Viasat: Profitable Niches in the Shadow of Ruthless Starlink Competition

Viasat has a robust, vertically integrated business model that generates reliable revenue, particularly through long-term government contracts and a strong market position in broadband internet for aircraft and ships. The strategic acquisition of Inmarsat opens up immense global growth opportunities for the company in emerging billion-dollar markets like the Internet of Things and direct satellite connections to smartphones. As an established partner of the US military, Viasat significantly benefits from rising defense budgets worldwide...