2 ms·
Viasat while it has a lot of consumer facing exposure (and contracts to do things like build teleports for the DoD) is not a major player in the market of actua
by walrus01 4y ago
Viasat while it has a lot of consumer facing exposure (and contracts to do things like build teleports for the DoD) is not a major player in the market of actually owning geostationary satellites. Look at entities like Intelsat and SES.
- lotsofpulp 4y agoIntelsat’s numbers look horrible, and Wikipedia says they recently filed for bankruptcy: https://www.macrotrends.net/stocks/charts/INTEQ/intelsat-sa/profit-margins https://www.macrotrends.net/stocks/charts/INTEQ/intelsat-sa/... SES SA is doing well, but only a couple years of data: https://www.macrotrends.net/stocks/charts/SGBAF/ses-sa/profit-margins https://www.macrotrends.net/stocks/charts/SGBAF/ses-sa/profi...
- walrus01 4y agoSeveral years ago I ensured that nothing in my 401k and other retirement savings plans has any exposure to geostationary owner stock.
- ncmncm 4y agoMake sure Energy Vault (NRGV) is not in there either.
- InvaderFizz 4y agoI did the same as soon as Starlink launched. I saw it as an existential threat it is to all the Geo operators. I was headhunted for a SRE position with Viasat last year due to my extensive Satcom background. I noped out as soon as I found out it was Viasat. Not because I dislike them personally, but because I don't want to be laid off next year.
- walrus01 4y agoWithout going into too much detail I know someone who was headhunted for Telesat's proposed LEO network (too late, too low budget, too little technical clue) and ran away quickly once he had an idea of what he would be getting into.
- shaklee3 4y agoin terms of bandwidth they own more than all those others. it doesn't matter how many satellites you have if the capacity of each is tiny.