Iridium Communications Community

Investment Thesis : Iridium Communications (IRDM) represents a compelling long-term investment opportunity driven by its strategic positioning in the satellite communications industry and its recent acquisition of Satelles. This acquisition enables Iridium to leverage its existing infrastructure to capitalize on the growing demand for secure positioning, navigation, and timing systems (PNTS) as alternatives to aging GPS technology.

Key Takeaways Strategic acquisitions and IoT partnerships are driving service revenue growth, boosting earnings through civil and commercial applications. Buybacks, dividend increases, and European logistics expansion protect margins and fuel EPS growth amid perceived stock undervaluation.