{"schema_version":"secwatch.filing_event.v1","accession":"0001418819-26-000053","form_type":"8-K","ticker":"IRDM","cik":"0001418819","company_name":"Iridium Communications Inc.","filed_at":"2026-10-20T11:01:13+00:00","discovered_at":"2026-10-20T11:05:01.360961+00:00","generated_at":"2026-10-20T11:05:08.479819+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Iridium Q3 revenue $245.7M, up 8%; EPS $0.98 on $103.9M Aireon gain; Rocket Lab deal approved","bullets":["Revenue $245.7M (+8% YoY); service revenue +13% and 76% of total; net income $106.9M ($0.98 diluted) vs $37.1M ($0.35), aided by $103.9M Aireon gain.","OEBITDA $135.6M vs $136.6M prior year, partly on $4.5M higher expense from paying annual incentive comp solely in cash. Subscribers 2,696,000, +6% YoY led by commercial IoT.","Commercial service revenue $159.9M (+16%); hosted payload/other data +$22.7M (+121%) on Aireon. Government service $27.6M (+2%); equipment $19.0M vs $21.5M.","Aireon acquisition closed July 2, 2026; assumed $154.7M credit facility due Oct 10, 2028 and $183.4M non-interest seller note. Net leverage 4.2x; net debt $2.1B.","Rocket Lab (RKLB) deal approved by 99.6% of votes cast (81.4% of outstanding) on Sept 24; close seen mid-2027. Q3 dividend $0.15 paid; Q4 rises to $0.16."],"urls":{"canonical":"https://secwatch.observer/filing/0001418819-26-000053","json":"https://secwatch.observer/filing/0001418819-26-000053.json","markdown":"https://secwatch.observer/filing/0001418819-26-000053.md","text":"https://secwatch.observer/filing/0001418819-26-000053.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1418819/000141881926000053/0001418819-26-000053-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1418819/000141881926000053/irdm-20261020.htm"},"model":{"generated_by":"deepseek-v4.1-flash:cloud@v2","generated_at":"2026-10-20T11:05:08.479819+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}