8-K 공시
8-K: 주주총회 표결 결과, 기타 주요 사항
첫날 -0.3% · 현재까지 -1.8%
기업
IRDM 주주, Rocket Lab 인수 승인…2027년 중반 마감 예정영어 원문
주주 승인은 핵심 이정표…약 13% 차익거래 스프레드는 시장의 신뢰 반영
첫날 -0.3% · 현재까지 -1.8%
›전개 과정 2회
- 2026-09-25 Shareholder vote clears key hurdle for the acquisition deal
- 2026-09-25 주주 승인은 핵심 이정표…약 13% 차익거래 스프레드는 시장의 신뢰 반영
이전 이벤트 14건›
8-K 공시
8-K: 기타 주요 사항
첫날 +3.1% · 5일 후 +0.2%
M&A·자금조달
Rocket Lab completes $1.94B ATM, fully funds Iridium acquisition영어 원문
Financing closed, reducing deal uncertainty; closing expected mid-2027
첫날 +0.4% · 5일 후 +2.2%
8-K 공시
8-K: 중요 계약 체결
첫날 +2.0% · 5일 후 +3.3%
내부자 매도
내부자 매도 1850만 달러 (내부자 6명)
첫날 -0.3% · 5일 후 -5.5%
8-K 공시
8-K: 정관 개정, Reg FD 공시
첫날 +0.1% · 5일 후 -0.7%
M&A·자금조달호재
Rocket Lab Post-IRDM Acquisition Expected Profitable by 2027 with ~$140M Annual Earnings영어 원문
New details on 2027 profitability and Iridium network offsetting Rocket Lab's burn
첫날 -0.8% · 5일 후 -5.3%
›전개 과정 4회
- 2026-07-22 IRDM announces Q2 results and strategic update; acquisition expected mid-2027
- 2026-07-22 Company updates strategic initiatives, confirms acquisition expected to close mid-2027.
- 2026-08-01 Analysts project combined company profitability in 2027, deal closing mid-2027
- 2026-08-02 New details on 2027 profitability and Iridium network offsetting Rocket Lab's burn
실적호재
Iridium Announces Strategic Partnership with SKYWAVE for Industrial IoT영어 원문
New partnership targets industrial IoT connectivity for heavy equipment manufacturers
첫날 -0.8% · 5일 후 -5.3%
›전개 과정 5회
- 2026-07-22 Revenue $225.2M up 4% YoY, but EPS below Zacks consensus
- 2026-07-22 Q2 EPS missed estimates, but total revenue rose 4% YoY to $225.2M.
- 2026-07-23 Zacks confirms Q2 results and acquisition status, same line as prior earnings event
- 2026-07-24 Deal price and total value disclosed; closing expected mid-2027
- 2026-07-28 New partnership targets industrial IoT connectivity for heavy equipment manufacturers
실적
실적 발표
첫날 -0.8% · 5일 후 -5.3%
8-K 공시
8-K: 실적 공시
첫날 -0.8% · 5일 후 -5.3%
M&A·자금조달악재
Amova Cuts IRDM Stake by 34.1%영어 원문
Institutional reduction coincides with Q2 results and pending RKLB acquisition
첫날 +25.4% · 5일 후 -6.4%
›전개 과정 15회
- 2026-06-29 $54/share with $27 cash plus stock, combining satellite network and launch capabilities
- 2026-06-30 $54/share with $27 cash and stock; combines launch capabilities with satellite constellation
- 2026-07-02 CNBC interview and multiple X posts discuss deal, telecom-AI convergence
- 2026-07-03 Multiple X accounts discuss Rocket Lab becoming end-to-end space company post-acquisition, and speculate on next target
- 2026-07-03 Multiple independent accounts reference IRDM-RKLB deal and highlight Iridium PNT reliability for critical industries
- 2026-07-06 Deal terms and dividend policy clarified as acquisition progresses, defining shareholder return path
- 2026-07-07 Iridium completes Aireon acquisition; investor law firm probes Rocket Lab deal fairness
- 2026-07-08 Investor rights firm Halper Sadeh probes IRDM among four firms over deal fairness
- 2026-07-08 Rocket Lab announces $8B acquisition of Iridium; shareholder probe ongoing as deal advances
- 2026-07-10 Multiple sources reference the deal, but no new facts today; only recaps of prior news
- 2026-07-10 Multiple sources reiterate the acquisition plan and record launch contracts; no new factual developments
- 2026-07-18 Multiple sources confirm IRDM's strong FCF provides financial flexibility for post-acquisition expansion
- 2026-07-20 Bessemer raised stake 54,682% in Q1; analyst sees core revenue growing ~8% annually to $1.30B by 2030
- 2026-07-21 Institutional moves diverge as Amova trims 34.1% vs Bessemer's large increase
- 2026-07-21 Institutional reduction coincides with Q2 results and pending RKLB acquisition
제품호재
Iridium and Intellian Launch C100M GMDSS Maritime Safety System영어 원문
Extends Iridium Certus safety portfolio with compact new option
첫날 +0.6% · 5일 후 -3.3%
›전개 과정 4회
- 2026-07-14 First-to-market ultra-compact chip shields GPS/GNSS devices from jamming and spoofing
- 2026-07-15 Following yesterday's announcement, multiple sources today confirm the chip offers a first-to-market solution targeting global satellite navigation vulnerabilities
- 2026-07-16 Analyst notes chip will be RKLB's post-merger, extending prior PNT ASIC commercialization line
- 2026-07-21 Extends Iridium Certus safety portfolio with compact new option
8-K 공시
8-K: 중요 계약 체결, 신규 채무 발생, 이사·임원 변동
첫날 -2.9% · 5일 후 -4.4%
8-K 공시
8-K: 중요 계약 체결, Reg FD 공시
첫날 +25.4% · 5일 후 -6.4%
기타호재
IRDM call activity persists; Aug 50C OI +19k영어 원문
Aug 50C OI up 19k contracts; again flagged in unusual call volume scan
첫날 -4.3% · 5일 후 +31.8%
›전개 과정 2회
- 2026-06-24 Multiple sources confirm unusual options activity, with large Aug 50C trades
- 2026-06-25 Aug 50C OI up 19k contracts; again flagged in unusual call volume scan
방향별 정리 · 원문 링크
최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님
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