Iridium Communications to Release Q4 2025 Financial Results on February 12, 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 22 2026
0mins
Should l Buy IRDM?
Source: PRnewswire
- Earnings Call Announcement: Iridium Communications will host a conference call on February 12, 2026, at 8:30 a.m. ET to discuss its Q4 and full-year 2025 financial results, which are expected to provide investors with critical financial insights and future outlook.
- Participation Details: Callers can join by dialing 1-412-902-6740, with a recommendation to call in five minutes early to ensure a timely start; the call will also be webcast on the company's website, allowing access for those unable to join live.
- Financial Information Release: Ahead of the call, Iridium will issue its Q4 2025 earnings press release on its investor relations page, ensuring investors receive the latest financial information promptly, thereby enhancing transparency.
- Global Communication Services: Iridium is the only mobile voice, data, and PNT satellite network that spans the entire globe, committed to providing reliable solutions for markets requiring global communications, further solidifying its market leadership.
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Analyst Views on IRDM
Wall Street analysts forecast IRDM stock price to rise
7 Analyst Rating
4 Buy
2 Hold
1 Sell
Moderate Buy
Current: 22.390
Low
16.00
Averages
25.83
High
37.00
Current: 22.390
Low
16.00
Averages
25.83
High
37.00
About IRDM
Iridium Communications Inc. operates the mobile voice and data satellite communications network that spans the entire globe. The Company enables connections between people, organizations and assets to and from anywhere, in real time. Together with its ecosystem of partner companies, it delivers a portfolio of solutions for markets that require global communications. Its principal vertical lines of business include land mobile, maritime, aviation, IoT, hosted payloads and other data services, which includes navigation and timing (PNT), and the United States government. Its products include Iridium 9555, Iridium Extreme satellite phones, Iridium Extreme PTT, Iridium GO! Iridium GO!, and others. It provides voice and data communications services to businesses, the United States and foreign governments, non-governmental organizations, and consumers via its satellite network, which has an architecture of 66 operational satellites with in-orbit spares and related ground infrastructure.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Strong Free Cash Flow: The company reported nearly $300 million in free cash flow for 2025, with projections of $318 million for 2026, indicating a solid capacity for capital returns and investment in new services.
- Strategic Investment Focus: CEO highlighted ongoing investments in four key growth areas, including narrowband IoT and national security, expecting to create over $200 million in revenue opportunities by 2030, showcasing confidence in future growth.
- Product Launch Plans: Iridium plans to introduce several new products, including maritime Iridium Certus GMDSS terminals and Iridium NTN Direct for global narrowband IoT, further solidifying its leadership position in the market.
See More
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- Net Income Performance: The company reported a net income of $114.4 million for 2025, with earnings per share increasing by 13% to $1.06, primarily driven by a reduced share count and a one-time gain of $19.8 million from the acquisition of Satelles, Inc. in 2024, boosting investor confidence.
- Subscriber Growth: As of Q4 2025, Iridium's total billable subscribers reached 2.537 million, a 3% increase year-over-year, demonstrating the company's expansion in the commercial IoT market and solidifying its customer base.
- Capital Expenditure and Debt Management: Capital expenditures for 2025 totaled $100.3 million, with net debt at $1.7 billion, reflecting effective financial leverage management while maintaining a net leverage ratio of 3.4 times, ensuring future investment capacity.
See More
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- Revenue Performance: Iridium Communications reported total revenue of $212.9 million for Q4 2025, flat year-over-year but missing expectations by $6.24 million, indicating that growth in service revenue was insufficient to offset declines in equipment sales and engineering support projects.
- Service Revenue Growth: Service revenue accounted for 75% of total revenue, reaching $158.9 million, demonstrating stability driven by growth in the commercial IoT sector, despite overall revenue stagnation, highlighting the company's ongoing market appeal.
- User Growth: The total number of billable subscribers reached 2.537 million by the end of Q4 2025, reflecting a 3% year-over-year increase, although slightly down from 2.542 million in the previous quarter, indicating positive progress in attracting new users.
- Future Outlook: The company projects service revenue growth to remain flat to 2% for 2026 and plans to shift incentive compensation entirely to cash, which is expected to negatively impact OEBITDA by $17 million, leading to an anticipated OEBITDA range of $480 million to $490 million, reflecting a new financial management strategy.
See More
