Iridium Communications マネジメント
マネジメント 基準チェック /44
Iridium Communicationsの CEO はMatt Deschで、 Sep2006年に任命され、 の在任期間は 19.83年です。 の年間総報酬は$ 9.01Mで、 11.6%給与と88.4%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.95%を直接所有しており、その価値は$ 54.12M 。経営陣と取締役会の平均在任期間はそれぞれ5.1年と13.8年です。
主要情報
Matt Desch
最高経営責任者
US$9.0m
報酬総額
| CEO給与比率 | 11.62% |
| CEO在任期間 | 19.8yrs |
| CEOの所有権 | 1.0% |
| 経営陣の平均在職期間 | 5.1yrs |
| 取締役会の平均在任期間 | 13.8yrs |
経営陣の近況
Recent updates
ナラティブの更新 • Jul 01
IRDM: Rocket Lab Deal And Spectrum Assets Will Shape Future Risk Reward Balance
Analysts have lifted the implied fair value estimate for Iridium Communications from $48.00 to $60.00, reflecting a higher consolidated deal value following Rocket Lab's agreed $54.00 per share acquisition price and broader Street support for the industrial logic of combining Iridium's spectrum and on orbit services with Rocket Lab's launch and spacecraft platform. Analyst Commentary Street research on Iridium Communications is centering on how the agreed acquisition by Rocket Lab could reshape the combined space platform, with several bullish analysts highlighting spectrum assets, recurring service revenue and integration with launch and spacecraft capabilities as key drivers of the higher implied fair value.Seeking Alpha • Jun 29
Iridium Communications And Rocket Lab Take Off To Orbit Together
Summary Iridium Communications Inc. will be acquired by Rocket Lab Corporation in a $7.93 billion cash and stock deal, offering $54 per IRDM share. This transaction provides IRDM shareholders a fair exit and de-risks RKLB by adding robust recurring cash flows and a global satellite network. RKLB’s high valuation and persistent cash outflows temper enthusiasm; the deal justifies patience but not an upgrade beyond Hold. Combined, the firms target a $100 billion addressable market, with backlog growth and integration execution as key catalysts to monitor. Read the full article on Seeking Alpha
ナラティブの更新 • Jun 17
IRDM: Spectrum Hype Will Face Aireon Deal Risk And Flat Revenue
The analyst price target for Iridium Communications has been reset higher from $30.38 to $37.88, reflecting updated assumptions on revenue growth, profitability and future P/E as analysts factor in recent positive views on the Aireon acquisition, service upgrades and a series of upward revisions to external price targets. Analyst Commentary Recent research on Iridium Communications highlights a mix of optimism and caution as analysts reassess how the Aireon acquisition, service upgrades and new commercial relationships could affect the company’s growth path and valuation framework.ナラティブの更新 • Jun 03
IRDM: Spectrum Optionality And Capital Returns Will Shape Future Risk Reward Balance
Iridium Communications' updated analyst price targets center around $40 and higher, as analysts factor in revised revenue growth assumptions, adjusted discount rates, and updated long term P/E expectations following a series of recent initiations, target changes, and rating moves on the stock. Analyst Commentary Bullish analysts have been active on Iridium Communications, with several research notes pointing to revised price targets around the US$40 level.
