Thread regarding ViaSat Inc. layoffs

Here is what they pay Guru $20 million to come up with and the future

They need to raise cash to pay down debt and make their next move/pivot. They will look to do "non-core asset monetizations". In other words, sell off parts of their defense business.

They need to launch F2 and F3 Successfully. This will allow them to increase capacity and revenues. Meanwhile, they will continue cutting costs/CapEx to become cash flow positve.

Once they become cashflow positive, their credit ratings will rise. This will allow more institutional funds to come into the stock. The stock price will rise

They at this point will either look to sell the company entirely or issue more equity at the now higher stock price to fund their next round of tech.

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| 411 views | | 1 reply (November 4, 2024) | Reply
Post ID: @OP+1vkx9lsN

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It’s not all about the satellites although they pose plenty of existential questions. Assuming we get our next gen GEO fleet up and working what about the business?
Thanks to LEO, domestic broadband is dead. Aviation is in freefall. Enterprise is a joke. Maritime is heading for a slow death.
We need to focus on being a small profitable Defense company and cut the rest

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