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Snap Inc: 1 director

A director at Snap Inc sold/sold after exercising options 269,593 shares at 8.596USD and the significance rating of the trade was 69/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the...

Calumet Inc: 1 director

A director at Calumet Inc sold 40,000 shares at 13.855USD and the significance rating of the trade was 78/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly sho...

Dan Salmon
  • Dan Salmon

US Internet 1Q25 Update Better than feared, but still choppy ahead

We update models for our US Internet coverage following earnings, with estimates and target valuations generally higher.

 PRESS RELEASE

Viasat and Blue Origin to Partner on Launch Telemetry Demonstration fo...

Viasat and Blue Origin to Partner on Launch Telemetry Demonstration for NASA Communications Services Project Viasat will demonstrate its InRange launch telemetry relay solution on Blue Origin’s New Glenn Rocket on two future missions CARLSBAD, Calif., May 14, 2025 (GLOBE NEWSWIRE) -- (NASDAQ: VSAT), a global leader in satellite communications (SATCOM), today announced it has selected Blue Origin as its launch mission partner to support Viasat’s demonstration of its launch telemetry relay service as part of its work with NASA’s Communications Services Project (CSP). Viasat’s Space and M...

 PRESS RELEASE

Viasat Sets May 20, 2025 for Fourth Quarter and Fiscal Year 2025 Finan...

Viasat Sets May 20, 2025 for Fourth Quarter and Fiscal Year 2025 Financial Results Conference Call and Webcast CARLSBAD, Calif., May 13, 2025 (GLOBE NEWSWIRE) --  (NASDAQ: VSAT), a global leader in satellite communications, today announced it will release its fourth quarter and fiscal year 2025 financial results on Tuesday, May 20, 2025 after the market closes, via a letter to shareholders posted to the  section of its website. The Company will also host a conference call and webcast on Tuesday, May 20, 2025 at 2:30 p.m. Pacific Time / 5:30 p.m. Eastern Time. To participate on the live ...

 PRESS RELEASE

Viasat Selected by U.S. Space Force for Phase 2 of Enterprise Space Te...

Viasat Selected by U.S. Space Force for Phase 2 of Enterprise Space Terminal Program Viasat will continue development and testing of a new space optical terminal for crosslink communications between orbits CARLSBAD, Calif., May 13, 2025 (GLOBE NEWSWIRE) -- (NASDAQ: VSAT), a global leader in satellite communications, today announced it was selected by the U.S. Space Force’s (USSF) Space Systems Command (SSC) for the second phase of its Enterprise Space Terminal (EST) program, which is focused on the prototyping and development of a new optical laser communications terminal that can suppo...

 PRESS RELEASE

Viasat Announces Appointments of Bill LaPlante and Michael Paull to It...

Viasat Announces Appointments of Bill LaPlante and Michael Paull to Its Board of Directors CARLSBAD, Calif., May 12, 2025 (GLOBE NEWSWIRE) -- (NASDAQ: VSAT), a global leader in satellite communications, today announced the appointments of  Dr. William “Bill” LaPlante and Michael Paull to its Board of Directors, effective immediately. “We are delighted that Dr. LaPlante and Mr. Paull have agreed to join our Board,” said Mark Dankberg, Chairman of the Board and CEO at Viasat. “Dr. LaPlante brings a wealth of defense and national security experience, while Mr. Paull is a proven leader in th...

Dan Salmon
  • Dan Salmon

US Internet: What we know (and don’t know) about China/de minimis adve...

On Monday, we analyzed GOOGL and META’s potential exposure to China-based advertisers HERE, and discussed META’s exposure more HERE. Last night, SNAP cited weakness from advertisers impacted by changes to the de mimimus exemption as one example of the macro uncertainty that led it to pull 2Q25 guidance (see HERE for full takeaways). Led by Temu and Shein, there is likely high overlap between China-based retailers and those impacted by de minimis exemption changes.

