Question · Q3 2025
Louis De Palma sought clarification on Iridium exploring strategic options, Aireon's involvement in FAA Air Traffic Control modernization, and the timing for NTN Direct chipsets and the Deutsche Telekom roaming partnership going live, including chipset differentiation.
Answer
CEO Matthew J. Desch reiterated that Iridium will pivot to make additional investments and acquisitions in unique, protectable areas to ensure long-term growth. He confirmed Aireon's discussions with the FAA for air traffic control modernization, particularly in areas like Alaska and the Caribbean. He stated that NTN Direct chipsets will be available next year (2026 timeframe) and will be mass-market chipsets from manufacturers like Nordic, supporting both terrestrial and satellite spectrums, with the service expected to be available in the latter half of 2026.