$ASTS: JAPAN'S RAKUTEN TO DEBUT SATELLITE-TO-CELL SERVICE WITH STARLINK RIVAL AST - NIKKEI
Space-based network rolls out as soon as this year, will support video calls
TAKAHIRO YAMAMOTO
September 5, 2026 01:20 JST
TOKYO -- Japan's Rakuten Group plans to launch a direct-to-mobile satellite communications service as early as this year through a partnership with U.S. company AST SpaceMobile, competing directly with SpaceX's Starlink system.
The tech group and AST SpaceMobile will establish a company in Japan this year that operates the satellites. Satellite telecommunications offer various applications including disaster recovery. The partners also envision expanding the business beyond Japan.
AST SpaceMobile, founded in Texas in 2017, went public on Nasdaq in 2021. Abel Avellan, the chairman, CEO and founder, previously managed another satellite communications firm.
When Rakuten made a full entry into the mobile business in 2020, the Japanese group formed a strategic partnership with the U.S. company that included an investment.
AST SpaceMobile's satellite communications technology can support video streaming as well as voice calls. In a trial conducted with Rakuten last year, the partners enabled video calls via satellite.
The antennas attached to the satellites are large, spanning roughly 223 square meters. The size enables high-speed data communications even with a small number of satellites. It is estimated that 90 units would be sufficient to provide services worldwide.
The U.S. company plans to put 45 satellites into orbit by early 2027. The company launched three in August, extending the constellation to 13 units.
Elon Musk's SpaceX, a pioneer in this field, has launched over 10,000 satellites for its Starlink service. But Starlink's network does not yet support video calls. AST SpaceMobile will have a strong selling point if it becomes the first to feasibly offer video calls.
Rakuten also touts the national security benefits of the collaboration with the U.S. partner. The new joint venture will have a nearly 50-50 split, and Rakuten will take the lead in the project.
"It's extremely critical to launch a service with a company that has the significant backing of Japanese capital," said Hiroshi Mikitani, Rakuten's chairman and CEO.
Japan's government is supporting Rakuten's push into homegrown satellite telecommunications. In June, the Ministry of Internal Affairs and Communications said it selected Rakuten's consortium to receive up to 150 billion yen ($962 million) in subsidies.
As a late entrant in Japan's mobile sector, Rakuten has struggled to develop a network of base stations, especially in rural areas. Rakuten has a roaming agreement with KDDI, but the coverage shrinks in October due to the expiration of the deal.
Satellite communication services would let Rakuten supplement parts of the existing mobile network. The challenge involves how far Rakuten can catch up with Starlink.
Last year, KDDI launched a direct-to-mobile satellite communications service using Starlink. Domestic rivals SoftBank Corp. and NTT Docomo started similar services in 2026.
KDDI's user base for mobile satellite communications topped 4 million people as of April, with the service expanding to corporate clients. NTT Docomo had 6.5 million subscribers as of the end of July.
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$ASTS: 🚨 AST SPACEMOBILE NOTIFIES THE FCC THAT BB11, BB12 AND BB13 WERE LAUNCHED SUCCESSFULLY INTO LOW EARTH ORBIT AND ARE OPERATING NOMINALLY
🫡 BlueBirds 11, 12 and 13 are at an orbital altitude of 530km and inclination of 53 degrees as planned
cc: @The_SPACTATOR
$ASTS: AST SpaceMobile notified the FCC today that BB11-BB13 satellites were launched successfully into low Earth orbit and are operating nominally at an orbital altitude of 530 km (+ 30 km) and inclination of 53° (+2°), as authorized.
This puts to bed any claims of issues.
The team has been busy transporting all modules that were removed from the Vehicle Access Tower back to the pad to prepare for re-stacking. We designed and installed floors, pneumatics and electrical panels, and backbone piping on the modules. And we're moving the elevator to the side of the Vehicle Access Tower, freeing up significantly more floor access for our new CONOPS.
Ahead of Labor Day, I want to thank all of Team Blue for your hard work and give a shoutout to the team at the pad for their dedication to our return to flight.
We’ve successfully passed our Preliminary Design Review (PDR) for the 18 satellites we're building for @SemperCitiusSDA's Tracking Layer Tranche 3 (TRKT3) constellation. A big step forward in delivering advanced missile warning & defense capabilities for the U.S. and its allies.
$ASTS the last time Adriana bought she nearly bottom ticked the November 2025 low. She's back buying a larger chunk. In fact, this is her largest open market purchase by dollar amount and 2nd largest by share count following her buy in Dec 2022 at $5.50.
If investors were wondering how those close to the company were feeling, this might be an indication.
Source: https://t.co/VRB9Y8Znpm
*NFA
@OmniAeronautica Thats what I was getting at, we pretty much are in the same boat. The back and forth is not a good look for either party. I have shares in both companies and right now is not the best of times. Let’s hope for a better month mobile forward