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    Matthew Cavanagh

    Research Analyst at Needham & Company

    Matthew Cavanagh is an analyst at Needham & Company, specializing in equity research with a focus on growth-oriented technology companies. He has participated in coverage for firms such as Clearfield Inc, where he contributes insight for earnings calls and provides investment analysis. Cavanagh's career at Needham & Company includes active roles in investment research since at least early 2025, with a professional background evidenced by his FINRA registration as a broker. Holding industry credentials that include securities licenses as mandated by FINRA, he is recognized for delivering focused analysis on growth companies and has developed expertise across tech-sector equities.

    Matthew Cavanagh's questions to VIASAT (VSAT) leadership

    Matthew Cavanagh's questions to VIASAT (VSAT) leadership • Q4 2025

    Question

    Matthew Cavanagh, on behalf of Ryan Koontz at Needham & Company, asked for color on the underlying growth drivers for the information security and space and mission systems businesses.

    Answer

    Chairman and CEO Mark Dankberg detailed the growth drivers for these segments. For encryption, growth is fueled by the critical need for quantum-resistant technology and a major refresh cycle for mission-critical equipment. For space and mission systems, drivers include technology insertions for NASA programs, standardization of inter-satellite links, and participation in unique national security and international programs like the European Space Agency's Moonlight lunar relay project.

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