David Barden
Communications Services US and Space Direct to Cell
David Barden heads up the U.S. Communication Services research team and is a part of the Space research team. He has more than 30 years of global sell-side research experience and most recently served as Head of U.S. and Canada Communications Research at Bank of America Merrill Lynch. He has been consistently recognized among the industry’s top analysts, including a double Institutional Investor All-America ranking in 2024.
Lead Analyst
Research
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Rocket Lab/ Iridium Deal: Call slidesJuly 2, 2026 — James Ratzer, Pierre Ferragu and David Barden
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How long do SpaceX’s satellites actually last?July 1, 2026 — Pierre Ferragu, James Ratzer and David Barden
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ECHO: DBS files for bankruptcy, it’s not as bad as it soundsJuly 1, 2026 — David Barden
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Rocket Lab acquiring Iridium: fast-tracking the full-stack play and pushing further away the antitrust risk for SpaceXJune 29, 2026 — Pierre Ferragu, James Ratzer and David Barden
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Can datacenters fly... or swim?June 29, 2026 — Pierre Ferragu, James Ratzer and David Barden