Inferra AI / Company / IRDM
Iridium Communications Inc.
IRDM · Communication Services
Last earnings Oct 20, 2026
Key results
Total revenuequarter
7%
Total revenue increased 7% versus the comparable period of 2024.
SEC original ↗Iridium Communications Inc. — Earnings release (8-K exhibit)EX-99Oct 23, 2025
Revenuequarter
3%
Service revenue, which represents primarily recurring revenue from Iridium s growing subscriber base, grew 3% from the year-ago period and was 73% of total revenue for the third quarter of 2025.
SEC original ↗Iridium Communications Inc. — Earnings release (8-K exhibit)EX-99Oct 23, 2025
Operations net incomequarter
$37.1 million
Income from Operations Net income was $37.1 million, or $0.35 per diluted share, for the third quarter of 2025, as compared to net income of $24.4 million, or $0.21 per diluted share, for the third quarter of 2024.
SEC original ↗Iridium Communications Inc. — Earnings release (8-K exhibit)EX-99Oct 23, 2025
Growthquarter
up 4%
Commercial service revenue was $138.3 million, up 4% from the comparable period last year.
SEC original ↗Iridium Communications Inc. — Earnings release (8-K exhibit)EX-99Oct 23, 2025
Commercial voice and data Revenue was $59.9 million, up 4% from the year-ago period, and subscribers fell 3% from the year-ago period to 411,000.
SEC original ↗Iridium Communications Inc. — Earnings release (8-K exhibit)EX-99Oct 23, 2025
Average revenuequarter
$48
Average revenue per user ( ARPU ) rose to $48 during the third quarter, driven primarily by price actions implemented during the third quarter.
SEC original ↗Iridium Communications Inc. — Earnings release (8-K exhibit)EX-99Oct 23, 2025
Commercial IoT data Revenue was $46.7 million, up 7% from the year-ago period, driven by a 5% growth in subscribers from the year-ago period to 1,991,000.
SEC original ↗Iridium Communications Inc. — Earnings release (8-K exhibit)EX-99Oct 23, 2025
Commercial broadband Revenue was $13.0 million, down 17% from $15.5 million in the year-ago period, and subscribers declined 2% from the year-ago period to 16,300.
SEC original ↗Iridium Communications Inc. — Earnings release (8-K exhibit)EX-99Oct 23, 2025
AI analysis
Q3 2025 · reported Oct 23, 2025
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Headline figures
| Metric | Q3 2025 | Prior qtr | Year ago |
|---|---|---|---|
| Total revenue | 7% | — | — |
| Revenue | 3% | — | — |
| Operations net income | $37.1 million | — | — |
| Growth | up 4% | — | — |
| Average revenue | $48 | — | — |
Guidance · company-stated
No guidance located in the held release
Capital allocation
Desch added, Our continued strong cash flow supported the increase in our quarterly dividend, equivalent to a 5% increase for the full year.
Event summary
We expect our investments in support of services for these strategic areas to drive resilient financial results as we continue to innovate and focus on long-term value creation
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
No guidance located in the held release
Capital allocation
Desch added, Our continued strong cash flow supported the increase in our quarterly dividend, equivalent to a 5% increase for the full year.
SEC original ↗Iridium Communications Inc. — Earnings release (8-K exhibit)EX-99Oct 23, 2025
Going forward, we plan to continue growing our annual dividend and bolstering our cash position to enhance strategic flexibility.
SEC original ↗Iridium Communications Inc. — Earnings release (8-K exhibit)EX-99Oct 23, 2025
Capital Allocation Capital expenditures were $21.5 million for the third quarter, including $1.1 million in capitalized interest.
SEC original ↗Iridium Communications Inc. — Earnings release (8-K exhibit)EX-99Oct 23, 2025
The Company ended the third quarter with gross Term Loan debt of $1.8 billion, $50.0 million outstanding under the Revolving Facility, and a cash and cash equivalents balance of $88.5 million.
SEC original ↗Iridium Communications Inc. — Earnings release (8-K exhibit)EX-99Oct 23, 2025
Iridium paid its third quarter dividend of $0.15 per common share on September 30, 2025, which represents a full-year dividend increase of 5%.
SEC original ↗Iridium Communications Inc. — Earnings release (8-K exhibit)EX-99Oct 23, 2025
The Company s Board of Directors has increased the dividend paid per share each year since initiating its dividend in 2023.
SEC original ↗Iridium Communications Inc. — Earnings release (8-K exhibit)EX-99Oct 23, 2025
Strategy & priorities
We expect our investments in support of services for these strategic areas to drive resilient financial results as we continue to innovate and focus on long-term value creation.
SEC original ↗Iridium Communications Inc. — Earnings release (8-K exhibit)EX-99Oct 23, 2025
Going forward, we plan to continue growing our annual dividend and bolstering our cash position to enhance strategic flexibility.
