)
Gilat Satellite Networks (GILT) investor relations material
Gilat Satellite Networks 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Market positioning and business overview
Provides satellite connectivity solutions for defense and commercial markets, focusing on hubs, antennas, modems, and related services.
Main customer groups include satellite operators, service providers, system integrators, and government agencies.
Positioned between satellite operators and service providers in the value chain, selling platforms and terminals.
Sees industry consolidation as an opportunity for larger market potential.
Global presence with 1,200 employees in 20 locations, traded on Nasdaq and Tel Aviv.
Growth drivers and market trends
Total addressable market expected to grow from $4B to $7B in coming years, driven by increased satellite capacity and lower launch costs.
Focus areas: very high throughput satellites (VHTS), non-geostationary orbits (NGSO), in-flight connectivity (IFC), and defense.
IFC now represents about 40% of revenues, with defense at just under 25%.
Provides amplifiers to major LEO constellations and is sole provider for SES MEO constellation.
SkyEdge IV platform supports multi-orbit, high-throughput, and next-gen (5G/cloud) applications.
Financial performance and outlook
2025 revenues expected at $445–$455M, a 47% increase over prior year, with EBITDA projected to grow 23% to $52M.
Growth driven by both organic expansion and acquisitions, notably Stellar Blu and AeroAntenna.
Stellar Blu acquisition added significant backlog and ramped up production to 60 units/month.
Defense segment expected to reach $100M in 2026, with further growth as more programs mature.
Peru business expected to grow from $60M to $80M run rate in 2–3 years, with recurring revenue from long-term contracts.
Next Gilat Satellite Networks earnings date
Next Gilat Satellite Networks earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)