VSAT Viasat (VSAT) Q1 FY27 earnings call
Viasat delivered disciplined execution in Q1 FY27, marked by strong cash flow generation and record awards in its Defense and Advanced Technology segment, signaling future growth. The company is nearing service entry for ViaSat-3 Flights 2 and 3, which are expected to enhance connectivity and drive growth in mobility markets, while navigating increased competition in legacy commercial services and an evolving strategic landscape for its DAT business and spectrum assets.
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VSAT operating KPIs by quarter
| KPI | Mar 2026 Q4 FY26 | This call Jun 2026 Q1 FY27 | Change vs prior quarter |
|---|---|---|---|
| Backlog | ~$4.1BBacklog was a record at approximately $4.1 billion, up 15% with double-digit growth in both Communication Services and DAT.Source: earnings call transcript | $4.2BBacklog was $4.2 billion, up almost 19% with growth in Communication Services of 13% and in DAT of 32%.Source: earnings call transcript | — |
| Commercial aircraft in service Aviation | ~4,450Aviation revenue grew 11%, ending with approximately 4,450 commercial aircraft in service, a 10% increase year-over-year, combined with higher average revenue per aircraft, with units flowing in and out of our aircraft unit backlog each quarter.Source: earnings call transcript | ~4,530Aviation revenue grew 11%, ending with approximately 4,530 commercial aircraft in service, a 10% increase year-over-year, combined with higher average revenue per aircraft.Source: earnings call transcript | — |
| Commercial aircraft unit backlog Aviation | 1,000At quarter end, the net of these factors left our commercial aircraft unit backlog at 1,000.Source: earnings call transcript | ~850Our IFC backlog at quarter-end was about 850 commercial aircraft.Source: earnings call transcript | — |
| NexusWave vessels in service Maritime | ~1,350We ended the quarter with about 1,350 NexusWave vessels in service, 1,500 more in backlog.Source: earnings call transcript | 1,700+We ended the quarter with more than 1,700 NexusWave vessels in service and continue to work on improving our installation rate, while our current order book exceeds 1,400 vessels.Source: earnings call transcript | — |
| NexusWave vessel backlog Maritime | 1,500We ended the quarter with about 1,350 NexusWave vessels in service, 1,500 more in backlog.Source: earnings call transcript | 1,400+We ended the quarter with more than 1,700 NexusWave vessels in service and continue to work on improving our installation rate, while our current order book exceeds 1,400 vessels.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.