ナラティブの更新 • May 17
IRDM: Spectrum Optimism Around Amazon Ties Will Likely Outrun Cash Flow Reality
Analysts lifted their average price targets on Iridium Communications by double digits into the $26 to $40 range, citing reassessed spectrum value after the Amazon-related commentary, as well as a series of higher P/E assumptions alongside recalibrated discount rates and profit margin expectations. Analyst Commentary Recent research on Iridium Communications has centered on how investors should weigh the value of its spectrum and long term growth opportunities against execution risks and current valuation.ナラティブの更新 • May 01
IRDM: Spectrum Optionality And Defense Connectivity Will Drive Future Upside
Analysts have raised the fair value estimate for Iridium Communications to $48 from $40, citing updated assumptions about revenue growth, profit margins, a lower discount rate, and a higher future P/E multiple, in line with a series of recent price target increases from multiple firms. Analyst Commentary Recent Street research around Iridium Communications shows a mix of views, but the most optimistic voices are focused on spectrum potential, execution on partnerships, and visibility into future cash flows.ナラティブの更新 • Apr 17
IRDM: Spectrum Hype Will Confront Flat 2026 Service Revenue Outlook
The analyst price target for Iridium Communications has shifted from $29.00 to $30.38, with analysts pointing to stronger perceived value in the company’s spectrum assets, increased spectrum optionality, and updated views on future P/E expectations as key drivers of the change. Analyst Commentary Recent research on Iridium Communications highlights a mix of optimism around spectrum value and future optionality, balanced by questions about execution and the pace at which that value could be realized.ナラティブの更新 • Apr 03
IRDM: Spectrum Optionality Focus Will Clash With Softer 2026 Outlook
Narrative Update on Iridium Communications The analyst price target on Iridium Communications has moved higher to $26, up $2 from $24, as analysts point to growing interest in the company’s spectrum optionality and an early stage shift in its business focus despite softer guidance for 2026. Analyst Commentary Recent research on Iridium Communications centers on how the market is weighing softer 2026 guidance against the company’s spectrum optionality and early stage shift in business focus.ナラティブの更新 • Mar 20
IRDM: Spectrum Optionality And Early Business Pivot Will Shape Future Returns
Iridium Communications' analyst price target has been reset to $26, while the intrinsic value estimate edges to $29.00 from $29.75 as analysts factor in slightly lower revenue growth assumptions, higher profit margin expectations, and updated views on spectrum optionality and the timing of a potential business pivot. Analyst Commentary Recent research on Iridium centers on how investors should weigh a refreshed outlook on spectrum opportunities against more tempered medium term guidance and a still early business pivot.ナラティブの更新 • Mar 06
IRDM: Spectrum Optionality And Counter Drone Role Will Support Future Rebound
Analysts have raised their price targets for Iridium Communications to $26, citing growing interest in the company’s spectrum optionality despite softer guidance, and viewing it as a secondary beneficiary of rising demand for low cost, scalable counter-drone solutions. Analyst Commentary Bullish analysts are highlighting Iridium as a secondary beneficiary of rising interest in low cost, scalable counter drone solutions, especially in light of recent geopolitical events that have put drone and missile defense back in focus.ナラティブの更新 • Feb 19
IRDM: Spectrum Optionality Enthusiasm Will Likely Clash With Soft 2026 Outlook
Analysts have lifted their average price target on Iridium Communications to $26 from $24, pointing to growing interest in the company's spectrum optionality, even as guidance for 2026 remains soft and any potential pivot is still at an early stage. Analyst Commentary Recent research highlights a mixed setup for Iridium Communications.ナラティブの更新 • Feb 05
IRDM: Index Shift And Sector P E Will Support Future Rebound Potential
Analysts have maintained their fair value estimate for Iridium Communications at $40.00, making slight adjustments to assumptions for the discount rate, revenue growth, profit margin, and future P/E after incorporating recent Street research, including a downgrade and updated views on sector peers. Analyst Commentary Street research on Iridium Communications has recently included a downgrade alongside updated views on sector peers.分析記事 • Jan 24
