I'm going to be very clear and it's possible you've not heard this before. As a legacy Viasat employee I can say without hesitation that Viasat fu---d Inmarsat. I agree with people’s perspectives of how it must feel to work with an out of touch and... — read more 

Viasat has announced a key new partnership in the area of cybersecurity. It is teaming up with CYSEC, a cybersecurity company based in France and Switzerland, to work under its ELEVATE program to provide reliable, state-of-the-art cybersecurity... — read more 

Guru calls a short notice exec meeting this week. It seems clear the “voluntary redundancy program” failed to meet its goals just as we heard P&C claim there is no planning for a Company wide RIF (although P&C also said each Exec is tasked to... — read more 

) Look we are going to take the fixed broadband market by storm with Viasat 3. Starlink dominates viasat loses 52% of customer base ) ummm yeah look we are going to be the premier maritime and aviation provider. Starlink taking share and wiping... — read more 

Anyone hearing anything about the exec meeting called at short notice this week? We saw that our UK exec buds had to ship over the pond, at the double. Some say the voluntary redundancy prog has come up well short and despite assurances “no... — read more 

https://runwaygirlnetwork.com/2024/09/air-france-to-offer-spacex-starlink-inflight-wi-fi-across-fleet/?utm_medium=email&utm_source=rasa_io&utm_campaign=newsletter

https://onemileatatime.com/news/air-france-free-starlink-wi-fi/ This may again be shrugged off, but Air France is now the 2nd Viasat aviation customer to signal a full fleet move to Starlink. Let’s see if this gets minimised as inconsequential. How... — read more 

https://www.stocktitan.net/news/VSAT/viasat-sets-october-17-2024-for-defense-and-advanced-technologies-dfiuxeymgezw.html "The teach-in will focus on Viasat's Defense and Advanced Technologies reporting segment, covering technology, products... — read more 

Probably chilling in UK on a corporate travel. The Lesser Spotted Guru was indeed in the UK. Spotted in the restaurant at 50FS. Yes Guru and Marky were busy in Europe. Flew on Air Chance and oops oh dear the inflight wifi (from Viasat) was terrible... — read more 

It's easy to find the Guru fluffers because if they have to resort to talking about there's room for competition after losing a top account then you know they're full of it. United is in the top three in airline revenue size United is in the... — read more 

Points being: Viasat said it does not expect any material changes to its financial outlook based on United’s Starlink announcement. This really is inconsequential. One percent means nothing. Assuming each United aircraft currently connected... — read more 

It’s 2028 and Guru takes a break from his new found hobby of yachting as the crew brings his boat into the harbor in Dubai. He brings up his Starlink modem to check on how things are going in the world. He found a niche for Viasat in borrowing... — read more 

Guru sits at his desk, sweating—not from the warmth of an autumn heatwave, but from the sheer brilliance of his next move. As he stares at a blank Excel sheet, he wonders, “Can a balance sheet look profitable if you just delete half the expenses?” A... — read more 

https://techcrunch.com/2024/09/17/why-united-chose-spacexs-starlink-to-power-its-free-wifi/ To dig a bit deeper into why United went with Starlink, what that rollout will look like, and what it means for passengers and crew, we talked to United’s... — read more 

Yalled be multimillionaires by now if ya did. Instead ya picked a sh-t company where ya 401K turned into a 101K.

When will it make a new 1000 week low?

Everybody saw this coming for years. This is where inaction and denial get you. Who will be held accountable for losing a marquee customer? Spoiler alert -... — read more 

when do you expect the next layoff will be?

How long until single digits?

Guru wipes the sweat from his brow amid the humid Mumbai weather and looks up at the sky. "I wonder if space has a year over year increase in EBITDA" he ponders. A glint in his eye shines while he gives a slight smirk. Filling him with vigor, the... — read more 

Regardless of how the value was divided between cash and stock, the deal for the Inmarsat shareholders was for approximately $7billion. It's not enough to say "they got $430million cash plus stock sale" when in fact that represents a significant... — read more 

This sale is merely a group of Canadian funds that had an ownership stake in Inmarsat when it was private company. Prior to going private in 2021, Inmarsat was a públic company traded on stock exchanges. By going private, these funds had no way of... — read more 

For five years, execs have been trying to obfuscate that we missed the LEO disruption. Lots of distraction with "LEO mania", "very few applications require latency", "equitable access to LEO", "LEO is bad for the environment", yada yada yada. The... — read more 

After 16 months of poor results and declining stock price, the Starbucks board replaced their CEO. Since his start in March 2023, the CEO oversaw a 22% stock decline but also a 32% decline from its peak of $115 to $78 over the last 16 months. Lots... — read more 

Viasat (VSAT) stock is down on Tuesday on stock sale news. Major investors in the company are planning to offload shares. That includes a total of 11.25 million shares of VSAT stock. Not good for job security & bad news for Layoffs.

Armies tend to fight the last war, the last battle, and the last skirmish. The all-hands was exclusively focused on all the cool ways we solve......yesterday's problem. We're already in a world where gobs of capacity are available and further... — read more 

Today was a good day. I hope for more good days like today. I hope that our leadership team can dig us out of debt. I hope that VS3F2 can get launched and be the game-changer that so many smart and good people have staked their professional... — read more 

Where is everyone at now! High is at 26.70, everything is heading is a positive direction. Much of trolls and babies on this site hoping for the failure of this company. Gtfo

There are good managers and deadbeat managers. Today we will discuss the deadbeat managers within Viasat. They operate in an illusion to appear they are engaged in various "activities" with little to no contribution. They are disorganized... — read more 

Straight out of the Viasat’s Twitter account “India has big ambitions when it comes to space and aims to boost its presence from 2% to 10% within the next 20 years – so just how will India achieve it?” I bet Guru has the answer, right? — read more 

In a challenging year of staff cuts to present positive free cash flow to the street, how many jobs could the exec team have saved by choosing to defer executive cash payments? (I know the answer, but do they?) Have they not studied other companies... — read more 

I’m assuming this will have a ripple effect on all tech companies, Viasat included? (Not saying much since Viasat is hurting anyways)

It is so comforting to know that the folks who took this company from a 10 billion dollar valuation down to a 2 billion dollar valuation, who burned through a billion dollars in cash from the L3Harris sale, who supervised the failed VS3F1 launch and... — read more 

In a challenging year of staff cuts and enterprise value destruction we can review how our top execs fared. Clearly, it is best to be on the legacy - Viasat side ?!? https://investors.viasat.com/node/25776/html#toc803476_40

So weird that Viasat is promoting themselves on a board that exists to discuss layoff rumors and information. Is this a new form of social media strategy? Just seems weird. My immediate thought is that Viasat is directing employees to do this in... — read more 

Nevertheless, we would not bet on it given that it vaporized US$969m in cash over the last twelve months, and it doesn't have much by way of liquid assets. So we think this stock is risky, like walking through a dirty dog park with a mask on... — read more 

Year-over-Year Revenue Growth in FQ2 2024: 61.1% Year-over-Year Revenue Growth in FQ3 2024: 58.2% Year-over-Year Revenue Growth in FQ4 2024: 72.6% Number of Hedge Fund Holders: 21 Answer: Viasat is one of the best up and coming stocks as its long... — read more 

Interesting article about layoffs. https://usafacts.org/articles/which-industries-are-most-at-risk-for-layoffs/ I am so sad to see a once great company fall so far.