$ASTS: 🚨💵 MNO CAPEX COST SAVINGS STORY UNLOCKED
AT&T CEO John Stankey Q2 Comments:
“I also think that it's possible you could see some shift in serving architectures moving forward in rural areas. I do believe there'll be areas that satellite might serve adequately that allow us to maybe shrink our terrestrial footprint on what I would refer to as poverty sites and sites that sit out there and pick up relatively small amounts of traffic, but provide continuity of connectivity, and that might be able to positively impact our cost structure in those instances, and at the same time, give the customer a really good experience. I do expect rural characteristics of our business to change.”
$ASTS:🚨🇯🇵 AST SPACEMOBILE AND RAKUTEN AWARDED JAPAN'S $1 BILLION J-LEO PROJECT BEATING OUT STARLINK-KDDI CONSORTIUM
AST + Rakuten will now submit a formal grant application with detailed budget, procurement arrangements, financing plan and eligible costs that MIC/CIAJ will formally approve allowing the project to start likely by 2H July
Expect PR from Rakuten and/or AST SpaceMobile in the coming days
A few notable likely implications of this award:
✅Green lights full approval of commercial service for AST and Rakuten
✅The SatCo JV opens KDDI, NTT DoCoMo and Softbank to working with AST SpaceMobile since Rakuten's direct mutually exclusivity ends
✅Multi-launch Agmt w/ Mitsubishi Heavy for H3 rocket
✅Japanese Gov to provide $1B of funding over 3 years
✅Gov funding and backing enables the JV to be bankable and eligible for import/export bank Japanese JBIC-supported debt and guarantees as well as US EXIM financing
✅Future allocation of cellular and/or MSS spectrum - Japan has 120MHz of S-Band available for allocation
Award Notification: https://t.co/iuRiAcGbKm
$ASTS $SPCX: Starlink declaring that it is going to compete directly with MNOs just exponentially INCREASED AST SpaceMobile's strategic value to AT&T, Verizon, T-Mobile, Deutsche Telekom, KDDI, NTT Docomo, Softbank, Vodafone, Orange, Telefonica, Saudi Telecom, Telus, Bell, AND MORE
Also tech cos competing with SpaceX/Tesla will increasingly look to partner w/ AST, just like Google and Meta already have
Vodafone España and Satellite Connect Europe sign commercial agreement to bring satellite-to-mobile broadband connectivity to Spain
https://t.co/xb6Z1yt8HW
The last BlueBird in the convoy is on the move.
BlueBird 9 has officially left our Texas facilities and is heading to Cape Canaveral to reunite with BlueBirds 8 and 10.
Next stop: the launch pad.🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀
Built in Texas. Broadband from space. Designed to connect directly to everyday smartphones. 🌎📶📱
#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds
$SPCX just filed for IPO and listed $ASTS as a competitor.
Reminder than $SPCX is roughly a 2 trillion dollar company and $ASTS is 30 billion.
We are so early.
$ASTS: 🚨🇺🇸 "And we've had a great relationship with AST SpaceMobile. The technology and the approach that they're using is unique for direct-to-device. And I think it's going to be a great path for the first product that comes out that is effectively a seamless and straightforward product for a consumer to use that extends the network and we're going to continue on that path."
- John Stankey, AT&T CEO, JP Morgan TMT Conference 5/19/26
SPACEX VALIDATES AST SPACEMOBILE AS A DIRECT COMPETITIOR
AST SpaceMobile just got the ultimate validation, straight from SpaceX's S-1 IPO filing.
SpaceX filed its S-1 today, which is 227 pages long. One name in the satellite-to-mobile competition section stands above the rest as it's the ONLY competitor.... AST SpaceMobile 🧇
In SpaceX's own words, filed with the SEC, their Starlink Mobile offering "competes with other satellite-to-mobile satellite operators including, among others, AST SpaceMobile, Lynk, Globalstar and Skylo."
Let that sink in.
The most powerful space company on Earth, valued at trillions, just told the world's investors that AST is a named competitor they take seriously.
This isn't the Sp🅰️ceMob, this is Elon Musk's lawyers, in a federal securities filing, putting ASTS on the map.
$ASTS
A BlueBird convoy is officially underway.
Two BlueBirds are already making their way to Cape Canaveral, with the third close behind.
Next stop: the launch pad. 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀
Built in Texas. Broadband from space. Designed to connect directly to everyday smartphones.🌎📶📱
#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds
$ASTS EARNINGS TOMORROW
WHO IS READY?
Hoping to hear about:
- contracted revenue
-manufacturing/ launch cadence
- gov contracts
What are you hoping to hear ?
Peak download speed 98.9 Mbps. From space. With our Block 1 satellites.
Direct to a standard smartphone over international waters. No modifications. No new hardware.
Next-generation satellites expected to nearly double these speeds!
Built in Texas. Space-based cellular broadband. Connecting everywhere. 🌎📶📱
#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds
Inside our new Midland facility, purpose-built for high-volume Micron production.
Nearly 500,000 sq. ft. of manufacturing infrastructure in Texas driving automation and scale.
Supporting production of up to six satellites per month, and a launch cadence of every one to two months on average.🚀
The largest commercial phased arrays ever to be deployed in low Earth orbit.
Built in Texas. Connecting the unconnected with space-based cellular broadband. 🌎📶📱
#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds
Comparing AST SpaceMobile and Starlink - Two Satellite Companies that Couldn’t Be More Different -@CrossroadsOnX
Key takeaways:
•AST satellites are ~35–40× larger than current Starlink satellites (≈2,400 sq ft vs ~65 sq ft), enabling far stronger signal power.
•AST satellites generate ~100–120 kW of power, far more than Starlink designs, which is critical for connecting directly to small smartphone antennas.
•AST already demonstrated broadband voice, data, and video directly to standard phones without special hardware.
•AST acts as a ���cell tower in space” integrated directly into carrier networks, so phones stay on the same network.
•Starlink’s current approach requires a separate satellite network overlay, meaning phones must switch networks when service drops.
•AST’s “bent-pipe” architecture keeps network intelligence on the ground, making upgrades like future 6G easier.
•AST leverages mobile carriers’ licensed spectrum (low-band & mid-band), which works better with existing phones and penetrates buildings.
•Starlink mainly operates on satellite spectrum and a limited slice of carrier spectrum, creating performance and interference challenges for direct-to-phone service.
Conclusion:
•Starlink built the best fixed satellite broadband network, but AST is building a purpose-built space-based cellular network. $ASTS
Full write up: https://t.co/L09lTiD9Mj
CK Hutchison Group Telecom and Satellite Connect Europe partner to introduce seamless satellite connectivity in key European markets
https://t.co/HH1mCFHl5t
KEY STRATEGIC PARTNER VISITS AST SPACEMOBILE
Adriana Cisneros, CEO of Cisneros Group who own over 10 million shares in AST SpaceMobile has made a visit to Midland.
Hopefully this means she's signing the next batch of satellites, like other key partners 🤞
$ASTS