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Iridium Communications
Iridium Communications (IRDM) investor relations material
Iridium Communications Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary12 Feb, 2026
Executive summary
Achieved 2025 guidance with total revenue of $871.7 million, up 5% year-over-year, and operational EBITDA of $495.3 million, a 5% increase; pro forma free cash flow reached $296 million, supporting investments and a growing dividend.
Market leadership driven by reliable services, valuable L-band spectrum, and a broad partner ecosystem; added 40 new partners in 2025, with strong engagement into 2026.
Four key growth areas: narrowband IoT expansion, PNT leadership, national security (notably with the U.S. government), and aviation sector disruption.
New products and services, including Certus GMDSS terminals, a new PNT ASIC, and NTN Direct, expected to generate over $200 million in revenue by 2030.
Net income for 2025 was $114.4 million, up from $112.8 million in 2024; Q4 net income was $24.9 million.
Financial highlights
2025 service revenue grew 3% year-over-year to $634.0 million; operational EBITDA was $495.3 million, up 5% year-over-year.
Q4 2025 total revenue was $212.9 million; service revenue comprised 75% of the total.
Commercial IoT revenue grew 11% in Q4; broadband revenue declined 9% year-over-year in Q4 and 10% for the full year.
Engineering and support revenue rose 26% to $156.6 million in 2025.
Equipment revenue declined 11% to $81.1 million for 2025.
Outlook and guidance
2026 service revenue expected to be flat to up 2%; OIBDA guidance is $480–$490 million, reflecting a $17 million impact from the shift to all-cash incentive compensation.
Net leverage targeted at or below 3.0x OEBITDA by end of 2026, falling below 2.0x by decade's end.
Commercial voice and data forecasted to grow low single digits; IoT expected to see mid-single-digit growth, supported by new products and contract renewals.
CapEx for 2026 expected to be similar to 2025 at around $100 million; pro forma free cash flow projected at $318 million for 2026, with a 66% OIBDA conversion rate.
Cash taxes expected to remain under $10 million annually through 2027.
ARPU strategy for declining subscriber segments
Rationale for cash-only incentive compensation
Capital allocation to meet 2026 net leverage target
Elaborate on spectrum alliance opportunities
PNT ASIC: key applications and revenue drivers
Golden Dome: near-term contract progression?
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Next Iridium Communications earnings date
Q1 202621 Apr, 2026
Iridium Communications
Next Iridium Communications earnings date
Q1 202621 Apr, 2026
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Frequently asked questions
Iridium Communications Inc. provides mobile voice and data communications services and products to businesses worldwide. Iridium Communications Inc. offers voice and data satellite communications services, as well as messaging, tracking, and other value-added services. It operates in three segments: Commercial Solutions, Wireless Services, and Tracking Telemetry & Command Solutions (TT&C). Its commercial solutions comprise airtime for satellite phones and wireless broadband service; handsets; accessories; subscription service plans that comprise of airtime, handsets, and accessories; flat-rate bundles consisting of airtime only or handset-only packages; and customer support. Iridium Communications Inc. is based in McLean, Virginia
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