Iridium Communications（0JDO）株式概要イリジウム・コミュニケーションズ社は、米国、カナダ、および国際的な企業、米国政府、外国政府、非政府組織、消費者にモバイル音声およびデータ通信サービスと製品を提供している。 詳細0JDO ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長3/6過去の実績2/6財務の健全性2/6配当金0/6報酬当社が推定した公正価値より50%で取引されている 収益は年間17.3%増加すると予測されています リスク分析利払いは収益で十分にカバーされない UK市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見る0JDO Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueUS$Current PriceUS$47.678.8% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-178m1b2016201920222025202620282031Revenue US$1.1bEarnings US$130.0mAdvancedSet Fair ValueView all narrativesIridium Communications Inc. 競合他社Gamma CommunicationsSymbol: LSE:GAMAMarket cap: UK£890.1mHelios TowersSymbol: LSE:HTWSMarket cap: UK£2.5bBT GroupSymbol: LSE:BT.AMarket cap: UK£22.0bAirtel AfricaSymbol: LSE:AAFMarket cap: UK£12.1b価格と性能株価の高値、安値、推移の概要Iridium Communications過去の株価現在の株価US$47.6752週高値US$48.2552週安値US$15.66ベータ0.801ヶ月の変化18.45%3ヶ月変化107.17%1年変化92.92%3年間の変化-21.12%5年間の変化24.99%IPOからの変化272.42%最新ニュースお知らせ • May 16Iridium Communications Inc. (NasdaqGS:IRDM) entered into a definitive agreementto acquire 61% stake in Aireon LLC from NAV CANADA, ENAV S.p.A. (BIT:ENAV), Irish Aviation Authority, Naviair Satellite A/S and NATS Limited for approximately $520 million.Iridium Communications Inc. (NasdaqGS:IRDM) entered into a definitive agreement to acquire 61% stake in Aireon LLC from NAV CANADA, ENAV S.p.A. (BIT:ENAV), Irish Aviation Authority, Naviair Satellite A/S and NATS Limited for approximately $520 million on May 13, 2026. The total purchase price of approximately $366.7 million will be paid 50% at closing and 50% on the one-year anniversary. Iridium will also assume Aireon's outstanding debt, expected to be approximately $155 million at closing. At Closing, Iridium will enter into the Credit and Guaranty Agreement pursuant to which the Sellers will provide IIridium with a $183.36 million term loan, bearing no interest, and maturing one year following the Closing, to fund the deferred portion of the purchase price. The loan will be secured by a first-priority lien on the equity interests of Aireon and other intermediate holding company entities. The Closing is subject to customary conditions, including the accuracy of representations and warranties, performance of covenants, and receipt of required regulatory approvals including expiration or termination of the applicable waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, as amended. The transaction is targeted to close in early July. The acquisition of Aireon is accretive to Iridium's growth outlook; over the past three years, Aireon's total revenue has grown at a compound annual growth rate (CAGR) of 10%. Iridium expects the acquisition will result in at least an additional consolidated $100 million of service revenue and $30 million of OEBITDA on an annualized basis. Evercore Inc. acted as financial advisor for Iridium Communications Inc. Josh Holleman of Cooley LLP acted as legal advisor for Iridium Communications Inc. Milbank LLP acted as legal advisor for Iridium Communications Inc. PJT Partners LP acted as financial advisor for Aireon LLC. Steven Kaufman, Joseph Gilligan and Gabrielle Witt of Hogan Lovells US LLP acted as legal advisor for Aireon LLC. RBC Capital Markets, LLC acted as financial advisor for NAV CANADA. Paul, Weiss, Rifkind, Wharton & Garrison LLP acted as legal advisor for NAV CANADA.お知らせ • Apr 24Iridium Communications Inc. Reiterates Revenue Guidance for the Full-Year 2026Iridium Communications Inc. reiterated revenue guidance for the full-year 2026. For the year, the company expects Total service revenue projected to be flat to 2%.Reported Earnings • Apr 24First quarter 2026 earnings released: EPS: US$0.20 (vs US$0.28 in 1Q 2025)First quarter 2026 results: EPS: US$0.20 (down from US$0.28 in 1Q 2025). Revenue: US$219.1m (up 1.9% from 1Q 2025). Net income: US$21.6m (down 29% from 1Q 2025). Profit margin: 9.9% (down from 14% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$40.71, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 17x in the Telecom industry in Europe. Total loss to shareholders of 34% over the past three years.お知らせ • Apr 04Iridium Communications Inc., Annual General Meeting, May 20, 2026Iridium Communications Inc., Annual General Meeting, May 20, 2026.お知らせ • Apr 02Iridium Communications Inc. to Report Q1, 2026 Results on Apr 23, 2026Iridium Communications Inc. announced that they will report Q1, 2026 results at 9:30 AM, US Eastern Standard Time on Apr 23, 2026最新情報をもっと見るRecent updatesお知らせ • May 16Iridium Communications Inc. (NasdaqGS:IRDM) entered into a definitive agreementto acquire 61% stake in Aireon LLC from NAV CANADA, ENAV S.p.A. (BIT:ENAV), Irish Aviation Authority, Naviair Satellite A/S and NATS Limited for approximately $520 million.Iridium Communications Inc. (NasdaqGS:IRDM) entered into a definitive agreement to acquire 61% stake in Aireon LLC from NAV CANADA, ENAV S.p.A. (BIT:ENAV), Irish Aviation Authority, Naviair Satellite A/S and NATS Limited for approximately $520 million on May 13, 2026. The total purchase price of approximately $366.7 million will be paid 50% at closing and 50% on the one-year anniversary. Iridium will also assume Aireon's outstanding debt, expected to be approximately $155 million at closing. At Closing, Iridium will enter into the Credit and Guaranty Agreement pursuant to which the Sellers will provide IIridium with a $183.36 million term loan, bearing no interest, and maturing one year following the Closing, to fund the deferred portion of the purchase price. The loan will be secured by a first-priority lien on the equity interests of Aireon and other intermediate holding company entities. The Closing is subject to customary conditions, including the accuracy of representations and warranties, performance of covenants, and receipt of required regulatory approvals including expiration or termination of the applicable waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, as amended. The transaction is targeted to close in early July. The acquisition of Aireon is accretive to Iridium's growth outlook; over the past three years, Aireon's total revenue has grown at a compound annual growth rate (CAGR) of 10%. Iridium expects the acquisition will result in at least an additional consolidated $100 million of service revenue and $30 million of OEBITDA on an annualized basis. Evercore Inc. acted as financial advisor for Iridium Communications Inc. Josh Holleman of Cooley LLP acted as legal advisor for Iridium Communications Inc. Milbank LLP acted as legal advisor for Iridium Communications Inc. PJT Partners LP acted as financial advisor for Aireon LLC. Steven Kaufman, Joseph Gilligan and Gabrielle Witt of Hogan Lovells US LLP acted as legal advisor for Aireon LLC. RBC Capital Markets, LLC acted as financial advisor for NAV CANADA. Paul, Weiss, Rifkind, Wharton & Garrison LLP acted as legal advisor for NAV CANADA.お知らせ • Apr 24Iridium Communications Inc. Reiterates Revenue Guidance for the Full-Year 2026Iridium Communications Inc. reiterated revenue guidance for the full-year 2026. For the year, the company expects Total service revenue projected to be flat to 2%.Reported Earnings • Apr 24First quarter 2026 earnings released: EPS: US$0.20 (vs US$0.28 in 1Q 2025)First quarter 2026 results: EPS: US$0.20 (down from US$0.28 in 1Q 2025). Revenue: US$219.1m (up 1.9% from 1Q 2025). Net income: US$21.6m (down 29% from 1Q 2025). Profit margin: 9.9% (down from 14% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$40.71, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 17x in the Telecom industry in Europe. Total loss to shareholders of 34% over the past three years.お知らせ • Apr 04Iridium Communications Inc., Annual General Meeting, May 20, 2026Iridium Communications Inc., Annual General Meeting, May 20, 2026.お知らせ • Apr 02Iridium Communications Inc. to Report Q1, 2026 Results on Apr 23, 2026Iridium Communications Inc. announced that they will report Q1, 2026 results at 9:30 AM, US Eastern Standard Time on Apr 23, 2026Valuation Update With 7 Day Price Move • Mar 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$29.14, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 17x in the Telecom industry in Europe. Total loss to shareholders of 50% over the past three years.お知らせ • Feb 24Iridium Communications Inc. Launches Next Generation Iot PlatformIridium Communications Inc. unveiled the Iridium 9604, a compact, three-in-one IoT module that integrates Iridium Short Burst Data®? (SBD®?) satellite service, LTE-M cellular connectivity, and GNSS positioning into a single platform. By combining these features in one device, the Iridium 9604 reduces solution complexity, lowers costs, and accelerates time to market, making dual-mode IoT connectivity viable for price-sensitive, high-volume deployments. The Iridium 9604 beta program, which launched earlier this year and was oversubscribed by a select group of companies, has generated positive industry feedback highlighting: Lower costs, simplified design, and enabling of location-aware network selection; Savings of 60% or more in board space with the 3-in-1 module, Iridium's smallest-ever form factor; Easy to use developer resources. Representing the next phase of Iridium's IoT strategy, the Iridium 9604 is moving the company beyond traditional satellite-only modules to a unified, multi-mode connectivity architecture. The Iridium network now offers customers three IoT service paths to follow: Iridium SBD packaged with cellular and GNSS in the Iridium 9604 or SBD/Iridium Burst dedicated modules; Iridium NTN Direct for standards-based direct-to-device using third-party chips; Iridium Messaging Transport-based (IMT®?) for industrial-scale, larger payload capabilities with the Iridium Certificate 9704. The Iridium 9604, built on the u-blox SARA-R5 platform, delivers a compact 16 mm x 26 mm x 2.4 mm form factor, best for dual-mode IoT deployments previously cost-prohibitive across industrial, infrastructure, and mobility applications. Commercial availability begins in June 2026 with the Iridium 9604 Development Kit made available for testing satellite and cellular services.Valuation Update With 7 Day Price Move • Feb 19Investor sentiment improves as stock rises 24%After last week's 24% share price gain to US$23.37, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 17x in the Telecom industry in Europe. Total loss to shareholders of 61% over the past three years.Reported Earnings • Feb 13Full year 2025 earnings released: EPS: US$1.07 (vs US$0.95 in FY 2024)Full year 2025 results: EPS: US$1.07 (up from US$0.95 in FY 2024). Revenue: US$871.7m (up 4.9% from FY 2024). Net income: US$114.4m (up 1.4% from FY 2024). Profit margin: 13% (in line with FY 2024). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.お知らせ • Feb 12Iridium Communications Inc. Provides Earnings Guidance for the Full Year 2026Iridium Communications Inc. provided earnings guidance for the full year 2026. For the year, the company expects total service revenue growth projected to be flat to 2% for full-year 2026. Total service revenue for 2025 was $634.0 million.New Risk • Jan 28New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$375k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.6x net interest cover). Minor Risks Share price has been volatile over the past 3 months (7.2% average weekly change). Significant insider selling over the past 3 months (US$375k sold).Valuation Update With 7 Day Price Move • Jan 23Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$22.01, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 15x in the Telecom industry in Europe. Total loss to shareholders of 61% over the past three years.New Risk • Jan 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.6x net interest cover). Minor Risk Share price has been volatile over the past 3 months (7.1% average weekly change).