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Chairman and CEO Mark Dankberg explained that "winning" means achieving growth through economic competition, delivering superior service levels, and providing non-price value to customers like airlines. Regarding L-band, he emphasized the value of their licensed spectrum for existing safety services and stated the strategy is to foster an open-architecture, standards-based D2D ecosystem through the Mobile Satellite Services Association (MSSA) to avoid customer lock-in and reduce capital intensity via shared infrastructure, rather than direct spectrum monetization.

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Chairman and CEO Mark Dankberg confirmed Viasat regularly receives inquiries about its assets and is prudently evaluating all alternatives to maximize value, noting there are no structural roadblocks to a potential transaction. Regarding L-band, he explained the focus is on leveraging open standards and multi-tenant infrastructure with partners to serve the D2D market, preserving existing services while adding new capabilities and aiming to keep CapEx down.

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CEO Peter Beck identified production as Mynaric's main issue, a core competency for Rocket Lab. CFO Adam Spice projected Mynaric's margins would align with the company's component business, improving with scale. Beck also confirmed that Rocket Lab evaluates a wide range of M&A opportunities, from tuck-in acquisitions to more significant, needle-moving deals, noting the current environment is rich with possibilities.

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Founder and CEO Sir Peter Beck clarified that the timeline shift is minor, representing only a few months, and is not material. He stated that the definition of success for Neutron's inaugural flight is achieving orbit, acknowledging the difficulty but emphasizing it as the team's clear objective.

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CEO Peter Beck described the Neutron agreement as a strategic partnership with a known customer. CFO Adam Spice added that Neutron is entering the market to fill a need for incremental, non-competitive launch capacity. Regarding the new COO, Peter Beck stated that his role is to apply proven production fundamentals to scale both existing high-volume components and future large-scale vehicle manufacturing, leveraging his deep experience from the automotive industry.

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Founder and CEO JoeBen Bevirt discussed the foundational importance of the DoD partnership for gaining operational experience. He noted future DoD opportunities in autonomy and hybrid power. Both he and Executive Chairman Paul Sciarra clarified that terms like 'pilot onboard,' 'inhabited,' and 'piloted' flight all refer to the same achievement.

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EVP and CFO Mark Oswald clarified that the local China OEM mix is currently around 40-45% and confirmed the $9 million tariff impact was for the full second quarter. He noted that the gross monthly exposure going forward is estimated at $12 million before mitigation efforts.

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SVP and CFO Timothy Kraus stated that Dana expects a recovery lag of less than one quarter and aims to recover 100% of tariff costs, with processes already established with major customers. Chairman and CEO R. McDonald clarified that the commercial vehicle and off-highway businesses face minimal recovery risk, and steel/aluminum tariffs will be handled through existing index-based agreements. He emphasized the tariff rules are complex and do not apply uniformly across all products.

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CEO Elon Musk stated that while the Optimus supply chain is still being determined, Tesla has already taken significant steps to localize supply chains more than any competitor. Regarding the robotaxi launch, Musk said the initial fleet might be 10-20 vehicles, which will be monitored closely before scaling rapidly, and confirmed customers could request an autonomous ride in Austin by late June or July.

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CEO Mikael Bratt explained that tariff cost recovery is much faster than general inflation negotiations because the costs are clear, specific, and easier to document, giving him confidence in continuing this intra-quarter recovery. Regarding automation, he stated the challenge is not the 'how' but the 'if,' emphasizing that a stable, predictable environment is needed to build a business case for any potential capacity relocation to the U.S.

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CEO Mikael Bratt explained that passing on tariff costs is much faster than negotiating for inflation because the costs are 'clear and obvious,' allowing for quicker recovery. Regarding automation, he stated that the primary challenge is not the process of establishing capacity in the U.S., but rather the business case, which requires a stable and predictable tariff environment to justify the investment.

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CEO William Marshall stated that the near-term monetization focus is on existing AI-enabled solutions like Maritime Domain Awareness (MDA), which already generate revenue. He described the foundational model work with Anthropic as more experimental but a key accelerant that can speed up time-to-value for existing customers and attract new clients who lack geospatial expertise.

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Founder & CEO Rob Wiesenthal outlined a 'cohabitation phase' where helicopters and eVTOLs will coexist. He described two potential models: enabling Blade's current operating partners to purchase eVTOLs backed by Blade's capacity agreements, or having OEMs own and operate the aircraft for Blade. Chief Financial Officer Will Heyburn added that the European restructuring involved removing 'several million dollars of hard cost,' which is a significant driver of the expected low to mid-single-digit million dollar improvement in 2025 Passenger segment adjusted EBITDA.

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CEO Matt Desch stated that recent competitive moves were anticipated and that Iridium's D2D offering is complementary, not competitive, in a market where mobile operators seek multiple solutions. Regarding a future constellation, he explained that while they are open to ideas like partnerships, owning their technology and spectrum is a key advantage for maintaining high margins, and any major CapEx decisions are for the next decade.

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CEO Amnon Shashua noted that while certain technical aspects like the GRPO reinforcement learning method are interesting, the main takeaway is the validation of Mobileye's own focus on engineering efficiency. Executive Daniel Galves confirmed a 'revival' in the robotaxi opportunity and a sense of urgency from partners, driven largely by the market success of competitors like Waymo.

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Chief Operating Officer Thomas Muniz stated they are 'getting really close' to the first piloted flight of the type design aircraft but declined to give a specific date, citing safety as the priority. He confirmed this aircraft is designed to meet commercial launch specifications, including carrying a pilot and four passengers. CEO Adam Goldstein disclosed that the initial pre-delivery payment from the Japan Airlines and Sumitomo joint venture was $1 million.

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