View Financial HealthIridium Communications 배당 및 자사주 매입배당 기준 점검 2/6Iridium Communications 수익으로 충분히 충당되는 현재 수익률 1.49% 보유한 배당금 지급 회사입니다.핵심 정보1.5%배당 수익률3.1%자사주 매입 수익률총 주주 수익률4.6%미래 배당 수익률1.7%배당 성장률n/a다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향59%최근 배당 및 자사주 매입 업데이트Declared Dividend • Dec 08Dividend of US$0.15 announcedShareholders will receive a dividend of US$0.15. Ex-date: 12th December 2025 Payment date: 31st December 2025 Dividend yield will be 2.6%, which is lower than the industry average of 3.3%. 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.모든 업데이트 보기Recent updates공지 • 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 2.5% growth forecast for the Telecom industry in Italy.Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €34.50, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 18x in the Telecom industry in Italy.공지 • Apr 04Iridium Communications Inc., Annual General Meeting, May 20, 2026Iridium Communications Inc., Annual General Meeting, May 20, 2026.공지 • 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 25Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €25.98, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 18x in the Telecom industry in Italy.공지 • 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.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 2.8% growth forecast for the Telecom industry in Italy.New Risk • Feb 12New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 7.2% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.6x net interest cover). Share price has been highly volatile over the past 3 months (7.2% average weekly change).공지 • 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: €325k 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 (6.6% average weekly change). Significant insider selling over the past 3 months (€325k sold).Valuation Update With 7 Day Price Move • Jan 23Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €18.60, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 17x in the Telecom industry in Italy.공지 • 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, 2026Board Change • Jan 05Insufficient 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 • Dec 08Dividend of US$0.15 announcedShareholders will receive a dividend of US$0.15. Ex-date: 12th December 2025 Payment date: 31st December 2025 Dividend yield will be 2.6%, which is lower than the industry average of 3.3%. 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.공지 • 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.New Risk • Nov 25New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 7.4% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.6x net interest cover). Share price has been highly volatile over the past 3 months (7.4% average weekly change).Recent Insider Transactions • Oct 31Independent Chairman of the Board recently bought €450k worth of stockOn the 28th of October, Robert Niehaus bought around 30k shares on-market at roughly €15.00 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 3.2% growth forecast for the Telecom industry in Italy.공지 • 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).공지 • 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 20%After last week's 20% share price decline to €16.88, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 19x in the Telecom industry in Italy.New Risk • Sep 10New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 8.2% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.4x net interest cover). Share price has been highly volatile over the past 3 months (8.2% average weekly change).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 3.6% growth forecast for the Telecom industry in Italy.New Risk • Jul 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 7.2% 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 (2.3x net interest cover). Minor Risk Share price has been volatile over the past 3 months (7.2% average weekly change).공지 • 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 19%After last week's 19% share price decline to €22.24, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 17x in the Telecom industry in Italy.Board Change • Jul 09Insufficient 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.공지 • 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, 2025공지 • 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.Board Change • Jun 09Insufficient 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.Board Change • May 07Insufficient 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 Tony Frazier was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.공지 • 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.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 배당금 지급이 안정적인 반면, 1IRDM 은(는) 배당금을 지급한 지 10년도 채 되지 않았습니다.배당금 증가: 1IRDM 의 배당금 지급이 증가했지만 회사는 3 년 동안만 배당금을 지급했습니다.배당 수익률 vs 시장Iridium Communications 배당 수익률 vs 시장1IRDM의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (1IRDM)1.5%시장 하위 25% (IT)1.6%시장 상위 25% (IT)4.6%업계 평균 (Telecom)7.0%분석가 예측 (1IRDM) (최대 3년)1.7%주목할만한 배당금: 1IRDM 의 배당금( 1.49% )은 Italian 시장에서 배당금 지급자의 하위 25%( 1.62% )와 비교해 주목할 만하지 않습니다.고배당: 1IRDM 의 배당금( 1.49% )은 Italian 시장에서 배당금 지급자의 상위 25%( 4.55% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 합리적인 지급 비율 ( 59.4% )을 통해 1IRDM 의 배당금 지급은 수익으로 충당됩니다.주주 현금 배당현금 흐름 범위: 현금 지급 비율 ( 20.8% )이 낮기 때문에 1IRDM 의 배당금 지급은 현금 흐름으로 잘 충당됩니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YIT 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/07 01:33종가2026/05/07 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Iridium Communications Inc.는 18명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Mathieu RobilliardBarclaysHamed KhorsandBWS Financial Inc.Colin CanfieldCantor Fitzgerald & Co.15명의 분석가 더 보기
Declared Dividend • Dec 08Dividend of US$0.15 announcedShareholders will receive a dividend of US$0.15. Ex-date: 12th December 2025 Payment date: 31st December 2025 Dividend yield will be 2.6%, which is lower than the industry average of 3.3%. 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.
공지 • 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 2.5% growth forecast for the Telecom industry in Italy.
Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €34.50, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 18x in the Telecom industry in Italy.
공지 • Apr 04Iridium Communications Inc., Annual General Meeting, May 20, 2026Iridium Communications Inc., Annual General Meeting, May 20, 2026.
공지 • 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 25Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €25.98, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 18x in the Telecom industry in Italy.
공지 • 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.
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 2.8% growth forecast for the Telecom industry in Italy.
New Risk • Feb 12New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 7.2% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.6x net interest cover). Share price has been highly volatile over the past 3 months (7.2% average weekly change).
공지 • 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: €325k 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 (6.6% average weekly change). Significant insider selling over the past 3 months (€325k sold).
Valuation Update With 7 Day Price Move • Jan 23Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €18.60, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 17x in the Telecom industry in Italy.
공지 • 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
Board Change • Jan 05Insufficient 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 • Dec 08Dividend of US$0.15 announcedShareholders will receive a dividend of US$0.15. Ex-date: 12th December 2025 Payment date: 31st December 2025 Dividend yield will be 2.6%, which is lower than the industry average of 3.3%. 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.
공지 • 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.
New Risk • Nov 25New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 7.4% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.6x net interest cover). Share price has been highly volatile over the past 3 months (7.4% average weekly change).
Recent Insider Transactions • Oct 31Independent Chairman of the Board recently bought €450k worth of stockOn the 28th of October, Robert Niehaus bought around 30k shares on-market at roughly €15.00 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 3.2% growth forecast for the Telecom industry in Italy.
공지 • 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).
공지 • 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 20%After last week's 20% share price decline to €16.88, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 19x in the Telecom industry in Italy.
New Risk • Sep 10New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 8.2% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.4x net interest cover). Share price has been highly volatile over the past 3 months (8.2% average weekly change).
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 3.6% growth forecast for the Telecom industry in Italy.
New Risk • Jul 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 7.2% 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 (2.3x net interest cover). Minor Risk Share price has been volatile over the past 3 months (7.2% average weekly change).
공지 • 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 19%After last week's 19% share price decline to €22.24, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 17x in the Telecom industry in Italy.
Board Change • Jul 09Insufficient 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.
공지 • 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
공지 • 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.
Board Change • Jun 09Insufficient 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.
Board Change • May 07Insufficient 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 Tony Frazier was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
공지 • 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.