お知らせ • Jan 22Iridium Communications Inc. to Report Q4, 2025 Results on Feb 12, 2026Iridium Communications Inc. announced that they will report Q4, 2025 results on Feb 12, 2026Declared Dividend • Dec 07Third quarter dividend of US$0.15 announcedShareholders will receive a dividend of US$0.15. Ex-date: 15th December 2025 Payment date: 31st December 2025 Dividend yield will be 3.2%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is well covered by both earnings (50% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 4.9% per year over the past 3 years and payments have been stable during that time. EPS is expected to grow by 36% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Dec 05+ 1 more updateIridium Communications Inc. Appoints Louis Alterman to Board of Directors, Effective December 4, 2025Iridium Communications Inc. announced the appointment of Louis Alterman to its Board of Directors, effective December 4, 2025. This appointment expands the size of the Board to twelve members, nine of whom are independent. Louis Alterman, Age 48, has served as president, chief executive officer and board member of Stratix Corporation, the largest pure-play enterprise mobility specialist in North America, since 2019. From 2017 to 2019, he was chief financial officer of Rackspace, a global cloud technology services company, and before that, he held numerous roles of increasing responsibility at EarthLink, a telecommunications provider, from 2003 to 2017, including serving as chief financial officer from 2015 to 2017. Alterman is on the board of directors of Diversified, a global technology solutions provider. He previously served on the board of CareerBuilder from 2018 to 2022, and from 1999 to 2003, he worked at BellSouth (now part of AT&T). He received a bachelor's degree in business administration from the University of Georgia, a Master of Business Administration from Emory University's Goizueta Business School and subsequently completed executive education at Harvard University.Recent Insider Transactions • Oct 31Independent Chairman of the Board recently bought US$525k worth of stockOn the 28th of October, Robert Niehaus bought around 30k shares on-market at roughly US$17.49 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Robert's only on-market trade for the last 12 months.Reported Earnings • Oct 24Third quarter 2025 earnings released: EPS: US$0.35 (vs US$0.21 in 3Q 2024)Third quarter 2025 results: EPS: US$0.35 (up from US$0.21 in 3Q 2024). Revenue: US$226.9m (up 6.7% from 3Q 2024). Net income: US$37.1m (up 52% from 3Q 2024). Profit margin: 16% (up from 12% in 3Q 2024). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.お知らせ • Oct 23Iridium Communications Inc. Updates Its Full-Year 2025 OutlookIridium Communications Inc. updated its full-year 2025 outlook. For the period, the company expects total service revenue growth of approximately 3% for full-year 2025. (Previously, guidance for total service revenue growth was between 3% and 5% for full-year 2025).お知らせ • Oct 02Iridium Communications Inc. to Report Q3, 2025 Results on Oct 23, 2025Iridium Communications Inc. announced that they will report Q3, 2025 results on Oct 23, 2025Valuation Update With 7 Day Price Move • Sep 10Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to US$19.26, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 15x in the Telecom industry in Europe. Total loss to shareholders of 55% over the past three years.Upcoming Dividend • Sep 08Upcoming dividend of US$0.15 per shareEligible shareholders must have bought the stock before 15 September 2025. Payment date: 30 September 2025. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of British dividend payers (5.5%). Lower than average of industry peers (30%).New Risk • Aug 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.4x net interest cover). Minor Risk Share price has been volatile over the past 3 months (7.4% average weekly change).Declared Dividend • Jul 28Second quarter dividend increased to US$0.15Dividend of US$0.15 is 7.1% higher than last year. Ex-date: 15th September 2025 Payment date: 30th September 2025 Dividend yield will be 2.2%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 4.9% per year over the past 3 years and payments have been stable during that time. EPS is expected to grow by 78% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jul 25Second quarter 2025 earnings released: EPS: US$0.20 (vs US$0.27 in 2Q 2024)Second quarter 2025 results: EPS: US$0.20 (down from US$0.27 in 2Q 2024). Revenue: US$216.9m (up 7.9% from 2Q 2024). Net income: US$22.0m (down 32% from 2Q 2024). Profit margin: 10% (down from 16% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.お知らせ • Jul 24+ 1 more updateIridium Communications Inc. Revises Earnings Guidance for the Full Year 2025Iridium Communications Inc. revised earnings guidance for the full year 2025. For the year, the company updated total service revenue growth between 3% and 5% for full-year 2025. (Previously, guidance for total service revenue growth was between 5% and 7% for full-year 2025). Total service revenue for 2024 was $614.9 million.Valuation Update With 7 Day Price Move • Jul 24Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$26.18, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 16x in the Telecom industry in Europe. Total loss to shareholders of 37% over the past three years.お知らせ • Jul 03Iridium Communications Inc. to Report Q2, 2025 Results on Jul 24, 2025Iridium Communications Inc. announced that they will report Q2, 2025 results on Jul 24, 2025お知らせ • Jun 18Iridium Communications Inc. Appoints Monique S. Shivanandan as A Director and Member of Compensation CommitteeOn June 17, 2025, the Board of Directors (the “Board”) of Iridium Communications Inc. (the “Company”) appointed Monique S. Shivanandan as a director of the Company, effective immediately, and increased the size of the Board to eleven. Ms. Shivanandan’s initial term is scheduled to expire at the Company’s 2026 annual meeting of stockholders. Ms. Shivanandan will also serve on the Compensation Committee. The Board determined that Ms. Shivanandan is an “independent director” in accordance with Nasdaq listing standards and the rules and regulations of the Securities and Exchange Commission (“SEC”). There is no arrangement or understanding between Ms. Shivanandan and any other person pursuant to which she was selected as a director of the Company, and there is no family relationship between Ms. Shivanandan and any of the Company’s other directors or executive officers. The Company is not aware of any transaction involving Ms. Shivanandan requiring disclosure under Item 404(a) of Regulation S-K. Ms. Shivanandan, age 61, has served as Group Chief Data & Analytics Officer at HSBC Holdings plc, a multinational financial services company, since May 2023, having previously served as Chief Information Security Officer at HSBC since July 2020. She served as a group Chief Information Officer at the Chubb Group of Insurance Companies from 2017 to 2020. Earlier career experiences include serving as Chief Information Officer at insurance company Aviva plc and Chief Technology Officer at financial services company Capital One Financial Corporation. She has also held roles at telecommunication companies BellSouth and BT Group plc, a UK multinational telecommunications company. She is chairwoman of the board for Sepio, a cybersecurity asset risk management company. She previously served on the board of directors of Network International, a digital commerce solutions provider, from 2021 to 2024, serving on the audit, risk and tech and compensation committees, and on the board of managers of J.P. Morgan Securities from 2014 to 2018, serving on the audit, risk and nominations committees. Ms. Shivanandan graduated from Lehigh University with a BS Industrial Engineering.Upcoming Dividend • Jun 09Upcoming dividend of US$0.14 per shareEligible shareholders must have bought the stock before 13 June 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of British dividend payers (5.6%). Lower than average of industry peers (3.9%).Board Change • Jun 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 6 highly experienced directors. Independent Director Kay Sears was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Declared Dividend • May 25First quarter dividend of US$0.14 announcedDividend of US$0.14 is the same as last year. Ex-date: 13th June 2025 Payment date: 30th June 2025 Dividend yield will be 2.3%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 3.8% per year over the past 2 years and payments have been stable during that time. EPS is expected to grow by 71% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 07Iridium Equips 9603 Module with Enhanced Short Burst Data Capabilities for Government UsersIridium Communications Inc. announced a special U.S. government version of the Iridium® 9603 module built for Enhanced Short Burst Data (ESBD). ESBD is a low-latency and secure messaging service designed to provide optimal transmission security (TRANSEC) for the U.S. government and approved allies. The ESBD version can act as a drop-in replacement for the existing Iridium 9603 Short Burst Data® (SBD®) module. Alongside Iridium's known reliability and resiliency, Iridium 9603 ESBD can deliver secure one- or two-way messaging with an increased payload capacity for mobile-originated (MO) and mobile-terminated (MT) messages. Example applications range from command and control (C2) and image data transfer to personnel and asset tracking. The upgraded module represents the latest innovation of Iridium to support the Enhanced Mobile Satellite Services (EMSS) program, a decades-long partnership that delivers truly global standard and secure voice, broadcast, PTT, and other services to an unlimited number of Department of Defense and DoD-approved subscribers anywhere on Earth. Iridium 9603 ESBD is targeted to be made available to EMSS-approved value-added manufacturers in July. With its unique low-Earth orbit (LEO) satellite network, Iridium provides resilient L-band connectivity and unparalleled global coverage that does not encounter permanent line-of-sight blockages faced by geostationary (GEO) systems. This helps to ensure the delivery of mission-critical communications for the DoD and other federal agencies. Whether in high-risk combat zones or during inclement weather events, the Iridium network provides pole-to-pole satellite communications that keep users connected when it's needed most, making it critically important for the Joint All Domain Command and Control's (JADC2) Primary, Alternate, Contingency, and Emergency (PACE) communications architecture.お知らせ • Apr 23Iridium Communications Inc. Reiterates Earnings Guidance for the Full Year 2025Iridium Communications Inc. reiterated earnings guidance for the full year 2025. For the year, the company expects total service revenue growth between 5% to 7%, Total service revenue for 2024 was $614.9 million.Reported Earnings • Apr 23First quarter 2025 earnings released: EPS: US$0.28 (vs US$0.16 in 1Q 2024)First quarter 2025 results: EPS: US$0.28 (up from US$0.16 in 1Q 2024). Revenue: US$214.9m (up 5.4% from 1Q 2024). Net income: US$30.4m (up 55% from 1Q 2024). Profit margin: 14% (up from 9.6% in 1Q 2024). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 108% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$23.09, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 13x in the Telecom industry in Europe. Total loss to shareholders of 41% over the past three years.お知らせ • Mar 31Iridium Communications Inc. to Report Q1, 2025 Results on Apr 22, 2025Iridium Communications Inc. announced that they will report Q1, 2025 results on Apr 22, 2025お知らせ • Mar 18Iridium Communications Inc., Annual General Meeting, May 14, 2025Iridium Communications Inc., Annual General Meeting, May 14, 2025.お知らせ • Mar 08Iridium Communications Inc. announces Quarterly dividend, payable on March 31, 2025Iridium Communications Inc. announced Quarterly dividend of USD 0.1400 per share payable on March 31, 2025, ex-date on March 17, 2025 and record date on March 17, 2025.Recent Insider Transactions • Feb 21Chief Legal Officer & Company Secretary recently sold US$504k worth of stockOn the 18th of February, Kathleen Morgan sold around 15k shares on-market at roughly US$33.58 per share. This transaction amounted to 54% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$912k more than they bought in the last 12 months.Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$32.80, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 13x in the Telecom industry in Europe. Total loss to shareholders of 8.9% over the past three years.お知らせ • Feb 14+ 1 more updateIridium Communications Inc. Provides Earnings Guidance for the Full Year 2025Iridium Communications Inc. provided earnings guidance for the full year 2025. for the year, the company expects total service revenue growth between 5% to 7%, Total service revenue for 2024 was $614.9 million.Reported Earnings • Feb 13Full year 2024 earnings released: EPS: US$0.95 (vs US$0.12 in FY 2023)Full year 2024 results: EPS: US$0.95 (up from US$0.12 in FY 2023). Revenue: US$830.7m (up 5.1% from FY 2023). Net income: US$112.8m (up US$97.4m from FY 2023). Profit margin: 14% (up from 1.9% in FY 2023). