Compare Companies
| Field | 🇺🇸 Iridium CommunicationsNASDAQ: IRDM | 🇺🇸 Viasat IncNASDAQ: VSAT | 🇺🇸 Voyager TechnologiesNYSE: VOYG | 🇺🇸 BlackSky TechnologyNYSE: BKSY |
|---|---|---|---|---|
| Type | public | public | public | public |
| Country | 🇺🇸 United States | 🇺🇸 United States | 🇺🇸 United States | 🇺🇸 United States |
| Founded | 2001 | 1986 | 2019 | 2014 |
| CEO | Matt Desch | Mark Dankberg | Dylan Taylor | Brian O'Toole |
| Mkt Cap / Valuation | ~$3.0B | ~$1.2B | ~$1.2B | ~$650M |
| Employees | ~975 | ~7,300 (post-Inmarsat integration) | ~1,200+ | ~290 |
| Sector | Satellite Communications | Satellite Communications & Broadband | Commercial Space Stations & Government Services | Geospatial Intelligence |
| Last raise / Last filing | 10-K filed | 10-K filed | 10-K filed | 10-K filed |
| Top risks | Starlink Direct and Apple/Globalstar D2D competition — could pressure consumer-adjacent revenue if Iridium does not secure smartphone-OEM partnerships.; DoD EMSS contract renewal pricing risk — government cost optimization could compress unit economics on the largest single customer contract. | $7.2B debt burden — limits financial flexibility, restricts capex for next-generation satellites, and amplifies any execution miss.; Starlink LEO competition in commercial in-flight broadband — Starlink's lower latency is winning narrowbody airline RFPs; Viasat must execute multi-orbit hybrid quickly. | Starlab is a development-stage asset — any NASA CLD program restructuring or funding reduction could impair $459M Phase B contract.; ISS extension scenarios: if NASA extends ISS beyond 2030, urgency for commercial stations diminishes and reduces the CLD Phase B conversion path. | Government concentration: NRO and NGA together represent the largest single revenue concentration; FY2025 budget reductions cost ~$10M and similar political risk persists.; Constellation execution: Gen-3 deployment relies on rideshare launch availability; any launch failure or delay impairs imagery capacity. |
| Next catalyst | Closure of new DoD EMSS unlimited-use contract renewal (2026-H1) | ViaSat-3 F2 entry into service after in-orbit testing (2026-Q2) | Starlab CLD Phase B milestones — PDR/CDR with NASA (2026–2027) | EOCL contract recompete / multi-year renewal decision by NRO (2026-Q2) |
Maximum 4 companies. Pass slugs in the ids query parameter, comma-separated. Try SpaceX vs Blue Origin vs Rocket Lab vs Firefly.