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IRDM in “Satellites Turn Every Phone Into a Terminal”

Iridium Communications Inc.

Bull sideFadingExposure: not rated yet

Iridium's global L-band network and standards-based strategy provide a route into mass-market handset connectivity.

IRDM impact map — “Satellites Turn Every Phone Into a Terminal”

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Sep 15, 2025 – Sep 15, 2026 · 253 sessions

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Full story

Satellites Turn Every Phone Into a Terminal

Direct-to-device networks are moving satellite connectivity from specialist hardware into ordinary smartphones.

BULL side — Iridium's global L-band network and standards-based strategy provide a route into mass-market handset connectivity.

Read the full Satellites Turn Every Phone Into a Terminal story

Bull side

2 stories
  • Cheap Drones Beat Exquisite Weapons

    IRDM in “Cheap Drones Beat Exquisite Weapons”

    FadingExposure: not rated yet

    Mass-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.

  • IRDM in “Satellites Turn Every Phone Into a Terminal”

    FadingExposure: not rated yet
    Viewing

    Direct-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 yet

    A 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.