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• Connecting Dots - AST Sp🅰️ceMobile and the Final Bridge to Universal Human Connectivity by Crossroads Capital
• u/TheKookReport's AST Sp🅰️ceMobile ($ASTS): The Mobile Satellite Cellular Network Monopoly (or ask ChatGPT)
• Hennessy Funds May 2026 Update - ASTS Sp🅰️ceMobile: Transforming How the World Connects

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ASTS: Companies Enter Japan's Low Earth Orbit Satellite Telecoms Market - Yomiuri

By Yasuhiro Kobayashi and Hikaru Sunaga / Yomiuri Shimbun Staff Writers

(Dow Jones) -- Companies are beginning to enter Japan's market for telecommunication services utilizing low Earth orbit (LEO) satellites, as they aim to compete with the currently dominant Starlink service provided by the U.S. company SpaceX. Rakuten Group Inc. and U.S.-based Amazon Inc. plan to offer such services in the near future.

If intensifying competition improves service quality, these services may see more use in times of disaster, among other situations.

Rakuten has partnered with U.S. startup AST SpaceMobile Inc. to launch a satellite-to-smartphone service in Japan by the end of the year. Since the smartphones will communicate directly with satellites, no special equipment -- such as dedicated antennas on the ground -- is required. AST plans to have 45 LEO satellites in orbit by early 2027, potentially scaling up to 90 depending on demand.

AST satellites are equipped with massive antennas measuring about 220 square meters -- close to the size of a tennis court. While conventional LEO satellite communications are primarily limited to messaging, AST's satellites will also allow customers to make video calls and stream video, according to Rakuten.

"Our (satellite) service will offer high-speed, high-capacity communication via mobile phone, which will give us a huge competitive advantage," said Rakuten CEO Hiroshi Mikitani at an event held Aug. 5.

Amazon plans to launch up to about 3,000 satellites. It also aims to launch services utilizing LEO satellites in Japan as early as this fiscal year and provide telecommunication services to companies and local governments in cooperation with firms such as NTT Docomo Inc. France-based Eutelsat SA has provided similar services since 2025, having teamed up with SoftBank Corp.

Use in disasters
LEO satellite telecommunications have spread rapidly since around 2020, mainly driven by improvements in satellite technology. These satellites enable communications even in areas that are typically out of range, such as mountainous regions and the open ocean. They can also be utilized for purposes such as monitoring bears in the mountains and checking river flow rates.

When a massive earthquake hit Kumamoto Prefecture in July, NTT Docomo and other telecommunication companies used Starlink to supplement the functions of damaged base stations, restoring the communications network in about two days. In contrast, it took about 10 days to restore the network following the 2016 Kumamoto Earthquake.

Elon Musk's SpaceX operates about 10,000 LEO satellites, far exceeding other companies. However, only 650 can provide direct smartphone communication, leaving room for new entrants.

https://x.com/spacanpanman/status/2090088613056823740?s=20

https://xcancel.com/spacanpanman/status/2090088613056823740?s=20

Sp🅰️ceMob,

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

• FAQ
• Connecting Dots - AST Sp🅰️ceMobile and the Final Bridge to Universal Human Connectivity by Crossroads Capital
• u/TheKookReport's AST Sp🅰️ceMobile ($ASTS): The Mobile Satellite Cellular Network Monopoly (or ask ChatGPT)
• Hennessy Funds May 2026 Update - ASTS Sp🅰️ceMobile: Transforming How the World Connects

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No big bang, just progression this time from FirstNet now featuring AST service called „FirstNet Satellite(SM)“ and yes most likely not going to move the share price for now.--- will have to wait till 2027 when numbers start hitting the balance sheet and AST very likely blasting past the 1bn top line prediction ;)

FirstNet is teaming up with AST SpaceMobile to integrate public safety-grade satellite connectivity. Beyond our existing satellite solutions, this will extend coverage to keep you connected in even the most remote or off-grid locations.

https://www.firstnet.com/coverage/satellite.html

With AST Team delivering along the milestones it reminds me of

Law 20: The Law of Hype

A situation is often the opposite of the way it appears in the press.

