keaze retweeted
AST SpaceMobile Advances Space-Based Cellular Broadband in Europe in Collaboration with European Mobile Network Operator Partners
businesswire.com/news/home/2…
keaze retweeted
AST SpaceMobile Is the New Battleground Stock trib.al/5WyuVjv
keaze retweeted
AST SpaceMobile Stock Is Down on SpaceX News—and It Shouldn’t Be trib.al/2NasoZB
keaze retweeted
Another convoy is on the move.
BlueBirds 14, 15, and 16 have left our Texas facility and are on the road to Cape Canaveral.
Next stop: orbit. 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀
The largest commercial communications arrays ever deployed in low Earth orbit. A scalable platform to deliver space-based cellular broadband connectivity directly to standard phones, support secure government applications, and deliver a new third layer of connectivity.
In Midland, Texas, production continues to advance through BlueBird 50, with more than 20 spacecraft structures now being integrated as part of our assembly process.
One constellation. Connectivity. Resilience. Security. Built in Texas. 🇺🇸🌎📶📱
#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds
keaze retweeted
🚨 AST SpaceMobile / Midland update: Antonov An-124 ADB7120 flew Cancún (CUN) → Midland (MAF) this morning after previously operating through Germany and Colombia.
I’m now at AST’s Midland facility, and I can confirm the flight is for AST SpaceMobile. Several semi-trailers are already waiting at the facility to be loaded.
Given AST’s ongoing BlueBird production ramp and expansion of its environmental testing/manufacturing capabilities, this could be another major equipment or spacecraft-related logistics move.
What’s inside the An-124? 👀🛰️
#ASTS #ASTSpaceMobile #BlueBird #SpaceMobile #An124 $ASTS
keaze retweeted
$ASTS BlueBird convoy spotted at 8:29 AM CDT, about 17 miles east of Big Spring, TX. 📷 32.3252, -101.2019.
keaze retweeted
HOW THE SPACE BIG 4 STACK UP
1. $SPCX (The Backbone of Orbit)
• 3-year revenue CAGR 67% trading at 120x 2029 net income
• Handles ~90% of global payload mass to orbit with 10.3M Starlink subscribers across 160+ countries
2. $RKLB (Vertically Integrated Defense Prime)
• 3-year revenue CAGR 30% trading at 80x 2029 net income
• Second-most-launched US rocket operator with 50+ successful Electron flights & $2.2B contracted backlog
3. $ASTS (Tower in the Sky)
• 3-year revenue CAGR 156% trading at 11x 2029 net income
• Nearly 60 MNO partners covering 3B+ subscribers targeting ~45 BlueBird satellites in orbit by EOY
4. $PL (Eyes From Above)
• 3-year revenue CAGR 25% trading at 105x 2029 net income
• Daily imaging of Earth's entire landmass with a $900M backlog & 116% net dollar retention
keaze retweeted
This is a great article about the state of D2D from the LATAM perspective. The author is a TMT consultant from Deloitte. It is quite long, but would suggest it is read by the SpaceMob.
I have included the conclusion. If this becomes the prevailing advice from (respectable) consultants to LATAM MNOs, there should be a rush to sign with $ASTS.
H/T @DaMadMonk_
💬 𝐋𝐚 𝐨𝐩𝐢𝐧𝐢𝐨́𝐧 de @cgsolomong, Especialista de @Deloitte, en su cuarta entrega de la serie de artículos sobre conectividad satelital D2D y la región.
🔗telesemana.com/blog/2026/06/…
@AST_SpaceMobile @SpaceX @Starlink #LEO #MVNO #SIM #D2D #ConectividadSatelital
keaze retweeted
@blueorigin 's New Glenn just exploded during a static fire at LC-36. $ASTS is down 6% after hours. Before you do anything, read this.
No $ASTS satellite was on this rocket. This was a test firing with no payload.
BB8, BB9, BB10 are launching mid-June on a @SpaceX Falcon 9. Different rocket. Different pad. Completely unaffected. The most important near-term catalyst hasn't changed.
