🚨🚨 $ASTS WEEK IN REVIEW🚨🚨
Vodafone DA, stock market frustration, and much more in the Weekly
🚀 $ASTS WEEK IN REVIEW 🚀
🌐 Vodafone Deal:
10-yr agreement, >20 Mbps speeds, covers 60+ markets. France locked w/ #1 (Orange) & #2 (Altice). A game-changer for MNO partnerships!
📡 Global Expansion:
Gateways going live globally. Big 2025 marketing push incoming. 🌍
💸 Revenue Potential:
DB sees $4.5B by 2030 (50/50 split). Long-term deals boosting EXIM financing. 📈
📶 Tech Edge:
Spectral efficiency now 4 bps/Hz. Adaptive modulation = reliable satellite-to-phone connections.
🛡️ Military & Regulatory Wins:
DoD & Navy partnerships in play. FCC fast-tracking permits. 🛰️
📈 TAM Growth:
Beyond mobile – laptops, AR/VR devices, & more. ASTS redefines connectivity!
🔥 Competitive Advantage:
Starlink? Meet your match. ASTS's commercial moat keeps growing.
🎥 Narrative Power:
Documentaries & killer visuals drive the $ASTS story forward.
#ASTS #SpaceMobile #SatelliteBroadband
🌐Vodafone DA
- 10 Year Agreement Covers Vodafone Home Markets as well as other markets via its Partner Markets Program
- Vodafone operates in more than 20 markets and has partnerships that cover another 40 markets
- Confirmed speeds of greater than 20 Mbps on 5 Mhz of spectrum
- The service: These gateways will then connect to Vodafone's existing network infrastructure to route the broadband data to users' devices, as well as to access third-party Apps and the Internet
businesswire.com/news/home/2024…
🪶Coverage of Vodafone
A gateway is being installed in a first country - to be disclosed next year. ASTS disclosed, “We are installing five gateways in the United States and have gateways installed or nearing completion in half a dozen other countries.”
spacenews.com/ast-spacemobil…
📣Vodafone Team Comments
I cannot imagine the complexity here. Congrats to everyone. It would take people leaning in to get something done this quickly
💰Sell Side Research
DB out after Vodafone. 50/50 revenue share. DB doing math that says $4.5bn of revenue by 2030.
🏦Vodafone and EXIM
Long-term contracts give a form of credit support that will help EXIM financing down the line
🪑Anpanman Breaks It Down
A very good conversation about the Vodafone deal
🥰Global Coverage
A reminder of just how large ASTS's addressable market is, and the progress in covering it thus far. This is the commercial moat.
🙋♂️Emoji Visualization
Imagine entering each country one by one without a channel partner?
🏰Commercial Moat
Scale matters
👀Another Great visualization
🧮Math Exam
Back to the game of "what it is not worth"
🗼Block 1 Deployment
As we continue to learn about the process of approvals, a little more "learning" occurs (code for wrong initial expectations). Confirming Block 1 is deployed seems like an obviously pre-condition for the FCC to want before authorization an STA
licensing.fcc.gov/myibfs/downloa…
🇬🇧ASTS Goes To UK
Remember how FUDsters said global operations couldn't happen?
advanced-television.com/2024/12/09/ast…
✖️0⃣Not A Zero
A nice update from Hennessy Funds, which was among the first institutions to come out on $ASTS a year ago
hennessyfunds.com/insights/Focus…
🅰️Seeking Alpha
This write-up hits all the points. The author is a civil engineer.
seekingalpha.com/article/474409…
🎇Tut Recap
A great recap of what $ASTS has accomplished in 2024
🎙️The Narrative
It's good to think critically about the events over 12 months, and then the expected months 12 months hence
🐣Knowledge Gap
Always remember how much more you know than the average investor
🏃♂️Spectral Efficiency
ASTS has been disclosing data transmission rates that imply 4 bits per second of spectral efficiency. Original estimates were done with 2.5 bits per second
🐈⬛Cat Attack
We will discuss this on the Spaces
🇨🇭UBS Conference Nugget
Goes back to the TAM related to taking back terrestrial assets and putting it to satellite
🍔FirstNet Nothing Burger
No splashing PR but continued talk about satellites
🚒FirstNet Still Talking About D2D
🍎Apple Showing TAM
Everything will be connected
🦐Apple Capacity
$GSAT's new system is just not in the same league.
📶More Cellular Demand
This is going to need full broadband, not $GSAT.
bloomberg.com/news/articles/…
🐢First Mover vs. Best Mover
A surprising chart that just shows how quickly customers adopt "better"
🗻First Mover vs. Best Mover
Good summary here using my favorite example of VHS vs. BetaMax.
advanced-television.com/2024/12/12/sta…
💀Competing is Futile
Pack it up. It's too hard.
🤣TSLAQ and ASTSQ
A good trip down memory lane just to see how Wall Street can miss by a mile
🍄AI Is Not Hallucinating
As per the above, interesting that Grok seems to know ASTS's position
🛸Why ASTS Is Better
A great diagram showing the differences in the beams.
🔎Another Visual of Beams
👩⚖️Starlink Truth In Advertising
MNOs are sobering up.
⚓️US Navy Contract
This would make sense
🪖ASTS In Crystal City
Chris Ivory (AST CCO) will speak at the annual Department of Defense (DoD) Commercial Satcom Workshop taking place Dec 16-18 in Crystal City.
🤸US Gets Friendly
FAA is streamlining launch, but are we seeing overall streamlining at the FCC as well?
🐇ASTS STA Permits
Catse notes that applications are getting faster attention. FCC employees looking to avoid getting DOGE'd? "What did you do last week?"
📲FCC Talking about SCS
FCC set the stage for some positive change
🇮🇳ASTS Investing In India
Our next launch is in India, we are partnered with Vodafone, and we have a large engineering center. Tut tracking closely.
🛰️SDA Contracts
A detailed analysis about the SDA opportunity
🔥SDA Heating Up
Good slides as the SDA talks more and more about their program
🤌Government RFP
It's happening. Soon.
🚨Regulator Crack Down
Rollout with SALT has been delayed. And why? "Interference with neighboring countries."
🤏Globalstar
Recap of their Analyst day
🎬Spacemob Documentary
Chris comes out with another banger. This story will be told again and again. Abel is a great inventor.
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