财务数据和关键指标变化 - 公司第三季度总收入增长53%,其中服务收入增长61% [2][3] - 商业物联网业务增长 [2] - 调整后EBITDA增长125% [2] - 公司提高了2023年全年指引的下限 [2] 各条业务线数据和关键指标变化 - 公司正在投资研发以提升XCOM Labs技术和开发新产品 [11][12] - 公司正在评估利用其频谱资产的各种机会 [15][16] 各个市场数据和关键指标变化 - 公司正在评估如何最佳利用其频谱资产,包括之前正在进行的交易 [15][16] - 公司正在与客户进行试点测试,希望在未来一年内推出基于Band 53的私有网络解决方案 [18] 公司战略和发展方向及行业竞争 - 公司认为结合空间资产和地面网络的机会是其吸引CEO加入的重要原因 [25][26] - 公司正在评估直连设备市场的发展前景,认为这需要长期来证明经济可行性 [29][30][33][35] 管理层对经营环境和未来前景的评论 - 公司正在投资研发以提升技术实力,并计划在未来一年内推出新产品 [11][12][18] - 公司对其频谱资产的未来利用前景保持谨慎,正在评估各种机会 [15][16] - 公司认为直连设备市场的发展需要长期观察,需要证明其经济可行性 [29][30][33][35] 问答环节重要的提问和回答 问题1 **Simon Flannery 提问** 询问公司新卫星星座的进度和时间表 [5][9][10] **公司回答** 公司新卫星星座正在设计和建设中,预计2025年发射 [10] 问题2 **Michael Crawford 提问** 询问公司之前提及的频谱交易进展 [14][15][16] **公司回答** 公司正在评估之前的各项举措,包括频谱资产的利用,但目前没有更新 [14][15][16] 问题3 **Walter Piecyk 提问** 询问公司对直连设备市场的长期预期和发展路径 [29][30][32][33][35] **公司回答** 公司认为直连设备市场需要长期观察,需要证明其经济可行性,未来发展存在不确定性 [29][30][33][35]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-33117 GLOBALSTAR, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware 41-2116508 (State or Other Jurisdicti ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-33117 GLOBALSTAR, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware 41-2116508 (State or Other Jurisdiction of ...

Globalstar, Inc. (NYSE:GSAT) Q2 2023 Earnings Conference Call August 3, 2023 9:00 AM ET Company Participants James Monroe - Executive Chairman Timothy Taylor - VP, Finance, Business Operations & Strategy and Director Rebecca Clary - VP & CFO David Kagan - CEO Kyle Pickens - VP, Strategy and Communications Conference Call Participants Simon Flannery - Morgan Stanley George Sutton - Craig-Hallum Michael Crawford - B. Riley Securities Operator Good morning, and welcome to the Globalstar Second Quarter 2023 Ear ...

Globalstar, Inc. (NYSE:GSAT) Q1 2023 Earnings Call Transcript May 5, 2023 9:00 AM ET Company Participants Jay Monroe - Executive Chairman Rebecca Clary - Vice President and Chief Financial Officer David Kagan - Chief Executive Officer Timothy Taylor - Vice President, Finance, Business Operations and Strategy Kyle Pickens - Vice President of Strategy and Communications Conference Call Participants Mike Crawford - B. Riley Securities Landon Park - Morgan Stanley George Sutton - Craig Hallum Capital Lyman Dela ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-33117 GLOBALSTAR, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware 41-2116508 (State or Other Jurisdiction o ...

Globalstar, Inc. (NYSE:GSAT) Q4 2022 Earnings Conference Call March 7, 2022 9:00 AM ET Company Participants Jay Monroe - Executive Chairman Rebecca Clary - Vice President and Chief Financial Officer David Kagan - Chief Executive Officer Timothy Taylor - Vice President, Finance, Business Operations and Strategy Kyle Pickens - Vice President of Strategy and Communications Conference Call Participants Simon Flannery - Morgan Stanley George Sutton - Craig-Hallum Capital Mike Crawford - B. Riley Securities Jaso ...

网络安全和隐私保护 - 公司网络和第三方服务提供商以及客户的网络可能会遭受未经授权或非法访问[86][87][88] - 公司收集和存储客户个人信息,需要遵守各国日益严格的隐私和数据保护法律法规[87][88] 保险和产品责任 - 公司可能无法获得足够的保险覆盖,面临未投保或保额不足的风险[89][90][91] - 公司面临产品质量问题和产品召回的潜在责任风险,但没有相关保险[89][90] 政府监管和许可 - 公司业务受到广泛的政府监管,需要遵守各种许可和合规要求,否则可能受到处罚[98][99] - 公司持有FCC、法国监管机构等颁发的运营许可证,如果这些许可证被撤销、修改或不予续期,可能会对公司的运营能力造成限制[104] 供应链和关税 - 公司从国内外多家合同制造商采购产品,主要集中在中国,如果涉及进口产品的相关法规发生变化,如配额、关税等,可能会导致产品成本上升,毛利率下降[105] 上市和股票交易 - 公司股票目前在纽约证券交易所美国板上市,如果未来被摘牌,可能会影响股东出售股票和获取准确股价信息的能力,也可能影响公司未来融资[106] - 公司目前无法支付普通股股息,这可能会影响股票的市场表现[107] - 公司股票价格波动较大,受多种因素影响,存在较小的交易市场,可能会给投资者带来损失[107,108] - 公司未来可能会发行更多股票,导致现有股东权益被稀释[109] - 公司可能会发行优先股或债券,这些证券可能会比普通股享有更多权利[110] 控股股东风险 - 公司受到Thermo公司的控制,Thermo的利益可能与其他股东不一致[112,113] 汇率风险 - 公司面临一定的外汇风险,需要采取措施规避[174,175]

Globalstar, Inc. (NYSE:GSAT) Q1 2019 Earnings Conference Call May 2, 2019 8:30 AM ET Company Participants Jay Monroe - Chairman Dave Kagan - Chief Executive Officer Rebecca Clary - Vice President and Chief Financial Officer Conference Call Participants Jason Bernstein - Cantor Jack Hartnett - Quadrant Operator Welcome to Globalstar Inc First Quarter 2019 Earnings Conference Call. My name is Sofia and I will be your operator for todayÂ's conference. At this time, all participants are in a listen-only mode. L ...

Globalstar, Inc. (NYSE:GSAT) Q4 2018 Earnings Conference Call February 28, 2019 5:00 PM ET Company Participants Jay Monroe - Chairman Dave Kagan - Chief Executive Officer Rebecca Clary - Vice President and Chief Financial Officer Tim Taylor - Vice President, Finance, Business Operations and Strategy Conference Call Participants Lance Vitanza - Cowen Spencer Gantsoudes - Morgan Stanley Jack Hartnett - Quadrant Operator Welcome to Globalstar Incorporated Fourth Quarter 2018 Earnings Conference Call. My name i ...