Joshu🅰️

Convoy complete. BlueBird 9 has officially arrived at Cape Canaveral,  ahead of the next Falcon 9 launch campaign.  🚀🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 Built in Texas. Broadband from space. Designed to connect directly to everyday smartphones. 🌎📶📱 #ASTSpaceMobile #Broadband #ConnectingtheUnconnected

Why to become investor in $ASTS 👇

$ASTS. $740B TAM. On what will be a duopoly or at best an oligopoly. Think Visa vs Mastercard. Nvidia vs AMD. Coke vs Pepsi. This doesn’t need to be winner-take-all. And even if Starlink eventually competes in D2D, the pie is so massive it doesn’t matter. Amazon Kuiper is probably the only player with deep enough pockets to build a full constellation from scratch. But good luck to anyone starting today. Just think about how much capital AST raised to get to where they are on R&D and production. The moment AST’s service is functional, any company that comes after has to have a superior product/service at a cheaper price. People forget AST was literally incubated by two of the largest MNOs on the planet, Vodafone and AT&T. Plus Rakuten and American Tower. Some MNOs have entire internal teams dedicated to AST. This was the industry’s chosen solution from day one, or as John Stankey said “the landlord”. AST has early mover advantage with superior tech. Those are just facts. Abel Avellan invented the direct-to-cell market when every industry “consultant”was calling it a zero. Science fiction. Impossible. “They lied about their capabilities.” Short report after short report. And through all of it, Abel hasn’t sold a single share. Do you get it yet?

$ASTS short away dummies. If Starlink Mobile is looking to charge $18/month in high-income markets for their inferior service what does that imply about AST SpaceMobile's ARPU? To my knowledge, analysts have been using $5-$10 ARPU when calculating future cash flows.

$ASTS PRECIOUS CARGO SPOTTED 👀

If 70% of SpaceX’s revenue is Starlink and it’s looking to IPO at $2T… What is $ASTS worth?

@peterlindmark @AbelAvellan “And now every American can get our service.”

$ASTS @AbelAvellan on CNBC Full transcript: It is great to be speaking with you again. You've stayed very, very busy. There's a lot to get to here with you. But first, let's start with this idea of a joint venture between the largest U.S. telecom providers to add space-enabled connectivity. How will you play in that? Well, I think that's an effort to make, to divide connectivity to every American. And I basically make it in a way that is standard, available in every device, in every phone, for every carrier. And for that, that's great. It's great news, and now every American can get our service. Can you share any details in terms of that relationship and the role you'll play in it? Well, I think we are the only broadband system that is available in terms of technology to basically do hundreds of megabits per second directly to any device. This is a change of how the operators think about where the connectivity from space plays a role in your day-to-day usage of the technology. And I believe this is great news for us. We are a key enabler for this. We invented this. We did the first voice call over satellite, the first 5G connection over satellite, the first broadband connection over satellite. And just a few weeks back, we demonstrated close to 100 megabits per second for a space directly to your phone. And that's very, very unique and a very nice position to be in as we work to transform how people connect. Yeah, I want to get into that a little bit more here in just a moment. You also recently released earnings, maintained full-year revenue guidance. The thing that investors really focus on is these Bluebird satellites and how quickly you can build them and deploy them. I mean, we did see that Blue Origin, New Glenn rocket launch that ultimately ended in a failure to deploy your satellites in the correct positions and to be able to start operating and working. 45 satellites is still your plan for this year. What does that look like? It is, and we're on target. Today, we're shipping the next batch of satellites to the launch pad. We have launches approximately every month. And now it's opening. I mean, we have multiple launch providers as partners, including SpaceX. And we are very excited about what will happen during the year in terms of launches and in terms of multiple launches that we have multiple partners for doing that. Yeah, speaking of SpaceX, I was just in Alaska over the weekend, and it's incredible. You go to parts of the wilderness above the Arctic Circle. There's no roads. In some cases, there's no running water, but there is Starlink. So how do you think about this competitive landscape and this competitive environment when Starlink is looking to do direct-to-device as well? And then, of course, you have Amazon's Leo buying GlobalStar. Yeah. I think it's all revolved about the speed and capacity that you can get into the phone. What has changed the transformation that is happening in the wireless industry is that space is not just when you're in the middle of nowhere. It's when you're driving from here to the Hamptons and when your connectivity is not as good as you expected. So broadband will make a difference, making it available to absolutely every device without any change to the device and really get hundreds of megabits per second into the device. For that, you need a spectrum. You need satellites. And more importantly, you need large satellites because that's really where the tricks happen is physics. You need large satellites that have the ability to listen to the very small power that a small device putting going up to space. And that's what we have. We have over 3,800 patents and patent-bending claims on how to do that. That's what we have demonstrated. And what we're showing, we're showing up today. It's not a future demonstration. We just recently announced close to 100 megabits per second directly to a regular device. Yeah, forget energy. 1(2)

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

@Reformed_Trader Wow! Wait till the market picks this one up.

