Viasat wins Space Force SATCOM contract in dual-use satellite push

A $4bn IDIQ programme signals the US military's pivot to commercial-baseline satellites for resilient, anti-jam tactical communications.

An array of large white radio telescope dishes stands against a clear blue sky under bright daylight.

Viasat has secured a prime contract from the US Space Force's Space Systems Command to build, launch and operate the first satellite under the Protected Tactical SATCOM-Global (PTS-G) Swarm 1 Delivery Order, advancing Washington's strategy of embedding commercial satellite architecture into its military communications backbone.

The contract covers production of a dual-band X/Ka-band mini-GEO satellite, associated ground stations and five years of operations and sustainment support, including cybersecurity requirements. Initial operating capability is targeted no earlier than 2029. The PTS-G programme carries an Indefinite Delivery Indefinite Quantity ceiling of $4 billion across all programme awardees, making it one of the more significant procurement vehicles in the Space Force's current communications modernisation portfolio.

Commercial DNA in a Military Orbit

The strategic logic behind PTS-G is worth unpacking for cross-sector readers. The Space Force is explicitly mandating that contractors use commercial baseline designs rather than bespoke military hardware, a procurement philosophy that shortens development timelines and dilutes unit costs. Viasat will port technology already developed for its ViaSat-3 commercial broadband constellation into the military-grade mini-GEO architecture, blurring the boundary between civilian and defence satellite infrastructure in ways that have both industrial and geopolitical consequences.

Craig Miller, President of Viasat Government, said the production award "recognises Viasat's technical and operational expertise designing and rapidly delivering resilient, and high-performance dual-use satellite solutions in a multi-orbit environment." The manoeuvrability emphasis is deliberate: satellites that can reposition in GEO are significantly harder to jam or target, a priority as adversarial counter-space capabilities have matured.

The mini-GEO concept also marks a departure from the historically dominant model of large, expensive geostationary platforms that carry significant single-point-of-failure risk. The proliferated constellation approach, deploying many smaller satellites rather than fewer strategic ones, mirrors the logic behind SpaceX's Starlink architecture and the broader commercialisation of low-Earth-orbit (LEO) communications. PTS-G extends that philosophy into GEO, where coverage geometry is different but survivability concerns are similar.

Convergence: Where Satellite Meets Cybersecurity and Capital Allocation

For Disrupts readers tracking capital flows across sectors, the dual-use angle is the more consequential story. Viasat's contract embeds cybersecurity obligations directly into the satellite operations mandate, a signal that space infrastructure is increasingly treated as critical national cyber-terrain rather than a communications utility. As more commercial satellite operators carry military or government traffic, the boundary between space, cybersecurity and defence procurement becomes structurally porous.

That convergence is reshaping how both sovereign and institutional capital approaches the satellite sector. Allied governments across NATO and the Gulf Cooperation Council have accelerated bilateral negotiations to access resilient SATCOM capacity, particularly after the Viasat KA-SAT disruption at the start of the Ukraine conflict in 2022 demonstrated how vulnerable commercial satellite infrastructure could become in a conflict's opening hours. PTS-G's explicit mandate to support "US and global allies" positions Viasat's dual-use architecture as an exportable defence-technology product, extending the programme's economic reach well beyond the immediate IDIQ ceiling.

The downstream implications for the broader satellite and space-technology investment landscape are meaningful. As the Space Force normalises commercial-baseline procurement, defence prime contractors face pressure to maintain commercial satellite operations at scale, not merely as a revenue line but as a qualifying credential for future government awards. That structural dynamic is already influencing how mid-cap space companies are positioning their capital expenditure, favouring dual-use platforms over purely civilian constellations. Viasat's move deepens its hold on that positioning, with the Inmarsat integration completed in 2023 giving it a global ground-network footprint few rivals can match at comparable cost. Investors tracking the intersection of defence modernisation budgets and commercial space infrastructure will find PTS-G a useful benchmark for how aggressively the Pentagon is prepared to outsource orbital sovereignty.