Viasat reported quarterly aviation services revenue of $303.7 million in Q4 2025 (Q3 FY2026), up from $263.8mm the prior year. The company also reports a record 4,460 commercial aircraft flying with its Ka-band inflight connectivity solution. Both numbers represent ~10% increases from the prior year.
How long the company can maintain that pace of growth, however, remains to be seen. Starlink is nipping at its IFC dominance and holds a strong position in the terrestrial market, with more than 2 million US subscribers now active.
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