ins-$19.6M · 13F 13+/12-×0.0 · short↓0.22
Current snapshotPublic companyResearch currentFresh
Iridium Communications Inc.
Secure Communications · Digital Sovereignty
SignalPOOLReviewed 25 Oct 2026
Secure Communications exposure in Digital Sovereignty.
Digital Sovereignty > Secure Communications > Iridium EMSS as the DoD/USG satcom contract that cannot be easily rebid
Catalysts
Next earnings (last reported 2026-07-22); EMSS/government service revenue in next 10-Q; ex-div 2026-09-15
Invalidation
Trailing EPS turns negative; EMSS contract loss or material rate cut; Starlink/Kuiper displaces government satcom mix two quarters
Capital in context
Mapped funds and investors
Direct relationships supported by published evidence.
Reported holdings as-of
| Fund / investor | As of | Fund portfolio weight | Evidence |
|---|---|---|---|
| SPDR S&P Kensho Final Frontiers ETF ROKT | 3.55% | Source |
Disclosed investment history
No sourced relationships mapped yet.
Showing up to four relationships in each group. ETF weights describe the fund’s portfolio, not ownership of this company. Private investment history does not establish current ownership.
No current sentiment snapshot.
Lower-confidence snapshotTarget price: $56.57
Dated research target