Gilat Defense Leaders on Freedom Fireside Chat: Expert Insights into the Global SATCOM Landscape

Описание: We are pleased to present this comprehensive Freedom Fireside Chat featuring Gilad Landsberg, President of Gilat's Defense Division, and Nicole Robinson, President of DataPath, in discussion with Jay Woods from Freedom Capital Markets. With over 40 years of combined experience in defense systems, UAV technologies, and satellite communications—including contributions to Rafael's Iron Dome and roles at SES and General Dynamics—Gilad and Nicole provide authoritative perspectives on the defense SATCOM market's growth to $6.2 billion in 2025, fueled by NGSO constellations, multi-orbit advancements, and evolving geopolitical needs.


The conversation explores industry trends such as integrating commercial technologies for enhanced defense resiliency, the positive aspects of U.S. DoD procurement reforms in bolstering the industrial base, and ground systems' role in harnessing space capabilities. It also showcases Gilat's strategic progress, including DataPath's 40% revenue growth following acquisition, significant contracts ($23M for STTs in harsh environments and $11M for DKETs supporting up to four UAVs), and innovations like the GLT-1500 multi-orbit terminal highlighted at Satellite 2025.


This dialogue offers a thorough examination of worldwide opportunities and challenges in satellite communications. Investors and professionals: What emerging SATCOM trend are you most focused on? Watch the full video and let us know in the comments.


Timestamps for navigation:

00:15 - Introduction and Welcome to Freedom Fireside

01:17 - Gilad Landsberg's Journey to Gilat's Defense Division

02:57 - Nicole Robinson's Background and the DataPath Acquisition

04:08 - Opportunities Driving Growth in the $6.2B SATCOM Market (Nicole's Perspective)

05:16 - Excitement and Drivers in SATCOM Growth (Gilad's Perspective)

06:06 - DataPath's Integration and Enhancements to Gilat's Offerings

08:00 - Positioning Gilat's Defense Division in a Competitive Market

10:05 - Recent DoD Contracts: STT ($23M) and DKET ($11M) Explained

13:21 - Leveraging NGSO Constellations and Key Technologies for Growth

14:52 - Real-Life Examples of Gilat's Tech Supporting Global Defense Operations

16:52 - Biggest Challenges in the Defense SATCOM Market

19:27 - Financial Impact and Revenue Growth from DataPath

21:15 - Key Growth Areas and Trends in the Defense Division

22:52 - Buzz at Satellite 2025 and the GLT-1500 Terminal

24:15 - DoD Procurement Reforms for 2025 and Their Impact

26:38 - Upcoming Milestones for Investors to Watch

27:35 - Final Thoughts on the Future of Defense SATCOM

28:12 - Outro and Closing Remarks


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