VSAT is nearing a key ViaSat-3 milestone as expanded satellite capacity targets aviation, maritime and government growth while commercialization remains crucial.

VSAT is advancing ViaSat-3, government contracts and mobility growth while commercialization and competitive risks keep the investment outlook balanced.

VSAT has rallied 21.4% in three months as ViaSat-3 progress and government wins strengthen its outlook despite commercialization and competitive risks.

IRDM's Aireon deal adds at least $100 million in annual service revenue, but new debt, integration demands and Rocket Lab uncertainty raise the stakes.

Iridium's 23.2% three-month rally draws on recurring service growth and expansion plans, but weaker earnings, valuation and deal risks cloud its outlook.

IRDM's recurring service base and new satellite platforms widen its growth runway, but weaker earnings, leverage and deal uncertainty raise the bar.

SAP's AI strategy and cloud momentum helped lift Q2 revenue, while strong backlog and reaffirmed growth targets offset a modest profit outlook cut.

IRDM's revenue beat estimates as new satellite products, Aireon and Rocket Lab deals reshape its growth strategy despite an EPS miss.

Although the revenue and EPS for Iridium (IRDM) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.