Iridium (IRDM) Q4 Earnings Preview: Key Points to Watch

Iridium, a satellite communications provider, is set to release its Q4 earnings report this Thursday before market hours. Last quarter, the company surpassed analysts’ revenue expectations by 1.7%, posting revenues of $226.9 million, a 6.7% increase from the previous year. The quarter was remarkable for Iridium as they exceeded analysts’ EPS estimates and revenues. The company reported 1.99 million subscribers, a 4.7% increase from the previous year.

As we approach this quarter’s earnings report, analysts are predicting Iridium’s revenue to grow by 3.3% year on year to reach $219.9 million, a slowdown compared to the 9.4% growth seen in the same quarter last year. Adjusted earnings are forecasted to be $0.25 per share. Analysts have maintained their estimates in the last 30 days, indicating they expect the company to remain stable leading up to the earnings announcement.

Iridium has a track record of outperforming Wall Street’s expectations, consistently beating revenue estimates by an average of 2.1% over the past two years. Looking at the company’s peers in the telecommunication services sector, some have already reported their Q4 results, offering insights into what we can anticipate. Viasat experienced a 3% year-on-year revenue growth, falling short of analysts’ expectations by 1%, while Lumen reported an 8.7% revenue decline, aligning with consensus estimates. Following their results, Viasat’s stock rose 11.4%, while Lumen’s stock dropped 21.6%.

Concerns about potential tariffs and corporate tax adjustments have contributed to volatility in 2025. While certain telecommunication services stocks have demonstrated resilience in this uncertain environment, the sector as a whole has underperformed, with average share prices decreasing by 2.6% over the last month. Interestingly, Iridium has seen a 3.8% increase during the same period and is entering earnings season with an average analyst price target of $28.13, compared to the current share price of $20.33.

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