NASDAQ$VSAT

Viasat Inc. · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

Viasat reported a net loss in Q4 FY25, impacted by a $169 million impairment, while Defense and Advanced Technologies showed strong growth.

Q4 FY25 results showed stable revenue but increased net loss due to impairment charges. The Defense segment grew strongly, while Communication Services faced headwinds. Free cash flow turned positive, and operating cash flow reached a quarterly high.

Headline financials

Total Revenue

$1.15B

Previous: $1.15B-0.3%
EPS (adj)

-$0.02

Previous: -$0.24+91.7%
Net Income

-$246M

Previous: -$100M-145.4%
Operating Income

-$154M

Previous: $295K-52230.5%

Revenue & EPS history

Viasat · Revenue · Quarterly

$1.15B

Q4 2025-0.3%vs Q4 2024
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Viasat · $780M total across 2 segments · Q1 2024

  • Communication Services
    $560M
  • Defense & Adv. Tech
    $220M

Forward guidance

Viasat expects low single-digit revenue growth and flat adjusted EBITDA for FY2026, with a focus on free cash flow generation and debt reduction.

Tailwinds

  • Low double-digit growth expected in aviation services
  • Mid-teens revenue growth projected for Defense and Advanced Technologies
  • Continued focus on reducing capital intensity
  • Positive free cash flow expected in H2 FY2026
  • Enhanced competitive positioning with multi-orbit strategy

Headwinds

  • Flat total revenue expected in Communication Services
  • Continued decline in fixed services and other segments
  • Capital expenditures projected to remain high (~$1.3B)
  • Net debt to EBITDA expected to increase modestly
  • Ongoing legal uncertainty regarding Ligado

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

+1.0%

Avg return

Earnings day

+3.1%

Avg return

5 days after

+0.4%

Avg return

30 days after

53%

36 / 68 earnings

Positive

+39.6%

Q1 2025

Best reaction

-19.3%

Q2 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026
Q3 2026+11.4%+21.1%+17.0%
Q2 2026+3.2%-0.1%+3.3%
Q1 2026+30.7%+20.0%+39.3%
Q4 2025-5.1%-13.1%+22.4%
Q3 2025+19.5%-5.7%+2.2%
Q2 2025-9.7%-14.3%-16.2%
Q1 2025+39.6%+23.3%-2.6%
Q4 2024-18.8%-17.2%-31.5%
Q3 2024-14.8%-8.3%-12.0%
Q2 2024+7.7%+3.9%+37.2%
Q1 2024+1.9%+6.8%-18.8%
Q4 2023+10.2%+21.3%+8.4%
Q3 2023-16.0%-13.3%-0.3%
Q2 2023-19.3%-7.5%-18.5%
Q1 2023+10.5%+18.4%+7.7%
Q4 2022-10.5%+2.3%-22.3%
Q3 2022-2.2%+0.3%+9.5%
Q2 2022-18.0%-20.0%-28.7%
Q1 2022+7.9%+13.0%+3.7%
Q4 2021+4.7%+12.1%+7.6%
Q3 2021+13.0%+22.7%+3.4%
Q2 2021+3.2%+7.3%+9.7%
Q1 2021+10.8%+10.3%-2.1%
Q4 2020+4.6%-0.4%-8.5%
Q3 2020-1.7%-2.5%-21.9%
Q2 2020+4.8%+6.0%+7.0%
Q1 2020+5.1%+7.1%+5.5%
Q4 2019+5.3%+3.0%-6.7%
Q3 2019+11.7%+11.0%+13.3%
Q2 2019+11.0%+9.9%+8.4%
Q1 2019-15.1%-9.0%-11.7%
Q4 2018-0.4%+0.4%+2.4%
Q3 2018-6.7%-5.1%+3.3%
Q2 2018+0.7%+8.6%+11.4%
Q1 2018-9.3%-9.2%-9.1%
Q4 2017+3.0%+3.6%+3.4%
Q3 2017+0.3%+3.6%+1.3%
Q2 2017+12.0%+15.8%+0.9%
Q1 2017-0.4%-0.9%+0.1%
Q4 2016-2.9%-1.9%-0.2%
Q3 2016+2.3%
Q2 2016-4.9%
Q1 2016-3.9%
Q4 2015+0.4%
Q3 2015+1.4%
Q2 2015+4.6%
Q1 2015-7.9%
Q4 2014-10.4%
Q3 2014-6.6%
Q2 2014-6.6%
Q1 2014-3.1%
Q4 2013+19.5%
Q3 2013+26.1%
Q2 2013-11.5%
Q1 2013+5.1%
Q4 2012+0.0%
Q3 2012-0.7%
Q2 2012-1.3%
Q1 2012+2.2%
Q4 2009+2.0%
Q4 2011+2.0%
Q3 2011-1.4%
Q3 2010-1.4%
Q2 2011+0.8%
Q2 2010-4.8%
Q4 2010-4.8%
Q1 2011-4.8%
Q1 2010-4.8%

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