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▲ 71 r/ASTSpaceMobile

AST SpaceMobile - $ASTS - Daily Discussion Thread

Sp🅰️ceMob,

Ple🅰️se read the following to get familiar with AST SpaceMobile $ASTS before posting; 

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Do you want to Connect the Unconnected? Looking for a new career? Join AST SpaceMobile

Connectivity is not just a privilege — it’s a basic human right. And our technology is designed to make that right a reality for all.

Th🅰️nk you!

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u/AutoModerator — 8 hours ago
▲ 107 r/ASTSpaceMobile

Nice article on Path to 60. Don’t agree fully but will take it.

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.

x.com
u/TowerStreet1 — 19 hours ago
▲ 134 r/ASTSpaceMobile

Satellite Direct-to-Device in Asia-Pacific: From Pilots to Scale - Sumaiya Najarali, Novaspace

https://preview.redd.it/0c444fwclebh1.png?width=2554&format=png&auto=webp&s=16d76c73b1ff0b2663d311be4b7c715d77c8a8c1

https://preview.redd.it/k2amrz3jlebh1.png?width=2395&format=png&auto=webp&s=ef580e59bb0feda68af6f8d4f2ce02048005c701

https://preview.redd.it/5tb23wd2mebh1.png?width=2044&format=png&auto=webp&s=bb6a9072859513edf3edb0b3024f34df0b90e7fa

https://preview.redd.it/yrmokhtlmebh1.png?width=2436&format=png&auto=webp&s=a191064e3f14c0a1ff68362f6f9bab11dbae2045

https://preview.redd.it/13lxzcwqmebh1.png?width=2416&format=png&auto=webp&s=490788ca78e00c1434581767e608831c2f9da145

https://preview.redd.it/0zwf2nnymebh1.png?width=2486&format=png&auto=webp&s=38f98e6647f2e5dc3e4e266b7b7fc49544e6dc1d

https://preview.redd.it/c8ie2l42nebh1.png?width=2275&format=png&auto=webp&s=899882968d5d98533f5638dad0d4c06aba1eadfd

https://preview.redd.it/rrpi6685nebh1.png?width=2282&format=png&auto=webp&s=fa62069c8a79ec9c3295292a561717fd9feafc0a

https://preview.redd.it/l7xchsq8nebh1.png?width=2282&format=png&auto=webp&s=41a34667d16420b36dfd8f248cf920be57f93109

https://preview.redd.it/7pkpna6bnebh1.png?width=2326&format=png&auto=webp&s=1a676b953654ed620b83505c77bd5dff9f761184

APSCC - 2026 Issue Two Space-Powered Connectivity

https://apscc.or.kr/2026-2/#Satellite

https://preview.redd.it/2mbjloctoebh1.png?width=1330&format=png&auto=webp&s=9fdfdf56b3bdd24c8a04a814686b6991fc040d99

https://x.com/scottwisniews/status/1970298992711110892

reddit.com
u/doctor101 — 21 hours ago
▲ 112 r/ASTSpaceMobile

From 2D Coverage to 3D Connectivity; How non-terrestrial networks are reshaping telecom control points, resilience, sovereignty and growth strategies in Asia-Pacific - Detecon APAC - June 2026- Whitepaper

https://preview.redd.it/oysxms5ceebh1.png?width=2812&format=png&auto=webp&s=1fcc2d549b573578ee2e8d9fae1592a35946f380

https://preview.redd.it/mwc8mpgoeebh1.png?width=2809&format=png&auto=webp&s=4b36bf7df82f5c1908eba3476bca1f0e3ca0804f

https://preview.redd.it/tkoierzueebh1.png?width=2815&format=png&auto=webp&s=0ec5bb166f875b9b347ed1f686922131e712a93c

https://preview.redd.it/rr7l4o14febh1.png?width=2822&format=png&auto=webp&s=fad93379ce48fe096f742cd9c1b2a5ecf7832919

https://preview.redd.it/95u8cd48febh1.png?width=2812&format=png&auto=webp&s=ef434bb334a2fa3ff33c87a2c7e07f3bfe55c92d

https://preview.redd.it/wouc38tffebh1.png?width=2818&format=png&auto=webp&s=f9daa614acba5da2caba4c09892188d248cf43eb

https://preview.redd.it/5mnda0ujfebh1.png?width=2818&format=png&auto=webp&s=cc357291039aef155f0da28e4d689a362b7a5407

