Labs
ORBC: Stock Tumbles 25% Following 2H “Guide Down;” Will the Move to Higher ARPU Solutions Kick Start Growth? 08/02/2019 20190802 ORBC JB Hunt, AT&T, Maersk, Inmarsat, PIT Group, McNeil & Co,
2Q 2019 Satellite & Space In-Depth Market Monitor 08/14/2019 20190814 Satellite & Space, Space Infrastructure, Ground Equipment, Aerospace & Defense, Big 4 Operators, Other Operators, IoT, Information Services, Government Services, Service Providers
KVHI: Guides 2019 Lower Following Soft Q2 Results; Plenty of Irons in the Fire but Visibility Still Lacking 08/14/2019 20190814 KVHI Intelsat, Oakley Capital, Viasat, Kongsberg, May Mobility, BAE
July 2019 Satellite & Space Market Monitor 08/01/2019 20190801 Satellite & Space, Space Infrastructure, Ground Equipment, Aerospace & Defense, Big 4 Operators, Other Operators, IoT, Information Services, Government Services, Service Providers
June 2019 Satellite & Space Market Monitor 07/01/2019 20190701 Satellite & Space, Space Infrastructure, Ground Equipment, Aerospace & Defense, Big 4 Operators, Other Operators, IoT, Information Services, Government Services, Service Providers
May 2019 Satellite & Space Market Monitor 06/01/2019 20190601 Satellite & Space, Space Infrastructure, Ground Equipment, Aerospace & Defense, Big 4 Operators, Other Operators, IoT, Information Services, Government Services, Service Providers
April 2019 Satellite & Space Market Monitor 05/01/2019 20190501 Satellite & Space, Space Infrastructure, Ground Equipment, Aerospace & Defense, Big 4 Operators, Other Operators, IoT, Information Services, Government Services, Service Providers
March 2019 Satellite & Space Market Monitor 04/01/2019 20190401 Satellite & Space, Space Infrastructure, Ground Equipment, Aerospace & Defense, Big 4 Operators, Other Operators, IoT, Information Services, Government Services, Service Providers
February 2019 Satellite & Space Market Monitor 03/01/2019 20190301 Satellite & Space, Space Infrastructure, Ground Equipment, Aerospace & Defense, Big 4 Operators, Other Operators, IoT, Information Services, Government Services, Service Providers
January 2019 Satellite & Space Market Monitor 02/01/2019 20190201 Satellite & Space, Space Infrastructure, Ground Equipment, Aerospace & Defense, Big 4 Operators, Other Operators, IoT, Information Services, Government Services, Service Providers
SATS: International Growth, One-Time Charges Weigh on Q2 Results; Double-Digit Consumer Growth Continues 08/16/2019 20190816 SATS DISH, Viasat, Telesat, Eutelsat, Yahsat, PSN, L3Harris
VSAT: Aero Growth Engine Slows, But Govt Impresses; New Aero Orders Remain Imperative 08/20/2019 20190820 VSAT Viasat, American Airlines, United Airlines, JetBlue, China Satcom, Boeing, EchoStar, OneWeb, Telesat, SpaceX, SES
August 2019 Satellite & Space Market Monitor 09/05/2019 20190905 Satellite & Space, Space Infrastructure, Ground Equipment, Aerospace & Defense, Big 4 Operators, Other Operators, IoT, Information Services, Government Services, Service Providers
IRDM: DoD Contract Renews at $739 Million Over 7-Years 09/16/2019 20190916 IRDM
CMTL: Stock Pops 17% on Higher FY20 Guidance; Focus Shifts From Internal Reorg to R&D and Acquisitions 10/02/2019 20191002 CMTL Verizon, General Dynamics, Raytheon
SATS: Updating Estimates to Reflect ESS Spin-Off 10/03/2019 20191003 SATS Dish Corporation