🅰️STS Capital

[🅰️STS Capital @ASTScapital]

@jusbar23 Does it work for pictures too?

[🅰️STS Capital @ASTScapital]

@Defiantclient2 @AbelAvellan How do you think the Rev share works in this situation? Does AST still get 50% or some number smaller than that given the investment and still needing to split with MNOs?

[🅰️STS Capital @ASTScapital]

@spacanpanman Huge, that’s a lot of satellites! Hopefully cadence can support it

[🅰️STS Capital @ASTScapital]

@IvanHri91235556 From reading the job description it seems as if Anduril is hiring to build this capability in-house

[🅰️STS Capital @ASTScapital]

@SpacBobby @Rick_in_Miami Also missing incremental revenues from many of the TAM expansions outlined in earnings call (e.g., edge compute, IoT, etc.)

[🅰️STS Capital @ASTScapital]

@thekookreport One thing I think was under appreciated is there are 7 end markets Scott said could become multi-billion dollar run rate opportunities, all incremental to D2D…sounds like $15-20B+ revenue per year is definitely in the model. Thoughts?
@thekookreport @spacanpanman @endless_frank

[🅰️STS Capital @ASTScapital]

@1MoreSmithHere Makes sense - appreciate the response!

[🅰️STS Capital @ASTScapital]

@Yeah_Dave Isn’t AI edge compute (what AST is doing) different than data centers in space? I was under the impression they weren’t doing data centers in space

[🅰️STS Capital @ASTScapital]

@1MoreSmithHere Do you read this as multi-billion $ in 2027, or “starting in 2027 to scale to a business that will (eventually) generate multi-billion per year”

[🅰️STS Capital @ASTScapital]

@spacanpanman Do you read this as multi-billion $ in 2027, or “starting to scale to a business that will (eventually) generate multi-billion per year”

[🅰️STS Capital @ASTScapital]

@DefinitionsNew Do you read this as multi-billion $ in 2027, or “starting to scale to a business that will (eventually) generate multi-billion per year”

[AST SpaceMobile @AST_SpaceMobile]

AST SpaceMobile Accelerates Presence Across Europe with Leading Mobile Network Operators

https://t.co/ouNEo2Ab6D

[🅰️STS Capital @ASTScapital]

@1MoreSmithHere Any more color on why that is great news? Thanks for sharing!

[🅰️STS Capital @ASTScapital]

@CatSE___ApeX___ What do you make of this?
https://t.co/ddsBUriP8U

[Tanner Kirk Ottaway @tottaway22]

@trypto_tran So yeah I thought that after someone mentioned it. Probably likely, but at same time does that fall under what they specifically state?

“launches for sensing and targeting capabilities”

[Another Smith Here @1MoreSmithHere]

$ASTS Wow! AST SpaceMobile starting to get a little more attention.

[🅰️STS Capital @ASTScapital]

@OmniAeronautica I think Kevin said starship only does dispenser style which wouldnt work for AST

[🅰️STS Capital @ASTScapital]

@CatSE___ApeX___ Is C-band clear for direct to device use yet or does AST still need FCC approval before they could do that?

[🅰️STS Capital @ASTScapital]

@CatSE___ApeX___ Essentially 21 is likely testing center of the circle/hexagon and only one connection; how much does that go down when we account for many users and non-center location?

[🅰️STS Capital @ASTScapital]

@CatSE___ApeX___ At scale, would you expect a peak 21 dB SNR drops by 6-10 dB (e.g., due to beam-edge roll-off, distance, and user interference)? Have to guess right now they are testing when at center.

With full constellation what do you think is expected, consistent dB?