https://preview.redd.it/agu4sxxrfebh1.png?width=2812&format=png&auto=webp&s=14431166c48674282045cae0b78958769838e491

https://media.licdn.com/dms/document/media/v2/D561FAQHllFFA1L6evQ/feedshare-document-sanitized-pdf/B56Z7xiAhBGgBA-/0/1782168686333?e=1783825200&v=beta&t=pnz6xpVehof7hGCwlP-cf611KkRjoMpf3E-aY5j78CU

reddit.com
u/doctor101 — 22 hours ago
▲ 117 r/ASTSpaceMobile

AST SpaceMobile - $ASTS - Daily Discussion Thread

Sp🅰️ceMob,

Ple🅰️se read the following to get familiar with AST SpaceMobile $ASTS before posting; 

User flair information and requirements can be found here.

Our comment and post filters requires our members to have at least 25 comment karma and accounts age >1 month old. You can build karma by posting on other subreddits and getting upvotes. This help our community from spam, bots, FUD, etc..

If you want to discuss something off topic, comment in the Off Topic Weekly Discussion thread.

Do you want to Connect the Unconnected? Looking for a new career? Join AST SpaceMobile

Connectivity is not just a privilege — it’s a basic human right. And our technology is designed to make that right a reality for all.

Th🅰️nk you!

- Sp🅰️ceMods

AST SpaceMobile's social media channels;

Homepage
Facebook
Instagram
X
LinkedIn
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Bluesky

reddit.com
u/AutoModerator — 1 day ago
▲ 465 r/ASTSpaceMobile

Simply Wall St updates ASTS Intrinsic Fair Value to $170

Simply Wall St updated its valuation model to reflect AST SpaceMobile's roughly $3.5B cash position. The model also incorporates the new Rakuten joint venture, which was awarded up to $926M in Japanese government J-LEO subsidies.

Based on those updates, their discounted cash flow (DCF) model arrives at a $170/share valuation, assuming strong revenue growth as the BlueBird satellite constellation becomes operational and commercial service ramps up.

simplywall.st
u/CertifiedWwDuby — 1 day ago
▲ 304 r/ASTSpaceMobile

"The US Military and Intelligence Agencies are able to take that (AST SpaceMobile $ASTS) technology and use it to do very unique things—many of which we are not privy to, but we know are going on." - Hennessy Focus Fund Interview with Portfolio Manager Brian Macauley

reddit.com
u/doctor101 — 2 days ago
▲ 113 r/ASTSpaceMobile

AST SpaceMobile - $ASTS - Daily Discussion Thread

Sp🅰️ceMob,

Ple🅰️se read the following to get familiar with AST SpaceMobile $ASTS before posting; 

User flair information and requirements can be found here.

Our comment and post filters requires our members to have at least 25 comment karma and accounts age >1 month old. You can build karma by posting on other subreddits and getting upvotes. This help our community from spam, bots, FUD, etc..

If you want to discuss something off topic, comment in the Off Topic Weekly Discussion thread.

Do you want to Connect the Unconnected? Looking for a new career? Join AST SpaceMobile

Connectivity is not just a privilege — it’s a basic human right. And our technology is designed to make that right a reality for all.

Th🅰️nk you!

- Sp🅰️ceMods

AST SpaceMobile's social media channels;

Homepage
Facebook
Instagram
X
LinkedIn
YouTube
Bluesky

reddit.com
u/AutoModerator — 2 days ago
▲ 126 r/ASTSpaceMobile

JR Wilson Chief of Networks and Spectrum at AST SpaceMobile $ASTS - Ookla webinar; From Space to Your Pocket: How D2D Could Redefine Global Coverage 2026-07-15 at 11am ET

reddit.com
u/doctor101 — 2 days ago
▲ 240 r/ASTSpaceMobile

C🅰️tSE on X: "The charts you should be looking at when investing in $ASTS. Signal to Noise Ratio out of the Ireland testing is mindblowing improvement to what we have seen before. It makes $ASTS quality of service competitive in most areas a rural tower covers.

x.com
u/doctor101 — 3 days ago
▲ 104 r/ASTSpaceMobile

AST SpaceMobile - $ASTS - Daily Discussion Thread

Sp🅰️ceMob,

Ple🅰️se read the following to get familiar with AST SpaceMobile $ASTS before posting; 

User flair information and requirements can be found here.

Our comment and post filters requires our members to have at least 25 comment karma and accounts age >1 month old. You can build karma by posting on other subreddits and getting upvotes. This help our community from spam, bots, FUD, etc..