The 45-satellite target for 2026 does not depend on New Glenn. ASTS can hit it on Falcon 9 alone.
What IS a legitimate concern: $ASTS wanted multiple launch providers to avoid depending on @SpaceX - who is also their competitor. New Glenn being grounded again means more reliance on @SpaceX for future launches. That's not ideal but it's manageable. ULA Vulcan and ISRO remain alternatives.
What IS NOT a concern: the next launch, the constellation timeline, or the fundamental thesis. Nothing about tonight changes the $740B D2D TAM, the carrier JV, the EU sovereignty decision, or the SpaceX S-1 repricing.
Algo and some retail will see "Blue Origin explosion" and panic-sell $ASTS because of the BB7 association. That's emotion, not analysis.
The thesis hasn't changed. The June launch hasn't changed. Breathe.
$ASTS 🛰️
Blue Origin's New Glenn just blew up at LC-36 while attempting to Static Fire ahead of NG-4.
nsf.live/spacecoast
keaze retweeted
BlueBirds 8 and 10 have officially arrived at Cape Canaveral.
Next stop: the launch pad. 🚀🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀
Built in Texas. Broadband from space. Designed to connect directly to everyday smartphones. 🌎📶📱
#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds
keaze retweeted
I have always believed $ASTS and Sirius would partner. There is a lot of reasons why it would make sense. The #1 reason being AT&T owns an adjacent WCS Band, b30. However, this band is NOT valuable to AT&T today relative to other bands.
I have to go, but there's a new FCC filing about "weird stuff." The FCC may soon allow S-band holders like Sirius and At&T to lease S-band spectrum directly to 3rd parties like $ASTS. There may be something here worth digging deeper into...
docs.fcc.gov/public/attachme…
keaze retweeted
FCC Grants AST SpaceMobile Commercial Authority to Deliver Direct-to-Device Cellular Broadband from Space Advancing Nationwide, Resilient Cellular Broadband Connectivity in the United States
businesswire.com/news/home/2…
keaze retweeted
The @BlueOrigin @AST_SpaceMobile launch has been tracked by Space Force as catalog 68765, 2026-85A, in a 154 x 494 km x 36.1 deg orbit. Epoch is 1138 UTC which is the time of SECO-1, so this may not be the final orbit. (If it is, then they are indeed toast).
keaze retweeted
$ASTS New shift (4) just added 👀
Shift 1: Mon–Thu 7:30a–5:30p (4x10)
Shift 2: Mon–Thu 6:00p–4:30a (4x10)
Shift 3: Fri–Sun (Days) 6:00a–6:00p (3x12)
Shift 4: Fri–Sun (Nights)6:00p–6:00a (3x12)
nearly 24/7 ops in Midland now
ast-science.com/company/care…
keaze retweeted
TELUS and AST SpaceMobile Partner to Bring Space-Based Cellular Broadband Connectivity to Every Corner of Canada
businesswire.com/news/home/2…
keaze retweeted
$ASTS: 🚨 @orange partners with @AST_SpaceMobile and Satellite Connect Europe on Direct-to-Device (D2D) satellite connectivity, starting with demonstrations in Romania
Orange has ~270M mobile customers as of late 2025. ✅
orange.com/en/press-release/…
keaze retweeted
AST SpaceMobile Awarded $30 Million Prime Contract by U.S. Space Development Agency for HALO Europa Program
businesswire.com/news/home/2…
keaze retweeted
Friendly reminder that $ASTS micron patent filed in 2021 mentioned data centers as a use case 🥸 xitter.cf/i/status/1996706133839…
keaze retweeted
$ASTS Probably just some construction materials headed out of Midland, TX this morning on I-20. But we can dream, right? I thought the shapes looked interesting... just waiting on those BBs to ship.
keaze retweeted
"Boosters On. Wings Out!": AST SpaceMobile Launches Biggest Satellite Yet To Take On Starlink zerohedge.com/technology/boo…
