Iridium Comm Stock Price, News & Analysis

Iridium (NASDAQ: IRDM) announced a partnership with Vodafone IoT to integrate Iridium NTN Direct for NB-IoT and direct-to-device connectivity, extending coverage to extremely remote locations.

The service is 3GPP standards-based, operates on globally coordinated L-band spectrum, and is planned for commercial launch in 2026, enabling data messaging, tracking, and real-time monitoring for IoT, automotive, and industrial devices.

Iridium (NASDAQ: IRDM) unveiled the Iridium PNT ASIC on October 27, 2025, a miniature 8mm by 8mm chip that delivers authenticated, pole-to-pole positioning, navigation, and timing data as an alternative to traditional GNSS.

The ASIC receives a cryptographically secure time and location signal from Iridium's satellite network that the company says is 1,000 times more powerful than GPS and can work inside buildings. Iridium plans commercial availability in mid-2026, is running beta trials with evaluation kits, and demonstrated resilience at a recent Jammertest. The company cites a growing alternative PNT market projected at $3.5 billion by 2032.

Iridium (Nasdaq:IRDM) reported Q3 2025 results and updated its 2025 outlook on Oct 23, 2025. Q3 total revenue was $226.9M (+7% YoY) with service revenue $165.2M (+3% YoY). GAAP net income was $37.1M ($0.35/share) and Operational EBITDA was $136.6M (+10% YoY). Total billable subscribers were 2.542M (+2% YoY).

Iridium raised its full-year OEBITDA guidance to $495M–$500M, expects ~3% service revenue growth for 2025, plans continued dividend growth, paused share repurchases to invest and deleverage, and targets net leverage below 3.5x in 2025 and below 2.0x by decade end.

Iridium (NASDAQ: IRDM) was awarded a U.S. Department of Transportation CPNT Rapid Phase Award II contract on Oct 21, 2025 to deploy and test Complementary Positioning, Navigation, and Timing services nationwide.

Working with T-Mobile (NASDAQ: TMUS), Iridium will support live-site activations and expand installation of Iridium PNT receivers to 90 additional 5G network sites. Iridium PNT offers sub-100-nanosecond timing accuracy, cryptographic signal security, and signals claimed to be 1,000× stronger than GNSS, enabling indoor operation without outdoor antennas via its LEO satellite constellation.

Iridium (NASDAQ: IRDM) and Qualcomm Technologies announced integration of Iridium data services into the Snapdragon Mission Tactical Radio (MTR) for U.S. government and approved allied users on October 14, 2025.

The integration supports multiple Iridium services in a single chipset, including Short Burst Data (SBD) for low-latency messaging and Iridium Burst for simultaneous broadcasts, delivering L-band satellite connectivity to handheld, mounted, and autonomous platforms where terrestrial networks are unavailable.

QTI-powered devices with integrated Iridium services will be eligible for activation via the Enhanced Mobile Satellite Services (EMSS) program and availability depends on final commercial arrangements with OEMs. Demonstrations were planned at AUSA Oct 13–15, 2025.

Iridium Communications (Nasdaq: IRDM), a global satellite services provider, has scheduled its third-quarter 2025 earnings conference call for Thursday, October 23, 2025 at 8:30 a.m. ET.

The company will release its Q3 2025 financial results prior to the call, which will be available on their investor relations website. Investors can participate by dialing 1-412-902-6740 or watching the live webcast at investor.iridium.com/events. A replay will be available on the website approximately one hour after the call.

Iridium Communications (NASDAQ: IRDM) and Karrier One have signed a Memorandum of Understanding to integrate Iridium NTN Direct IoT capabilities into Karrier One's ecosystem. This strategic partnership aims to enable global IoT connectivity in remote locations through Iridium's low-Earth orbit (LEO) satellite network.

The collaboration will allow Karrier One deployers to connect IoT devices and sensors anywhere on Earth without requiring local base stations. Key features include instant global reach for narrowband IoT devices, zero infrastructure deployment requirements, resilient M2M communications, and seamless network integration through Karrier One's platform and APIs.

The partnership will be formalized through a bilateral agreement detailing technical integration and commercial rollout plans.

Iridium Communications (NASDAQ: IRDM) has announced a strategic partnership with Deutsche Telekom to integrate Iridium NTN Direct service, extending global IoT connectivity. The collaboration will provide Deutsche Telekom with roaming access to Iridium's upcoming 3GPP standards-based 5G service, delivering NB-IoT direct-to-device connectivity worldwide.

The service, planned for commercial launch in 2026, will support various IoT applications including international cargo logistics, remote utility monitoring, smart agriculture, and emergency response. Iridium's LEO constellation offers unique advantages with its L-band spectrum, providing reliable global coverage and superior performance compared to geostationary systems.

GCT Semiconductor (NYSE:GCTS), a leading 5G and 4G semiconductor solutions provider, reported Q2 2025 financial results and provided key business updates. The company has successfully delivered initial 5G chipset samples to lead customers including Orbic North America and Airspan Networks, marking a crucial milestone in its "2025GCT – Year of 5G" program.

Key financial metrics for Q2 2025 include net revenues of $1.2 million (down 19% YoY), gross margin of 32.0% (down from 62.7%), and operating expenses of $8.0 million. The company completed an $11 million registered direct offering and maintains access to a $75 million ATM offering program.

GCT expects to begin production of finalized 5G chipsets in Q3 2025, with volume shipments starting in Q4 2025. The company has also partnered with Iridium Communications for non-terrestrial network solutions and Giesecke+Devrient for IoT eSIM solutions.