Viasat vs Ericsson
Side-by-side comparison of AI visibility scores, market position, and capabilities
Viasat (NASDAQ: VSAT), satellite broadband for 500K+ subscribers via GEO satellites; acquired Inmarsat in 2023 for $7.3B, adding aviation, maritime, and government connectivity capabilities.
About
Viasat Inc. is an American satellite communications and cybersecurity technology company headquartered in Carlsbad, California, and listed on NASDAQ. The company provides satellite broadband internet services to residential, commercial aviation, maritime, and government customers, primarily via its fleet of high-throughput geostationary satellites including the ViaSat-3 series. Viasat acquired Inmarsat in 2023 for $7.3 billion, significantly expanding its fleet, government, and aviation connectivity businesses.\n\nViasat's Government Systems segment is a major supplier of tactical data links, satellite communication terminals, and cybersecurity products to the U.S. military and allied defense forces. This defense business provides a stable, high-margin revenue base that differentiates Viasat from pure commercial satellite operators. The combination with Inmarsat added L-band global maritime and aviation SATCOM capabilities complementing Viasat's Ka-band broadband offering.\n\nViasat faces intense competition from SpaceX Starlink, which has disrupted the satellite broadband market with its low Earth orbit constellation offering lower latency at competitive prices. Viasat has been challenged by higher launch costs and satellite anomalies, but its ViaSat-3 fleet and the Inmarsat integration position it as a full-spectrum satellite services provider for aviation, maritime, enterprise, and government customers that require reliable GEO-based global coverage.
Ericsson (NASDAQ: ERIC), Swedish 5G RAN leader with ~$22B revenue in 2025; mobile network equipment for carriers in 180+ countries, with technology handling 40% of global mobile traffic.
About
Telefonaktiebolaget LM Ericsson is a Swedish multinational networking and telecommunications company headquartered in Stockholm, founded in 1876. The company is one of the two leading global suppliers of 5G radio access network (RAN) equipment alongside Nokia, reporting approximately $22 billion in revenue and an operating margin of 17% in 2025. Ericsson's technology handles more than 40% of the world's mobile traffic.\n\nEricsson's Networks segment, its largest business unit, provides RAN hardware, radio software, and network management systems to mobile operators in over 180 countries. The company has been a pioneer in Open RAN architecture, developing virtualized and cloud-native network components that allow operators to disaggregate hardware from software. Ericsson also acquired Vonage in 2022 for $6.2 billion to build out its cloud communications and network APIs business.\n\nThe company has faced significant market headwinds including reduced RAN spending as North American 5G buildouts matured and Chinese operators shifted to domestic suppliers. In response, Ericsson restructured in 2024-2025, eliminating thousands of positions and resharpening its focus on software-led growth, particularly in Intelligent Automation and Network APIs. Despite challenges, Ericsson maintains strategic importance as Western governments restrict Huawei equipment in critical national infrastructure.
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