TSAT Earnings

TSAT reported its FY2025Q3 earnings on 2025-11-04, showcasing a revenue of 101.06M against an estimate of 100.26M, resulting in a 0.8% surprise. The EPS was -1.73, surpassing the expected -0.78 by -121.79%. The stock experienced a -10.53% price change on the earnings day and a -12.18% change over the next five days, reflecting market reactions to the results.

Following TSAT's FY2025Q3 earnings announcement on 2025-11-04, the stock price moved by -10.53% on the day of the release. Over the subsequent five days, it saw a -12.18% change. Historically, TSAT's stock price tends to shift by an average of 4.36% in the 10 days leading up to earnings and -0.17% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate TSAT's annual revenue to reach 91.95M, while the EPS is projected at undefined. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between TSAT's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, TSAT's stock price typically moves by 4.36% in the 10 days before its earnings and -0.17% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of undefined and revenue of 91.95M.

The earnings call summary indicates mixed signals: strong demand from the defense sector and debt reduction are positive, but unchanged EBITDA guidance and high capital expenditures raise concerns. The Q&A reveals optimism about Lightspeed's future revenue, yet management's lack of clarity on debt negotiations and reliance on future satellite launches add uncertainty. Overall, the sentiment is neutral due to the balance of positive developments and ongoing uncertainties.