Every material Form 8-K Viasat filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Viasat reported second quarter fiscal year 2027 revenue of $1.2 billion, up 3% year-over-year, alongside a net loss of $129 million. The company experienced strong growth in its Defense and Advanced Technologies segment, offset by declines in Communication Services, while generating $78 million in free cash flow.
Viasat's board committee adopted the Viasat Value Creation Incentive Program (V-CIP), which grants performance-based restricted stock units that vest only if the stock reaches price hurdles between $150 and $300 through 2030. The committee expects to approve initial awards in December 2026 and plans to allocate a significant portion to Chairman and CEO Mark Dankberg, which may matter to shareholders given potential dilution from the shares involved.
Initial awards of up to 2.8 million PSUs expected, assuming the highest hurdle is met
Price hurdles of $150, $188, $225, $263 and $300, versus a $74.11 close on November 2, 2026
Performance period ends December 31, 2030, with a four-year service-based vesting requirement
Viasat reported first quarter fiscal 2027 results on August 4, 2026. Revenue was $1.2 billion, down 1% year over year, and adjusted EBITDA was $381 million, down 7%, while the net loss narrowed to $52 million from $56 million a year earlier. The company said the results are consistent with its fiscal 2027 outlook, and shareholders will weigh the narrower loss against the lower revenue and EBITDA.
Revenue of $1.2 billion fell 1% year over year, with Defense and Advanced Technologies down 4% and Communication Services flat.
Net loss was $52 million, compared with $56 million in Q1 FY2026, mainly due to reduced interest expense.
Adjusted EBITDA was $381 million, down 7% year over year; Defense and Advanced Technologies fell 20%.
Free cash flow excluding non-recurring items was $72 million, up 19% year over year; awards rose 10% to $1.3 billion.
Viasat reported fourth quarter and fiscal 2026 results on May 28, 2026. Q4 revenue rose 2% year over year to $1.2 billion and net income was $59 million, compared with a net loss of $246 million a year earlier, mainly due to a gain on the sale of its Navarino stake. Adjusted EBITDA fell 1% to $370 million, and the company said it will update its fiscal 2027 outlook during the first half of that year.
Q4 FY2026 revenue was $1.2 billion, up 2% year over year.
Q4 FY2026 net income was $59 million, versus a net loss of $246 million in Q4 FY2025.
Q4 FY2026 Adjusted EBITDA was $370 million, down 1% year over year.
Fiscal 2026 revenue was $4.6 billion and the net loss narrowed to $34 million from $575 million; the company will update its fiscal 2027 outlook over the first half of that year.
Viasat appointed Shekar Ayyar and Jinhy Yoon to its board on May 6, 2026, and entered into a cooperation agreement with activist investor Carronade Capital Management, LP. The board now has ten members, eight of them independent, and both new directors joined the Strategic Review Committee, which shareholders may watch as a signal of the review's direction.
Shekar Ayyar, CEO of Arrcus, Inc., appointed as an independent Class II director with a term expiring at the 2028 annual meeting
Jinhy Yoon, former PIMCO executive, appointed as an independent Class I director with a term expiring at the 2027 annual meeting
Cooperation agreement includes voting commitments and standstill obligations, and terminates if the board grows to more than ten directors
Both new directors were appointed to the Strategic Review Committee; the agreement is filed as Exhibit 10.1
Viasat reported third-quarter fiscal 2026 results on February 5, 2026. Revenue rose 3% to $1.2 billion and net income of $25 million improved from a net loss of $158 million a year earlier, though Adjusted EBITDA fell 2% to $387 million. Management kept its fiscal 2026 revenue and Adjusted EBITDA outlook, now expects positive fiscal 2026 free cash flow, and said it is still evaluating strategic options, including separating its government and commercial businesses.
Revenue of $1.2 billion, up 3% year over year; net income of $25 million versus a net loss of $158 million in Q3 FY2025
Net income gain was primarily due to higher interest income on the deferral of Ligado's quarterly fees, which were received as part of a lump sum payment
Adjusted EBITDA of $387 million, down 2%; operating cash flow of $307 million and free cash flow of $24 million, both excluding the $420 million Ligado lump sum payment
FY2026 outlook: low single-digit revenue growth and flat Adjusted EBITDA; capital expenditures of $1.0 billion to $1.1 billion; now expects positive free cash flow for FY2026
Viasat's subsidiary ViaSat Technologies Limited signed a $188.7 million direct loan facility with the Export-Import Bank of the United States, guaranteed by Viasat, to help finance the ViaSat-3 F1 satellite. The company expects the full amount to be drawn in a single disbursement, and the loan carries a fixed rate tied to the CIRR, currently 4.63%, with repayment starting May 25, 2026.
Facility size: $188.7 million, with $175.8 million for satellite costs and up to $12.9 million for exposure fees
Repayment: 16 approximately equal semi-annual installments, starting May 25, 2026, final maturity November 25, 2033
Security: first priority liens on selected ViaSat-2 assets of the subsidiary and a pledge of its capital stock held by Viasat
Separately, Viasat repaid early the $300.0 million outstanding under Inmarsat's original term loan on November 21, 2025
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Viasat filing is on SEC EDGAR ↗. 8-K briefs of other companies →