Globalstar Q4 revenue rises on IoT capabilities expansion

Reuters02-27
Globalstar Q4 revenue rises on IoT capabilities expansion

Overview

  • Telecommunications provider's Q4 service revenue rose 17% yr/yr

  • Net loss for Q4 improved significantly compared to last year

  • Adjusted EBITDA for Q4 missed analyst expectations

Outlook

  • Globalstar projects 2026 revenue between $280 mln and $305 mln

  • Company expects adjusted EBITDA margin of approximately 50% in 2026

  • Globalstar aims to scale with next-gen satellite deployment and IoT capabilities

Result Drivers

  • SERVICE REVENUE INCREASE - Q4 service revenue rose 17% due to higher wholesale capacity services and performance bonuses

  • IoT CAPABILITIES EXPANSION - Launch of two-way satellite IoT capabilities and RM200M module rollout expanded addressable markets

  • GOVERNMENT AND DEFENSE COLLABORATIONS - Key collaborations in government and defense sectors supported operational progress

Company press release: ID:nBw6Hwh15a

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q4 Revenue

$72 mln

Q4 EPS

-$0.11

Q4 Net Income

-$11.62 mln

Q4 Adjusted EBITDA

Miss

$32.37 mln

$35.29 mln (4 Analysts)

Q4 EBITDA

$20.32 mln

Q4 Operating Income

-$371,000

Q4 Pretax Profit

-$9.59 mln

Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the wireless telecommunications services peer group is "buy"

  • Wall Street's median 12-month price target for Globalstar Inc is $66.50, about 14.9% above its February 26 closing price of $57.88

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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