10-QPeriod: Q1 FY2014

Globalstar, Inc. Quarterly Report for Q1 Ended Mar 31, 2014

Filed May 8, 2014For Securities:GSAT

Summary

Globalstar, Inc.'s first quarter 2014 report (as of March 31, 2014) shows a significant increase in total revenue, reaching $20.5 million, a 6% rise from the prior year, driven by growth in both service and equipment sales. This improvement is largely attributed to the successful restoration of its second-generation satellite constellation, enhancing service quality and driving demand for its Duplex and SPOT products. Despite revenue growth, the company reported a substantial net loss of $250.5 million for the quarter, a significant increase from $25.1 million in the prior year. This widened loss is primarily due to a massive $209.4 million derivative loss, reflecting the impact of market fluctuations on embedded derivative instruments, and a $10.2 million loss on debt extinguishment. The company's liquidity position remains a key focus, with $19.6 million in cash and cash equivalents, and available funds under agreements with Thermo and Terrapin, though challenges in securing future financing on acceptable terms persist.

Financial Statements
Beta

Key Highlights

  • 1Total revenue increased by 6% to $20.5 million for Q1 2014, driven by a 5.6% rise in service revenues and a 8.7% increase in subscriber equipment sales.
  • 2Net loss widened significantly to $250.5 million in Q1 2014, compared to $25.1 million in Q1 2013, primarily due to a $209.4 million derivative loss and a $10.2 million loss on debt extinguishment.
  • 3The company experienced a substantial increase in depreciation, amortization, and accretion expense, up 15% to $23.3 million, due to the full deployment of its second-generation satellites.
  • 4Duplex service revenue saw a notable increase of 21%, attributed to subscriber growth and a shift to higher rate plans, while Duplex equipment sales grew by 22%.
  • 5SPOT and Simplex services showed mixed performance: SPOT service revenue was flat, while Simplex service revenue increased 3%. SPOT equipment sales surged 54% due to new product introductions.
  • 6The company maintained compliance with its loan covenants under the Facility Agreement as of March 31, 2014.
  • 7Cash and cash equivalents stood at $19.6 million, with additional available funds under agreements with Thermo ($4.7 million remaining commitment) and Terrapin ($24.0 million available).
  • 8The company's stock price saw a significant increase (over 700% from March 31, 2013, to March 31, 2014), which heavily impacted the fair value of its derivative instruments.

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