🚨🚨 $ASTS WEEK IN REVIEW🚨🚨
Vodafone DA, stock market frustration, and much more in the Weekly
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 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…
- 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…
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
I cannot imagine the complexity here. Congrats to everyone. It would take people leaning in to get something done this quickly
https://x.com/ASTS_Investors/status/1866475304216367605
💰Sell Side Research
DB out after Vodafone. 50/50 revenue share. DB doing math that says $4.5bn of revenue by 2030.
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
Long-term contracts give a form of credit support that will help EXIM financing down the line
https://x.com/spacanpanman/status/1866129612776120343
🪑Anpanman Breaks It Down
A very good conversation about the Vodafone deal
A very good conversation about the Vodafone deal
https://x.com/spacanpanman/status/1866169082795507945
🥰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.
A reminder of just how large ASTS's addressable market is, and the progress in covering it thus far. This is the commercial moat.
https://x.com/thekookreport/status/1866191825675178406
🙋♂️Emoji Visualization
Imagine entering each country one by one without a channel partner?
Imagine entering each country one by one without a channel partner?
https://x.com/kingtutcap/status/1866110421867934099
🧮Math Exam
Back to the game of "what it is not worth"
Back to the game of "what it is not worth"
https://x.com/heroinvstr/status/1866170557919875562
🗼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…
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…
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…
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…
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
A great recap of what $ASTS has accomplished in 2024
https://x.com/kingtutcap/status/1866683842162983190
🎙️The Narrative
It's good to think critically about the events over 12 months, and then the expected months 12 months hence
It's good to think critically about the events over 12 months, and then the expected months 12 months hence
https://x.com/ModestLosses/status/1867302247002185966
🐣Knowledge Gap
Always remember how much more you know than the average investor
Always remember how much more you know than the average investor
https://x.com/Astsistheone/status/1866521402624664016
🏃♂️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
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
We will discuss this on the Spaces
https://x.com/CatSE___ApeX___/status/1866111164607857095
🇨🇭UBS Conference Nugget
Goes back to the TAM related to taking back terrestrial assets and putting it to satellite
Goes back to the TAM related to taking back terrestrial assets and putting it to satellite
https://x.com/peterlindmark/status/1866581516614013034
🍔FirstNet Nothing Burger
No splashing PR but continued talk about satellites
No splashing PR but continued talk about satellites
https://x.com/CytoplasmicANA/status/1866895089248903498
🍎Apple Showing TAM
Everything will be connected
Everything will be connected
🦐Apple Capacity
$GSAT's new system is just not in the same league.
$GSAT's new system is just not in the same league.
https://x.com/spacanpanman/status/1866545338032509398
📶More Cellular Demand
This is going to need full broadband, not $GSAT.
bloomberg.com/news/articles/…
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"
A surprising chart that just shows how quickly customers adopt "better"
https://x.com/aleximm/status/1867257473671082356
🗻First Mover vs. Best Mover
Good summary here using my favorite example of VHS vs. BetaMax.
advanced-television.com/2024/12/12/sta…
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.
Pack it up. It's too hard.
https://x.com/MarioNawfal/status/1866533620820717814
🤣TSLAQ and ASTSQ
A good trip down memory lane just to see how Wall Street can miss by a mile
A good trip down memory lane just to see how Wall Street can miss by a mile
https://x.com/MarioNawfal/status/1866179200836632946
🍄AI Is Not Hallucinating
As per the above, interesting that Grok seems to know ASTS's position
As per the above, interesting that Grok seems to know ASTS's position
https://x.com/scott_m_powell/status/1867304726074884318
🛸Why ASTS Is Better
A great diagram showing the differences in the beams.
A great diagram showing the differences in the beams.
https://x.com/NomadBets/status/1839635938063872503
👩⚖️Starlink Truth In Advertising
MNOs are sobering up.
MNOs are sobering up.
https://x.com/kingtutcap/status/1865924667678306646
🪖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.
Chris Ivory (AST CCO) will speak at the annual Department of Defense (DoD) Commercial Satcom Workshop taking place Dec 16-18 in Crystal City.
https://x.com/kingtutcap/status/1866200091339391375
🤸US Gets Friendly
FAA is streamlining launch, but are we seeing overall streamlining at the FCC as well?
FAA is streamlining launch, but are we seeing overall streamlining at the FCC as well?
https://x.com/MarioNawfal/status/1867683444760977418
🐇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?"
Catse notes that applications are getting faster attention. FCC employees looking to avoid getting DOGE'd? "What did you do last week?"
https://x.com/CatSE___ApeX___/status/1867650773599105493
📲FCC Talking about SCS
FCC set the stage for some positive change
FCC set the stage for some positive change
https://x.com/defiantclient/status/1866752073112621100
🇮🇳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.
Our next launch is in India, we are partnered with Vodafone, and we have a large engineering center. Tut tracking closely.
https://x.com/kingtutcap/status/1867266301120409791
🛰️SDA Contracts
A detailed analysis about the SDA opportunity
A detailed analysis about the SDA opportunity
https://x.com/CatSE___ApeX___/status/1867581145346412679
🔥SDA Heating Up
Good slides as the SDA talks more and more about their program
Good slides as the SDA talks more and more about their program
https://x.com/SpaceflightNow/status/1867229833677480311
🚨Regulator Crack Down
Rollout with SALT has been delayed. And why? "Interference with neighboring countries."
Rollout with SALT has been delayed. And why? "Interference with neighboring countries."
https://x.com/redrum_2001/status/1867730304041202011
🎬Spacemob Documentary
Chris comes out with another banger. This story will be told again and again. Abel is a great inventor.
Chris comes out with another banger. This story will be told again and again. Abel is a great inventor.
https://x.com/TheRealCPHPhD/status/1867680255299006558
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