$ASTS - While a bigger array may seem bullish it actually worries me.
We are already on fourth or fifth iteration of the platform and still no commercial revenue. Would recommend the company to stabilize and generate cash before doing more R&D.
$ASTS: 🚨@AST_SpaceMobile job post confirms:
1) Confirmation of next generation BIGGER array
2) Lanham, MD office moving to Arlington, VA in Q2 2027
👁️
https://t.co/BI6bJJ9aRv
@ZachASTS@Defiantclient2 Reasonable take but what if they decide to pivot again to new architecture without getting existing iteration in the air. When will at least one version stabilize to produce revenue?
@Defiantclient2 I politely disagree @Defiantclient2 . Every company stabilizes a product starts generating revenue before moving forward on R&D. You cannot have an unstable production line + no defined revenue and keep on iterating.
@realjoncooper@AST_SpaceMobile@realjoncooper - I hear you but why would anyone mention $ASTS? We don’t have a functioning service even beta. Even AT&T didn’t mention us in their Q3 earnings call.
The AST SpaceMobile network is taking shape, in orbit and on the ground.
Today, over 60 gateways are in various stages of completion, installation and planning worldwide.
Initial, intermittent coverage targeted before year-end 2026 in the U.S. and other key markets around the world.
A new layer of connectivity, designed to connect directly to the smartphones people already use.
🇺🇸 📶🌎📱
#ASTSpaceMobile #ConnectingtheUnconnected
@Defiantclient2@AST_SpaceMobile@Defiantclient2 - Thanks for calling out the sloppy comms. In an environment where macro is bad and execution has been poor, the company really needs to up its game.
Maybe another scenario is that service is delayed to 2027? I am not a 🐻
@philliplyle410 The jokes just write themselves. It wasn’t enough that macro is bad, launch isn’t available, and production is behind scheduled. The social media team is trolling investors. 😥
@spacanpanman Hi @spacanpanman - this has been coming for at least six months now and MNOs + $ASTS haven’t really accelerated roadmap. Why do you expect things to changes