As I was an engineer in this area - Irridum is 3 decades old technology that was a global failure for Motorolla. I'm pretty sure it's very constrained on what it's capable of doing. It lost for 1/2G cellular networks decades ago and has all possible cost and technology disadvantages compared to modern mobile IoT on 5G or free LoRA alternatives.
It has very narrow gov sector use case on where there's no cell network coverage.
Spectrum may be the only valuable asset there - all the rest is through away.
As I was an engineer in this area - Irridum is 3 decades old technology that was a global failure for Motorolla. I'm pretty sure it's very constrained on what it's capable of doing. It lost for 1/2G cellular networks decades ago and has all possible cost and technology disadvantages compared to modern mobile IoT on 5G or free LoRA alternatives.
It has very narrow gov sector use case on where there's no cell network coverage.
Spectrum may be the only valuable asset there - all the rest is through away.
Hey Alex, it looks like you directionally agree with me :)