Gilat Satellite Networks (GILT) 17th Annual LD Micro Main Event Conference summary
Event summary combining transcript, slides, and related documents.
17th Annual LD Micro Main Event Conference summary
17 Jan, 2026Company overview and customer base
Operates globally with 16 sales offices, 7 R&D centers, and 3 network operating centers, employing 1,200 people.
Serves four main customer groups: satellite operators, service providers/MNOs, system integrators, and governments.
Provides equipment to both satellite operators and service providers, acting as a key intermediary in the satellite value chain.
Present in over 100 countries with more than 300 customers and hundreds of networks.
Industry trends and growth areas
Satellite industry is experiencing two mega trends: increased capacity and dramatically lower launch costs.
Focused on three main growth areas: VHTS/NGSO constellations, defense, and recurring revenue services in Peru.
Addressable market expected to grow from $2 billion to $4 billion in the coming years.
Positioned as a key supplier in MEO and LEO constellations, with major pipeline opportunities in next-gen satellite projects.
Technology and product platform
SkyEdge IV platform, launched in 2022, supports multi-orbit constellations and high-capacity satellites.
Over $100 million in revenues generated from SkyEdge IV, adopted by leading satellite operators.
Provides a range of products for in-flight connectivity, including modems, transceivers, and electronically steerable antennas.
Latest events from Gilat Satellite Networks
- Record 2025 results and strong 2026 outlook, fueled by growth in all key business segments.GILT
Q4 202510 Feb 2026 - FY 2025 revenue hit $451.7M, with 2026 guidance up to $520M and double-digit growth expected.GILT
Investor presentation10 Feb 2026 - Acquisition creates an IFC leader with ESA technology and $100–$150M revenue projected for 2025.GILT
M&A Announcement3 Feb 2026 - Q2 revenue up 13% YoY; Stellar Blu acquisition to drive future growth and margin expansion.GILT
Q2 20242 Feb 2026 - Q3 2025 revenue jumped 58%, with major wins and raised full-year guidance.GILT
Q3 202521 Jan 2026 - Q3 revenue up 17% year-over-year; guidance raised and Stellar Blu to boost future growth.GILT
Q3 202414 Jan 2026 - Poised for 47% revenue growth in 2025, fueled by IFC, defense, and global expansion.GILT
28th Annual Needham Growth Conference Virtual13 Jan 2026 - Acquisitions and multi-orbit tech drive growth in satellite connectivity and defense markets.GILT
27th Annual Needham Growth Conference10 Jan 2026 - Record 2024 results and strong 2025 outlook driven by defense and IFC growth.GILT
Q4 202423 Dec 2025