Serge Guillermo's questions to Gilat Satellite Networks Ltd (GILT) leadership • Q3 2024
Question
Serge Guillermo questioned why EBITDA guidance remained strong despite a narrowed revenue forecast, asked about potential risks to the Stellar Blu 2025 revenue guidance from Boeing's production issues, and inquired about the sales impact of new SCPC modem support.
Answer
CFO Gil Benyamini attributed the strong EBITDA to a favorable product mix, better gross margins, and operational efficiencies. CEO Adi Sfadia added that the Stellar Blu guidance is based on existing backlog and that the potential from the new SCPC modem feature is already factored into the company's overall guidance.