Want to see IRDM full AI Analyst Report?
ARPU by Segment
Tracks average revenue per user in each segment, indicating whether Iridium is extracting more value from customers through pricing, upselling, or a higher-value customer mix. Rising ARPU in key segments suggests stronger monetization, while low ARPU segments (like some IoT use cases) point to volume-dependent growth.Voice & Data ARPU has moved meaningfully higher and is now a key driver of resilient service revenue—management expects that uplift to hold, which underpins meeting full‑year guidance. IoT Data ARPU is low but stable, implying growth will need scale and higher‑value modules/PNT ASIC adoption rather than per‑unit price increases. Broadband ARPU’s noticeable slide signals customer migration to lower‑cost backup/companion services and is the clearest near‑term margin risk unless offset by IoT/PNT traction or cost discipline.
Date | Voice & Data, Commercial | IoT Data, Commercial | Braodband, Commercial |
|---|---|---|---|
Jun 30, 2026 | $49.00 | $7.64 | $243.00 |
Mar 31, 2026 | $48.00 | $7.63 | $254.00 |
Dec 31, 2025 | $47.00 | $7.78 | $259.00 |
Sep 30, 2025 | $48.00 | $7.95 | $265.00 |
Jun 30, 2025 | $46.00 | $7.83 | $260.00 |
Mar 31, 2025 | $45.00 | $7.75 | $261.00 |
Dec 31, 2024 | $46.00 | $7.70 | $282.00 |
Sep 30, 2024 | $46.00 | $7.79 | $309.00 |
Jun 30, 2024 | $46.00 | $7.70 | $269.00 |
Mar 31, 2024 | $45.00 | $7.57 | $274.00 |