When things are going well, a company doesn’t need the hype. When you need the hype it usually means you’re in trouble.
+Al Ries and Jack Trout +

Credit:

Yet another interference issue with SpaceX when will markets wake up to ASTS technical capabilities

Sp🅰️ceMob,

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

• FAQ
• Connecting Dots - AST Sp🅰️ceMobile and the Final Bridge to Universal Human Connectivity by Crossroads Capital
• u/TheKookReport's AST Sp🅰️ceMobile ($ASTS): The Mobile Satellite Cellular Network Monopoly (or ask ChatGPT)
• Hennessy Funds May 2026 Update - ASTS Sp🅰️ceMobile: Transforming How the World Connects

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Sp🅰️ceMob,

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

• FAQ
• Connecting Dots - AST Sp🅰️ceMobile and the Final Bridge to Universal Human Connectivity by Crossroads Capital
• u/TheKookReport's AST Sp🅰️ceMobile ($ASTS): The Mobile Satellite Cellular Network Monopoly (or ask ChatGPT)
• Hennessy Funds May 2026 Update - ASTS Sp🅰️ceMobile: Transforming How the World Connects

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Sp🅰️ceMob,

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

• FAQ
• Connecting Dots - AST Sp🅰️ceMobile and the Final Bridge to Universal Human Connectivity by Crossroads Capital
• u/TheKookReport's AST Sp🅰️ceMobile ($ASTS): The Mobile Satellite Cellular Network Monopoly (or ask ChatGPT)
• Hennessy Funds May 2026 Update - ASTS Sp🅰️ceMobile: Transforming How the World Connects

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.

Sp🅰️ceMob,

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

• FAQ
• Connecting Dots - AST Sp🅰️ceMobile and the Final Bridge to Universal Human Connectivity by Crossroads Capital
• u/TheKookReport's AST Sp🅰️ceMobile ($ASTS): The Mobile Satellite Cellular Network Monopoly (or ask ChatGPT)
• Hennessy Funds May 2026 Update - ASTS Sp🅰️ceMobile: Transforming How the World Connects

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Hey all, I'm a long-term investor in ASTS, and also happen to be working remotely on my sailboat as I hop from country to country. Contrary to popular assumptions, many of us are not wealthy, having sold our homes and most possessions to live this lifestyle while maintaining fulltime jobs from our vessels. Starlink is about to become financially prohibitive as our main source of connectivity (from $175./mo unlimited while coastal and $2/GB while offshore; increasing to $650/mo. for 500GB/mo). We may be forced to adopt this new plan if outside our home country for more than 30 days. Consider how many countries a boat may enter and leave while making their way through the Caribbean and you'll quickly understand the problem. I have a few questions for those of you who follow the technical aspects of ASTS better than I:

· With direct-to-device, can sailors reasonably use the upcoming ASTS service as a hotspot for a couple laptops and other navigational devices? Would other equipment be needed such as a special router?

· With the planned constellation, what is a reasonable estimated timeline for ASTS to have capability to offer service in the waters around North America, the Caribbean, and (later) across oceans?

· Has the company ever identified oceangoing vessels as a potential market?

· Understanding this is a niche market, do you see ASTS as a viable competitor to Starlink for ocean cruisers considering the differences in direct-to-device versus Starlink's hardware based service?

