🛰Cyrus D🅰️ Great 📶

$ASTS To Anyone who’s interested in @AST_SpaceMobile the thread below contains absolutely ALL essential videos and interviews that have been released up today! Huge Thank You to @spacanpanman for compiling this! 🙏🙏🙏

AST SpaceMobile Commends Proposed Direct-to-Device Joint Venture by U.S. Mobile Network Operators businesswire.com/news/home/2026… #ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds

Space-based cellular broadband to every American is coming!🤠📶 @ATT @Verizon @TMobile

BlackRock increased its position in $ASTS by 20% Almost +4M shares since Q4 2025 Institutions know what they’re doing Just wait until shipment announcements baby!

$ASTS: I’m going to pop these open on Batch-1 shipment announcement SOON™️

$ASTS: 🚨 T-MOBILE CFO EXPRESSES EXCITEMENT FOR AST SPACEMOBILE AND AMAZON SATELLITE SERVICES, BEYOND STARLINK Craig Moffett: So I want to close the book on this topic, but I imagine this is probably very top of mind for a lot of people in the room. And that is, are the LEO Satellite Services competitors, or are they complements? Peter Osvaldik, Chief Financial Officer: Yes, they're absolutely complements. And that's why we're excited that Amazon and Globalstar partnership is getting in there. You have AST getting in there. So I think it'll be -- they'll have a great competitive set there for the complementary service.

$ASTS: The future is now 🔥 The only space-based cellular broadband provider - AST SpaceMobile

$ASTS: The eagle has landed 🎲 The last time I was in Vegas was May 2025. AST SpaceMobile was at $25 and subsequently went on a multi-week unidirectional rally to $55 over June. BB8-10 batch shipment is going to ignite the engine

$ASTS - My favorite part of the earnings calls is always the part where @scottwisniews tells us what's going on, and what to look forward to. "Since our last business update ten weeks ago, we have continued to execute against the broader commercialization priorities we laid out at the start of the year. Our key task leading the business is to leverage our revolutionary technology deployment and best in class partnerships to achieve our twenty twenty six and twenty twenty seven revenue objectives. As we build out the revenue platform for the company to maximize long term shareholder value, the market pull for our network, the one we're deploying today, a global, resilient, space based cellular broadband network with dual use capabilities. It remains extremely strong. Against this backdrop, we have recently signed additional mobile network operator contracts and received additional U.S. government awards. First, we announced an agreement with Telus as our second partner in Canada, who also made an equity investment in Telus, and Bell will be our commercial partners in Canada. In Africa we are pleased to be partnering with Axiom Telecom, a Pan-African operator, in eleven different countries, joining our existing agreements with Vodacom, Orange and MTN. Our dialogue globally with mobile network operators has increased in both volume and depth, and we've been building out the broad organizational capabilities to support the rollout of commercial services in these markets. Looking ahead, we expect additional agreements to be signed with increasing velocity throughout twenty twenty six. On the US government side, we continue to grow the pipeline with three additional awards through Prime Contractors. These awards address three unique use cases across secure communications and non communications capabilities, reflecting strong proof points ahead of larger contracts. Alongside further developing these important national security capabilities, including those related to Golden Dome, these awards are expected to contribute significantly to twenty twenty six. Revenue objectives. As a reminder, our goal across all our contracts is to develop capabilities that could grow into programs of record, with billions of annual revenue potential in aggregate over the medium and long term for missions important to US national security. As a commitment to these Efforts, we've made significant progress expanding our organizational capabilities through AST space mobile wholly owned government and defense subsidiary. This alignment enables us to better allocate resources and expand our organizational capabilities to best serve the US government customer. Transitioning to revenue. We achieved nearly fifteen million dollars in reported revenue during Q1, again driven by milestone achievements under our US government contracts and commercial gateway deliveries to minnows. On the commercial side, we saw execution with four different customers that contributed to revenue in the quarter, with the hardware to deliver initial commercial services now in their respective regions across five continents. The ground readiness initiatives that a Bell referenced are firmly underway. This is an important step to have started during twenty twenty five, because it gives the teams on the ground time to prepare, deploy real hardware solutions for backhaul, and integrate with customer network cores. This is a very significant operational effort that is an important leading indicator ahead of Commercial Service Activation twenty twenty six. Revenue will benefit from this commercial deployment effort as we deliver against existing contractual orders and signed new contract wins, both of which show a deep pipeline. Turning to revenue from our US government business. We executed across five existing contracts during the quarter, further demonstrating the in-orbit capabilities of our Bluebird satellites. To give you some additional color, we advanced milestones under our prime contract with the Space Development Agency as part of the Europa Track two Commercial Solutions program under Halo. This work is focused on delivering operationally relevant tactical communications capabilities directly to government and devices. We also advanced our communications efforts with milestones against contracts. Where fair wins is the prime contractor, some of which is a follow on related to our previously demonstrated Mntn tactical Satcom capabilities. That field test showcased real time connectivity to a tactical assault kit over a VPN, with multimedia streaming via the Tactical Assault Kit and secure multi-party video calls, all executed on standard, unmodified smartphones with active participation from US Indopacom, including representation from multiple branches of the United States Armed Services. Lastly, we also continued to execute against our contract with the Space Development Agency through a prime contractor for non communications, on orbit testing and capability development. The progress we are seeing across both commercial and government activities supports our confidence in reiterating our twenty twenty revenue guidance of one hundred and fifty million to two hundred million dollars. This outlook is supported by our existing contracted pipeline with additional upside potential from new government awards. What we are seeing in the first half of twenty twenty six is continued progress in building out the revenue base ahead of a large jump in twenty twenty seven. As I described on the last call, we see the twenty twenty seven revenue opportunity approaching a billion dollars, comprised of revenue, both long term contracted or highly recurring in nature. We expect this growth to be driven from one our scaled network in orbit for cellular broadband service as it becomes available, and some of the largest markets worldwide, and two providing one or more increasingly scaled use cases for the US government. Taken together, we are steadily executing across our key priorities, remaining focused on the critical near-term objectives like revenue generation, partner ecosystem and scaled network deployment."

