SATSHIGH SIGNALFINANCIAL10-K

SATS has experienced catastrophic financial deterioration with net losses expanding from -$119.5M to -$14.5B while adding going concern language about inability to fund twelve-month obligations.

The company is in severe financial distress, as evidenced by the massive loss expansion and explicit going concern warning that management lacks sufficient cash, projected cash flows, or committed financing to meet upcoming obligations. The addition of SpaceX investment risk language suggests the company may be betting on a major transaction to address its liquidity crisis, creating significant execution risk for shareholders.

Comparing 2026-03-02 vs 2025-02-27View on EDGAR →
FINANCIAL ANALYSIS

SATS shows complete financial collapse across all metrics, with net losses exploding over 120x to -$14.5B and operating losses expanding nearly 58x to -$17.7B. The balance sheet has severely deteriorated with stockholders' equity falling 71% to $5.8B, total debt doubling to $2.0B, current liabilities surging 112% to $12.4B, and cash reserves declining 56% to $1.9B. Operating cash flow turned sharply negative at -$99.4M from positive $1.3B, while the company reduced capital expenditure by 37% and share buybacks by 46%, indicating severe cash preservation mode amid the liquidity crisis.

FINANCIAL STATEMENT CHANGES
Net Income
P&L
-12026.9%
-$119.5M-$14.5B

Net income declined 12026.9% — review whether driven by operations, interest costs, or non-recurring items.

Operating Income
P&L
-5728.6%
-$304.1M-$17.7B

Operating income deteriorated sharply — investigate whether driven by one-time charges or structural cost issues.

Current Liabilities
Balance Sheet
+112%
$5.8B$12.4B

Current liabilities surged 112% — significant near-term obligations; verify ability to meet short-term debt.

Total Debt
Balance Sheet
+108.2%
$951.0M$2.0B

Debt increased 108.2% — substantial leverage increase; assess whether deployed for growth or covering losses.

Operating Cash Flow
Cash Flow
-107.9%
$1.3B-$99.4M

Operating cash flow fell 107.9% — earnings quality concerns; investigate working capital changes and non-cash items.

Stockholders Equity
Balance Sheet
-71.4%
$20.2B$5.8B

Equity declined sharply — large losses, buybacks, or write-downs reducing book value significantly.

Cash & Equivalents
Balance Sheet
-56.3%
$4.3B$1.9B

Cash declined 56.3% — significant cash burn or deployment; verify adequacy of remaining liquidity runway.

Share Buybacks
Cash Flow
-45.7%
$89.3M$48.5M

Buyback activity reduced 45.7% — capital being redeployed elsewhere or cash conservation underway.

Interest Expense
P&L
-40.1%
$95.5M$57.2M

Interest expense declined — debt repayment or refinancing at lower rates improving earnings quality.

Capital Expenditure
Cash Flow
-37.5%
$1.5B$965.7M

Capex reduced 37.5% — investment cycle winding down or capital discipline; may improve near-term free cash flow.

LANGUAGE CHANGES
NEW — 2026-03-02
PRIOR — 2025-02-27
ADDED
As of February 25, 2026, the registrant s outstanding common stock consisted of 157,527,391 shares of Class A common stock and 131,348,468 shares of Class B common stock, each $0.001 par value.
Risks Related to Our Potential Investment in SpaceX Investor expectations regarding our potential investment in SpaceX may be currently influencing our stock price, and, if so, any adverse developments relating to SpaceX, changes in market perception of SpaceX or failure to complete the SpaceX Transaction could materially and negatively impact the market price of our Class A common stock.
Competition and Economic Risks We face intense and increasing competition from providers of video, broadband and/or wireless services.
Operational and Service Delivery Risks Any deterioration in our operational performance, subscriber activations and churn rate and subscriber satisfaction could adversely affect our business, financial condition and results of operations.
Changes in trade policies, including, but not limited to, tariffs and other restrictions, could, among other things, increase our costs, disrupt our supply chain and negatively affect our business, operations and financial condition.
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REMOVED
As of February 20, 2025, the registrant s outstanding common stock consisted of 155,094,308 shares of Class A common stock and 131,348,468 shares of Class B common stock, each $0.001 par value.
Accordingly, actual performance, events or results could differ materially from those expressed or implied in the forward-looking statements due to a number of factors, including, but not limited to, those summarized below: SUMMARY OF RISK FACTORS Competition and Economic Risks We face intense and increasing competition from providers of video, broadband and/or wireless services.
Through the MNSA and the NSA, we depend in part on T-Mobile and AT T to provide network services to our Wireless subscribers.
We are, and may become, party to various lawsuits which, if adversely decided, could have a significant adverse impact on our business, particularly lawsuits regarding intellectual property.
We are controlled by one principal stockholder who is our Chairman.
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