Voyager Technologies, Inc. · NYSE:VOYG
Voyager Technologies — Q1 2026 Earnings Presentation
17 slides from Voyager Technologies's earnings presentation, May 5, 2026
Slide 1: Mission-Critical Defense and Space Technology
Mission-Critical Defense and Space Technology Investor Presentation March 2026
Slide 2: Important Notice and Disclaimers
VOYAGER TECHNOLOGIES Important Notice and Disclaimers Forward-Looking Statements Market, Industry and other Data This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. The market data, industry data and other statistical info
Slide 3: Voyager Overview
Voyager Overview • Innovative growth platform delivering mission-critical technologies • Positioned to capitalize on expanding needs of Defense, National Security & Space • Differentiated business model featuring high innovation and low capital intensity • Multiple growth drivers supporting targeted
Slide 4: Capitalizing On the Needs of Defense, National Security & Space Customers
Capitalizing On the Needs of Defense, National Security & Space Customers TODAY'S INDUSTRY TAILWINDS IS POSITIONED TO CAPITALIZE The U.S. and allied defense industrial supply chain is Focus On Disruptive challenged to provide new critical technologies at Flexibility Driving Operational Mission-Criti
Slide 5: Leadership Team With Deep Experience in Defense and Space Technology
Leadership Team With Deep Experience in Defense and Space Technology, With a Track Record of Success F O U NDE RS LEADERSHIP BOARD / ADVISORY BOARD (SELECT MEMBERS) D Y L A N T A Y L OR PHIL DE MARSHALL MARIAN JOH J I M B R I D EN S T IN E Chairman & CEO SOUSA SMITH Independent Chairman, Space Chief
Slide 6: Rapid Rise in National Security and Space Market Leadership
Rapid Rise in National Security and Space Market Leadership Starlab Joint Venture Formed Bishop Airlock Installed, the Voyager Awarded Contract by Only Permanent, NASA to Design Starlab, a 2023 – Airbus Commercially- Owned Commercial Space Station to 2023 - Northrop Grumman Infrastructure on ISS Rep
Slide 7: Longstanding Relationship with Broad Base of Blue-Chip Customers
Longstanding Relationship with Broad Base of Blue-Chip Customers Who Rely on Our Solutions History of Success Voyager’s Platform 1,400+ 35+ 20+ ~$1.2bn Space Next Gen Interceptor Customer Missions Countries Represented Government Agencies ~30% Signed Contracts and Solutions by Customers Space Act Ag
Slide 8: Large Addressable Markets with Significant Tailwinds
Large Addressable Markets with Significant Tailwinds Defense & National Security SELECT GROWTH DRIVERS $163bn (1) Missile Defense Core investment priority for the U.S. and allies to counter advanced hypersonic threats from Russia and China 2025 Total Addressable Market Command, Control, Increasingly
Slide 9: A New Cold War is Already Underway and The Frontline Is in Space
A New Cold War is Already Underway and The Frontline Is in Space Key Takeaways Militarization of Space DoD Officials Confirm US F25 reconciliation bill Russia is Developing an 1 Space is the new warfighting includes $25bn for Golden ‘Indiscriminate’ Golden Dome Spending Dome domain Space Nuke(1) Und
Slide 10: Voyager Operates Across Three Compelling Segments
BUSINESS SEGMENTS Voyager Operates Across Three Compelling Segments DEFENSE & NATIONAL SECURITY SPACE SOLUTIONS STARLAB SPACE STATIONS Leader in the development of throttleable solid-fuel Leader in the development of advanced software, Designed as a commercial successor to the ISS, Starlab propulsio
Slide 11: Defense & National Security | Disruptive Mission-Critical Technologies
Defense & National Security | Disruptive Mission-Critical Technologies Defense Systems Communications, Guidance, Signals Intelligence & ISR AI-Enabled Edge Navigation & Control Computing Voyager develops enabling We redefine precision, reliability, for Leading spectrum dominance provider We are deve
Slide 12: Space Solutions | Enabling the Rapidly Expanding Space Domain
Space Solutions | Enabling the Rapidly Expanding Space Domain Advanced Space Technology Space Infrastructure Space Science & Mission Management Industry-defining solutions supporting We pioneer commercial space Leading commercial mission management ground and spaceflight systems for infrastructure.
Slide 13: Starlab Space Stations | Driving the Commercialization of Microgravity
Starlab Space Stations | Driving the Commercialization of Microgravity RESEARCH & Optimized to meet the needs of space agencies, ROBOTIC ARM Support external payload capabilities MANUFACTURING research institutions and commercial customers. and visiting orbital vehicles EQUIPMENT New capacity to adv
Slide 14: Starlab JV | Unique Competitive Advantages
Starlab JV | Unique Competitive Advantages JV PARTNERSHIP TE CHNOLOGY SINGLE MODULE AND LAUNCH • The only international partnership • Modern design leverages advanced • The only space station designed as technologies, energy efficiency and a single, fully operational module • Experienced industry le
Slide 15: Our Growth Strategy
Our Growth Strategy DEVELOP AND OPERATE STARLAB OPERATIONAL EFFICIENCIES AND Our commercial space ACCRETIVE M&A station is positioned to OPPORTUNITIES MARGIN capture a multi-billion TAM SCALE-UP IMPROVEMENT from core customers, RAPID INNOVATION unlocking the new Continuously evaluate Industry-leadin
Slide 16: Compelling Financial & Growth Profile
Compelling Financial & Growth Profile >25% Meaningful Accelerating Profitable Growth Long-term Organic Upside Revenue CAGR Target(1) From M&A Innovation-driven, Capex-light Business Model Provides for 21% 4% ’25A Innovation Spend ’25A Capex Differentiated Performance % of Revenue % of Revenue Ample
Slide 17: Mission Ready Listed
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