Iridium Communications Inc. IRDM

Iridium Communications Inc. es un proveedor comercial de servicios de comunicaciones. La compañía se dedica a proporcionar servicios de comunicaciones de voz y datos móviles utilizando una constelación de satélites en órbita. Ofrece servicios de comunicaciones de voz y datos a empresas, gobiernos de Estados Unidos y extranjeros, organizaciones no gubernamentales y consumidores a través de su red de satélites actualizada, que cuenta con una arquitectura de aproximadamente 66 satélites operativos con repuestos en órbita y en tierra, así como infraestructura terrestre relacionada. Las principales líneas de negocio de la compañía incluyen móvil terrestre, marítimo, aviación, Internet de las cosas (IoT), cargas útiles alojadas y otros servicios de datos, y el Gobierno de Estados Unidos. Sus productos incluyen teléfonos satelitales y Iridium GO!, dispositivos de datos de banda ancha, módems de voz y datos, y dispositivos de datos de Internet de las cosas. La compañía vende sus productos y servicios a clientes a través de una red de distribución mayorista de aproximadamente 85 proveedores de servicios.

Con 21 acciones de IRDM (USD 1.024,00) habrías recibido USD 12,60 en dividendos en los últimos 12 meses.

• The Motley Fool 4 oct

  SpaceX Isn't Rocket Lab's Biggest Threat Now -- Blue Origin Is

  Blue Origin won a $700 million NASA contract to build a Mars Telecommunications Network, beating out Rocket Lab. Rocket Lab has formally protested the award to the Government Accountability Office, arguing NASA's selection process violated congressional eligibility criteria. The dispute could delay the project past the 2028 launch window. However, Rocket Lab's upcoming $8 billion acquisition of Iridium Communications will make it profitable and cash-flow positive.

  

• The Motley Fool 29 sept

  AST SpaceMobile vs. Firefly Aerospace: Which Space Infrastructure Stock Is a Better Buy in 2026?

  The article compares two space infrastructure companies: AST SpaceMobile, which is building a space-based cellular network for direct smartphone connectivity, and Firefly Aerospace, which provides launch vehicles and lunar landers. While AST SpaceMobile has higher growth potential with major carrier partnerships, it trades at a significantly higher valuation (269x forward P/E) with untested technology and substantial losses. Firefly Aerospace, valued more conservatively at 21.9x forward P/E, has demonstrated success with its lunar landing and government contracts. The author recommends Firefly as the better buy in 2026 due to more reasonable valuation metrics.

  

• The Motley Fool 28 sept

  Prediction: Rocket Lab Stock Trades Above $100 Again Before 2029

  Analyst predicts Rocket Lab stock will trade above $100 before 2029, requiring roughly 14% annual gains. The prediction hinges on revenue tripling to ~$3 billion by 2028 through organic growth and the Iridium acquisition, while the Neutron reusable rocket must successfully debut and fly repeatedly. Currently trading at $74, the stock faces demanding execution requirements including the rocket's first flight and deal closure in mid-2027.

  

• The Motley Fool 22 sept

  Rocket Lab Sold $1.9 Billion of New Stock to Pay for Iridium. Here's the Dilution Math.

  Rocket Lab completed a $1.94 billion stock sale (29.3 million shares at ~$66 each) to fund its acquisition of Iridium Communications, canceling a $3.6 billion bridge loan. While this results in approximately 5% shareholder dilution, the author argues it was the prudent choice for an unprofitable company to avoid heavy debt obligations. The deal could ultimately add up to 72 million shares (12% dilution) when including stock consideration for Iridium shareholders, with closing expected in mid-2027.

  

• The Motley Fool 17 sept

  SpaceX or Rocket Lab: Which Space Stock Is the Better Buy for the Next Decade?

  SpaceX and Rocket Lab are competing for dominance in the space economy. SpaceX, valued at $2 trillion with a P/S ratio of 91, operates Starlink satellite internet and is developing orbital AI data centers. Rocket Lab, valued at $38 billion with a P/S ratio of 48, is acquiring Iridium Communications and developing the Neutron rocket. Despite SpaceX's larger scale, Rocket Lab may offer better value for investors seeking space economy exposure.