If you want to discuss something off topic, comment in the Off Topic Weekly Discussion thread.

Do you want to Connect the Unconnected? Looking for a new career? Join AST SpaceMobile

Connectivity is not just a privilege — it’s a basic human right. And our technology is designed to make that right a reality for all.

Th🅰️nk you!

- Sp🅰️ceMods

AST SpaceMobile's social media channels;

Homepage
Facebook
Instagram
X
LinkedIn
YouTube
Bluesky

reddit.com
u/AutoModerator — 3 days ago
▲ 104 r/ASTSpaceMobile

AST SpaceMobile - $ASTS - Daily Discussion Thread

Sp🅰️ceMob,

Ple🅰️se read the following to get familiar with AST SpaceMobile $ASTS before posting; 

User flair information and requirements can be found here.

Our comment and post filters requires our members to have at least 25 comment karma and accounts age >1 month old. You can build karma by posting on other subreddits and getting upvotes. This help our community from spam, bots, FUD, etc..

If you want to discuss something off topic, comment in the Off Topic Weekly Discussion thread.

Do you want to Connect the Unconnected? Looking for a new career? Join AST SpaceMobile

Connectivity is not just a privilege — it’s a basic human right. And our technology is designed to make that right a reality for all.

Th🅰️nk you!

- Sp🅰️ceMods

AST SpaceMobile's social media channels;

Homepage
Facebook
Instagram
X
LinkedIn
YouTube
Bluesky

reddit.com
u/AutoModerator — 4 days ago
▲ 264 r/ASTSpaceMobile

New low bands approved today in Brazil 🇧🇷🚀

The Board of Directors of the National Telecommunications Agency (Anatel) approved this Thursday, the 2nd, the allocation of spectrum bands for the operation of mobile satellite service in Brazil . The measure paves the way for direct-to-device ( D2D ) connectivity between satellites and devices in the country.

The allocation was one of the new features of the Frequency Band Allocation, Destination and Distribution Plan in Brazil (PDFF) for the 2025-2026 biennium. The document was voted on by the regulator this Thursday, following a report by Anatel's substitute board member, Nilo Pasquali.

The approved proposal assigns, on a secondary basis, to D2D a list of frequency bands used in mobile telephony: 700 MHz, 850 MHz, 900 MHz, 1800 MHz, 1900/2100 MHz, and 2500 MHz. The use of the spectrum by satellite companies must always occur in partnership with terrestrial operators holding the bands , Pasquali indicated.

https://teletime.com.br/02/07/2026/brasil-servico-movel-satelite/

🇧🇷 News that came today from Brazil - More low bands approved (700 MHz, 850 MHz, 900 MHz included now) , basically the whole country is now locked in. Soon enough the whole continent followed by the whole world.

We are very early. And not bullish enough. 🚀

u/No-Dare3422 — 3 days ago
▲ 219 r/ASTSpaceMobile

🚨 CATALYST WATCH - STAY FOCUSED™️🚨

I had to update this for the Grain Management FCC Approval news.

NEAR-TERM CATALYSTS:

➡️BlueBirds 11, 12, 13 shipping imminent
➡️Rakuten+AST will submit detailed plans for final CIAJ/MIC approval kicking off the J-LEO project.
➡️Formal approval will be in ~2H of July. Expect heavy PR and Communications around this event. My speculation is that we could see some movement around a Mitsubishi Heavy multi-launch agreement.
➡️AST will file STA w/ FCC to test Grain Management 800MHz spectrum very soon. Grain will conduct a 30-day solicitation to choose a satellite provider. I expect an agreement will be announced w/ AST within the 90-day FCC deadline - November 5th. AST and Grain will have until December 5th to submit detailed plans to meet the FCC's buildout requirement.