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 113% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Jan 23Iridium Communications Inc. to Report Q4, 2024 Results on Feb 13, 2025Iridium Communications Inc. announced that they will report Q4, 2024 results on Feb 13, 2025Reported Earnings • Oct 17Third quarter 2024 earnings released: EPS: US$0.21 (vs US$0.013 loss in 3Q 2023)Third quarter 2024 results: EPS: US$0.21 (up from US$0.013 loss in 3Q 2023). Revenue: US$212.8m (up 7.7% from 3Q 2023). Net income: US$24.4m (up US$26.1m from 3Q 2023). Profit margin: 12% (up from net loss in 3Q 2023). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 113% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • Oct 17Iridium Communications Inc. Updates Earnings Guidance for the Year 2024Iridium Communications Inc. updated earnings guidance for the year 2024. Total service revenue growth of approximately 5% for full-year 2024. Total service revenue for 2023 was $584.5 million. (Previous guidance was for total service revenue growth between 4% and 6% for full-year 2024.).お知らせ • Oct 01Iridium Communications Inc. to Report Q3, 2024 Results on Oct 17, 2024Iridium Communications Inc. announced that they will report Q3, 2024 results on Oct 17, 2024お知らせ • Sep 20Iridium Communications Inc. (NasdaqGS:IRDM) announces an Equity Buyback for $500 million worth of its shares.Iridium Communications Inc. (NasdaqGS:IRDM) announces a share repurchase program. Under the program, the company will repurchase up to $500 million worth of its common stock. The purpose of the program is maximizing return on investment.お知らせ • Sep 03Iridium Communications Inc. Unveils Iridium Certus GMDSS: Defining A New Standard in Maritime Safety and CommunicationsIridium Communications Inc. unveiled Iridium Certus®? GMDSS, a generational advancement in maritime safety, compliance, and communication. Building on the powerful capabilities of Iridium Certus technology, Iridium Certus GMDSS features distress alert, safety voice and Maritime Safety Information (MSI), while integrating additional regulated services like Long Range Identification and Tracking (LRIT) and Ship Security Alert System (SSAS). The combination of capabilities offered by Iridium Certus GMDS S terminals sets a new standard for the cost, efficiency, and performance of maritime safety and security solutions, making it the critical connectivity service needed for any ship's hybrid network system. By adding GMDSS, LRIT, and SSAS into Iridium Certus terminals, the maritime industry can take advantage of a single, versatile, and reliable communications solution for its fleets. Industry leading equipment manufacturers including Cobham Satcom, Intellian, Lars Thrane, and Thales will introduce a combination of Iridium Certus 700 and 200 GMDSS solutions within the forthcoming months. In addition to providing broadband and midband voice and data capabilities, Iridium Certus GM DSS will support truly global, comprehensive safety services across the world's oceans, including polar regions. The small, lightweight equipment has no moving parts, making it virtually maintenance free. Easily hand-carried aboard any vessel, installation can be quickly completed, while providing a cost-effective and reliable solution that meets safety and regulatory requirements. Standalone, or as a companion to a ship's Ka/Ku-band broadband system, the Iridium Certus GMDSC system offers the maximum capability for equipment mandated to be on all SOLAS-class ships by the International Maritime Organization (IMO). The GMDSS service ensures that ships can always send distress communications, receive important safety information and get help in emergencies. When facing an emergency, crew members can press the red distress button and connect with a rescue coordination center (RCC) in seconds. Iridium Certus GMDSs equipped vessels will immediately receive a phone call from the responding RCC to ascertain the nature of the distress alert, allowing the vessel to provide pertinent information to assist rescue. As the maritime industry faces evolving environmental, regulatory, and technological challenges, the requirement to communicate effectively and ensure the safety of crew and cargo is paramount. Iridium Certus GM DS Satelles Inc. can offer peace of mind and simplicity for fleets around the world, with them knowing that their compliance and critical safety requirements are accounted for along with truly global coverage. The maritime industry is undergoing rapid evolution, and Iridium GMDSS represents the mariner's vision for a complete and modern safety and communications solution.Declared Dividend • Sep 01Second quarter dividend of US$0.14 announcedShareholders will receive a dividend of US$0.14. Ex-date: 13th September 2024 Payment date: 30th September 2024 Dividend yield will be 2.1%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is covered by both earnings (74% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 3.8% per year over the past 2 years and payments have been stable during that time. EPS is expected to grow by 97% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Aug 22Iridium Communications Inc. Announces Chief Financial Officer ChangesIridium Communications Inc. announced Iridium Communications Inc. announced that Thomas J. Fitzpatrick, 66, the Company's Chief Financial Officer (CFO) and Chief Administrative Officer plan to retire at year-end. Mr. Fitzpatrick will continue to serve on the Company's Board of Directors after his retirement as CFO. The Company named Vincent O'Neill as its new Chief Financial Officer, effective January 1, 2025. Vincent O'Neill currently serves as Senior Vice President, Finance with responsibility for treasury, strategic and operational financial planning and execution. He joined Iridium in 2014 as its Vice President of Financial Planning and Analysis. Prior to joining Iridium, O'Neill was CFO of Mobilitie, a wireless infrastructure company, and previously spent 10 years at Nextel Sprint in a variety of senior finance roles. Prior to Nextel Sprint, he worked for Celnet, a Mobile Wireless Operator in the UK (now Telefonica). O'Neill is a Chartered Management Accountant and holds an Accounting and Finance Diploma from Technological University Shannon, Ireland. During his 14 years as the Company's CFO and 11 years as a member of its Board of Directors, Fitzpatrick led the Company's finance and administrative functions through the development and launch of the Iridium NEXT campaign and its subsequent financial transformation, leading share buybacks and the initiation of a quarterly dividend.お知らせ • Aug 21Iridium Communications Inc. Announces Executive ChangesIridium Communications Inc. announced that Thomas J. Fitzpatrick, 66, the Company's Chief Financial Officer (CFO) and Chief Administrative Officer and Bryan J. Hartin, 60, Executive Vice President, Sales and Marketing, plan to retire at year-end. Mr. Fitzpatrick will continue to serve on the Company's Board of Directors after his retirement as CFO. The Company named Timothy Last as the new Executive Vice President, Sales and Marketing, each to be effective January 1, 2025. Tim Last currently serves as Senior Vice President, Sales, Product Management and Customer Care with responsibility for the Company's product portfolio, global customer integration and support for commercial sales in the Americas region. He previously served as Vice President and General Manager, Americas. Last joined Iridium in 2012 and has held roles of increasing responsibility within the sales and marketing organization. Prior to working at Iridium, Last held business development roles at ORBCOMM Inc. and BT Group. Last holds an MSc in Telecommunications Business from University College London, England. During his 14 years as the Company's CFO and 11 years as a member of its Board of Directors, Fitzpatrick led the Company's finance and administrative functions through the development and launch of the Iridium NEXT campaign and its subsequent financial transformation, leading share buybacks and the initiation of a quarterly dividend. Over his 12 years leading Sales and Marketing, Hartin led the growth that has driven subscribers to over 2.3 million users on the Iridium® network. In addition, he worked tirelessly to lead important safety certifications for Iridium, including for the Global Maritime Distress and Safety System (GMDSS), that allow mariners and explorers around the world to remain connected anywhere.Reported Earnings • Jul 24Second quarter 2024 earnings released: EPS: US$0.27 (vs US$0.24 loss in 2Q 2023)Second quarter 2024 results: EPS: US$0.27 (up from US$0.24 loss in 2Q 2023). Revenue: US$201.1m (up 4.1% from 2Q 2023). Net income: US$32.3m (up US$63.1m from 2Q 2023). Profit margin: 16% (up from net loss in 2Q 2023). Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.お知らせ • Jul 23Iridium Communications Inc. Reiterates Earnings Guidance for the Full Year 2024IridiIridium Communications Inc. reiterated earnings guidance for the full year 2024. For the year, the company expected total service revenue growth between 4% and 6% for full-year 2024. Total service revenue for 2023 was $584.5 million.お知らせ • Jul 04Iridium Communications Inc. to Report Q2, 2024 Results on Jul 23, 2024Iridium Communications Inc. announced that they will report Q2, 2024 results on Jul 23, 2024お知らせ • Jun 25Adtran and Iridium Communications Inc. Strengthens PNT resilience in Europe and Asia-Pacific with Satellite Time and Location TechnologyAdtran, in partnership with Iridium Communications Inc. announced the European and Asia-Pacific launch of its synchronization solutions featuring Iridium®? Satellite Time and Location (STL) technology, a significant step in countering growing threats to Global Navigation Satellite Systems (GNSS). Adtran's OSA 5405-S PTP compact grandmaster clock with STL capabilities and its OSA 5400 STL module are now available to timing network operators in Western Europe, major countries in Eastern Europe, Turkey, and parts of Asia-Pacific, including the majority of Southeast Asia, Japan and South Korea. The solutions enhance the resilience and reliability of critical infrastructure, such as 5G networks, defense systems and many more. Leveraging low-Earth orbit (LEO) satellites to deliver precise and secure positioning, navigation and timing (PNT) services, the devices ensure continuous synchronization even in environments where GNSS is compromised. As a certified Iridium partner, Adtran offers the technology through two distinct purchasing options: an annual service license for optimal flexibility or bundled with equipment for long-term financial planning. Iridium®? STL services harness the power of LEO satellites to transmit encrypted signals that are 1,000 times stronger than those of GNSS, significantly reducing vulnerability to disruptions and manipulation. The technology excels in challenging environments like urban canyons and indoor areas and can penetrate deep into buildings without the need for rooftop antennas. STL is a powerful solution for fortifying zero-trust architecture and ensuring reliable PNT even whenPS signals fail, making it ideal for both indoor and challenging outdoor locations. By empowering operators of mission-critical networks to access reliable timing in the most demanding environments, we're also eliminating the need to install outdoor antennas and core through concrete, significantly reducing expenses.Declared Dividend • Jun 03First quarter dividend increased to US$0.14Dividend of US$0.14 is 7.7% higher than last year. Ex-date: 14th June 2024 Payment date: 28th June 2024 Dividend yield will be 1.8%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is not covered by earnings (256% earnings payout ratio). However, it is well covered by cash flows (25% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. The company's earnings per share (EPS) would need to grow by 185% to bring the payout ratio under control. EPS is expected to grow by 236% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • May 25Iridium Communications Inc. Declares Cash Dividend on Its Common Stock, Payable on June 28, 2024Iridium Communications Inc. announced that on May 23, 2024, the Company announced that its board of directors had declared a cash dividend on its common stock of $0.14 per share. The dividend is payable on June 28, 2024, to stockholders of record as of June 14, 2024.