$ASTS while Tim Farroff tries to spin today's news as indication that Verizon and ATT are doing this to open up their options from ASTS the President of SpaceX is pretty much confirming that is not so much the case👇

Weeeelllll, I guess @Starlink Mobile is doing something right! It’s David and Goliath (X3) all over again — I’m bettin’ on David :)

$ASTS Really good point in here around the 5 to 6 minute mark by Panman that AST PR’ed this JV at the same time the carriers did. Meaning they’re on the inside driving this thing while Starlink, Globalstar etc are on the outside looking in. AST is winning the entire U.S market.

$ASTS President Trump is an AST SpaceMobile shareholder!

@CatSE___ApeX___ is once again right about everything. Spectrum will find its way to the most efficient user.

$ASTS End game is a multi tenant D2D stack where AST will have a monopoly on Lowband in the US. This is the MNO’s positioning against the midband Starlink and Amazon MNO connectivity bundles. Extremely bullish, means we serve T-Mobile as well. Midband will be the competition layer with everyone else. Also small caveat: Existing carrier-satellite agreements will remain in place and the JV partners can continue connectivity efforts independently. 😉

$ASTS LOW BAND IS THE MOAT. AST OWNS LOWBAND. MIDBAND IS THE COMPETITION LAYER IN THIS NEW US D2D JV WHERE STARLINK, AMAZON AND VIASAT WILL COMPETE AND AST AS WELL, BUT IF YOU OWN LOWBAND YOU HAVE AN EDGE IN MIDBAND TOO!

$ASTS: President Trump filed a new Periodic Transaction Report today disclosing 2 separate purchases of AST SpaceMobile (ASTS) in amounts between $1,001-$15,000 in March 17th. Hopefully this is the start of many more future purchases.

$ASTS: 100% of the U.S. Market 💯💯💯💯💯💯

$ASTS: Really interesting PR from AST. Some questions you should be asking yourself: Why did AST have a PR locked and loaded for when the JV was announced? Why was the JV announced after the FCC approved the Echostar deal? Why does the JV say that the parties will continue with their current agreements, but only T-Mobile’s agreement with Starlink is set to expire in next two months? Which satellite constellations work on low-band spectrum?

$ASTS: 🚨 ROTH CAPITAL $108 PRICE TARGET, REITERATES BUY RATING Triumvirate JV Caters to ASTS; Buy This morning, leading US Tier 1 operators (AT&T, T-Mo and Verizon) announced they would form a JV to address Direct-to-Device (D2D) communications to address terrestrial coverage gaps. While ASTS was not named in the release they are publicly supporting the action and have existing strategic partnerships and investments with AT&T and Verizon. We believe this 1) opens the door for ASTS with T-Mo; and 2) appears to be a Tier 1 shot across the Starlink D2D bow. Net, Net, this is a win for ASTS. This morning, AT&T (T-NC), T-Mobile and Verizon (VZ-NC) announced they have an agreement in principal to form JV to accelerate American leadership in D2D and close coverage gaps or "dead zones" in unserved and underserved communities. We view this as a win for ASTS, particularly as Tier 1s appear to be distancing themselves from Starlink, which is widely expected within industry circles to ultimately "run around" MNOs by offering direct-to-consumer D2D connectivity. The pre-existing landscape ASTS already has strategic partnerships for D2D services and an equity investment with both AT&T and Verizon. It is expected that upon the establishment of a commercial constellation (45 satellites targeted by 4Q26) that AT&T and Verizon are expected to be inaugural commercial deployers of the ASTS D2D service capabilities. SpaceX (Starlink) has a previously established relationship with T-Mo, branded as "Direct-to-Cell". This resulted in initial capabilities commencing in mid-2025 for narrowband applications (texting, emergency alerts, location sharing, etc.). In general, we believe this service was successful (1.5%+ penetration at launch), and serves as a precursor to broader D2D adoption. Highlights from the MNO JV The triumvirate JV is an agreement in principal to form a JV to accelerate American leadership in D2D by closing coverage gaps or "dead zones" in unserved and underserved communities. This is expected to improve utilization and efficiency by pooling spectrum resources across the three operators for D2D services. Reading between the lines While ASTS was not named in the release, we believe that ASTS is positioned to be a key partner offering broadband D2D services. Importantly, pre-existing relationships and exclusivity with AT&T and Verizon remain in place. Importantly, this declares that D2D is Both a viable and important service opportunity for MNOs. This is an important validation point, in our opinion. While not explicit, we believe this opens the door for a ASTS with T-Mo under new CEO Srini Gopalan. Again, while T-Mo currently works with Starlink, it presently only offers narrowband capabilities (text, etc.). We also believe this is a not so subtle "shot across the bow" by US-based Tier 1 MNOs. Why? It is widely expected within industry circles that Starlink's spectrum purchases, $17B from Echostar, will be utilized to not only add capacity for D2D services, but to ultimately "go around" or disintermediate traditional terrestrial services. In other words, offer Starlink Mobile direct to enterprise and consumer customers, by cutting out traditional operators. ASTS remains well positioned to be the Switzerland of D2D for global mobile operators, in our opinion. Net, net we view this AM's news as a positive for ASTS.