Defense Collaboration Gilat has active defense partnerships and expanded portfolio including VHTS, SDS, and SOTM technologies, with recent engagements and orders from defense-related clients such as the U.S. Department of War and Boeing collaborations. This indicates strong cross-sell opportunities into government and defense sectors for advanced satellite terminals, ESAs, and field services.

Multi Orbit Advantage The company offers multi-orbit constellations and next-generation orbital capabilities including Sidewinder ESA and integrated ground systems, positioning Gilat to target customers seeking resilient connectivity across commercial, mobility, and defensed domains, including in-flight connectivity and unmanned platforms.

Expansion Footprint Recent expansion of U.S. operations and offices suggests scaled capabilities and closer customer engagement in North America, enabling faster deployment, localized support, and strategic proposals to government agencies, enterprises, and defense contractors.

Strategic Partnerships High-profile collaborations with Boeing and ongoing Boeing-sidewinder initiatives signal a platform for integrated aerospace connectivity solutions, offering cross-sell to airlines, OEMs, and defense suppliers seeking enhanced in-flight and remote connectivity.

Revenue Upside Strong quarterly revenue momentum and a mid-to-large revenue scale provide a favorable backdrop for upsell of managed services, cybersecurity, cloud-based platform offerings, and field services to existing telecom, government, and enterprise customers expanding bandwidth and resilience needs.