10-QPeriod: Q2 FY2018

Globalstar, Inc. Quarterly Report for Q2 Ended Jun 30, 2018

Filed August 2, 2018For Securities:GSAT

Summary

Globalstar, Inc. reported a total revenue of $33.7 million for the three months ended June 30, 2018, an increase of 20% compared to the prior year's period. This growth was primarily driven by a 15% increase in service revenue, attributed to higher Average Monthly Revenue Per User (ARPU) across its Duplex, SPOT, and Simplex service lines. Subscriber equipment sales also saw a significant rise, up 50% year-over-year, largely due to strong performance in Simplex products and the recent launch of new devices like Sat-Fi2TM and SPOT XTM. Despite revenue growth, the company reported a net loss of $7.0 million for the quarter, a substantial improvement from the $98.7 million loss in the prior year's comparable period. This improvement is partly due to a significant $20.5 million reduction in operating expenses stemming from a revision to a contract termination charge. The company also highlighted progress in its second-generation ground network upgrades, with new gateways being placed into service. However, liquidity remains a concern, with cash and cash equivalents at $12.8 million and restricted cash at $52.7 million, alongside substantial long-term debt obligations.

Financial Statements
Beta
Revenue$33.73M
SG&A Expenses$15.94M
Operating Expenses$31.78M
Operating Income$1.95M
Net Income-$7.01M
EPS (Basic)$-0.15
EPS (Diluted)$-0.15
Shares Outstanding (Basic)84.22M
Shares Outstanding (Diluted)84.22M

Key Highlights

  • 1Total revenue increased by 20% to $33.7 million for Q2 2018, driven by growth in both service revenue and subscriber equipment sales.
  • 2Service revenue grew 15% year-over-year, primarily due to a 17% increase in Duplex ARPU and strong performance in SPOT and Simplex services.
  • 3Subscriber equipment sales surged by 50% to $5.7 million, boosted by Simplex products and the launch of new devices like Sat-Fi2TM and SPOT XTM.
  • 4Net loss significantly narrowed to $7.0 million from $98.7 million in the prior year's quarter, reflecting improved operational performance and a substantial one-time charge reduction.
  • 5Operating expenses decreased by 22% to $31.8 million, largely due to a $20.5 million revision of a contract termination charge related to Thales.
  • 6The company placed $175.7 million of its next-generation ground infrastructure into service during the quarter.
  • 7Cash and cash equivalents stood at $12.8 million as of June 30, 2018, with significant long-term debt obligations remaining.

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