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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Iridium Communications (IRDM) investor relations material
Iridium Communications Raymond James TMT and Consumer Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Raymond James TMT and Consumer Conference summary9 Dec, 2025
Industry developments and strategic response
Industry landscape shifted rapidly after the SpaceX-EchoStar spectrum deal, accelerating competitive timelines and prompting internal reassessment.
Buybacks paused, leverage target lowered from sub-4x to sub-3x by year-end, with further deleveraging planned; 2030 guidance withdrawn but free cash flow guidance of $1.5–$1.8 billion for 2026–2030 provided.
Starlink's accelerated network rollout expected to impact the competitive environment within 3–4 years, but current business remains resilient, generating $300 million in annual free cash flow.
Focus on building cash and financial flexibility to support potential M&A and strategic moves.
M&A strategy and market positioning
Cash build-up and deleveraging over the next few quarters to enable both bolt-on and transformative acquisitions.
Past strategic investments include Aireon (30% ownership) and Satelles, with future M&A potentially targeting aviation safety platforms or identity access management.
Open to transformative deals, especially in aviation safety, leveraging existing relationships and technology.
Strategy aims to focus on markets less accessible to large competitors due to regulatory or operational barriers.
Spectrum value and competitive differentiation
Holds 8.5 MHz of global L-band spectrum, described as "prime beachfront property" with global landing rights and ubiquitous coverage.
Spectrum value supported by $500 million company valuation and $300 million annual free cash flow, with future opportunities expected to enhance value.
Differentiates from competitors like SpaceX and AST by offering truly global coverage, not just regional.
M&A focus areas for competitive advantage
NB-IoT revenue ramp-up and materiality
Quantify base business segments at risk
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Next Iridium Communications earnings date
Q4 202513 Feb, 2026
Next Iridium Communications earnings date
Q4 202513 Feb, 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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