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Jun 30, 2020

Iridium Q2 2020 Earnings Report

Iridium reported second-quarter results and updated its full-year outlook.

Key Takeaways

Iridium Communications Inc. reported a total revenue of $140.2 million for the second quarter of 2020, a decrease of 2% compared to the previous year. Service revenue grew by 2% to $113.4 million, while equipment sales and engineering support revenue amounted to $26.8 million. The company ended the quarter with 1,362,000 total billable subscribers, a 12% increase year-over-year.

Total revenue decreased 2% year-over-year, while service revenue grew by 2%.

Commercial service revenue increased by 2% year-over-year.

Government service revenue increased by 2% year-over-year.

Total billable subscribers increased by 12% year-over-year, driven by growth in commercial and government IoT customers.

Total Revenue
$140M
Previous year: $143M
-2.0%
EPS
-$0.09
Previous year: -$0.16
-43.8%
Commercial Voice/Data ARPU
$40
Previous year: $41
-2.4%
Commercial IoT Data ARPU
$8.91
Previous year: $11.4
-21.8%
Cash and Equivalents
$119M
Previous year: $176M
-32.3%

Iridium

Iridium

Iridium Revenue by Segment

Forward Guidance

The Company refined its full-year 2020 outlook for total service revenue growth and OEBITDA. The Company now expects total service revenue growth between 1% and 2% for full-year 2020 and full-year 2020 OEBITDA of approximately $340 million.