お知らせ • Apr 19Iridium Communications Inc. Provides Earnings Guidance for the Full Year 2024IridiIridium Communications Inc. provided earnings guidance for the full year 2024. for the year, the company expects total service revenue growth between 4% and 6% for full-year 2024. Total service revenue for 2023 was $584.5 million.Reported Earnings • Apr 19First quarter 2024 earnings released: EPS: US$0.16 (vs US$0.077 in 1Q 2023)First quarter 2024 results: EPS: US$0.16 (up from US$0.077 in 1Q 2023). Revenue: US$203.9m (flat on 1Q 2023). Net income: US$19.7m (up 101% from 1Q 2023). Profit margin: 9.6% (up from 4.8% in 1Q 2023). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.お知らせ • Apr 03Iridium Communications Inc. (NasdaqGS:IRDM) completed the acquisition of 80% stake in Satelles, Inc.Iridium Communications Inc. (NasdaqGS:IRDM) agreed to acquire a 80% stake in Satelles, Inc. for $115 million on March 4, 2024. The transaction will be financed through a tack-on to its term loan. Iridium expects to complete the acquisition in the next few weeks.Iridium Communications Inc. (NasdaqGS:IRDM) completed the acquisition of 80% stake in Satelles, Inc. on April 2, 2024.お知らせ • Apr 02Iridium Communications Inc., Annual General Meeting, May 21, 2024Iridium Communications Inc., Annual General Meeting, May 21, 2024, at 08:30 Eastern Standard Time. Agenda: To elect the Board of Directors' ten nominees for director, each to serve until the next annual meeting and until their successors are duly elected and qualified; to approve, on an advisory basis, the compensation of named executive officers, as disclosed in the Proxy Statement accompanying this Notice; to ratify the selection by the Board of Directors of KPMG LLP as independent registered public accounting firm for fiscal year ending December 31, 2024; to consider other business issues.お知らせ • Mar 29Iridium Communications Inc. to Report Q1, 2024 Results on Apr 18, 2024Iridium Communications Inc. announced that they will report Q1, 2024 results on Apr 18, 2024Upcoming Dividend • Mar 07Upcoming dividend of US$0.13 per shareEligible shareholders must have bought the stock before 14 March 2024. Payment date: 29 March 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.8%. Lower than top quartile of British dividend payers (6.3%). Lower than average of industry peers (4.5%).お知らせ • Mar 04Iridium Communications Inc. (NasdaqGS:IRDM) agreed to acquire a 80% stake in Satelles, Inc. for $115 million.Iridium Communications Inc. (NasdaqGS:IRDM) agreed to acquire a 80% stake in Satelles, Inc. for $115 million on March 4, 2024. The transaction will be financed through a tack-on to its term loan. Iridium expects to complete the acquisition in the next few weeks.Declared Dividend • Feb 19Fourth quarter dividend of US$0.13 announcedShareholders will receive a dividend of US$0.13. Ex-date: 14th March 2024 Payment date: 29th March 2024 Dividend yield will be 1.7%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is not covered by earnings (424% earnings payout ratio). However, it is well covered by cash flows (26% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. The company's earnings per share (EPS) would need to grow by 371% to bring the payout ratio under control. EPS is expected to grow by 110% over the next 2 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.New Risk • Feb 17New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 147% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.3x net interest cover). Minor Risk Large one-off items impacting financial results.Reported Earnings • Feb 16Full year 2023 earnings released: EPS: US$0.12 (vs US$0.068 in FY 2022)Full year 2023 results: EPS: US$0.12 (up from US$0.068 in FY 2022). Revenue: US$790.7m (up 9.7% from FY 2022). Net income: US$15.4m (up 77% from FY 2022). Profit margin: 1.9% (up from 1.2% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.お知らせ • Feb 15+ 1 more updateIridium Communications Inc. Plans to Increase Quarterly Dividend Starting with the Second Quarter 2024The Board of Directors of Iridium Communications Inc. planned to increase the quarterly dividend to $0.14 per share starting with the second quarter 2024 dividend, which would result in a full-year dividend increase of 5.8%.お知らせ • Jan 26Iridium Communications Inc. to Report Q4, 2023 Results on Feb 15, 2024Iridium Communications Inc. announced that they will report Q4, 2023 results on Feb 15, 2024Recent Insider Transactions • Nov 24CEO & Director recently bought US$1.0m worth of stockOn the 20th of November, Matthew Desch bought around 28k shares on-market at roughly US$37.01 per share. This transaction amounted to 4.8% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Matthew's only on-market trade for the last 12 months.お知らせ • Oct 20Iridium Communications Inc. Updates Earnings Guidance for the Full Year 2023Iridium Communications Inc. updated earnings guidance for the full year 2023. For the year, the company expected total service revenue growth of approximately 10% for full-year 2023. Total service revenue for 2022 was $534.7 million.Reported Earnings • Oct 20Third quarter 2023 earnings released: US$0.013 loss per share (vs US$0.017 profit in 3Q 2022)Third quarter 2023 results: US$0.013 loss per share (down from US$0.017 profit in 3Q 2022). Revenue: US$197.6m (up 7.4% from 3Q 2022). Net loss: US$1.64m (down 176% from profit in 3Q 2022). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Telecom industry in Europe.お知らせ • Sep 29Iridium Communications Inc. to Report Q3, 2023 Results on Oct 19, 2023Iridium Communications Inc. announced that they will report Q3, 2023 results on Oct 19, 2023お知らせ • Sep 16Parker W. Rush to Retire as Member of the Board of Directors of Iridium Communications Inc., Effective as of December 31, 2023Iridium Communications Inc. announced that on September 13, 2023, Parker W. Rush informed the company that he will be retiring as a member of the Board of Directors of the company effective as of December 31, 2023.お知らせ • Jul 29Iridium Communications Inc. (NasdaqGS:IRDM) announces an Equity Buyback for $400 million worth of its shares.Iridium Communications Inc. (NasdaqGS:IRDM) announces a share repurchase program. Under the program, the company will repurchase up to $400 million worth of its common stock. The purpose of the program is maximizing return on investment. The program will be valid till December 31, 2025.お知らせ • Jul 26Iridium Communications Inc. Reiterates Revenue Guidance for the Full-Year 2023Iridium Communications Inc. reiterated revenue guidance for the full-year 2023. For the year, the company expected total service revenue growth between 9% and 11%. Total service revenue for 2022 was $534.7 million.Reported Earnings • Jul 26Second quarter 2023 earnings released: US$0.24 loss per share (vs US$0.036 profit in 2Q 2022)Second quarter 2023 results: US$0.24 loss per share (down from US$0.036 profit in 2Q 2022). Revenue: US$193.1m (up 10% from 2Q 2022). Net loss: US$30.7m (down US$35.3m from profit in 2Q 2022). Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Telecom industry in Europe.Buying Opportunity • Jul 25Now 27% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be US$72.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 15% in 2 years. Earnings is forecast to grow by 289% in the next 2 years.お知らせ • Jul 01Iridium Communications Inc. to Report Q2, 2023 Results on Jul 25, 2023Iridium Communications Inc. announced that they will report Q2, 2023 results at 9:30 AM, US Eastern Standard Time on Jul 25, 2023Upcoming Dividend • Jun 07Upcoming dividend of US$0.13 per share at 0.8% yieldEligible shareholders must have bought the stock before 14 June 2023. Payment date: 30 June 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 0.8%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (4.3%).Board Change • Jun 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 7 highly experienced directors. COO & Director Suzi McBride was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • May 17Iridium Communications Inc. Appoints Jacqueline Yeaney to Its Board of DirectorsIridium Communications Inc. announced that Jacqueline Yeaney has been elected to the Iridium Board of Directors, effective May 4, 2023. As a director on the Iridium Board, Yeaney will contribute to the strategic direction of Iridium's business alongside her fellow Board members. Recently retired, Yeaney has extensive experience in the high-tech software and analytics industry, as well as in management consulting. Most recently, she served as Executive Vice President and Chief Marketing Officer of Tableau Software, a company specializing in data visualization, since August 2019. Prior to Tableau, she was Chief Marketing Officer of Ellucian, a privately held software and services company serving the education industry. She has served on the Board of Directors for other publicly traded companies, including Avaya Holdings Corp., and Promethean World PLC. Yeaney started her career as an officer in the U.S. Air Force. As a seasoned marketing and technology executive, Yeaney is bringing significant expertise to Iridium's Board of Directors, that will help the company continue its expansion into new and untapped markets.Recent Insider Transactions • May 08Insider recently sold US$1.1m worth of stockOn the 3rd of May, Bryan Hartin sold around 17k shares on-market at roughly US$64.80 per share. This transaction amounted to 41% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$4.4m. Insiders have been net sellers, collectively disposing of US$10m more than they bought in the last 12 months.お知らせ • May 06Iridium Communications Inc. Declares Cash Dividend, Payable on June 30, 2023On May 5, 2023, Iridium Communications Inc. announced that its board of directors had declared a cash dividend on its common stock of $0.13 per share. The dividend is payable on June 30, 2023, to stockholders of record as of June 15, 2023.Recent Insider Transactions • Apr 28Insider recently sold US$293k worth of stockOn the 25th of April, Bryan Hartin sold around 4k shares on-market at roughly US$66.01 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$4.4m. Insiders have been net sellers, collectively disposing of US$9.2m more than they bought in the last 12 months.Reported Earnings • Apr 20First quarter 2023 earnings released: EPS: US$0.077 (vs US$0.022 in 1Q 2022)First quarter 2023 results: EPS: US$0.077 (up from US$0.022 in 1Q 2022). Revenue: US$205.3m (up 22% from 1Q 2022). Net income: US$9.78m (up 246% from 1Q 2022). Profit margin: 4.8% (up from 1.7% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Telecom industry in Europe.Recent Insider Transactions • Mar 15Independent Director recently sold US$276k worth of stockOn the 14th of March, Barry West sold around 5k shares on-market at roughly US$60.50 per share. This transaction amounted to 8.0% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$4.4m. Insiders have been net sellers, collectively disposing of US$8.4m more than they bought in the last 12 months.Recent Insider Transactions • Mar 11COO & Director recently sold US$283k worth of stockOn the 2nd of March, Suzanne McBride sold around 5k shares on-market at roughly US$60.65 per share. This transaction amounted to 7.4% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$4.4m. Suzanne has been a net seller over the last 12 months, reducing personal holdings by US$407k.Recent Insider Transactions • Mar 01Independent Chairman of the Board recently sold US$4.4m worth of stockOn the 23rd of February, Robert Niehaus sold around 70k shares on-market at roughly US$62.82 per share. This transaction amounted to 39% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Robert has been a net seller over the last 12 months, reducing personal holdings by US$5.8m.Reported Earnings • Feb 17Full year 2022 earnings released: EPS: US$0.068 (vs US$0.07 loss in FY 2021)Full year 2022 results: EPS: US$0.068 (up from US$0.07 loss in FY 2021). Revenue: US$721.0m (up 17% from FY 2021). Net income: US$8.72m (up US$18.0m from FY 2021). Profit margin: 1.2% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 115% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 17Iridium Communications Inc. Provides Service Revenue Guidance for the Full Year 2023Iridium Communications Inc. provided service revenue guidance for the full year 2023. Total service revenue growth between 9% and 11% for full-year 2023. Total service revenue for 2022 was $534.7 million.