Compared to Estimates, ViaSat (VSAT) Q3 Earnings: A Look at Key Metrics

ViaSat (VSAT) reported $1.16 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 3%. EPS of $0.79 for the same period compares to -$1.23 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $1.17 billion, representing a surprise of -0.85%. The company delivered an EPS surprise of +1404.76%, with the consensus EPS estimate being $0.05.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how ViaSat performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Revenue- Product revenues: $334.23 million versus $345.69 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +6.3% change.
• Revenue- Service revenues: $822.82 million versus $820.9 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +1.7% change.
• Revenue- Communication Services: $825.34 million versus $827.72 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +0.6% change.
• Revenue- Defense and Advanced Technologies: $331.7 million compared to the $350.36 million average estimate based on three analysts. The reported number represents a change of +9.3% year over year.
• Revenue- Communication services- Maritime services: $114.95 million versus $114.9 million estimated by two analysts on average.
• Revenue- Communication services- Fixed services and other services: $144.57 million versus the two-analyst average estimate of $148.45 million.
• Revenue- Communication services- Total services: $765.58 million versus $762.28 million estimated by two analysts on average.
• Revenue- Communication services- Total products: $59.77 million versus the two-analyst average estimate of $65.4 million.
• Revenue- Defense and advanced technologies- Total services: $57.24 million versus the two-analyst average estimate of $53.27 million.
• Revenue- Communication services- Government satcom services: $202.37 million versus $201.61 million estimated by two analysts on average.
• Revenue- Defense and advanced technologies- Space and mission systems products: $77.49 million versus the two-analyst average estimate of $95.25 million.
• Revenue- Defense and advanced technologies- Tactical networking products: $93.9 million compared to the $87.56 million average estimate based on two analysts.

View all Key Company Metrics for ViaSat here>>>

Shares of ViaSat have returned +5.2% over the past month versus the Zacks S&P 500 composite's +0.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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This article originally published on Zacks Investment Research (zacks.com).

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