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Howard Marks·VIASAT INC
VSAT

Viasat — Income Statement, Cash Flows & Balance Sheet

AI Overview

Is Viasat profitable?

Viasat lost money in every quarter of fiscal 2025, and the full-year loss deepened compared to fiscal 2024 on an underlying basis.

MetricFY2024FY2025Change
Total revenues~$4,283M~$4,519M+5.5%
Net loss attributable to Viasat~$(1,069M)~$(574M)Narrowed nominally
Key one-time item (FY2024)~$(905M) satellite write-down (net)
Key one-time item (FY2025)~$(169M) EMEA impairment & exit charges

Both years were heavily distorted by large one-time charges, making headline comparisons misleading. In fiscal 2024, a ~$905 million net write-down of satellites under construction (partially offset by insurance receivables) drove an enormous loss in the second quarter alone. In fiscal 2025, a $169 million impairment tied to exiting certain EMEA markets hit the fourth quarter hard. Stripping those items out, operating losses persisted in most quarters — this is not yet a consistently profitable business.

Does Viasat generate cash?

The quarterly data provided does not include a full cash flow statement, so a detailed cash generation analysis is not available from this filing excerpt.

The filing references significant capital-intensive events — satellite construction write-downs, insurance receivables, and an EMEA market exit — that all point to a business requiring substantial ongoing investment. Investors should review the full cash flow statement on pages F-1 through F-53 of the 10-K for a complete picture.

How strong is Viasat's balance sheet?

Two major asset-side events in back-to-back years raise meaningful questions about balance sheet quality.

EventYearAmount
Satellite write-down (gross)FY2024~$(1,670M)
Insurance receivables offsetting write-downFY2024~$770M
Net loss on satellite assetsFY2024~$(905M)
EMEA impairment & exit chargesFY2025~$(169M)
Inmarsat acquisition closedMay 2023

Viasat absorbed Inmarsat in mid-2023, a transformative deal that significantly expanded both revenues and the asset base — but within a year it was forced to write down nearly $1.7 billion in satellite assets. A further impairment in fiscal 2025 adds to the pattern. These are non-cash charges, but they signal real economic losses on capital already deployed. Investors wanting to assess leverage, liquidity, and goodwill levels should consult the full balance sheet in the filing.