お知らせ • Jan 25Iridium Communications Inc. to Report Q4, 2022 Results on Feb 16, 2023Iridium Communications Inc. announced that they will report Q4, 2022 results on Feb 16, 2023株主還元0JDOGB TelecomGB 市場7D13.9%2.2%2.5%1Y92.9%3.9%19.4%株主還元を見る業界別リターン: 0JDO過去 1 年間で3.9 % の収益を上げたUK Telecom業界を上回りました。リターン対市場: 0JDO過去 1 年間で19.4 % の収益を上げたUK市場を上回りました。価格変動Is 0JDO's price volatile compared to industry and market?0JDO volatility0JDO Average Weekly Movement9.0%Telecom Industry Average Movement4.3%Market Average Movement5.7%10% most volatile stocks in GB Market11.9%10% least volatile stocks in GB Market3.1%安定した株価: 0JDOの株価は、 UK市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 0JDOの weekly volatility ( 9% ) は過去 1 年間安定していますが、依然としてUKの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイトn/a975Matt Deschwww.iridium.comイリジウム・コミュニケーションズ社は、米国、カナダ、および国際的な企業、米国政府、外国政府、非政府組織、消費者にモバイル音声・データ通信サービスと製品を提供している。同社は、陸上移動エンドユーザーと航空分野向けの移動衛星通信サービス、商船、漁船、レジャー・研究船、特殊水上船向けのブロードバンド端末、組み込み機器、携帯電話、衛星ベースのIoTサービス、ホスティングされたペイロードとその他のデータサービス、その他のデータサービスとエンジニアリングサービスを提供している。また、後払い携帯音声・データ衛星通信、プリペイド携帯音声衛星通信、プッシュ・ツー・トーク、ブロードバンドデータ、モノのインターネット（IoT）、衛星時刻・位置情報サービスも提供している。また、人員追跡装置、設備・車両・航空機の資産追跡装置、見通し外航空機通信アプリケーション、海上通信アプリケーション、重要人物向け特殊通信ソリューション、セキュア衛星携帯端末など軍やその他政府機関向けのモバイル通信・データ機器、米国政府専用ゲートウェイの保守サービスも提供している。さらに、衛星ハンドセット、音声・データモデム、ブロードバンドデータデバイス、IoTデータデバイス、およびバッテリー、ホルスター、イヤフォンヘッドフォン、ポータブル補助アンテナ、アンテナアダプター、USBデータケーブル、充電ユニットなどのデバイス用各種アクセサリーを提供している。同社は、サービスプロバイダー、付加価値再販業者、付加価値メーカーを含む卸売流通ネットワークを通じて、商用エンドユーザーに製品とサービスを販売している。以前はイリジウム・ホールディングスLLCとして知られ、2009年9月にイリジウム・コミュニケーションズ・インクに社名を変更した。本社はバージニア州マクリーン。もっと見るIridium Communications Inc. 基礎のまとめIridium Communications の収益と売上を時価総額と比較するとどうか。0JDO 基礎統計学時価総額US$5.16b収益（TTM）US$105.55m売上高(TTM)US$875.84m48.9xPER（株価収益率5.9xP/Sレシオ0JDO は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計0JDO 損益計算書（TTM）収益US$875.84m売上原価US$249.00m売上総利益US$626.84mその他の費用US$521.29m収益US$105.55m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）1.00グロス・マージン71.57%純利益率12.05%有利子負債／自己資本比率376.0%0JDO の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.2%現在の配当利回り59%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/23 22:51終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Iridium Communications Inc. 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。19 アナリスト機関Mathieu RobilliardBarclaysHamed KhorsandBWS Financial Inc.Colin CanfieldCantor Fitzgerald & Co.16 その他のアナリストを表示
お知らせ • May 16Iridium Communications Inc. (NasdaqGS:IRDM) entered into a definitive agreementto acquire 61% stake in Aireon LLC from NAV CANADA, ENAV S.p.A. (BIT:ENAV), Irish Aviation Authority, Naviair Satellite A/S and NATS Limited for approximately $520 million.Iridium Communications Inc. (NasdaqGS:IRDM) entered into a definitive agreement to acquire 61% stake in Aireon LLC from NAV CANADA, ENAV S.p.A. (BIT:ENAV), Irish Aviation Authority, Naviair Satellite A/S and NATS Limited for approximately $520 million on May 13, 2026. The total purchase price of approximately $366.7 million will be paid 50% at closing and 50% on the one-year anniversary. Iridium will also assume Aireon's outstanding debt, expected to be approximately $155 million at closing. At Closing, Iridium will enter into the Credit and Guaranty Agreement pursuant to which the Sellers will provide IIridium with a $183.36 million term loan, bearing no interest, and maturing one year following the Closing, to fund the deferred portion of the purchase price. The loan will be secured by a first-priority lien on the equity interests of Aireon and other intermediate holding company entities. The Closing is subject to customary conditions, including the accuracy of representations and warranties, performance of covenants, and receipt of required regulatory approvals including expiration or termination of the applicable waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, as amended. The transaction is targeted to close in early July. The acquisition of Aireon is accretive to Iridium's growth outlook; over the past three years, Aireon's total revenue has grown at a compound annual growth rate (CAGR) of 10%. Iridium expects the acquisition will result in at least an additional consolidated $100 million of service revenue and $30 million of OEBITDA on an annualized basis. Evercore Inc. acted as financial advisor for Iridium Communications Inc. Josh Holleman of Cooley LLP acted as legal advisor for Iridium Communications Inc. Milbank LLP acted as legal advisor for Iridium Communications Inc. PJT Partners LP acted as financial advisor for Aireon LLC. Steven Kaufman, Joseph Gilligan and Gabrielle Witt of Hogan Lovells US LLP acted as legal advisor for Aireon LLC. RBC Capital Markets, LLC acted as financial advisor for NAV CANADA. Paul, Weiss, Rifkind, Wharton & Garrison LLP acted as legal advisor for NAV CANADA.
お知らせ • Apr 24Iridium Communications Inc. Reiterates Revenue Guidance for the Full-Year 2026Iridium Communications Inc. reiterated revenue guidance for the full-year 2026. For the year, the company expects Total service revenue projected to be flat to 2%.
Reported Earnings • Apr 24First quarter 2026 earnings released: EPS: US$0.20 (vs US$0.28 in 1Q 2025)First quarter 2026 results: EPS: US$0.20 (down from US$0.28 in 1Q 2025). Revenue: US$219.1m (up 1.9% from 1Q 2025). Net income: US$21.6m (down 29% from 1Q 2025). Profit margin: 9.9% (down from 14% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$40.71, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 17x in the Telecom industry in Europe. Total loss to shareholders of 34% over the past three years.
お知らせ • Apr 04Iridium Communications Inc., Annual General Meeting, May 20, 2026Iridium Communications Inc., Annual General Meeting, May 20, 2026.
お知らせ • Apr 02Iridium Communications Inc. to Report Q1, 2026 Results on Apr 23, 2026Iridium Communications Inc. announced that they will report Q1, 2026 results at 9:30 AM, US Eastern Standard Time on Apr 23, 2026
お知らせ • May 16Iridium Communications Inc. (NasdaqGS:IRDM) entered into a definitive agreementto acquire 61% stake in Aireon LLC from NAV CANADA, ENAV S.p.A. (BIT:ENAV), Irish Aviation Authority, Naviair Satellite A/S and NATS Limited for approximately $520 million.Iridium Communications Inc. (NasdaqGS:IRDM) entered into a definitive agreement to acquire 61% stake in Aireon LLC from NAV CANADA, ENAV S.p.A. (BIT:ENAV), Irish Aviation Authority, Naviair Satellite A/S and NATS Limited for approximately $520 million on May 13, 2026. The total purchase price of approximately $366.7 million will be paid 50% at closing and 50% on the one-year anniversary. Iridium will also assume Aireon's outstanding debt, expected to be approximately $155 million at closing. At Closing, Iridium will enter into the Credit and Guaranty Agreement pursuant to which the Sellers will provide IIridium with a $183.36 million term loan, bearing no interest, and maturing one year following the Closing, to fund the deferred portion of the purchase price. The loan will be secured by a first-priority lien on the equity interests of Aireon and other intermediate holding company entities. The Closing is subject to customary conditions, including the accuracy of representations and warranties, performance of covenants, and receipt of required regulatory approvals including expiration or termination of the applicable waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, as amended. The transaction is targeted to close in early July. The acquisition of Aireon is accretive to Iridium's growth outlook; over the past three years, Aireon's total revenue has grown at a compound annual growth rate (CAGR) of 10%. Iridium expects the acquisition will result in at least an additional consolidated $100 million of service revenue and $30 million of OEBITDA on an annualized basis. Evercore Inc. acted as financial advisor for Iridium Communications Inc. Josh Holleman of Cooley LLP acted as legal advisor for Iridium Communications Inc. Milbank LLP acted as legal advisor for Iridium Communications Inc. PJT Partners LP acted as financial advisor for Aireon LLC. Steven Kaufman, Joseph Gilligan and Gabrielle Witt of Hogan Lovells US LLP acted as legal advisor for Aireon LLC. RBC Capital Markets, LLC acted as financial advisor for NAV CANADA. Paul, Weiss, Rifkind, Wharton & Garrison LLP acted as legal advisor for NAV CANADA.
お知らせ • Apr 24Iridium Communications Inc. Reiterates Revenue Guidance for the Full-Year 2026Iridium Communications Inc. reiterated revenue guidance for the full-year 2026. For the year, the company expects Total service revenue projected to be flat to 2%.
Reported Earnings • Apr 24First quarter 2026 earnings released: EPS: US$0.20 (vs US$0.28 in 1Q 2025)First quarter 2026 results: EPS: US$0.20 (down from US$0.28 in 1Q 2025). Revenue: US$219.1m (up 1.9% from 1Q 2025). Net income: US$21.6m (down 29% from 1Q 2025). Profit margin: 9.9% (down from 14% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$40.71, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 17x in the Telecom industry in Europe. Total loss to shareholders of 34% over the past three years.
お知らせ • Apr 04Iridium Communications Inc., Annual General Meeting, May 20, 2026Iridium Communications Inc., Annual General Meeting, May 20, 2026.
お知らせ • Apr 02Iridium Communications Inc. to Report Q1, 2026 Results on Apr 23, 2026Iridium Communications Inc. announced that they will report Q1, 2026 results at 9:30 AM, US Eastern Standard Time on Apr 23, 2026
Valuation Update With 7 Day Price Move • Mar 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$29.14, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 17x in the Telecom industry in Europe. Total loss to shareholders of 50% over the past three years.
お知らせ • Feb 24Iridium Communications Inc. Launches Next Generation Iot PlatformIridium Communications Inc. unveiled the Iridium 9604, a compact, three-in-one IoT module that integrates Iridium Short Burst Data®? (SBD®?) satellite service, LTE-M cellular connectivity, and GNSS positioning into a single platform. By combining these features in one device, the Iridium 9604 reduces solution complexity, lowers costs, and accelerates time to market, making dual-mode IoT connectivity viable for price-sensitive, high-volume deployments. The Iridium 9604 beta program, which launched earlier this year and was oversubscribed by a select group of companies, has generated positive industry feedback highlighting: Lower costs, simplified design, and enabling of location-aware network selection; Savings of 60% or more in board space with the 3-in-1 module, Iridium's smallest-ever form factor; Easy to use developer resources. Representing the next phase of Iridium's IoT strategy, the Iridium 9604 is moving the company beyond traditional satellite-only modules to a unified, multi-mode connectivity architecture. The Iridium network now offers customers three IoT service paths to follow: Iridium SBD packaged with cellular and GNSS in the Iridium 9604 or SBD/Iridium Burst dedicated modules; Iridium NTN Direct for standards-based direct-to-device using third-party chips; Iridium Messaging Transport-based (IMT®?) for industrial-scale, larger payload capabilities with the Iridium Certificate 9704. The Iridium 9604, built on the u-blox SARA-R5 platform, delivers a compact 16 mm x 26 mm x 2.4 mm form factor, best for dual-mode IoT deployments previously cost-prohibitive across industrial, infrastructure, and mobility applications. Commercial availability begins in June 2026 with the Iridium 9604 Development Kit made available for testing satellite and cellular services.
Valuation Update With 7 Day Price Move • Feb 19Investor sentiment improves as stock rises 24%After last week's 24% share price gain to US$23.37, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 17x in the Telecom industry in Europe. Total loss to shareholders of 61% over the past three years.
Reported Earnings • Feb 13Full year 2025 earnings released: EPS: US$1.07 (vs US$0.95 in FY 2024)Full year 2025 results: EPS: US$1.07 (up from US$0.95 in FY 2024). Revenue: US$871.7m (up 4.9% from FY 2024). Net income: US$114.4m (up 1.4% from FY 2024). Profit margin: 13% (in line with FY 2024). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.