Market Participants Recognise Iridium Communications Inc.'s (NASDAQ:IRDM) Earnings Pushing Shares 25% Higher
Iridium Communications Inc. ( NASDAQ:IRDM ) shareholders would be excited to see that the share price has had a great...ナラティブの更新 • Jan 22
IRDM: Competitive And Spectrum Pressures Will Weigh On Future Prospects
Analysts have lowered their price expectations for Iridium Communications, citing softer revenue growth assumptions amid increased competitive pressure and spectrum deals by rivals. Updated models also reflect changes in discount rates, profit margin assumptions and future P/E levels.ナラティブの更新 • Jan 08
IRDM: Spectrum Competition Will Set Up Future Rebound Potential
Narrative Update: Iridium Communications Analysts have trimmed their fair value estimate for Iridium Communications from $45.00 to $40.00, citing a higher discount rate, slightly softer revenue growth and margin assumptions, and increased competitive pressure highlighted by recent spectrum deals pursued by rivals. Analyst Commentary The latest Street research on Iridium remains cautious overall, with some analysts adjusting expectations to reflect competitive pressures from rival spectrum agreements.ナラティブの更新 • Dec 25
IRDM: Competitive Pressures And Spectrum Deals Will Shape Balanced Outlook
Analysts have reduced their fair value estimate for Iridium Communications to approximately $16.00 per share from about $25.00 per share, citing slower expected revenue growth amid mounting competitive pressures and spectrum deals by rival satellite operators. This is partly offset by a modestly improved profit margin outlook and a lower assumed future price to earnings multiple.ナラティブの更新 • Dec 10
IRDM: Expanding Spectrum Deals And Partnerships Will Drive Long Term Upside Potential
Analysts have trimmed their price target on Iridium Communications to $21 from $26, citing heightened competitive pressure and reduced long term revenue growth expectations amid rival spectrum deals. Analyst Commentary Bullish Takeaways Bullish analysts note that Iridium still retains a differentiated satellite network and entrenched government and enterprise relationships, which they see as supporting a valuation floor despite reduced growth expectations.分析記事 • Dec 07
Iridium Communications (NASDAQ:IRDM) Has Announced A Dividend Of $0.15
The board of Iridium Communications Inc. ( NASDAQ:IRDM ) has announced that it will pay a dividend on the 31st of...ナラティブの更新 • Nov 26
IRDM: Expanding Global Network Partnerships Will Unlock New Connectivity Opportunities
Iridium Communications' average analyst price target was revised downward by $5 to $21, as analysts cite increased competition and rival spectrum acquisitions as key drivers for their more cautious outlook. Analyst Commentary Recent analyst notes reflect a shift in sentiment for Iridium Communications as the competitive landscape evolves.ナラティブの更新 • Nov 10
IRDM: Expanding Global Partnerships Will Drive Connectivity Beyond Competitive Threats
Analysts have lowered their fair value estimate for Iridium Communications from $31.00 to $29.75 per share, citing ongoing concerns about intensifying competition and the recent reduction in industry price targets. Analyst Commentary Recent updates from Street research indicate a shifting landscape for Iridium Communications, as analysts re-evaluate the company’s prospects in light of intensifying competition and strategic spectrum acquisitions by rivals.ナラティブの更新 • Oct 27
Sector Competition And Spectrum Shifts Will Shape Global IoT And Security Futures
Analysts have lowered their price target for Iridium Communications to $31.00 from $33.38. They cite slower revenue growth expectations and intensified competition from new spectrum deals in the satellite communications sector.分析記事 • Oct 02
It's Down 29% But Iridium Communications Inc. (NASDAQ:IRDM) Could Be Riskier Than It Looks
To the annoyance of some shareholders, Iridium Communications Inc. ( NASDAQ:IRDM ) shares are down a considerable 29...ナラティブの更新 • Sep 12
Satellite IoT And Secure Communications Will Unlock Lasting Opportunities
Analysts have lowered Iridium Communications’ price target to $33.38, citing mounting competitive threats from SpaceX Starlink's spectrum acquisition and anticipated aggressive market entry strategies that may erode Iridium’s market share and profitability. Analyst Commentary Increased competitive pressure due to SpaceX Starlink's acquisition of key wireless spectrum, enabling direct competition with Iridium’s core services.分析記事 • Sep 09
Returns Are Gaining Momentum At Iridium Communications (NASDAQ:IRDM)
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...分析記事 • Aug 18
