u/TowerStreet1

This doesn’t seem to be D2D or D2C so not direct competition but it’s getting clearer by day where whole satellite 🛰️ 📡 communications is heading.

ASTS does have proper GTM strategy and partnerships

The stock is lagging a lot compared to real momentum we keep seeing on ground everyday, every week.

What’s cooking with Meta/WhatsApp?

Am sure DoD pricing is always higher for same thing but if this is commercial pricing for ASTS as well, it is through the roof.

All things equal, this will be $1.3B for 15 Falcon 9 launches for 45 satellites.

However I feel even if this is the cost, we must pay to get to beta.

Remember this is the most bearish analyst turning “neutral” from “always negative”

I don’t see this posted here.

Watch out for this. This will be competition soon.

The authorization supports TT&C and feeder links for:
• FM1
• BlueBird 1–5
• BlueBird 6–25

How does this impacts ASTS HALO opportunity?

Lot of development this month all across in this space….its becoming difficult to keep track of who is doing what 🙂

• The X post discusses an FCC filing by AST SpaceMobile authorizing LEO satellite tests in the 902-928 MHz band to demonstrate radiolocation and radar capabilities for the US Space Development Agency and Space Force programs.
• It analyzes the dual-use potential of AST’s phased array satellites for both commercial broadband and military applications, including overhead tracking of aircraft, hypersonic vehicles, and passive geolocation of Link-16 signals, which could reduce the effectiveness of stealth designs.
• The author argues this creates significant unpriced government revenue opportunities in programs like Golden Dome missile defense, where commercial funding subsidizes near-zero marginal cost sensing for the military, strengthening the long-term investment case.​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​

The X post speculates that AST SpaceMobile’s satellites have undocumented radar capabilities at 928 MHz, supported by FCC authorization for the 902-928 MHz band and antenna element spacing of exactly 161 mm matching half-wavelength at that frequency.
• Block 2 satellites with 100 kW transmit power and 42 dBi gain could achieve 1.6 GW EIRP, enabling detection ranges up to 1,200 km for 1 m² RCS targets from 500 km orbit and persistent surveillance over millions of square kilometers per satellite.
• Additional features like dual-polarization for distinguishing aircraft from biological targets, panel-level PNT receivers enabling coherent multistatic radar with ~0.16 m resolution in triplets, and full 360° field of regard suggest advanced dual-use space domain awareness and Earth surveillance applications.​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​

• The post analyzes AST SpaceMobile’s Block 1 satellite test data showing 9.89 bps/Hz spectral efficiency (98.9 Mbps over 10 MHz), inferring higher antenna gain of 42-44 dBi than prior 36 dBi estimates, based on Shannon-Hartley theorem and radar physics.
• This revised performance enables strong passive SIGINT collection of Link-16 military datalinks from aircraft and ships with high SNR margins, plus active L-band radar modes capable of detecting small RCS targets including stealth aircraft.
• Overhead illumination from LEO exposes the dorsal surfaces of stealth platforms like F-35 and B-21, where traditional designs optimized against ground/airborne threats are less effective at L-band frequencies, with Block 2 satellites amplifying these capabilities further.​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​

Lot of good info here not published before.

This can go as DD as well.

I think we will have much aggressive launch cadence. We will get capacity from SpaceX with support from Vulcan.

For BO, they have to show reliability with fully successful 3-5 launches in row. So for now we should keep them out of equation. Any launch capacity we can get from BO should be “supplemental” in nature.