Who mentions $VSAT most on Surfaced?

@spaceinvestor_d (Space Investor) mentions $VSAT most — 15 mentions in the past 12 months.

When was $VSAT first mentioned on Surfaced?

The earliest tracked mention of $VSAT in the Surfaced archive was on Jul 28, 2025.

How many voices track $VSAT?

14 FinTwit voices have mentioned $VSAT 44 times in the past 12 months.

What kind of voices mention $VSAT most?

$VSAT is mentioned most by Long Research voices on Surfaced.

$VSAT — FinTwit mentions on Surfaced

Recent calls

8 calls

@itschrisrayJun 11, 2026 · 5:12 PM

🚨 $RKLB to provide spacecraft bus for Viasat’s PTS-G satellite system. The PTS-G program has an IDIQ ceiling of $4 billion across program awardees. The program is intended to expand the military’s use of commercial space technology for protected communications. Great to see $RKLB deepening its relationship with $VSAT and the U.S. Space Force… 👀 https://t.co/HUyH037uBa

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@spaceinvestor_dJun 11, 2026 · 2:54 PM

$VSAT: Viasat today announced it was awarded a prime contract by the U.S. Space Force’s (USSF) Space Systems Command (SSC) to build, launch and deliver the first of a proliferated fleet of small, maneuverable geosynchronous Earth orbit (GEO) satellites under the Protected Tactical SATCOM-Global (PTS-G) program. The new Swarm 1 Delivery Order contract builds on Viasat’s completion of the Delivery Order 1 (DO1) phase awarded in 2025, where the company successfully matured a system design for a resilient, low size, weight and power (SWaP) GEO satellite and associated ground architecture to dynamically support key hot spot service areas. The proposed satellite design and operational concept illustrates how Viasat is applying low cost, high performance dual-use technology to provide resilient connectivity for an increasingly contested tactical communications environment.

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@spaceinvestor_dJun 1, 2026 · 3:07 PM

$VSAT: Viasat today announced it has been selected by Lockheed Martin to provide high-bandwidth satellite communications technology in support of the National Oceanic and Atmospheric Administration’s (NOAA) next-generation C‑130J Hercules “Hurricane Hunter” aircraft program. Viasat’s government SATCOM team will support Lockheed Martin’s delivery of two specially modified C-130J aircraft, with prime contract options for additional aircraft. These C-130J Super Hercules aircraft will be designed to serve as airborne laboratories that collect critical environmental data to improve hurricane forecasting and severe weather prediction. These next-generation aircraft are expected to enter service by 2030, replacing legacy platforms and significantly enhancing NOAA’s ability to gather mission critical atmospheric data in extreme operating environments.

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@spaceinvestor_dMay 26, 2026 · 11:19 AM

$VSAT: The U.S. Space Force has awarded Viasat and Intelsat, a combined $437.7 million contract to provide space vehicles for the Protected Tactical Satellite-Global, or PTS-G, program. The firm-fixed-price, indefinite-delivery/indefinite-quantity contracts cover the development and delivery of space vehicles in support of the PTS-G program. The work will include design activities and demonstration support and will be carried out at the companies’ respective facilities through March 19, 2029.

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@spaceinvestor_dMay 5, 2026 · 11:35 AM

$VSAT: Viasat‘s Inmarsat Government business has won a potential $307.1 million contract from the U.S. Marine Corps to provide global communication connectivity under the USMC Enterprise Commercial Satellite Services, or MECS2, program. According to a solicitation released in March 2025, work includes the provision of transponded bandwidth capacity and end-to-end managed services across multiple frequency bands for satellite communications. The contract also covers wireless and cellular services, along with access to leasing or purchasing agreements for various service models.

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@tradableastroApr 6, 2026 · 1:26 PM

$VSAT is the cleanest chart of the three. Consistent higher highs and higher lows since July 2025. Every pullback to the MAs has been a buying opportunity. Up 18.70% Friday and still holding structure. All MAs stacked and rising. This is what a healthy trend looks like. Nfa

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@aleabitoredditApr 5, 2026 · 4:56 AM

The Space Bottleneck: Optical ground infrastructure. - "The industry has built roughly 10 percent of the optical ground infrastructure" Now, who are the beneficiaries? - $EOS.ASX (operating stations at Mt. Stromlo equipped with "adaptive optics.") - $SKPJF (TYO: 9412) | $NTTYY | Space Compass is JV with NTT and satellite operator SKY Perfect JSAT - $SGBAF - Works with Cailabs to for terrestrial optical terminals - $SAFRY - Manufacturer of the optical ground stations Then if it fails fallback would be names like: $VSAT, $GILT Analysis states that if the optical mesh fails due to clouds or lack of stations, the architecture "falls back to Ka-band RF links". -> Near term capital flows to Relay Providers (Kepler, Space Compass, General Atomics). -> Long term structural winners will be the photonics hardware manufacturers (Cailabs, Safran). -> Then companies like SpaceX wins by default. Many are private. "This infrastructure deficit is no longer just an engineering problem but a direct threat to a major White House [Golden Dome] policy objective" Orbital laser communications market are hard-capped until physical ground infra scales, hence the current bottleneck. But not quite sure if capex is to the scale of hyperscaler AI buildouts yet to benefit these companies enough.

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@itschrisrayMar 28, 2026 · 1:22 PM

$RKLB | The UAE’s @space42ai isn’t just looking to build Equatys, their direct-to-device constellation with @viasat, they’re also trying to move forward with an Earth observation constellation. This is all the more relevant with recent fighting seen in the region. Space42 already uses SAR satellites obtained through a Finnish company, but would like to expand into electro-optical (EO) sensing, and perhaps other payloads too. Rumors have recently indicated that $RKLB may be asked to build some or all of the 2,800 satellite buses planned for the Equatys constellation. Simultaneously (but unrelated), retail investors have suggested $RKLB could use its $1B ATM offering to purchase $BKSY, an electro-optical satellite imagery company. $RKLB also has the capability to build its own EO/IR payloads (and more) in-house after acquiring Geost last year. It would seem that $RKLB may be the ideal partner for Space42 & $VSAT on these two different initiatives. In regard to the Equatys buildout, Space42 & Viasat said they were “open to bringing others onboard,” and that “the agreement to bring on a third strategic partner is in the final stages of contract finalization.” Who could it be? Also, this: “Space42 alone plans to put about $600 million into Equatys, with the goal of starting to launch satellites in 2028 and being operational either late that year or early 2029. The team is looking to secure launch capacity for what could evolve into a 2,800-satellite constellation.” 👀 https://t.co/2IGggss6CH

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