SEC original ↗Iridium Communications Inc. — Earnings release (8-K exhibit)EX-99Oct 23, 2025
The Company has paused its share repurchase program to further invest in its strategic growth initiatives and continue to deleverage the balance sheet.
SEC original ↗Iridium Communications Inc. — Earnings release (8-K exhibit)EX-99Oct 23, 2025
Forward-looking statements include statements regarding Iridium s strategy and accelerated investments in markets that leverage Iridium s network capabilities expectations with respect to total service revenue growth, subscriber growth, OEBITDA, cash taxes and net leverage for 2025 cash taxes and net leverage over the long term anticipated equipment sales and engineering and support service revenue for 2025 the payment and growth of dividends, share repurchases, and expected revenues from its EMSS contract with the U.
SEC original ↗Iridium Communications Inc. — Earnings release (8-K exhibit)EX-99Oct 23, 2025
GAAP establishes a hierarchical disclosure framework that prioritizes and ranks the level of observability of inputs used in measuring fair value.
SEC original ↗Iridium Communications Inc. — 10-Q Quarterly report10-QOct 20, 2026
Risks & headwinds
These forward-looking statements involve known and unknown risks, uncertainties, and other factors that may cause the actual results, performance, or achievements of Iridium to differ materially from any future results, performance or achievements expressed or implied by such forward-looking statements.
SEC original ↗Iridium Communications Inc. — Earnings release (8-K exhibit)EX-99Oct 23, 2025
These risks and uncertainties include, but are not limited to, uncertainties regarding customer demand for Iridium s products and services, including demand from the U.
SEC original ↗Iridium Communications Inc. — Earnings release (8-K exhibit)EX-99Oct 23, 2025
government Iridium s ability to maintain the health, capacity and content of its satellite constellation the development of and market for Iridium s products and services increased competition changes in trade policy, including tariff rates , as well as general industry and economic conditions and legal, governmental and technological factors.
SEC original ↗Iridium Communications Inc. — Earnings release (8-K exhibit)EX-99Oct 23, 2025
If one or more of these risks or uncertainties materialize, or if Iridium s underlying assumptions prove incorrect, actual results may differ materially from those expected, estimated or projected.
SEC original ↗Iridium Communications Inc. — Earnings release (8-K exhibit)EX-99Oct 23, 2025
Legal Proceedings 37 ITEM 1A.
SEC original ↗Iridium Communications Inc. — 10-Q Quarterly report10-QOct 20, 2026
Earnings deck slides
0 decks with slide viewIridium Communications Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
33 documents- Q3 2026
- 10-QIRDM
- 8-KIRDM
Oct 20, 2026
- Q2 2026
- 8-KIRDM
Sep 24, 2026
- 8-KIRDM
Sep 18, 2026
- 8-KIRDM
Sep 15, 2026
- 8-KIRDM
Aug 10, 2026
- 10-QIRDM
- 8-KIRDM
Jul 22, 2026
- 8-KIRDM
- EX-99IRDM
- Q1 2026
- 8-KIRDM
Jun 29, 2026
- EX-99IRDM
- 8-KIRDM
May 20, 2026
- 8-KIRDM
May 14, 2026
- EX-99IRDM
- 10-QIRDM
- 8-KIRDM
Apr 23, 2026
- Q4 2025
- 8-KIRDM
- 8-KIRDM
Feb 27, 2026
- 8-KIRDM
Feb 12, 2026
- 10-KIRDM
Feb 12, 2026
- Q3 2025
- 8-KIRDM
- 8-KIRDM
Oct 23, 2025
- 10-QIRDM
- Q2 2025
- 8-KIRDM
Jul 24, 2025
- 10-QIRDM
- Q1 2025
- 8-KIRDM
Jun 17, 2025
- 8-KIRDM
May 14, 2025
- 8-KIRDM
Apr 22, 2025
- 10-QIRDM
- Q4 2024
- 8-KIRDM
- 8-KIRDM
Feb 13, 2025
- 10-KIRDM
Feb 13, 2025
Earnings releases
9 documentsPresentations
1 document- Q1 2026
- IRDMDeck
Transcripts
0 documentsNo transcripts for Iridium Communications Inc. are held in this edition of the library.
Mentioned by
2 companiesOther tracked companies whose held documents mention Iridium Communications Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.
“he “Company”), entered into an Agreement and Plan of Merger (the “Merger Agreement”) with Iridium Communications Inc., a Delaware corporation (“Iridium”), Ion …”
“e closed the acquisitions of Mynaric and Motiv and announced our historic deal to acquire Iridium Communications Inc. Together,… …Interest Income, net $21 million. • Adjusted EBITDA loss of between $17 million and $23 million. • Basic Weighted Averag”
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