お知らせ • Feb 12Iridium Communications Inc. Provides Earnings Guidance for the Full Year 2026Iridium Communications Inc. provided earnings guidance for the full year 2026. For the year, the company expects total service revenue growth projected to be flat to 2% for full-year 2026. Total service revenue for 2025 was $634.0 million.
New Risk • Jan 28New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$375k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.6x net interest cover). Minor Risks Share price has been volatile over the past 3 months (7.2% average weekly change). Significant insider selling over the past 3 months (US$375k sold).
Valuation Update With 7 Day Price Move • Jan 23Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$22.01, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 15x in the Telecom industry in Europe. Total loss to shareholders of 61% over the past three years.
New Risk • Jan 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.6x net interest cover). Minor Risk Share price has been volatile over the past 3 months (7.1% average weekly change).
お知らせ • Jan 22Iridium Communications Inc. to Report Q4, 2025 Results on Feb 12, 2026Iridium Communications Inc. announced that they will report Q4, 2025 results on Feb 12, 2026
Declared Dividend • Dec 07Third quarter dividend of US$0.15 announcedShareholders will receive a dividend of US$0.15. Ex-date: 15th December 2025 Payment date: 31st December 2025 Dividend yield will be 3.2%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is well covered by both earnings (50% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 4.9% per year over the past 3 years and payments have been stable during that time. EPS is expected to grow by 36% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Dec 05+ 1 more updateIridium Communications Inc. Appoints Louis Alterman to Board of Directors, Effective December 4, 2025Iridium Communications Inc. announced the appointment of Louis Alterman to its Board of Directors, effective December 4, 2025. This appointment expands the size of the Board to twelve members, nine of whom are independent. Louis Alterman, Age 48, has served as president, chief executive officer and board member of Stratix Corporation, the largest pure-play enterprise mobility specialist in North America, since 2019. From 2017 to 2019, he was chief financial officer of Rackspace, a global cloud technology services company, and before that, he held numerous roles of increasing responsibility at EarthLink, a telecommunications provider, from 2003 to 2017, including serving as chief financial officer from 2015 to 2017. Alterman is on the board of directors of Diversified, a global technology solutions provider. He previously served on the board of CareerBuilder from 2018 to 2022, and from 1999 to 2003, he worked at BellSouth (now part of AT&T). He received a bachelor's degree in business administration from the University of Georgia, a Master of Business Administration from Emory University's Goizueta Business School and subsequently completed executive education at Harvard University.
Recent Insider Transactions • Oct 31Independent Chairman of the Board recently bought US$525k worth of stockOn the 28th of October, Robert Niehaus bought around 30k shares on-market at roughly US$17.49 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Robert's only on-market trade for the last 12 months.
Reported Earnings • Oct 24Third quarter 2025 earnings released: EPS: US$0.35 (vs US$0.21 in 3Q 2024)Third quarter 2025 results: EPS: US$0.35 (up from US$0.21 in 3Q 2024). Revenue: US$226.9m (up 6.7% from 3Q 2024). Net income: US$37.1m (up 52% from 3Q 2024). Profit margin: 16% (up from 12% in 3Q 2024). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.
お知らせ • Oct 23Iridium Communications Inc. Updates Its Full-Year 2025 OutlookIridium Communications Inc. updated its full-year 2025 outlook. For the period, the company expects total service revenue growth of approximately 3% for full-year 2025. (Previously, guidance for total service revenue growth was between 3% and 5% for full-year 2025).
お知らせ • Oct 02Iridium Communications Inc. to Report Q3, 2025 Results on Oct 23, 2025Iridium Communications Inc. announced that they will report Q3, 2025 results on Oct 23, 2025
Valuation Update With 7 Day Price Move • Sep 10Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to US$19.26, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 15x in the Telecom industry in Europe. Total loss to shareholders of 55% over the past three years.
Upcoming Dividend • Sep 08Upcoming dividend of US$0.15 per shareEligible shareholders must have bought the stock before 15 September 2025. Payment date: 30 September 2025. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of British dividend payers (5.5%). Lower than average of industry peers (30%).
New Risk • Aug 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.4x net interest cover). Minor Risk Share price has been volatile over the past 3 months (7.4% average weekly change).
Declared Dividend • Jul 28Second quarter dividend increased to US$0.15Dividend of US$0.15 is 7.1% higher than last year. Ex-date: 15th September 2025 Payment date: 30th September 2025 Dividend yield will be 2.2%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 4.9% per year over the past 3 years and payments have been stable during that time. EPS is expected to grow by 78% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jul 25Second quarter 2025 earnings released: EPS: US$0.20 (vs US$0.27 in 2Q 2024)Second quarter 2025 results: EPS: US$0.20 (down from US$0.27 in 2Q 2024). Revenue: US$216.9m (up 7.9% from 2Q 2024). Net income: US$22.0m (down 32% from 2Q 2024). Profit margin: 10% (down from 16% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
お知らせ • Jul 24+ 1 more updateIridium Communications Inc. Revises Earnings Guidance for the Full Year 2025Iridium Communications Inc. revised earnings guidance for the full year 2025. For the year, the company updated total service revenue growth between 3% and 5% for full-year 2025. (Previously, guidance for total service revenue growth was between 5% and 7% for full-year 2025). Total service revenue for 2024 was $614.9 million.
Valuation Update With 7 Day Price Move • Jul 24Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$26.18, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 16x in the Telecom industry in Europe. Total loss to shareholders of 37% over the past three years.
お知らせ • Jul 03Iridium Communications Inc. to Report Q2, 2025 Results on Jul 24, 2025Iridium Communications Inc. announced that they will report Q2, 2025 results on Jul 24, 2025
お知らせ • Jun 18Iridium Communications Inc. Appoints Monique S. Shivanandan as A Director and Member of Compensation CommitteeOn June 17, 2025, the Board of Directors (the “Board”) of Iridium Communications Inc. (the “Company”) appointed Monique S. Shivanandan as a director of the Company, effective immediately, and increased the size of the Board to eleven. Ms. Shivanandan’s initial term is scheduled to expire at the Company’s 2026 annual meeting of stockholders. Ms. Shivanandan will also serve on the Compensation Committee. The Board determined that Ms. Shivanandan is an “independent director” in accordance with Nasdaq listing standards and the rules and regulations of the Securities and Exchange Commission (“SEC”). There is no arrangement or understanding between Ms. Shivanandan and any other person pursuant to which she was selected as a director of the Company, and there is no family relationship between Ms. Shivanandan and any of the Company’s other directors or executive officers. The Company is not aware of any transaction involving Ms. Shivanandan requiring disclosure under Item 404(a) of Regulation S-K. Ms. Shivanandan, age 61, has served as Group Chief Data & Analytics Officer at HSBC Holdings plc, a multinational financial services company, since May 2023, having previously served as Chief Information Security Officer at HSBC since July 2020. She served as a group Chief Information Officer at the Chubb Group of Insurance Companies from 2017 to 2020. Earlier career experiences include serving as Chief Information Officer at insurance company Aviva plc and Chief Technology Officer at financial services company Capital One Financial Corporation. She has also held roles at telecommunication companies BellSouth and BT Group plc, a UK multinational telecommunications company. She is chairwoman of the board for Sepio, a cybersecurity asset risk management company. She previously served on the board of directors of Network International, a digital commerce solutions provider, from 2021 to 2024, serving on the audit, risk and tech and compensation committees, and on the board of managers of J.P. Morgan Securities from 2014 to 2018, serving on the audit, risk and nominations committees. Ms. Shivanandan graduated from Lehigh University with a BS Industrial Engineering.
Upcoming Dividend • Jun 09Upcoming dividend of US$0.14 per shareEligible shareholders must have bought the stock before 13 June 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of British dividend payers (5.6%). Lower than average of industry peers (3.9%).
Board Change • Jun 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 6 highly experienced directors. Independent Director Kay Sears was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Declared Dividend • May 25First quarter dividend of US$0.14 announcedDividend of US$0.14 is the same as last year. Ex-date: 13th June 2025 Payment date: 30th June 2025 Dividend yield will be 2.3%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 3.8% per year over the past 2 years and payments have been stable during that time. EPS is expected to grow by 71% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 07Iridium Equips 9603 Module with Enhanced Short Burst Data Capabilities for Government UsersIridium Communications Inc. announced a special U.S. government version of the Iridium® 9603 module built for Enhanced Short Burst Data (ESBD). ESBD is a low-latency and secure messaging service designed to provide optimal transmission security (TRANSEC) for the U.S. government and approved allies. The ESBD version can act as a drop-in replacement for the existing Iridium 9603 Short Burst Data® (SBD®) module. Alongside Iridium's known reliability and resiliency, Iridium 9603 ESBD can deliver secure one- or two-way messaging with an increased payload capacity for mobile-originated (MO) and mobile-terminated (MT) messages. Example applications range from command and control (C2) and image data transfer to personnel and asset tracking. The upgraded module represents the latest innovation of Iridium to support the Enhanced Mobile Satellite Services (EMSS) program, a decades-long partnership that delivers truly global standard and secure voice, broadcast, PTT, and other services to an unlimited number of Department of Defense and DoD-approved subscribers anywhere on Earth. Iridium 9603 ESBD is targeted to be made available to EMSS-approved value-added manufacturers in July. With its unique low-Earth orbit (LEO) satellite network, Iridium provides resilient L-band connectivity and unparalleled global coverage that does not encounter permanent line-of-sight blockages faced by geostationary (GEO) systems. This helps to ensure the delivery of mission-critical communications for the DoD and other federal agencies. Whether in high-risk combat zones or during inclement weather events, the Iridium network provides pole-to-pole satellite communications that keep users connected when it's needed most, making it critically important for the Joint All Domain Command and Control's (JADC2) Primary, Alternate, Contingency, and Emergency (PACE) communications architecture.
お知らせ • Apr 23Iridium Communications Inc. Reiterates Earnings Guidance for the Full Year 2025Iridium Communications Inc. reiterated earnings guidance for the full year 2025. For the year, the company expects total service revenue growth between 5% to 7%, Total service revenue for 2024 was $614.9 million.
Reported Earnings • Apr 23First quarter 2025 earnings released: EPS: US$0.28 (vs US$0.16 in 1Q 2024)First quarter 2025 results: EPS: US$0.28 (up from US$0.16 in 1Q 2024). Revenue: US$214.9m (up 5.4% from 1Q 2024). Net income: US$30.4m (up 55% from 1Q 2024). Profit margin: 14% (up from 9.6% in 1Q 2024). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 108% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$23.09, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 13x in the Telecom industry in Europe. Total loss to shareholders of 41% over the past three years.
お知らせ • Mar 31Iridium Communications Inc. to Report Q1, 2025 Results on Apr 22, 2025Iridium Communications Inc. announced that they will report Q1, 2025 results on Apr 22, 2025
お知らせ • Mar 18Iridium Communications Inc., Annual General Meeting, May 14, 2025Iridium Communications Inc., Annual General Meeting, May 14, 2025.
お知らせ • Mar 08Iridium Communications Inc. announces Quarterly dividend, payable on March 31, 2025Iridium Communications Inc. announced Quarterly dividend of USD 0.1400 per share payable on March 31, 2025, ex-date on March 17, 2025 and record date on March 17, 2025.
Recent Insider Transactions • Feb 21Chief Legal Officer & Company Secretary recently sold US$504k worth of stockOn the 18th of February, Kathleen Morgan sold around 15k shares on-market at roughly US$33.58 per share. This transaction amounted to 54% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$912k more than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$32.80, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 13x in the Telecom industry in Europe. Total loss to shareholders of 8.9% over the past three years.
