Iridium Communications Inc. in 3 stories
The narratives IRDM currently appears in, with its side and exposure in each.
Bull side
2 stories- Cheap Drones Beat Exquisite Weapons
IRDM in “Cheap Drones Beat Exquisite Weapons”
FadingExposure: not rated yetMass-produced autonomy is redirecting defense budgets away from a few costly platforms.
Resilient satellite connectivity supports command, tracking and data transmission for dispersed autonomous fleets.
- Satellites Turn Every Phone Into a Terminal
IRDM in “Satellites Turn Every Phone Into a Terminal”
FadingExposure: not rated yetDirect-to-device networks are moving satellite connectivity from specialist hardware into ordinary smartphones.
Iridium's global L-band network and standards-based strategy provide a route into mass-market handset connectivity.
Bear side
1 story- SpaceX Drains the Stock Market for Capital
IRDM in “SpaceX Drains the Stock Market for Capital”
AcceleratingExposure: not rated yetA mega SpaceX offering could reroute risk capital toward Musk’s space empire and away from competing growth stocks.
A better-funded Starlink can compete more aggressively for mobile satellite connectivity and government communications contracts.