Moody's Ratings assigns Baa1 to Keurig Dr Pepper's notes, outlook is s...

Moody's Ratings (Moody's) today assigned a Baa1 rating to Keurig Dr Pepper Inc.'s ("KDP") new senior unsecured notes to be issue in multiple tranches. All other ratings for the company including the Baa1 senior unsecured rating and Prime-2 commercial paper (CP) rating remain unchanged. The rating ou...

Dan Salmon
  • Dan Salmon

Tariff Impact Part III: The other shoe drops – lower company estimates...

Yesterday, we lowered estimates for eCommerce and digital ad spending HERE. In this report, the other shoe drops and we lower estimates and targets across our coverage.

 PRESS RELEASE

Sallaum Lines Selects Inmarsat NexusWave to Drive Fleetwide Digitalisa...

Sallaum Lines Selects Inmarsat NexusWave to Drive Fleetwide Digitalisation Strategy Agreement sees Sallaum Lines become an early adopter to transition to Inmarsat Maritime’s fully managed bonded connectivity service from traditional VSAT solutions LONDON, April 23, 2025 (GLOBE NEWSWIRE) -- Inmarsat Maritime, a Viasat company, has signed an agreement with Sallaum Lines, a leading Roll-on/Roll-off (RoRo) cargo shipping company, to upgrade to Inmarsat Maritime’s NexusWave fully managed bonded connectivity service, marking them an early adopter in region. As Sallaum Lines expands its global...

 PRESS RELEASE

Viasat Announces Issuance of Notice of Early Full Redemption of Senior...

Viasat Announces Issuance of Notice of Early Full Redemption of Senior Unsecured Notes Full Redemption of Remaining 5.625% Senior Notes due 2025 CARLSBAD, Calif., April 22, 2025 (GLOBE NEWSWIRE) -- (NASDAQ: VSAT), a global leader in satellite communications, today announced that it has issued a notice of redemption for all $442,550,000 remaining aggregate principal amount of its outstanding 5.625% senior notes due 2025 (the “2025 Notes”) ahead of the September 15, 2025 maturity date at a cash redemption price of 100% of the principal amount of the notes being redeemed, plus accrued and...

 PRESS RELEASE

Caribe Tankers to Trial Inmarsat NexusWave for Connected Certainty and...

Caribe Tankers to Trial Inmarsat NexusWave for Connected Certainty and Enhanced Crew Welfare Trial will assess performance of Inmarsat Maritime’s fully managed bonded connectivity service as US-based Commercial and Operational Shipping Management company seeks ultra-reliable solution to meet operational and crew connectivity challenges LONDON, April 15, 2025 (GLOBE NEWSWIRE) -- Inmarsat Maritime, a Viasat company, has announced Caribe Tankers USA, Inc (CTU) will trial Inmarsat’s fully managed bonded connectivity service, NexusWave, on board the chemical tankers Caribe Maria and Caribe L...

 PRESS RELEASE

Viasat Launches Amara: Next Generation In-Flight Connectivity Solution...

Viasat Launches Amara: Next Generation In-Flight Connectivity Solution to Deliver a Connected Experience Unique to Each Airline Viasat simultaneously introduces Amara-compatible, proprietary electronically steered antenna (ESA) terminal, Viasat Aera CARLSBAD, Calif., April 08, 2025 (GLOBE NEWSWIRE) -- Today, Viasat, Inc. (NASDAQ: VSAT), a global leader in satellite communications and the market leader in In-flight Connectivity (IFC), announced its next-generation solution for commercial aviation, Viasat Amara. Powering the new IFC solution are innovations in core satellite network desig...

 PRESS RELEASE

Viasat Advances Multi-Orbit Services Roadmap

Viasat Advances Multi-Orbit Services Roadmap Signs Agreement with Telesat for Incorporating LEO Ka-band into Multi-Orbit Services CARLSBAD, Calif., April 07, 2025 (GLOBE NEWSWIRE) -- (NASDAQ: VSAT), a global leader in satellite communications, today announced the advancement of its multi-orbit services roadmap. Viasat has signed an agreement with Telesat (Nasdaq and TSX: TSAT) to integrate Telesat Lightspeed LEO Ka-band capacity into its multi-orbit network to deliver a new standard of connectivity across its mobility and defense business portfolio. The LEO capacity from Telesat Light...