お知らせ • Feb 14+ 1 more updateIridium Communications Inc. Provides Earnings Guidance for the Full Year 2025Iridium Communications Inc. provided earnings guidance for the full year 2025. for the year, the company expects total service revenue growth between 5% to 7%, Total service revenue for 2024 was $614.9 million.
Reported Earnings • Feb 13Full year 2024 earnings released: EPS: US$0.95 (vs US$0.12 in FY 2023)Full year 2024 results: EPS: US$0.95 (up from US$0.12 in FY 2023). Revenue: US$830.7m (up 5.1% from FY 2023). Net income: US$112.8m (up US$97.4m from FY 2023). Profit margin: 14% (up from 1.9% in FY 2023). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 113% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Jan 23Iridium Communications Inc. to Report Q4, 2024 Results on Feb 13, 2025Iridium Communications Inc. announced that they will report Q4, 2024 results on Feb 13, 2025
Reported Earnings • Oct 17Third quarter 2024 earnings released: EPS: US$0.21 (vs US$0.013 loss in 3Q 2023)Third quarter 2024 results: EPS: US$0.21 (up from US$0.013 loss in 3Q 2023). Revenue: US$212.8m (up 7.7% from 3Q 2023). Net income: US$24.4m (up US$26.1m from 3Q 2023). Profit margin: 12% (up from net loss in 3Q 2023). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 113% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • Oct 17Iridium Communications Inc. Updates Earnings Guidance for the Year 2024Iridium Communications Inc. updated earnings guidance for the year 2024. Total service revenue growth of approximately 5% for full-year 2024. Total service revenue for 2023 was $584.5 million. (Previous guidance was for total service revenue growth between 4% and 6% for full-year 2024.).
お知らせ • Oct 01Iridium Communications Inc. to Report Q3, 2024 Results on Oct 17, 2024Iridium Communications Inc. announced that they will report Q3, 2024 results on Oct 17, 2024
お知らせ • Sep 20Iridium Communications Inc. (NasdaqGS:IRDM) announces an Equity Buyback for $500 million worth of its shares.Iridium Communications Inc. (NasdaqGS:IRDM) announces a share repurchase program. Under the program, the company will repurchase up to $500 million worth of its common stock. The purpose of the program is maximizing return on investment.
お知らせ • Sep 03Iridium Communications Inc. Unveils Iridium Certus GMDSS: Defining A New Standard in Maritime Safety and CommunicationsIridium Communications Inc. unveiled Iridium Certus®? GMDSS, a generational advancement in maritime safety, compliance, and communication. Building on the powerful capabilities of Iridium Certus technology, Iridium Certus GMDSS features distress alert, safety voice and Maritime Safety Information (MSI), while integrating additional regulated services like Long Range Identification and Tracking (LRIT) and Ship Security Alert System (SSAS). The combination of capabilities offered by Iridium Certus GMDS S terminals sets a new standard for the cost, efficiency, and performance of maritime safety and security solutions, making it the critical connectivity service needed for any ship's hybrid network system. By adding GMDSS, LRIT, and SSAS into Iridium Certus terminals, the maritime industry can take advantage of a single, versatile, and reliable communications solution for its fleets. Industry leading equipment manufacturers including Cobham Satcom, Intellian, Lars Thrane, and Thales will introduce a combination of Iridium Certus 700 and 200 GMDSS solutions within the forthcoming months. In addition to providing broadband and midband voice and data capabilities, Iridium Certus GM DSS will support truly global, comprehensive safety services across the world's oceans, including polar regions. The small, lightweight equipment has no moving parts, making it virtually maintenance free. Easily hand-carried aboard any vessel, installation can be quickly completed, while providing a cost-effective and reliable solution that meets safety and regulatory requirements. Standalone, or as a companion to a ship's Ka/Ku-band broadband system, the Iridium Certus GMDSC system offers the maximum capability for equipment mandated to be on all SOLAS-class ships by the International Maritime Organization (IMO). The GMDSS service ensures that ships can always send distress communications, receive important safety information and get help in emergencies. When facing an emergency, crew members can press the red distress button and connect with a rescue coordination center (RCC) in seconds. Iridium Certus GMDSs equipped vessels will immediately receive a phone call from the responding RCC to ascertain the nature of the distress alert, allowing the vessel to provide pertinent information to assist rescue. As the maritime industry faces evolving environmental, regulatory, and technological challenges, the requirement to communicate effectively and ensure the safety of crew and cargo is paramount. Iridium Certus GM DS Satelles Inc. can offer peace of mind and simplicity for fleets around the world, with them knowing that their compliance and critical safety requirements are accounted for along with truly global coverage. The maritime industry is undergoing rapid evolution, and Iridium GMDSS represents the mariner's vision for a complete and modern safety and communications solution.
Declared Dividend • Sep 01Second quarter dividend of US$0.14 announcedShareholders will receive a dividend of US$0.14. Ex-date: 13th September 2024 Payment date: 30th September 2024 Dividend yield will be 2.1%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is covered by both earnings (74% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 3.8% per year over the past 2 years and payments have been stable during that time. EPS is expected to grow by 97% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Aug 22Iridium Communications Inc. Announces Chief Financial Officer ChangesIridium Communications Inc. announced Iridium Communications Inc. announced that Thomas J. Fitzpatrick, 66, the Company's Chief Financial Officer (CFO) and Chief Administrative Officer plan to retire at year-end. Mr. Fitzpatrick will continue to serve on the Company's Board of Directors after his retirement as CFO. The Company named Vincent O'Neill as its new Chief Financial Officer, effective January 1, 2025. Vincent O'Neill currently serves as Senior Vice President, Finance with responsibility for treasury, strategic and operational financial planning and execution. He joined Iridium in 2014 as its Vice President of Financial Planning and Analysis. Prior to joining Iridium, O'Neill was CFO of Mobilitie, a wireless infrastructure company, and previously spent 10 years at Nextel Sprint in a variety of senior finance roles. Prior to Nextel Sprint, he worked for Celnet, a Mobile Wireless Operator in the UK (now Telefonica). O'Neill is a Chartered Management Accountant and holds an Accounting and Finance Diploma from Technological University Shannon, Ireland. During his 14 years as the Company's CFO and 11 years as a member of its Board of Directors, Fitzpatrick led the Company's finance and administrative functions through the development and launch of the Iridium NEXT campaign and its subsequent financial transformation, leading share buybacks and the initiation of a quarterly dividend.
お知らせ • Aug 21Iridium Communications Inc. Announces Executive ChangesIridium Communications Inc. announced that Thomas J. Fitzpatrick, 66, the Company's Chief Financial Officer (CFO) and Chief Administrative Officer and Bryan J. Hartin, 60, Executive Vice President, Sales and Marketing, plan to retire at year-end. Mr. Fitzpatrick will continue to serve on the Company's Board of Directors after his retirement as CFO. The Company named Timothy Last as the new Executive Vice President, Sales and Marketing, each to be effective January 1, 2025. Tim Last currently serves as Senior Vice President, Sales, Product Management and Customer Care with responsibility for the Company's product portfolio, global customer integration and support for commercial sales in the Americas region. He previously served as Vice President and General Manager, Americas. Last joined Iridium in 2012 and has held roles of increasing responsibility within the sales and marketing organization. Prior to working at Iridium, Last held business development roles at ORBCOMM Inc. and BT Group. Last holds an MSc in Telecommunications Business from University College London, England. During his 14 years as the Company's CFO and 11 years as a member of its Board of Directors, Fitzpatrick led the Company's finance and administrative functions through the development and launch of the Iridium NEXT campaign and its subsequent financial transformation, leading share buybacks and the initiation of a quarterly dividend. Over his 12 years leading Sales and Marketing, Hartin led the growth that has driven subscribers to over 2.3 million users on the Iridium® network. In addition, he worked tirelessly to lead important safety certifications for Iridium, including for the Global Maritime Distress and Safety System (GMDSS), that allow mariners and explorers around the world to remain connected anywhere.
Reported Earnings • Jul 24Second quarter 2024 earnings released: EPS: US$0.27 (vs US$0.24 loss in 2Q 2023)Second quarter 2024 results: EPS: US$0.27 (up from US$0.24 loss in 2Q 2023). Revenue: US$201.1m (up 4.1% from 2Q 2023). Net income: US$32.3m (up US$63.1m from 2Q 2023). Profit margin: 16% (up from net loss in 2Q 2023). Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
お知らせ • Jul 23Iridium Communications Inc. Reiterates Earnings Guidance for the Full Year 2024IridiIridium Communications Inc. reiterated earnings guidance for the full year 2024. For the year, the company expected total service revenue growth between 4% and 6% for full-year 2024. Total service revenue for 2023 was $584.5 million.
お知らせ • Jul 04Iridium Communications Inc. to Report Q2, 2024 Results on Jul 23, 2024Iridium Communications Inc. announced that they will report Q2, 2024 results on Jul 23, 2024
お知らせ • Jun 25Adtran and Iridium Communications Inc. Strengthens PNT resilience in Europe and Asia-Pacific with Satellite Time and Location TechnologyAdtran, in partnership with Iridium Communications Inc. announced the European and Asia-Pacific launch of its synchronization solutions featuring Iridium®? Satellite Time and Location (STL) technology, a significant step in countering growing threats to Global Navigation Satellite Systems (GNSS). Adtran's OSA 5405-S PTP compact grandmaster clock with STL capabilities and its OSA 5400 STL module are now available to timing network operators in Western Europe, major countries in Eastern Europe, Turkey, and parts of Asia-Pacific, including the majority of Southeast Asia, Japan and South Korea. The solutions enhance the resilience and reliability of critical infrastructure, such as 5G networks, defense systems and many more. Leveraging low-Earth orbit (LEO) satellites to deliver precise and secure positioning, navigation and timing (PNT) services, the devices ensure continuous synchronization even in environments where GNSS is compromised. As a certified Iridium partner, Adtran offers the technology through two distinct purchasing options: an annual service license for optimal flexibility or bundled with equipment for long-term financial planning. Iridium®? STL services harness the power of LEO satellites to transmit encrypted signals that are 1,000 times stronger than those of GNSS, significantly reducing vulnerability to disruptions and manipulation. The technology excels in challenging environments like urban canyons and indoor areas and can penetrate deep into buildings without the need for rooftop antennas. STL is a powerful solution for fortifying zero-trust architecture and ensuring reliable PNT even whenPS signals fail, making it ideal for both indoor and challenging outdoor locations. By empowering operators of mission-critical networks to access reliable timing in the most demanding environments, we're also eliminating the need to install outdoor antennas and core through concrete, significantly reducing expenses.
Declared Dividend • Jun 03First quarter dividend increased to US$0.14Dividend of US$0.14 is 7.7% higher than last year. Ex-date: 14th June 2024 Payment date: 28th June 2024 Dividend yield will be 1.8%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is not covered by earnings (256% earnings payout ratio). However, it is well covered by cash flows (25% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. The company's earnings per share (EPS) would need to grow by 185% to bring the payout ratio under control. EPS is expected to grow by 236% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • May 25Iridium Communications Inc. Declares Cash Dividend on Its Common Stock, Payable on June 28, 2024Iridium Communications Inc. announced that on May 23, 2024, the Company announced that its board of directors had declared a cash dividend on its common stock of $0.14 per share. The dividend is payable on June 28, 2024, to stockholders of record as of June 14, 2024.
