Iridium

Positioning

Iridium is a US satellite operator (Nasdaq:IRDM) running a 66-satellite operational L-band constellation with decades of continuous global service (voice, data, IoT, PNT) and FY25 revenue of ~$830M (75% recurring service). It is being acquired by Rocket Lab in a ~$8B pending deal, the largest space-sector M&A of the cycle, creating a vertically integrated space platform projected at ~$1.8B 2026 revenue near break-even. PNT (GPS-alternative timing) is its growth segment.

Latest signals

• 16 Oct 2026Altair Semiconductor is integrating Iridium NTN Direct into its cellular IoT chipsets.Electronics Weekly
• 25 Sept 2026Rocket Lab CFO predicts increased M&A activity in the space industryPayload
• 14 Sept 2026Iridium and SKYWAVE partnered to advance satellite IoT for heavy-equipment manufacturers.Iridium
• 14 Sept 2026Iridium introduced the SOLION-100 terminal combining maritime safety and tracking functions.Iridium
• 14 Sept 2026Iridium and Deutsche Telekom IoT completed a roaming agreement extending IoT coverage onto Iridium’s satellite network.Iridium

23 signals name Iridium. Members see all of them, filtered by topic, source and date.

Facts, with sources

• 14 Sept 2026Introduced the SOLION-100 terminal combining maritime safety and tracking functionsProduct launch · Iridium
• 14 Sept 2026Iridium, Deutsche Telekom IoT, and Toyota demonstrated voice messaging over satellite using Iridium NTN DirectProduct launch · Iridium
• 14 Sept 2026Iridium and SKYWAVE partnered to advance satellite IoT for heavy-equipment manufacturersPartnership · Iridium
• 14 Sept 2026Iridium and Deutsche Telekom IoT completed a roaming agreement extending IoT coverage onto Iridium's satellite networkPartnership · Iridium

35 facts on file. Members see all of them with the source link.

Scores, Space (of 10)

Traction: deployment, production, commercials, progress. Capability: technology, positioning, firepower, leverage.

Categories