Upcoming Catalysts:

☑️$1B J-LEO Japan Project Formal Approval w/ Details 
☑️BB11 - BB13 Delivery to Florida and Launch on Falcon 9
☑️FCC STA to Test 800MHz Spectrum for D2D Service w/ Grain Mgmt
☑️BB8 - BB10 Deployment and Confirmation of Operations
☑️Achievement of ~200Mbps Performance for Block-2 Sats
☑️BB14 - BB16 Delivery to Florida and Launch on Falcon 9
☑️FCC STA to Test 900MHz Military Applications with US Space Development Agency 
☑️Block-2 BlueBird batch launches every month 
☑️Executing MLAs w/ United Launch Alliance, Ariane, Mitsubishi, Relativity and others
☑️Golden Dome (SHIELD Awarded, NOBLE Up Next)
☑️Execution of other DoW, SDA, DIU, and other Military Awards
☑️Grain Management 800MHz Satellite Provider Selection
☑️AT&T Verizon T-Mobile Joint Venture Definitive Agmt
☑️T-Mobile Definitive Commercial Agreement
☑️FirstNet Investment and Definitive Commercial Agreement
☑️FCC Approval of Ligado Modification Application
☑️Execution of more Definitive Commercial Agmts w/ Prepaid Revenue and/or Investment w/ More ~60 global MNOs
☑️Beta Testing w/ AT&T and FirstNet in 2H 2026
☑️Updates on Google Services Agmt Partnership
☑️Patnership with Meta
☑️Initiation of Research Coverage by JP Morgan, Morgan Stanley, Goldman Sachs, others
☑️Expansion of 13x contracts w/ Department of Defense, Space Development Agency, Defense Innovation Unit, Missile Defense Agency and more
☑️FCC 5G Fund grant
☑️Progress on 12 to 37x Block-2 BlueBirds in currently in Production
☑️Proposal for PNT Service Accepted by FCC as Alternative to GPS
☑️Initial Commercial Service w/ AT&T, Rakuten, Verizon, Vodafone in early 2027
☑️Securing +$500M of EXIM and IFC non-dilutive Funding
☑️Securing JBIC non-dilutive Funding for Rakuten Joint Venture
☑️Pursuit of L- and S-Band Spectrum Licenses Globally
☑️Pursuit of Additional Lowband Spectrum in US
☑️EU Allocation of 2GHz MSS Spectrum to SatCo JV
☑️Strategic Partnerships and Investments to Focus on AI Data Center Opportunity
☑️Catalysts the SpaceMob have yet to Contemplate

