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.
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.
TELUS (TSX: T), Canada's second-largest telecom with ~C$19B revenue and 17M+ wireless connections; diversified into TELUS Health digital health and TELUS Agriculture agri-tech platforms.
TELUS Corporation is Canada's second-largest telecommunications company by subscriber count, headquartered in Vancouver, British Columbia. The company reported revenues of approximately C$19 billion in 2025 and serves over 17 million wireless connections across Canada. TELUS operates mobile and fixed networks primarily in Western Canada, Ontario, and Quebec, and is a leader in fiber-to-the-home deployment in its service territories.\n\nTELUS has pursued an aggressive diversification strategy, building out TELUS Health as a major digital health services company offering electronic medical records, pharmacy management, and virtual care services to healthcare providers and employers across Canada and internationally. TELUS Agriculture & Consumer Goods provides data analytics, supply-chain traceability, and precision agriculture platforms to agri-food companies globally.\n\nThe company's international BPO subsidiary, TELUS International, provides AI data annotation, content moderation, and customer experience outsourcing to technology companies globally, and is publicly traded on the NYSE and TSX. TELUS has also been a leader in donating a percentage of profits to community investment programs through the TELUS Friendly Future Foundation, making corporate philanthropy a distinct brand differentiator.
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