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Iridium partners with Deutsche Telekom for NB-IoT roaming on Iridium’s L-band NTN Direct
Iridium Communications announced a partnership with Deutsche Telekom to enable standards-based NB-IoT device roaming via Iridium’s L-band non-terrestrial network (NTN Direct). Commercial service is planned for 2026, subject to integration and roam...View Commentary -
Iridium Withdraws 2030 Service-Revenue Guidance Amid Rising Competition from Starlink
During its Q3 2025 earnings call, Iridium Communications announced it is withdrawing its 2030 service-revenue outlook, citing an “evolving competitive environment.” CFO Vincent O’Neill confirmed the move in prepared remarks, while CEO Matt Desch r...View Commentary -
Iridium Debuts PNT Security ASIC For Jam And Spoof Resistant Devices
Iridium Communications unveiled a miniature PNT ASIC designed to deliver authenticated positioning, navigation and timing globally as a hardened complement to GNSS. The chip targets consumer, industrial and government devices that need resilience ...View Commentary -
Iridium Closes $367M Aireon Acquisition
Iridium Communicationsannounced on July 6, 2026 that it had completed its acquisition of the remaining 61% of Aireon LLC it did not already own, paying $367 million to air navigation service providers. Aireon, which has provided space-based ADS-B ...View Commentary -
Rocket Lab Completes Full-Duration Hot-Fire Of Archimedes Vacuum Engine
Rocket Lab completed a full-duration hot-fire test of its Archimedes Vacuum (AVac) engine on July 13, a milestone the company called critical preparation for Neutron's debut flight, now targeted for late 2026. The AVac engine produces about 1.2 ti...View Commentary -
Iridium Seeks FCC Spectrum Sharing In 1.6 GHz Amid Globalstar Pushback
Iridium asked the FCC to allow sharing of 1610 to 1616 MHz spectrum currently used by Globalstar, and Globalstar opposed the move. The dispute centers on how to allocate scarce L band spectrum as mobile satellite services and direct to device ambi...View Commentary -
Rocket Lab Acquires Iridium for $8 Billion
Rocket Lab (Nasdaq: RKLB) announced on June 29, 2026 a definitive agreement to acquire Iridium Communications (Nasdaq: IRDM) at $54 per share in a cash-and-stock deal representing approximately $8.0 billion in enterprise value, a 24.1% premium to ...View Commentary