Investors Interested In Iridium Communications Inc.'s (NASDAQ:IRDM) Earnings
NasdaqGS:IRDM 1 Year Share Price vs Fair Value Explore Iridium Communications's Fair Values from the Community and...分析記事 • Jul 08
With EPS Growth And More, Iridium Communications (NASDAQ:IRDM) Makes An Interesting Case
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Seeking Alpha • Apr 29
Iridium Communications: Shares Deserve To Fly To The Exosphere (Rating Upgrade)
Summary Iridium Communications' stock has dropped 27.9% since February, presenting a buying opportunity despite broader market declines and economic concerns. The company reported solid revenue growth, with commercial service revenue increasing and IoT data revenue seeing significant gains. Management expects continued growth, targeting $1 billion in annual service revenue by 2030, with projected annualized upside of 17.9% to 25%. Iridium is committed to returning capital to shareholders through dividends and share buybacks, while also reducing net debt to improve financial stability. Read the full article on Seeking AlphaCEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$106m |
| Dec 31 2025 | US$9m | US$1m | US$114m |
| Sep 30 2025 | n/a | n/a | US$126m |
| Jun 30 2025 | n/a | n/a | US$113m |
| Mar 31 2025 | n/a | n/a | US$124m |
| Dec 31 2024 | US$9m | US$1m | US$113m |
| Sep 30 2024 | n/a | n/a | US$114m |
| Jun 30 2024 | n/a | n/a | US$88m |
| Mar 31 2024 | n/a | n/a | US$25m |
| Dec 31 2023 | US$9m | US$981k | US$15m |
| Sep 30 2023 | n/a | n/a | -US$23m |
| Jun 30 2023 | n/a | n/a | -US$20m |
| Mar 31 2023 | n/a | n/a | US$16m |
| Dec 31 2022 | US$7m | US$952k | US$9m |
| Sep 30 2022 | n/a | n/a | US$4m |
| Jun 30 2022 | n/a | n/a | -US$588k |
| Mar 31 2022 | n/a | n/a | -US$1m |
| Dec 31 2021 | US$5m | US$956k | -US$9m |
| Sep 30 2021 | n/a | n/a | -US$11m |
| Jun 30 2021 | n/a | n/a | -US$13m |
| Mar 31 2021 | n/a | n/a | -US$30m |
| Dec 31 2020 | US$4m | US$957k | -US$56m |
| Sep 30 2020 | n/a | n/a | -US$156m |
| Jun 30 2020 | n/a | n/a | -US$170m |
| Mar 31 2020 | n/a | n/a | -US$178m |
| Dec 31 2019 | US$4m | US$927k | -US$166m |
報酬と市場: Mattの 総報酬 ($USD 9.01M ) は、 US市場 ($USD 8.35M ) の同様の規模の企業の平均とほぼ同じです。
報酬と収益: Mattの報酬は、過去 1 年間の会社の業績と一致しています。
CEO
Matt Desch (68 yo)
19.8yrs
在職期間
US$9,013,522
報酬
Mr. Matthew J. Desch, also known as Matt, has been the Chief Executive Officer of Iridium Satellite LLC since September 21, 2006. He serves as Independent Director of VeriSign, Inc. since October 6, 2025....
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO & Director | 19.8yrs | US$9.01m | 0.95% $ 54.1m | |
| Chief Financial Officer | 1.5yrs | US$2.17m | 0.025% $ 1.4m | |
| COO & Director | 7.4yrs | US$3.88m | 0.17% $ 9.4m | |
| Chief Legal Officer & Company Secretary | 4.5yrs | US$2.20m | 0.052% $ 2.9m | |
| Executive Vice President of Government Programs | 13.6yrs | US$2.18m | 0.15% $ 8.6m | |
| Chief Technical Officer | 5.1yrs | データなし | データなし | |
| Vice President of Investor Relations | no data | データなし | データなし | |
| Executive Vice President of Sales & Marketing | 1.5yrs | データなし | 0.026% $ 1.5m | |
| Executive Vice President of Positioning | 2.3yrs | データなし | データなし | |
| President & CEO of Aireon LLC | 14.5yrs | US$1.29m | データなし |
5.1yrs
平均在職期間
58yo
平均年齢
経験豊富な経営陣: IRDMの経営陣は経験豊富で経験豊富です（平均在職期間は5.1年）。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO & Director | 16.8yrs | US$9.01m | 0.95% $ 54.1m | |
| COO & Director | 6.2yrs | US$3.88m | 0.17% $ 9.4m | |
| Independent Director | 5.3yrs | US$303.04k | 0.012% $ 672.3k | |
| Independent Chairman of the Board | 18.4yrs | US$413.99k | 0.16% $ 9.1m | |
| Director | 12.9yrs | US$253.88k | 0.22% $ 12.8m | |
| Independent Director | 18.4yrs | US$399.33k | 0.035% $ 2.0m | |
| Member of Government Advisory Board | no data | データなし | データなし | |
| Chairman of the Government Advisory Board | no data | US$341.48k | 0.39% $ 22.0m | |
| Independent Director | 4.2yrs | US$270.13k | 0.018% $ 1.0m | |
| Member of Government Advisory Board | no data | データなし | データなし | |
| Member of Advisory Board & Independent Director | 14.6yrs | US$357.24k | 0.0088% $ 498.4k | |
| Member of The Government Advisory Board | no data | データなし | データなし |
13.8yrs
平均在職期間
70yo
平均年齢
経験豊富なボード: IRDMの 取締役会 は経験豊富で 経験豊富 です ( 13.8年の平均在任期間)。
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 | 2026/07/05 09:47 |
| 終値 | 2026/07/02 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
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. 6 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。18
| アナリスト | 機関 |
|---|---|
| Mathieu Robilliard | Barclays |
| Hamed Khorsand | BWS Financial Inc. |
| Colin Canfield | Cantor Fitzgerald & Co. |