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VSATBullishCorporate Developmentsnews
High materiality8/10

Activist Carronade spots a hidden gem in Viasat's business. How the firm may unlock value

Aug 9, 2025, 8:01 AM EDT1 sourcesAI-analyzed
Why it may matterVerify against the original reporting

The push for a spin-off highlights underlying value in Viasat's DAT segment. Historical instances of similar spins often led to share price increases due to unlocked value.

AI summary

What happened, with direct paths to the underlying reporting

Carronade Capital calls for Viasat to spin-off its DAT business. Communications segment faces pressure while DAT shows strong potential. Viasat's share price decreased significantly over the past few years. Carronade sees DAT value between $6.3 billion to $16.2 billion. Management hints at potential divestiture of DAT, aligning with Carronade's views.

  • Carronade Capital calls for Viasat to spin-off its DAT business.
  • Communications segment faces pressure while DAT shows strong potential.
  • Viasat's share price decreased significantly over the past few years.
  • Carronade sees DAT value between $6.3 billion to $16.2 billion.
  • Management hints at potential divestiture of DAT, aligning with Carronade's views.

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