Sky Perfect JSAT (Buy) - Q4 21 Results Reaction: A Huge Declaration of Confidence

Sky Perfect JSAT (Buy) - Q2 Follow up Plus Amazon Proof of Concept for Space Compass

Sky Perfect JSAT (Buy) - Follow up After Q3 21 Results

Telco/Internet specialist

Kirk Boodry

Redex Research

Equity Bottom-Up

<ul>
<li>As expected space segment revenue growth accelerated as global/mobile sales took off offsetting media revenue erosion</li>
<li>User trends in the video business remain weak although Q3 subscriber losses improved QoQ despite this being the seasonally weakest quarter</li>
<li>We are leaving our forecasts unchanged and remain at Buy</li>
</ul>


As expected space segment revenue growth accelerated as global/mobile sales took off offsetting media revenue erosion
User trends in the video business remain weak although Q3 subscriber losses improved QoQ despite this being the seasonally weakest quarter
We are leaving our forecasts unchanged and remain at Buy


Sky Perfect JSAT (Buy) - Q3 22 Results Reaction: Satellite Growth Offsets Media Weakness

Sky Perfect Jsat

Sky Perfect JSAT (Buy) - Q3 22 Results Reaction: Satellite Growth Offsets Media Weakness