In a month or two, people look back and realize it was all right there. What stopped them? They couldn’t look ahead just 1-2 months. $ASTS

ADDITIONAL LAUNCH PROVIDER CONFIRMED TO BE ULA 🚀 $ASTS

$ASTS this is getting wild. Short interest at record highs at 66.7M which is a $5B short at $75. Short volume is making up roughly half of the volume everyday with some days making up the majority of the volume. More and more it’s becoming apparent that ASTS is being targeted. Even in pre market you can see signs of it with nearly every space stock this morning up 3-6% while ASTS struggles to hold at 1%.

$ASTS: Real-time short interest now 66.7M, an all time high

$ASTS did hit $86’s yesterday highs in after hrs. Now at $71… Good reload area.

$ASTS: Starting to feel criminally undervalued again ✅ unique differentiated technology (massive deployable spacecraft) ✅ proven technology (~98Mbps direct to an unmodified cell phone) ✅ completely derisked regulatory wise ✅ premium spectrum resources secured from MNO partners that hold an equity stake and through rev share agreements ✅ scaling manufacturing through automation and manufacturing sq footage. 95% vertically integrated ✅ multi launch provider strategy with SpaceX, Blue Origin, and ULA ✅ history of working with the government, 11 contracts secured ✅ coordinated ground infrastructure build out in the next 12 months ✅ fortress balance sheet of 3.5B in cash What’s missing: - proven launch cadence - uncontrolled testing at scale Both of these will be proven out in the coming months As an equity investor since the $2 days, this is the most certain I’ve ever been of the companies future

I just ran the numbers And nothing has changed with $ASTS after those Earnings But now you get a discount because they wanted cheaper shares

AST SPACEMOBILE PLANS TO HAVE 2 BATCHES OF SATELLITES READY TO SHIP IN JULY 🤯 Production is really ramping up! $ASTS

$ASTS earnings reaction is all about the momentum chasers after the 30% jump in two days. The update is positive. Momentum chasers needed a big surprise to keep it going at the rate it was running. They are getting wiped. Let it reset, put in a higher low and head higher as we get batch delivery and launch. *NFA

We have the building blocks to enable AI data centers in space. Our sole focus right now is building BlueBird satellites to deploy our constellation. That said, we have patents that can be licensed and in the longer run once the 2nd shell is up, we will have production capacity that can be used elsewhere.

$ASTS: 60 Global MNOs covering over 3 billion subscribers and $1.2 billion in contracted commercial revenue.

$ASTS: Great excerpt from @thekookreport space last night: Some dope on reddit said "the first thing I learned in business school…" Dude, that’s your first mistake. You had to go to business school. Whatever he learned from a professor in business school who’s never run or owned or founded a business, was that the best business practice is to “under promise and over deliver.” Actually not true. If you are a radical renegade of funk that’s redefining an industry, the best business practice is to be batshit crazy and inspire your team to do the impossible. Even if you’re delayed, it’s way the hell better than impossible. That’s what Abel Avellan does. That’s what Elon Musk does. ... You have to rally the team. You have to have a team that is killing themselves against impossible goals, and you will probably miss those goals. But you can't then communicate internally an aspirational goal, but then publicly be like, just kidding. And so you got to then look at the actual results, which again can be delays against previous promises, but still the accomplishment of things thought to be impossible. That's a beat. youtu.be/Q7b_D5diW_4?si…