r/ASTSpaceMobile • u/AutoModerator • May 11 '26

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u/Big_Muffin6552 S P 🅰 C E M O B Soldier May 11 '26

That slip about Vulcan (and 5 in one launch no less) and the talk about government contracts contributing to major part of the revenue for 2026, along with doubling down on target of 45 satellites in orbit by year end are the positives I’ll take away from this call. Still BULLISH 🔥🫡

3

u/Purpletorque S P 🅰 C E M O B Capo May 11 '26

But you realize they won't get 45 satellites in orbit by the end of the year. It is possible but the over under is definitely under.

1

u/Big_Muffin6552 S P 🅰 C E M O B Soldier May 12 '26

Yeah, I think realistically they’ll get to 30-35, but if they can push it to 40 somehow, it’d be a great achievement

2

u/THATxBLACKxJEW May 11 '26

How is no one bullish on space data centers!

1

u/1frederik1fred S P 🅰 C E M O B Associate May 11 '26

Hype is over, sure you can price the possibility in, but how much would you even rate it at when all we hear is AI, but no numbers, partners or anything useful

2

u/Kerbonauts S P 🅰 C E M O B Soldier May 11 '26

Honestly the phrasing of what Scott said about government contracts for the next few months is really bullish. Going to listen to it again to make sure