Recently Completed Milestones:
🚨$1B J-LEO Japan Project Awarded to Rakuten + AST SpaceMobile
✅BB8 - BB10 Launch on Falcon 9
🚨Brazilian Regulator Anatel Approved AST SpaceMoble for Commercial Service and Allocated 10MHz x 10MHz of S-Band Spectrum
✅Reached +3,900 Patent & Patent pending Claims
✅AT&T, Verizon and T-Mobile Joint Venture Formation
✅Achieved 99Mbps performance with Block-1 BlueBird
🚨 FCC Approval for Full US SCS Commercial Service🚨 
✅$45M Verizon Commercial Prepayment Unlocked
✅BB7 💐 Launch on Blue Origin New Glenn-3
✅Demonstrated +150mbps Peak Speed w/ Block-2 BlueBird
✅7x New Design Composite Rings Delivered to Midland
✅Acquisition of New Manufacturing Space in Midland, TX focused exclusively on Micron production
✅Telus Definitive Commercial Agreement w Strategic Investment and $200M Committed Revenue (speculated)
✅Partnership with Orange
✅Partnership with Taiwan Mobile
✅Partnership with AXIAN Telecom
✅Satellite Connect Europe Partnership (“SCE”) with Telefonica
✅SCE Partnership with Orange
✅SCE Partnership with CK Hutchinson
✅SCE Partnership with Sunrise Switzerland
✅SCE Partnership with Vodafone Romania
✅SCE Partnership with VodafoneThree UK
✅SCE Partnership with Vodafone Ireland
✅AST Awarded $30M Prime Contract by US SDA for Halo Europa Program
✅Development of AI Engine to Dynamically Manage Satellite Capacity and Spectrum Efficiency = Seeking 3-10x Capacity Improvement
✅Disclosed over $1.2 billion in Aggregate Contracted Revenue Commitments from Commercial Partners
✅Raised $1.08B 2.25% Convertible Note resulting in $4B of Pro Forma Cash
✅BB6 Unfolding Phased Array
✅AST Awarded Prime Contract Position on US Missile Defense Agency SHIELD Program
✅Filed w/ FCC to modify Existing License to use S-Band spectrum outside of the US
✅$175M Saudi Telecom prepayment to be made by 2025YE
✅BB6 Launched from India on ISRO LVM3
✅Micron Production to Support 6x a Month by End of Q3 2025
✅Expanded Manufacturing Floor Space to 500,000 Square Feet
✅2,000 Global Workforce
✅Established Germany as SatCo JV operations center, filed constellation with ITU
✅Closed $420M bridge financing to support Ligado spectrum transaction
✅Saudi Telecom 10-Year Definitive Commercial Agreement w/ $175M prepayment and over $1.8B value
✅Confirmed L- and  S- band Spectrum to be Incorporated into Next 3GPP release
✅Verizon Definitive Commercial Agreement
✅Raised $1.15B 2.0% Convertible Note resulting in $3.2B of Pro Forma Cash and Liquidity
✅Successful Video and Voice Testing with Bell Canada
✅US Bankruptcy Court confirms AST and Ligado L-band spectrum transaction transaction, deal now only subject to FCC appoval
✅Acquired Global S-Band Spectrum Priority Rights held Under International Telecommunication Union
✅Successfully Completed the First-ever Native Voice Call (VoLTE) and Rext (SMS) with a Standard Cell Phone using AT&T Spectrum and Core Network
✅Hired JR Wilson as Chief of Networks and Spectrum, formerly AT&T VP of Tower Strategy, Roaming & In-Building Solutions
✅Raised $575M 2.375% Convertible Note w/ Capped Call struck at $120, resulting in $1.5B of Pro Forma Cash on Balance Sheet
✅Repurchased $360M of $460M 4.25% Convertible Note
✅Entered into $550M of Non-Recourse Senior Secured Term Loan to fund Ligado Transaction
✅Secured $100M Equipment Loan Facility
✅Moved to Russell 1000 from Russell 2000 Index
✅Demonstrated World's First Tactical NTN Connectivity over Standard Mobile Devices with Defense Prime Fairwinds Technologies
✅Announced Latest MNO Partnership with Vodafone Idea of India
✅Hired Jennifer Manner as SVP of Regulatory Affairs and International Strategy, Former NTIA Senior Advisor of Space and Policy and EchoStar SVP of Regulatory Affairs
✅FCC Accepts AST’s Application for US Commercial Service
✅FCC Chair Brendan Carr and Senator Ted Cruz visit HQ in support of AST
✅Verizon and AT&T Spectrum Lease Agreements filed w/ FCC
✅FCC grants STA for beta testing w/ AT&T, Verizon, Vodafone, Bell Canada, and Rakuten
✅FCC grants STA for Firstnet Evaluation on Public Safety Band 14
✅AST SpaceMobile Forms SatCo Joint Venture w/ Vodafone to Better Serve European market, Selects Luxembourg as HQ and Germany for NOC
✅Secured $43M and $20M Contracts w/ US Space Development Agency and Defense Innovation Unit
✅AST5000 ASIC Development Finished and Integration into Block-2 Sats in Q2 2026
✅Successful Video Calls Completed w/ AT&T, Verizon, Vodafone and Rakuten
✅Exercised Multi-launch Agmts w/ SpaceX, Blue Origin and ISRO
✅Initiation of Research Coverage by Bank of America, Clear Street, Roth Capital, Cantor Fitzgerald, Oppenheimer and William Blair
✅Established Coordination Agmt w/ US National Science Foundation Covering Satellite and Ground-based Astronomy Operations
✅Closed $460M 4.25% Convertible Debt Funding
✅Opened European Research Center w/ Vodafone and University of Malaga in Spain
✅Signed Deal w/ Singapore’s Defense Science and Technology Agency
✅Joined 5G Automotive Association, which Develops and Promotes 5G-based Solutions for Connected Autonomous Vehicles

reddit.com
u/apan-man — 4 days ago
▲ 114 r/ASTSpaceMobile

AST SpaceMobile - $ASTS - Daily Discussion Thread

Sp🅰️ceMob,

Ple🅰️se read the following to get familiar with AST SpaceMobile $ASTS before posting; 

User flair information and requirements can be found here.

Our comment and post filters requires our members to have at least 25 comment karma and accounts age >1 month old. You can build karma by posting on other subreddits and getting upvotes. This help our community from spam, bots, FUD, etc..

If you want to discuss something off topic, comment in the Off Topic Weekly Discussion thread.

Do you want to Connect the Unconnected? Looking for a new career? Join AST SpaceMobile

Connectivity is not just a privilege — it’s a basic human right. And our technology is designed to make that right a reality for all.

Th🅰️nk you!

- Sp🅰️ceMods

AST SpaceMobile's social media channels;

Homepage
Facebook
Instagram
X
LinkedIn
YouTube
Bluesky

reddit.com
u/AutoModerator — 5 days ago