Ruben H🅰️rtog

[Businessclub SV Spakenburg @svs_business]

Blauwe Derby Preparty, zaterdag 24 oktober.

Vanaf 12.30 uur in de kantine: lunch, DJ Luciën en de wedstrijd live op groot scherm. Nieuwe hoofdtrainer Jos van der Veen stelt zich voor.

Aanmelden uiterlijk vandaag nog:
https://t.co/DQ9oiaKvZg

#SVSBusiness

[Businessclub SV Spakenburg @svs_business]

Waar 300+ mkb-bedrijven elkaar tegenkomen.

Netwerklunches op wedstrijddagen, plus botterwedstrijd, golftoernooi, kerstborrel en netwerkbijeenkomsten met sprekers.

Het hele seizoen door.

https://t.co/AulnG7AZDQ

#SVSBusiness

[Businessclub SV Spakenburg @svs_business]

Wat krijg je als businesspartner?

• 1 tot 6 businesspassen, vaste stoelen
• Uw naam op led, gids en website
• Netwerklunches en events, hele seizoen
• Ruim 300 bedrijven in de regio

Vanaf € 1.600. Straks in ons nieuwe onderkomen.

https://t.co/AulnG7AZDQ

#SVSBusiness

[Businessclub SV Spakenburg @svs_business]

Smink Infra & Giga Meubel nieuwe Businessclub members

De businessclub heeft weer 2 prachtige bedrijven uit de regio aan zich weten te binden. Steeds meer ondernemers uit de regio treden toe tot de blauwe businessclub.

https://t.co/ZnaJRD8Azy

@SV_Spakenburg

[Ruben H🅰️rtog @RubenHartog_]

AST SpaceMobile +6.3% to $63 today. Look what stacked up this week:

BlueBirds 11-13 in orbit. New US patent: tiled antenna with heat pipes - the thermal bottleneck for high-power direct-to-device arrays.

Berenberg: Buy, $92.

$ASTS #ASTS #SpaceMobile

[Ruben H🅰️rtog @RubenHartog_]

AST now reports a ~$1.3B revenue backlog, $3.7B+ pro forma liquidity and 2026 revenue guidance of $150M-$200M. My bullish view: if beta service and deployment execute, AST could enter commercialization with both demand and funding already visible. $ASTS #ASTS #SpaceMobile

[Ruben H🅰️rtog @RubenHartog_]

Six BlueBirds launched in just 50 days. 13 spacecraft now in orbit, BB14-16 nearing shipment and BB17-46 already in production. If AST sustains this cadence, the constellation could move from promise to operating infrastructure remarkably fast. $ASTS #ASTS #SpaceMobile

[Ruben H🅰️rtog @RubenHartog_]

AST says nearly 60 MNO partners serve 3B+ subscribers. My bullish view: if deployment works, this partner-led model could scale global access through existing carriers—without AST building a retail network in every market. $ASTS #ASTS #SpaceMobile

[Ruben H🅰️rtog @RubenHartog_]

AST’s Q2 10-Q lists ~3,900 patent and pending claims, with ~2,100 granted or allowed. My bullish view: if direct-to-device scales, that IP depth could become more than defense—it may strengthen licensing and partner leverage. $ASTS #ASTS #SpaceMobile

[Ruben H🅰️rtog @RubenHartog_]

AST launched BlueBirds 11-13 together on Aug. 5. Speculation: if on-orbit checkout tracks plan, commissioning three at once could accelerate lessons in activation and coordination—useful groundwork for a denser commercial network. #ASTS #SpaceMobile

[Ruben H🅰️rtog @RubenHartog_]

AST’s Q2 10-Q says its ~$1.2B remaining performance obligations exclude future MNO revenue-share tied to customer usage. Speculation: if beta service converts into real traffic, recurring upside could extend beyond today’s contracted base. $ASTS #ASTS #SpaceMobile

[Ruben H🅰️rtog @RubenHartog_]

AST’s Q2 10-Q says MNOs are building ground infrastructure for commercial readiness; recent FCC clearance also enables 800 MHz satellite trials. Speculation: if testing validates integration, the path from beta to paid service could narrow. $ASTS #ASTS #SpaceMobile

[Ruben H🅰️rtog @RubenHartog_]

Speculation: AST’s phased rollout could validate demand and unit economics before full continuous coverage. If 25 satellites enable selected-market service as its 10-Q says, early MNO usage might de-risk the larger 45–60 satellite buildout. $ASTS #ASTS #SpaceMobile

[Ruben H🅰️rtog @RubenHartog_]

AST SpaceMobile says U.S. government awards now exceed $125M, supporting its $150M-$200M 2026 revenue outlook. Encouraging diversification beyond consumer D2D, though milestone delivery and deployment execution still matter. $ASTS #ASTS #SpaceMobile #GovTech

[Ruben H🅰️rtog @RubenHartog_]

AST SpaceMobile says integration tests are underway in 8 European countries with Vodafone, Orange, Telefónica, Deutsche Telekom and Vodafone Ukraine, subject to approvals. A concrete step toward commercial deployment; execution remains key. $ASTS #ASTS #SpaceMobile #Europe

[Ruben H🅰️rtog @RubenHartog_]

AST SpaceMobile disclosed advanced talks with Rakuten around a Japanese LEO infrastructure project worth up to ¥148B (~$1B). A major potential validation for sovereign D2D—but the JV and government funding are not secured. $ASTS #ASTS #SpaceMobile #Japan

[Ruben H🅰️rtog @RubenHartog_]

AST SpaceMobile’s latest 10-Q says agreements with multiple launch providers support a planned campaign of 60+ Block 2 BlueBirds. That capacity strengthens the path to scale, though timing still depends on satellite, vehicle and logistics readiness. $ASTS #ASTS #SpaceMobile #LEO

[Ruben H🅰️rtog @RubenHartog_]

$ASTS’ 10-Q records BB7 de-orbited after its launcher placed it too low. By contrast, BB8-BB10 were deployed in July and BB11-BB13 launched Aug. 5. The cadence is accelerating, but launch and deployment execution remain real risks. #ASTS #SpaceMobile #Satellites

[Ruben H🅰️rtog @RubenHartog_]

AST SpaceMobile says it has activated an initial 3,000 digital cells across the continental U.S. as it prepares beta service with selected MNO partners in 2026. That shifts the test from isolated demos toward network-scale validation. $ASTS #ASTS #SpaceMobile #D2D

[Ruben H🅰️rtog @RubenHartog_]

$ASTS says it now has partnerships with 60+ mobile operators representing 3B+ subscribers globally. That distribution reach is the strategic moat; converting it into live, recurring service revenue is the next proof point. #ASTS #SpaceMobile #DirectToDevice