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NASDAQ · Telecommunications

IRIDIUM COMMUNICATIONS INC IRDM

Iridium Communications Inc. provides mobile voice and data communications services and products to businesses, the United States and foreign governments, non-governmental organizations, and consumers in the United States, Canada, and internationally. The company offers mobile satellite communications services for land mobile end users and aviation sectors; broadband terminals, embedded devices, and handsets for merchant shipping, fishing, leisure and research vessels, and specialized watercraft; satellite-based IoT services; hosted payload and other data services; and other data services and engineering services.

Sources StockAnalysis company profile stockanalysis.com
Telecommunications Equipment

Company profile

Business mix

  • The company offers mobile satellite communications services for land mobile end users and aviation sectors.
  • It also provides postpaid mobile voice and data satellite communications; prepaid mobile voice satellite communications; push-to-talk; broadband data; Internet of Things (IoT); and satellite time and location services.
  • In addition, the company offers personnel tracking devices; asset tracking devices for equipment, vehicles, and aircrafts; beyond-line-of-sight aircraft communications applications; maritime communications applications.
  • Further, it provides satellite handsets, voice and data modems, broadband data devices, and IoT data devices.

Current key questions

  • Can broadband, mobile, video, and enterprise connectivity demand support subscriber growth, ARPU, and lower churn?
  • How do network investment, fiber capacity, spectrum, competition, regulation, and currency exposure affect free cash flow?
  • Does leverage, asset sales, M&A discipline, or market consolidation improve long-term per-share value?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 47.84 FCF 6.09% Buyback 8.29%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Gotham Asset Management Joel Greenblatt 0.3% $93.0M 2026-03-31

Recent trading changes over the last 2 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 1 Last 2 13F filing periods
Net reducers 1 Last 2 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $84.5M Estimated from net added shares
Reduction amount $150.0M Estimated from net reduced shares
Net share change / base shares -57.9% -5,541,905 / 9,578,802
Gotham Asset Management Joel Greenblatt 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 651.1% 13F value change +$34.8M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 45.2% 13F value change +$52.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 307,518 Last 2 periods +3,046,453 (+990.7%) Total shares 3,353,971 Value $93.0M
Baron Capital Ron Baron 2 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -9.6% 13F value change -$530,025
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -91.8% 13F value change -$240.8M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 9,271,284 Last 2 periods -8,588,358 (-92.6%) Total shares 682,926 Value $11.9M

Recent mentions

No public mentions.