Iridium Communications Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
15.8%projected annual EPS growth
Analyst Coverage
5analysts covering
FY Revenue (est.)
$938.6Mnext fiscal year
FY EPS (est.)
$1.08next fiscal year
Monitoring Framework
Key Performance Indicators
Total Billable Subscribers Quarterly2.6M
Operational EBITDA (OEBITDA) Quarterly116.3MTarget: 480000000 to 490000000
Total Service Revenue Quarterly158MTarget: Flat to 2% growth for full-year 2026
Watch Items
- Impact of shift to cash-based annual incentive compensation on OEBITDATrigger: $17 million full-year impactAction: Monitor quarterly SG&A run rate and adjust full-year OEBITDA expectations accordingly.
- Commercial IoT subscriber stabilization and growthTrigger: Stabilization after partner retail pricing modificationsAction: Track net additions of commercial IoT subscribers, which reached 2,019,000 in Q1 2026.
- PNT (Positioning, Navigation, and Timing) commercial adoptionTrigger: Slow start with early PNT customersAction: Assess progress toward the $100 million annual PNT revenue target by 2030.
Research as of 20 Jun 2026