Voyager Technologies, Inc. (VOYG) Earnings Call Transcripts

Voyager Technologies, Inc.'s Latest Earnings Call - June 2, 2026

In the second quarter of fiscal year 2026, Voyager Technologies, Inc. announced a significant strategic acquisition of Astrobotic Technology for a total potential enterprise value of up to $300 million. This acquisition is expected to enhance Voyager's capabilities in the lunar economy, positioning the company to capitalize on increasing NASA investments in lunar exploration. Management anticipates that the transaction will be accretive to earnings starting in 2027, with Astrobotic's revenue projected to range between $100 million to $300 million in that year, significantly contributing to Voyager's growth trajectory.

Reported metrics

Guidance from management

Management expects the acquisition to be accretive to earnings starting in 2027, with significant revenue growth anticipated from Astrobotic's operations. They are targeting a closing in the third quarter of 2026, subject to regulatory approvals.

What management said

And I would add, this is Matt Kuta talking. NASA has laid out this vision last week of wanting to do 73 landers and landing over 200 metric tons of payloads on the surface of the moon between now and 2032. And if you look at it from a NASA budget perspective, in 2027, landers plus infrastructure is over 10% of the entire NASA budget and growing to 20% of the NASA budget within the immediate one to two years to follow...

Yes, Ben, I'm going to pass it over to Phil. Thanks for the question. Yes, we're keen to see how you guys look at this acquisition because David, yes, I think we would like to see you guys better understand our growth story here. So I'll pass it over to Filipe. Go ahead, Phil, please.

What analysts pressed on

Analysts expressed concerns regarding the competitive landscape in the lunar market and the integration of Astrobotic's R&D capabilities with Voyager's commercial focus. There were questions about how Voyager plans to maintain Astrobotic's innovative edge while scaling operations effectively.

Main topics on the call

• Acquisition of Astrobotic Technology — Voyager has agreed to acquire 100% of Astrobotic for a total potential enterprise value of up to $300 million, structured at an accretive valuation of approximately 2.9x 2025 revenue. Dylan Taylor stated, "We believe we ...
• Lunar Market Expansion — The acquisition is expected to significantly expand Voyager's total addressable market (TAM) in the lunar sector, with management highlighting that Astrobotic's capabilities will allow Voyager to deliver comprehensive so...
• Revenue Growth Expectations — Astrobotic is projected to generate revenue of approximately $59 million in 2025, with expectations to ramp up to between $100 million and $300 million in 2027. CFO Phil de Sousa stated, "We see Astrobotics with revenue ...
• Cost Synergies and Profitability — Management indicated that the acquisition will be accretive to Voyager's overall profitability, with expected healthy EBITDA margins. De Sousa mentioned, "This is a very accretive and attractive business addition to the ...

Read the full Voyager Technologies, Inc. transcript (June 2, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 8 Voyager Technologies, Inc. earnings call transcripts on record, spanning August 5, 2025 to August 4, 2026. Based on this history, Voyager Technologies, Inc. reports quarterly. The most recent call on file is dated August 4, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

VOYG

Exchange

NYSE

Country

US

Sector

Industrials

Industry

Aerospace and Defense

Calls on record

8

First call

August 5, 2025

Most recent

August 4, 2026

Reporting cadence

quarterly