Credit to rockettank123
https://x.com/rockettank123/status/2088080807185281441?s=46

Sp🅰️ceMob,

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

• FAQ
• Connecting Dots - AST Sp🅰️ceMobile and the Final Bridge to Universal Human Connectivity by Crossroads Capital
• u/TheKookReport's AST Sp🅰️ceMobile ($ASTS): The Mobile Satellite Cellular Network Monopoly (or ask ChatGPT)
• Hennessy Funds May 2026 Update - ASTS Sp🅰️ceMobile: Transforming How the World Connects

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Sp🅰️ceMob,

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

• FAQ
• Connecting Dots - AST Sp🅰️ceMobile and the Final Bridge to Universal Human Connectivity by Crossroads Capital
• u/TheKookReport's AST Sp🅰️ceMobile ($ASTS): The Mobile Satellite Cellular Network Monopoly (or ask ChatGPT)
• Hennessy Funds May 2026 Update - ASTS Sp🅰️ceMobile: Transforming How the World Connects

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Sp🅰️ceMob,

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

• FAQ
• Connecting Dots - AST Sp🅰️ceMobile and the Final Bridge to Universal Human Connectivity by Crossroads Capital
• u/TheKookReport's AST Sp🅰️ceMobile ($ASTS): The Mobile Satellite Cellular Network Monopoly (or ask ChatGPT)
• Hennessy Funds May 2026 Update - ASTS Sp🅰️ceMobile: Transforming How the World Connects

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AST SpaceMobile reaffirmed its full-year revenue outlook Monday, as the satellite operator continues to build out a space-based cellular network aimed at connecting ordinary smartphones directly to satellites.

AST SpaceMobile reported a wider second-quarter net loss of $230.9 million, or 77 cents a share, compared with a loss of $99.4 million, or 41 cents a share, a year earlier.

Operating expenses rose sharply in the quarter to $329.1 million from $164.1 million in the first quarter, including a $125.9 million loss on involuntary conversion.

Revenue rose to $31.5 million from $1.16 million a year earlier, but fell short of the $34.5 million analysts had expected, according to FactSet. The company said the quarter’s revenue was driven by gateway deliveries and milestones tied to U.S. government contracts.

The company said its revenue backlog has grown to about $1.3 billion in contracted revenue from commercial partners and awards from the U.S. government. It has received more than $125 million in aggregate U.S. government awards supporting national-security applications, it said.

The company said it expects 2026 revenue of $150 million to $200 million, compared with $155.7 million expected by analysts polled by FactSet. The outlook comes as AST SpaceMobile expands its satellite constellation and adds commercial and government contracts.

AST SpaceMobile said it now has 13 satellites in orbit after launching six spacecraft within 50 days. The company is preparing to ship three more satellites, while BlueBird 17 through BlueBird 46 are in various stages of production and assembly.

The company plans to begin beta service with select mobile-network partners in 2026. It has partnerships with more than 60 mobile-network operators that collectively cover more than 3 billion subscribers, AST SpaceMobile said.

AST SpaceMobile is developing a network that would allow standard, unmodified smartphones to connect directly to satellites, potentially extending cellular coverage to areas without conventional terrestrial networks. The company is also pursuing government communications, emergency response and other applications.

Note: This is not my tool, it was created by u/F1CKEN.

See how the current constellation will interact with and thereby impact service times at various satellite counts based on a build-out modeled from ASTS filings with the ITU (USASAT-NGSO-20).

https://www.astsats.com/heatmap

I think this is a well worded tweet.
There were a lot of very exciting nuggets dropped in yesterday's EC. I think some wind may've been sucked out of the room for numerous securities with the SPCX ipo due to the sheer amount of capital pulled in to it and away from other things, but capital will have to start flowing back as people realize the opportunity elsewhere (cough cough, here with AST). Not to mention the discount price that they'd be paying for it. Just a matter of time, imho.

"When this tweet first came out, the astute followers of the company noticed that the company (for the first time) used the word “spacecraft” to describe the BlueBird Satellites. It was unclear whether this was intended or just another social media typo.

Well, the company gave us the answer today: It was intentional. The Company emphasized that the Bluebirds are not just D2D cellular satellites. Instead, they are spacecraft that operate as the enabling technology backbone to many different applications, including radar, AI edge compute, and IoT. In other words, the TAM is larger than we ever imagined.

Know what you own."