お知らせ • Apr 19Iridium Communications Inc. Provides Earnings Guidance for the Full Year 2024IridiIridium Communications Inc. provided earnings guidance for the full year 2024. for the year, the company expects total service revenue growth between 4% and 6% for full-year 2024. Total service revenue for 2023 was $584.5 million.
Reported Earnings • Apr 19First quarter 2024 earnings released: EPS: US$0.16 (vs US$0.077 in 1Q 2023)First quarter 2024 results: EPS: US$0.16 (up from US$0.077 in 1Q 2023). Revenue: US$203.9m (flat on 1Q 2023). Net income: US$19.7m (up 101% from 1Q 2023). Profit margin: 9.6% (up from 4.8% in 1Q 2023). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
お知らせ • Apr 03Iridium Communications Inc. (NasdaqGS:IRDM) completed the acquisition of 80% stake in Satelles, Inc.Iridium Communications Inc. (NasdaqGS:IRDM) agreed to acquire a 80% stake in Satelles, Inc. for $115 million on March 4, 2024. The transaction will be financed through a tack-on to its term loan. Iridium expects to complete the acquisition in the next few weeks.Iridium Communications Inc. (NasdaqGS:IRDM) completed the acquisition of 80% stake in Satelles, Inc. on April 2, 2024.
お知らせ • Apr 02Iridium Communications Inc., Annual General Meeting, May 21, 2024Iridium Communications Inc., Annual General Meeting, May 21, 2024, at 08:30 Eastern Standard Time. Agenda: To elect the Board of Directors' ten nominees for director, each to serve until the next annual meeting and until their successors are duly elected and qualified; to approve, on an advisory basis, the compensation of named executive officers, as disclosed in the Proxy Statement accompanying this Notice; to ratify the selection by the Board of Directors of KPMG LLP as independent registered public accounting firm for fiscal year ending December 31, 2024; to consider other business issues.
お知らせ • Mar 29Iridium Communications Inc. to Report Q1, 2024 Results on Apr 18, 2024Iridium Communications Inc. announced that they will report Q1, 2024 results on Apr 18, 2024
Upcoming Dividend • Mar 07Upcoming dividend of US$0.13 per shareEligible shareholders must have bought the stock before 14 March 2024. Payment date: 29 March 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.8%. Lower than top quartile of British dividend payers (6.3%). Lower than average of industry peers (4.5%).
お知らせ • Mar 04Iridium Communications Inc. (NasdaqGS:IRDM) agreed to acquire a 80% stake in Satelles, Inc. for $115 million.Iridium Communications Inc. (NasdaqGS:IRDM) agreed to acquire a 80% stake in Satelles, Inc. for $115 million on March 4, 2024. The transaction will be financed through a tack-on to its term loan. Iridium expects to complete the acquisition in the next few weeks.
Declared Dividend • Feb 19Fourth quarter dividend of US$0.13 announcedShareholders will receive a dividend of US$0.13. Ex-date: 14th March 2024 Payment date: 29th March 2024 Dividend yield will be 1.7%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is not covered by earnings (424% earnings payout ratio). However, it is well covered by cash flows (26% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. The company's earnings per share (EPS) would need to grow by 371% to bring the payout ratio under control. EPS is expected to grow by 110% over the next 2 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
New Risk • Feb 17New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 147% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.3x net interest cover). Minor Risk Large one-off items impacting financial results.
Reported Earnings • Feb 16Full year 2023 earnings released: EPS: US$0.12 (vs US$0.068 in FY 2022)Full year 2023 results: EPS: US$0.12 (up from US$0.068 in FY 2022). Revenue: US$790.7m (up 9.7% from FY 2022). Net income: US$15.4m (up 77% from FY 2022). Profit margin: 1.9% (up from 1.2% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
お知らせ • Feb 15+ 1 more updateIridium Communications Inc. Plans to Increase Quarterly Dividend Starting with the Second Quarter 2024The Board of Directors of Iridium Communications Inc. planned to increase the quarterly dividend to $0.14 per share starting with the second quarter 2024 dividend, which would result in a full-year dividend increase of 5.8%.
お知らせ • Jan 26Iridium Communications Inc. to Report Q4, 2023 Results on Feb 15, 2024Iridium Communications Inc. announced that they will report Q4, 2023 results on Feb 15, 2024
Recent Insider Transactions • Nov 24CEO & Director recently bought US$1.0m worth of stockOn the 20th of November, Matthew Desch bought around 28k shares on-market at roughly US$37.01 per share. This transaction amounted to 4.8% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Matthew's only on-market trade for the last 12 months.
お知らせ • Oct 20Iridium Communications Inc. Updates Earnings Guidance for the Full Year 2023Iridium Communications Inc. updated earnings guidance for the full year 2023. For the year, the company expected total service revenue growth of approximately 10% for full-year 2023. Total service revenue for 2022 was $534.7 million.
Reported Earnings • Oct 20Third quarter 2023 earnings released: US$0.013 loss per share (vs US$0.017 profit in 3Q 2022)Third quarter 2023 results: US$0.013 loss per share (down from US$0.017 profit in 3Q 2022). Revenue: US$197.6m (up 7.4% from 3Q 2022). Net loss: US$1.64m (down 176% from profit in 3Q 2022). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Telecom industry in Europe.
お知らせ • Sep 29Iridium Communications Inc. to Report Q3, 2023 Results on Oct 19, 2023Iridium Communications Inc. announced that they will report Q3, 2023 results on Oct 19, 2023
お知らせ • Sep 16Parker W. Rush to Retire as Member of the Board of Directors of Iridium Communications Inc., Effective as of December 31, 2023Iridium Communications Inc. announced that on September 13, 2023, Parker W. Rush informed the company that he will be retiring as a member of the Board of Directors of the company effective as of December 31, 2023.
お知らせ • Jul 29Iridium Communications Inc. (NasdaqGS:IRDM) announces an Equity Buyback for $400 million worth of its shares.Iridium Communications Inc. (NasdaqGS:IRDM) announces a share repurchase program. Under the program, the company will repurchase up to $400 million worth of its common stock. The purpose of the program is maximizing return on investment. The program will be valid till December 31, 2025.
お知らせ • Jul 26Iridium Communications Inc. Reiterates Revenue Guidance for the Full-Year 2023Iridium Communications Inc. reiterated revenue guidance for the full-year 2023. For the year, the company expected total service revenue growth between 9% and 11%. Total service revenue for 2022 was $534.7 million.
Reported Earnings • Jul 26Second quarter 2023 earnings released: US$0.24 loss per share (vs US$0.036 profit in 2Q 2022)Second quarter 2023 results: US$0.24 loss per share (down from US$0.036 profit in 2Q 2022). Revenue: US$193.1m (up 10% from 2Q 2022). Net loss: US$30.7m (down US$35.3m from profit in 2Q 2022). Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Telecom industry in Europe.
Buying Opportunity • Jul 25Now 27% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be US$72.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 15% in 2 years. Earnings is forecast to grow by 289% in the next 2 years.
お知らせ • Jul 01Iridium Communications Inc. to Report Q2, 2023 Results on Jul 25, 2023Iridium Communications Inc. announced that they will report Q2, 2023 results at 9:30 AM, US Eastern Standard Time on Jul 25, 2023
Upcoming Dividend • Jun 07Upcoming dividend of US$0.13 per share at 0.8% yieldEligible shareholders must have bought the stock before 14 June 2023. Payment date: 30 June 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 0.8%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (4.3%).
Board Change • Jun 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 7 highly experienced directors. COO & Director Suzi McBride was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • May 17Iridium Communications Inc. Appoints Jacqueline Yeaney to Its Board of DirectorsIridium Communications Inc. announced that Jacqueline Yeaney has been elected to the Iridium Board of Directors, effective May 4, 2023. As a director on the Iridium Board, Yeaney will contribute to the strategic direction of Iridium's business alongside her fellow Board members. Recently retired, Yeaney has extensive experience in the high-tech software and analytics industry, as well as in management consulting. Most recently, she served as Executive Vice President and Chief Marketing Officer of Tableau Software, a company specializing in data visualization, since August 2019. Prior to Tableau, she was Chief Marketing Officer of Ellucian, a privately held software and services company serving the education industry. She has served on the Board of Directors for other publicly traded companies, including Avaya Holdings Corp., and Promethean World PLC. Yeaney started her career as an officer in the U.S. Air Force. As a seasoned marketing and technology executive, Yeaney is bringing significant expertise to Iridium's Board of Directors, that will help the company continue its expansion into new and untapped markets.
Recent Insider Transactions • May 08Insider recently sold US$1.1m worth of stockOn the 3rd of May, Bryan Hartin sold around 17k shares on-market at roughly US$64.80 per share. This transaction amounted to 41% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$4.4m. Insiders have been net sellers, collectively disposing of US$10m more than they bought in the last 12 months.
お知らせ • May 06Iridium Communications Inc. Declares Cash Dividend, Payable on June 30, 2023On May 5, 2023, Iridium Communications Inc. announced that its board of directors had declared a cash dividend on its common stock of $0.13 per share. The dividend is payable on June 30, 2023, to stockholders of record as of June 15, 2023.
Recent Insider Transactions • Apr 28Insider recently sold US$293k worth of stockOn the 25th of April, Bryan Hartin sold around 4k shares on-market at roughly US$66.01 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$4.4m. Insiders have been net sellers, collectively disposing of US$9.2m more than they bought in the last 12 months.
Reported Earnings • Apr 20First quarter 2023 earnings released: EPS: US$0.077 (vs US$0.022 in 1Q 2022)First quarter 2023 results: EPS: US$0.077 (up from US$0.022 in 1Q 2022). Revenue: US$205.3m (up 22% from 1Q 2022). Net income: US$9.78m (up 246% from 1Q 2022). Profit margin: 4.8% (up from 1.7% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Telecom industry in Europe.
Recent Insider Transactions • Mar 15Independent Director recently sold US$276k worth of stockOn the 14th of March, Barry West sold around 5k shares on-market at roughly US$60.50 per share. This transaction amounted to 8.0% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$4.4m. Insiders have been net sellers, collectively disposing of US$8.4m more than they bought in the last 12 months.
Recent Insider Transactions • Mar 11COO & Director recently sold US$283k worth of stockOn the 2nd of March, Suzanne McBride sold around 5k shares on-market at roughly US$60.65 per share. This transaction amounted to 7.4% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$4.4m. Suzanne has been a net seller over the last 12 months, reducing personal holdings by US$407k.
Recent Insider Transactions • Mar 01Independent Chairman of the Board recently sold US$4.4m worth of stockOn the 23rd of February, Robert Niehaus sold around 70k shares on-market at roughly US$62.82 per share. This transaction amounted to 39% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Robert has been a net seller over the last 12 months, reducing personal holdings by US$5.8m.
Reported Earnings • Feb 17Full year 2022 earnings released: EPS: US$0.068 (vs US$0.07 loss in FY 2021)Full year 2022 results: EPS: US$0.068 (up from US$0.07 loss in FY 2021). Revenue: US$721.0m (up 17% from FY 2021). Net income: US$8.72m (up US$18.0m from FY 2021). Profit margin: 1.2% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 115% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 17Iridium Communications Inc. Provides Service Revenue Guidance for the Full Year 2023Iridium Communications Inc. provided service revenue guidance for the full year 2023. Total service revenue growth between 9% and 11% for full-year 2023. Total service revenue for 2022 was $534.7 million.
お知らせ • Jan 25Iridium Communications Inc. to Report Q4, 2022 Results on Feb 16, 2023Iridium Communications Inc. announced that they will report Q4, 2022 results on Feb 16, 2023
