Viasat and Cubic³, in partnership with Qualcomm Technologies and Fraunhofer IIS, will demonstrate satellite-enabled voice calling capabilities for software-defined vehicles at Mobile World Congress 2026. The demonstration showcases how vehicles can maintain voice connectivity for safety and emergency communications when cellular networks are unavailable, representing a significant advancement in always-on vehicle connectivity.

Brightline Capital Management exited its entire $17.77 million stake in Enviri (1.4 million shares), which represented 7.3% of the fund's assets. Despite the stock's 110% gain over the past year, the exit reflects concerns about the company's deteriorating fundamentals, including flat revenue, shrinking EBITDA margins, negative free cash flow guidance, and lowered full-year outlook.

Viasat Inc. announced that Astralintu has purchased two advanced S/X/Ka-band antennas to expand its Equatorial Ground Station Network in South America and the Caribbean. The antennas will support Viasat's Real-Time Earth services and are expected to be operational before the end of 2026. This partnership addresses a coverage gap in ground segment services, with the global market projected to reach $500M within five years.

Viasat stock gained 4.15% after Morgan Stanley analyst Landon Park raised his price target by 325% to $51 per share, citing the developing Direct-to-Device market and adopting a sum-of-the-parts valuation approach. However, the analyst remains skeptical, noting Viasat is unprofitable with a $6 billion market cap, $5.8 billion in net debt, and a 41x price-to-free cash flow ratio, making the valuation appear stretched despite potential spinoffs.

Evergreen Marine, Taiwan's largest container shipping line, has upgraded its entire fleet to Inmarsat's NexusWave bonded connectivity solution. The transition from Fleet Xpress aims to enhance crew welfare, strengthen cybersecurity, and enable digital operations including predictive analytics and IoT integration across the fleet.

President Trump's Golden Dome missile defense project has awarded a $151 billion contract through the SHIELD program to 2,100 contractors. The contract, administered by the U.S. Missile Defense Agency, represents the first phase of funding through 2035. Major defense contractors and satellite companies including Boeing, Lockheed Martin, Northrop Grumman, General Dynamics, RTX, Viasat, and Intuitive Machines have been selected as awardees, though specific contract values and task orders remain to be determined.

ITA Airways is implementing Iris satellite communication technology on four Airbus A320neo aircraft to improve operational efficiency, reduce emissions, and support the Single European Sky initiative, with commercial deployment starting in 2026.

Inmarsat Maritime is enhancing its NexusWave maritime connectivity service with new ViaSat-3 satellites and a VS60 maritime terminal, promising increased bandwidth, faster data transfers, and improved network efficiency for maritime customers.

Viasat plans to integrate Telesat Lightspeed Low Earth Orbit (LEO) satellite capacity into its JetXP in-flight broadband service, combining GEO and LEO capabilities to improve connectivity performance for business aviation customers.

SpaceX is disrupting satellite technology by dramatically reducing satellite production and launch costs compared to traditional providers like Viasat, with the ability to produce Starlink satellites at 666 times lower cost and launch 60 satellites simultaneously at a fraction of the price.

Brightline Capital Management sold its entire 1,450,000 share stake in NextDecade Corporation during Q3 2025, completely exiting a position that previously represented 5.6% of its assets under management.

Viasat completed its first NASA Communications Services Project demonstration by successfully relaying launch telemetry data during Blue Origin's New Glenn rocket mission, showcasing commercial satellite communication capabilities for future space missions.