 PRESS RELEASE

Riyadh Air Selects Viasat to Power Full, Fast, Free Streaming Connecti...

Riyadh Air Selects Viasat to Power Full, Fast, Free Streaming Connectivity on Boeing 787 Dreamliner Aircraft Viasat’s most advanced connectivity solution will complement Riyadh Air’s digitally native onboard strategy RIYADH, Saudi Arabia and CARLSBAD, Calif., April 03, 2025 (GLOBE NEWSWIRE) -- Riyadh Air, Saudi Arabia's new premium international airline, today announced it has selected Viasat Inc. (NASDAQ: VSAT), a global leader in satellite communications, to provide a full, fast, free in-flight connectivity for all Riyadh Air loyalty members on initial Boeing 787 Dreamliner factory-in...

 PRESS RELEASE

To the Moon: Viasat Selected to Design Lunar Orbiting Satellite System...

To the Moon: Viasat Selected to Design Lunar Orbiting Satellite System Alongside Telespazio Viasat to lead the lunar orbiting satellite communications portion of ESA’s Moonlight Program, alongside Telespazio and a host of other European and UK companies. Project creates Europe’s first lunar orbiting satellite network. LONDON, March 25, 2025 (GLOBE NEWSWIRE) -- (NASDAQ: VSAT), a global leader in satellite communications, today joined the European Space Agency’s Moonlight project (“Moonlight”), alongside program lead Telespazio. Moonlight is the European Space Agency's (ESA) program to d...

 PRESS RELEASE

Solvang Commits to Inmarsat Nexuswave Fleetwide for Crew and Business ...

Solvang Commits to Inmarsat Nexuswave Fleetwide for Crew and Business Connectivity Inmarsat’s fully managed bonded connectivity service, NexusWave, supports evolving crew and business requirements across Solvang’s advanced gas carrier fleet. CARLSBAD, Calif., March 20, 2025 (GLOBE NEWSWIRE) -- Inmarsat Maritime, a Viasat company, has signed an agreement with Solvang to equip the company’s fleet with Inmarsat’s NexusWave fully managed bonded connectivity service to support the leading gas shipping company’s evolving crew and business connectivity requirements. Solvang’s fleet, which inc...

 PRESS RELEASE

Inmarsat Verifies Unparalleled 340 Mbps NexusWave Download Speeds to D...

Inmarsat Verifies Unparalleled 340 Mbps NexusWave Download Speeds to Demonstrate Power of Network Bonding for Maritime Market Real-world tests of NexusWave confirm power of bonded connectivity for ships at sea: substantiating superior maximum, minimum and average download and upload speeds as network availability averages over 99.9%. CARLSBAD, Calif., March 12, 2025 (GLOBE NEWSWIRE) -- Inmarsat Maritime, a Viasat company, has verified its fully managed bonded connectivity service, NexusWave, achieved maximum download speeds of 330–340 megabits per second, with maximum upload speeds of 7...

 PRESS RELEASE

Viasat and partners deliver first-of-its-kind direct-to-device demonst...

Viasat and partners deliver first-of-its-kind direct-to-device demonstration in South America Viasat and its ecosystem partners GuardianSat, Quectel, and Acceleronix, successfully complete trial in Brazil to showcase direct-to-device connectivity for the automotive industry CARLSBAD, Calif., March 06, 2025 (GLOBE NEWSWIRE) --  (NASDAQ: VSAT), a global leader in satellite communications, today announced the first-of-its-kind demonstration of direct-to-device (D2D) connectivity for the automotive sector — opening the door for widescale adoption of satellite connectivity for automotive use...

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