Iridium Communications announces Q4 2025 earnings call and NTN Direct service tests
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 25 2024
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Should l Buy IRDM?
Source: Newsfilter
Iridium Communications Inc. shares surged by 11.57% as the stock crossed above its 5-day SMA, reflecting positive investor sentiment.
The company announced it will host a conference call on February 12, 2026, to discuss its Q4 and full-year 2025 financial results, which are expected to provide critical insights for investors. Additionally, Iridium successfully tested its NTN Direct service, which aims to enhance global mobile network coverage and is set for commercial launch in 2026. This service, in collaboration with Nordic Semiconductor, is anticipated to create new revenue opportunities and solidify Iridium's position in the global communications market.
These developments indicate a strong outlook for Iridium, as the upcoming earnings call and successful testing of innovative services could attract further investor interest and drive future growth.
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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: 23.070
Low
16.00
Averages
25.83
High
37.00
Current: 23.070
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.
Iridium to Participate in Multiple Investor Events
- Investor Event Schedule: Iridium Communications will participate in the Barclays Communications and Content Symposium on February 24, 2026, showcasing its leadership in global satellite services, which is expected to attract investor interest and boost market confidence.
- Engagement Opportunities: The company will also attend the Raymond James 47th Annual Institutional Investors Conference on March 3, 2026, with a webcast session at 3:25 p.m. ET, further enhancing interaction with investors.
- Industry Influence: At the Deutsche Bank 34th Annual Media, Internet & Telecom Conference on March 9, 2026, Iridium will highlight the unique advantages of its global mobile satellite network, likely facilitating exchanges and collaborations with industry leaders.
- Access to Information: Investors can access relevant webcasts and recordings through the Investor Relations section of Iridium's website, ensuring transparency and bolstering investor confidence in the company's future developments.
See More
Iridium Communications Engages in Investor Events
- Investor Event Participation: Iridium Communications Inc. announced its participation in several investor events aimed at enhancing engagement with investors and improving company transparency, which is expected to positively impact shareholder confidence.
- Global Satellite Network: As the world's only truly global mobile satellite network operator, Iridium provides reliable voice, data, and positioning, navigation, and timing services, supporting safety and mission-critical operations across diverse markets such as aviation, maritime, and government.
- Partner Ecosystem: Iridium operates through a network of over 500 partner companies worldwide, which enhances its market competitiveness and service capabilities by delivering products and services through these partnerships.
- Headquarters Location: Headquartered in McLean, Virginia, Iridium is committed to providing essential connectivity in critical infrastructure and remote monitoring applications, solidifying its position as a leader in global satellite communications.
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- Tech Sector Decline: The iShares Tech-Expanded Software Sector ETF (NYSE:IGV) fell 3.7%, revisiting lows from last week, indicating heightened sensitivity to AI disruption risks following Cisco's outlook.
- Small Caps Underperform: The Nasdaq 100 dropped 1.7%, while both the S&P 500 and Dow Jones Industrial Average lost 1.2%, with the Russell 2000 small-cap index sliding 2.4%, reflecting a cautious market sentiment.
- Increased Volatility: The VIX surged 16%, as investors rotated into defensive sectors, with utilities and consumer staples outperforming, highlighting a risk-off tone in the market.
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Iridium Communications Q4 2025 Earnings Call Insights
- Performance on Target: Iridium Communications achieved a 3% growth in service revenue for 2025, with operational EBITDA reaching $495.3 million, reflecting the company's financial stability and potential for sustained growth.
- 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
Iridium (IRDM) Q4 2025 Earnings Call Transcript
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- Earnings Beat: HubSpot reported quarterly earnings of $3.09 per share, surpassing analyst expectations of $2.99, indicating robust profitability and boosting market confidence in the company's future performance.
- Significant Revenue Growth: The quarterly revenue reached $846.75 million, exceeding the Street estimate of $830.54 million and marking a 20.4% increase from $703.17 million in the same period last year, showcasing HubSpot's competitive strength in the market.
- Stock Price Surge: Following the positive earnings report, HubSpot's shares jumped 9.4% to $228.93 on Thursday, reflecting investor optimism about the company's growth potential and likely attracting more investor interest.