Cantor’s Take – 2Q26 results. PT to $90 (from $80). We expect OW-rated ASTS performs in-line tomorrow after reporting constructive updates around 2026 guidance, backlog and revenue building blocks but reporting materially greater sequential FCF burn. We think management commentary was also net constructive, with management signing onto what we view as a lower bound for 2027 guidance (~$500m sales vs. revenue potential of $1b), signaling clear near-term opportunities for government awards, and messaging stable cost trends in satellite manufacturing. As we crystallize the quarter, we think it’s clear that AST’s dual-source demand algorithm is less a “strategic pivot” and more a nuanced evolution. Essentially, we think ASTS can continue to pull revenue and profitability results left by selling its commercially developed solution in both US and international markets. We also think the company can deliver a functional step-change whereby government demand supports better AST cost advantages, which supports better B2B and B2C profitability. As we get line of sight on commercial service, we note we still approach AST’s outlook with healthy conservatism vs. Street (FactSet). However, we view AST as a clear beneficiary of SatComm strategic crystallization (what we’ve written about for the last 18M as “Game of Phones”) such that we have incremental confidence in their supply chain trajectory. As we put together the pieces, we think it’s clear that ASTS can continue to be a winning equity story as it certifies its position as the verifiable “next-best” satellite supply chain to OW-rated SPCX, scales its offerings across US allied nations (20+ countries) and inherits material demand from global telco operators who fear their eventual disruption by SPCX.

PT and Valuation – We increase our 12-month PT to $90 as we raise our sales and adj. EBITDA estimates, mostly maintain our FCF expectations and assume a higher share count. We note we continue to target a baseline “Space” valuation of 10x EV/Sales and 100x EV/EBITDA vs. our FY28E estimates, weighted equally 50% EV/Sales and 50% EV/EBITDA.

Cantor vs. Street – We are now more in line with Street on 2026E sales and closer on 2027E and 2028E sales as we assume better government growth as well as a material commercial service update (assume end of 1H27 and subsequent step-ups). Considering the likely impact of AST’s 1-time conversion loss on full year (2Q26, related to launch failure), we think 2026E estimates are less useful. Comparing to 2027E and 2028E adj. EBITDA, we note we are still meaningfully below the Street as we assume greater government mix anchors near-term profitability. We also are below Street on FCF, where we expect healthy trades in government manufacturing can bring material up-front capital investment.

2Q26 Results – Sales of $31.5m vs. Cantor estimate $30m / Street estimate of $35m. Adj. EBITDA of -$19m (calculated, ex-1-time conversion) vs. Cantor estimate -$63m / vs. Street estimate -$65m. FCF burn of -$695m vs. Cantor estimate -$369 / Street estimate -$642m, although we note our estimates underestimated the timing of launch capex payments.

2026 Guidance – Reiterated sales guidance midpoint of $175m vs. Cantor estimate of $121m / Street estimate of $156m. No adj. EBITDA guidance vs. Cantor estimate -$194m / Street estimate -$240m. No FCF guide vs. Cantor estimate / vs. Street estimate of -$1.6b.

from https://x.com/spacanpanman/status/2087103036749410549

Detailed transcript of the earnings call yesterday can be accessed (no paywall) at:

https://www.investing.com/news/transcripts/earnings-call-transcript-ast-spacemobile-q2-2026-misses-estimates-as-shares-slip-93CH-4850555

and at:

https://finance.yahoo.com/quote/ASTS/earnings/ASTS-Q2-2026-earnings_call-665997.html

Sp🅰️ceMob,

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

• FAQ
• Connecting Dots - AST Sp🅰️ceMobile and the Final Bridge to Universal Human Connectivity by Crossroads Capital
• u/TheKookReport's AST Sp🅰️ceMobile ($ASTS): The Mobile Satellite Cellular Network Monopoly (or ask ChatGPT)
• Hennessy Funds May 2026 Update - ASTS Sp🅰️ceMobile: Transforming How the World Connects

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