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    Did Viasat’s (VSAT) Patent Win and BMW Deal Just Reframe Its Connectivity IP Narrative?

    Simply Wall St·07/18/2026 01:20:21
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    • Earlier this week, Viasat Inc. secured a US$229,000,000 jury award in Texas against Kioxia for infringing its power-saving flash-memory patent, while also showcasing the first fully integrated automotive satellite voice call within a BMW iX3 infotainment system in Munich.
    • Together, the legal win and BMW satellite-calling demonstration highlight the commercial value of Viasat’s intellectual property and its push into satellite-enabled automotive connectivity.
    • Next, we’ll examine how this patent victory and BMW-linked satellite voice integration could reshape Viasat’s investment narrative around IP and connectivity.

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    Viasat Investment Narrative Recap

    To own Viasat, you need to believe its big bets on global connectivity, defense-grade networking, and spectrum assets can eventually offset high capital intensity and ongoing losses. The US$229,000,000 Kioxia jury award and the BMW satellite-voice demo both support the case that Viasat’s intellectual property and mobility partnerships have commercial value, but they do not directly change the near term pressure from heavy CapEx and execution risk on ViaSat-3 and the Inmarsat integration.

    Among recent updates, the upcoming ViaSat-3 F3 launch for the Asia-Pacific region stands out alongside the BMW integration. Together, they frame a catalyst cluster built around higher-capacity global coverage and new mobility use cases like satellite-enabled cars. If Viasat can bring F3 into service and convert automotive and in-flight connectivity trials into recurring contracts, that could become an important counterweight to subscriber erosion in U.S. fixed broadband.

    Yet despite these wins, investors should still be aware of the risk that rapidly advancing terrestrial and low Earth orbit networks could...

    Read the full narrative on Viasat (it's free!)

    Viasat's narrative projects $5.3 billion revenue and $597.1 million earnings by 2029.

    Uncover how Viasat's forecasts yield a $94.56 fair value, a 32% upside to its current price.

    Exploring Other Perspectives

    VSAT 1-Year Stock Price Chart
    VSAT 1-Year Stock Price Chart

    Some of the most optimistic analysts already assumed Viasat could reach about US$5.6 billion in revenue and US$631 million in earnings before this news, so you should expect that opinions about its technology and competitive risks may now diverge even more and be ready to compare those different views for yourself.

    Explore 8 other fair value estimates on Viasat - why the stock might be worth as much as 96% more than the current price!

    Reach Your Own Conclusion

    Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.