- Mixed Market Performance: While U.S. stocks showed mixed results overall, HubSpot's strong performance distinguished it among many stocks, demonstrating relative resilience and appeal in a fluctuating market.
See More
Iridium to Participate in Multiple Investor Events
- Investor Event Schedule: Iridium Communications will participate in the Barclays Communications and Content Symposium on February 24, 2026, showcasing its leadership in global satellite services, which is expected to attract investor interest and boost market confidence.
- Engagement Opportunities: The company will also attend the Raymond James 47th Annual Institutional Investors Conference on March 3, 2026, with a webcast session at 3:25 p.m. ET, further enhancing interaction with investors.
- Industry Influence: At the Deutsche Bank 34th Annual Media, Internet & Telecom Conference on March 9, 2026, Iridium will highlight the unique advantages of its global mobile satellite network, likely facilitating exchanges and collaborations with industry leaders.
- Access to Information: Investors can access relevant webcasts and recordings through the Investor Relations section of Iridium's website, ensuring transparency and bolstering investor confidence in the company's future developments.
See More
Iridium Communications Engages in Investor Events
- Investor Event Participation: Iridium Communications Inc. announced its participation in several investor events aimed at enhancing engagement with investors and improving company transparency, which is expected to positively impact shareholder confidence.
- Global Satellite Network: As the world's only truly global mobile satellite network operator, Iridium provides reliable voice, data, and positioning, navigation, and timing services, supporting safety and mission-critical operations across diverse markets such as aviation, maritime, and government.
- Partner Ecosystem: Iridium operates through a network of over 500 partner companies worldwide, which enhances its market competitiveness and service capabilities by delivering products and services through these partnerships.
- Headquarters Location: Headquartered in McLean, Virginia, Iridium is committed to providing essential connectivity in critical infrastructure and remote monitoring applications, solidifying its position as a leader in global satellite communications.
See More
Wall Street Rattled by Cisco's Cautious Outlook
- Cisco's Stock Plunge: Despite beating earnings and revenue expectations, Cisco Systems Inc. (NASDAQ:CSCO) saw its shares drop over 11%, marking the worst single-day decline since May 2022, as investors expressed concerns over profit durability.
- Tech Sector Decline: The iShares Tech-Expanded Software Sector ETF (NYSE:IGV) fell 3.7%, revisiting lows from last week, indicating heightened sensitivity to AI disruption risks following Cisco's outlook.
- Small Caps Underperform: The Nasdaq 100 dropped 1.7%, while both the S&P 500 and Dow Jones Industrial Average lost 1.2%, with the Russell 2000 small-cap index sliding 2.4%, reflecting a cautious market sentiment.
- Increased Volatility: The VIX surged 16%, as investors rotated into defensive sectors, with utilities and consumer staples outperforming, highlighting a risk-off tone in the market.
See More
Iridium Communications Q4 2025 Earnings Call Insights
- Performance on Target: Iridium Communications achieved a 3% growth in service revenue for 2025, with operational EBITDA reaching $495.3 million, reflecting the company's financial stability and potential for sustained growth.
- 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
Iridium (IRDM) Q4 2025 Earnings Call Transcript
See More
HubSpot Reports Strong Q3 Earnings, Shares Surge 9.4%
- Earnings Beat: HubSpot reported quarterly earnings of $3.09 per share, surpassing analyst expectations of $2.99, indicating robust profitability and boosting market confidence in the company's future performance.
- Significant Revenue Growth: The quarterly revenue reached $846.75 million, exceeding the Street estimate of $830.54 million and marking a 20.4% increase from $703.17 million in the same period last year, showcasing HubSpot's competitive strength in the market.
- Stock Price Surge: Following the positive earnings report, HubSpot's shares jumped 9.4% to $228.93 on Thursday, reflecting investor optimism about the company's growth potential and likely attracting more investor interest.
- Mixed Market Performance: While U.S. stocks showed mixed results overall, HubSpot's strong performance distinguished it among many stocks, demonstrating relative resilience and appeal in a fluctuating market.
See More
