Compare Companies
| Field | 🇫🇷 Eutelsat GroupEuronext Paris / London Stock Exchange (dual-listed): ETL | 🇺🇸 Viasat IncNASDAQ: VSAT | 🇺🇸 Iridium CommunicationsNASDAQ: IRDM | 🇺🇸 AST SpaceMobileNASDAQ: ASTS |
|---|---|---|---|---|
| Type | public | public | public | public |
| Country | 🇫🇷 France | 🇺🇸 United States | 🇺🇸 United States | 🇺🇸 United States |
| Founded | 1977 | 1986 | 2001 | 2017 |
| CEO | Jean-François Fallacher | Mark Dankberg | Matt Desch | Abel Avellan |
| Mkt Cap / Valuation | ~€3.5B (May 2026, ETL.PA ~€2.96) | ~$1.2B | ~$3.0B | ~$22B |
| Employees | ~1,800 (Group, post-merger) | ~7,300 (post-Inmarsat integration) | ~975 | ~1,800+ |
| Sector | Satellite Connectivity (GEO + LEO) | Satellite Communications & Broadband | Satellite Communications | Direct-to-Cell Satellite Broadband |
| Last raise / Last filing | — | 10-K filed | 10-K filed | 10-K filed |
| Top risks | Starlink competitive pressure: Starlink's price/performance and scale dominate every LEO segment Eutelsat targets; OneWeb relies on B2B/government channels where Starlink is also moving aggressively.; Linear-video / DTH decline: Video revenue (€608M, -6.5% LfL FY24-25) is the largest single segment and structurally declining as streaming displaces satellite-distributed TV. | $7.2B debt burden — limits financial flexibility, restricts capex for next-generation satellites, and amplifies any execution miss.; Starlink LEO competition in commercial in-flight broadband — Starlink's lower latency is winning narrowbody airline RFPs; Viasat must execute multi-orbit hybrid quickly. | Starlink Direct and Apple/Globalstar D2D competition — could pressure consumer-adjacent revenue if Iridium does not secure smartphone-OEM partnerships.; DoD EMSS contract renewal pricing risk — government cost optimization could compress unit economics on the largest single customer contract. | Capital intensity: AST has incurred ~$1.6B in capitalized property and equipment to date; the Block 2 campaign requires continued massive spend; FY2025 net loss was $341.9M despite initial revenues.; Technology and deployment risk: large-aperture satellite manufacturing at scale is unproven; any delays to the 60-satellite Block 2 campaign would push back commercial coverage and revenue milestones. |
| Next catalyst | First OneWeb Gen 2 satellite launches (Airbus-built, IRIS²-ready) (Late 2026) | ViaSat-3 F2 entry into service after in-orbit testing (2026-Q2) | Closure of new DoD EMSS unlimited-use contract renewal (2026-H1) | Block 2 satellite deployment — target 45–60 operational satellites by end 2026 (2026-Q4) |
Maximum 4 companies. Pass slugs in the ids query parameter, comma-separated. Try SpaceX vs Blue Origin vs Rocket Lab vs Firefly.