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Louis De Palma

Research Analyst at William Blair Investment Management, LLC

Louis De Palma is an analyst at William Blair, specializing in aerospace and defense sector research. He covers notable companies in this space but specific metrics on performance or company coverage are not detailed in the available data. De Palma's career timeline includes his current role at William Blair, where he participates in conferences and earnings calls, but specific previous roles or credentials like FINRA registration are not mentioned. His professional credentials likely include standard securities licenses, though this is not explicitly stated.

Louis De Palma's questions to Iridium Communications (IRDM) leadership

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.

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