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AT&TheKOOKReport Profile picture
@thekookreport
Feb 3 • 32 tweets • 12 min read • Read on X
🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

ASTS announces its US FCC approvals to begin testing. Everything is coming together.

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⚙️Block 1 Works

Video call. Fully transparent, no photo shop. End of story

👀Look at the Attention from MNOs

Chief Network Officer made a video about it. "Seamless, universal, digital coverage."

linkedin.com/posts/andrea-d…
❣️Governments are loving it

Wait until more testing occurs, especially in the US. Trump is going to love this.

🇬🇧BBC on the ASTS Video Call

People will love this story.

💸Market Uptake Potential

Half the population willing to pay?

🇺🇸US Beta Testing

People said this would never happen. It did.

🎙️Spacman Talks about Testing

Space Oprah hits the waves

⛽️AT&T is pumped

The FCC new leases hit with AT&T and Verizon getting after it

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✌️Verizon FCC STA

Here is the actual document

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🎬Verizon Starts It's Campaign

The MNO's are advertising their capabilities, not the specifics. Why? It's obvious. VZ is starting with Skylo but as ASTS is rolled out, their capabilities will massively expand and customers will see a massive improvement. Buzz Adrin. Yep. You'll see some ways of branding - Spacemobile vs. Satellite Powered, etc.

verizon.com/about/news/ver…

lightreading.com/satellite/veri…
⛷️FCC Approvals Keep Coming

Gateways are getting processed

🎇ASTS Year In Review

2024 was amazing. 2025 is going to be far more intense. ASTS is gearing up for an incredible acceleration.

🐢January will probably be a slow month in retrospect

Wait until we start launching

🏈Superbowl Coming

It makes sense. Either way, the world is going to be hearing about ASTS and they will want it

👩‍🍼The MNO's Care

They are launching full scale campaigns. And it hasn't even begun. Oh yeah, and this was AT&T's Q4 earnings report image

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💰ASTS Convert Is Closed

Upsized. Abel makes the right comments.

🪖DOD is Open

I do hear that ASTS might have hit the convert in fear that government funding would shut down. It tells you a lot - it means funding was coming. The market wasn’t pricing that in. Now we have the funding through the convert and that government funding could swing back fast.

🛰️ASTS Is Obvious for SDA

And it’s coming. Trump wants a shield.

🚒FirstNet

Again, this is critical and it's happening.

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🔬B Riley

Some research highlighting the achievements

🚑Tim Farrar Needs Ketamine

This guy really needs help. To be so quick to always try to "Gotcha" ASTS only to be immediately made the fool is just getting sad at this point. But there is help…Talkspace. Please help Tim get the therapy he needs.

🆙"Oh Sh!t"

2025 will be the year when people go, "how did we miss this?" Happens every time.

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💩Pile On

There are a lot of governments that will want to pile drive Elon

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🧪TMUS

Beta tests start… Image
🥶Nothing Is Free

Remember, you are the product.

🧟‍♂️Starlink Beta Results - Not Good

1-3 Mbps per cell. Bad. Watch the beta tests. Coverage is not good. The texts don't work.

x.com/megaconstellat…

x.com/kingtutcap/sta…

x.com/catse___apex__…
☠️Data Deconstruct

Starlink shows the downside of its throttled power.

🍎Apple Proves Starlink Requires Customization

No way Apple is ignoring AT&T and Verizon.

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😢Attention Grabber…

But who is actually at their party?

🐴The Starlink Trojan Horse

TMUS is super stupid for partnering with a Company who clearly wants to put it out of business

It looks like tomorrow is going to be a market bloodbath. I'll do the Spaces tomorrow as my schedule frees up so we can have some talk therapy. The road to success is punctuated with confusion.

"Know what you own™️"

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More from @thekookreport

AT&TheKOOKReport Profile picture
Jan 26
🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

Trump's Boy Brendan Carr gives ASTS the go-ahead, convertible bond successfully placed, a cleaned-up balance sheet and more in the Weekly Image
🏁ASTS Gets a Brendan Carr Approval

The Trump administration approved $ASTS testing on AT&T spectrum on the 3rd full day of its administration. The path for commercial operations starts now.

apps.fcc.gov/oetcf/els/repo…Image
🆙Investors Looking Up

Stocks ripped on Monday after Trump spoke about his goals for space. It's the next big industry

Read 20 tweets
AT&TheKOOKReport Profile picture
Jan 21
🚨 $ASTS WEEK IN REVIEW🚨🚨

Blue Origin makes orbit on the first try, Starship faces on its seventh. ASTS has a flurry of FCC paperwork as ISRO seems to be gearing up for more business. That and more on The Weekly... Image
🤖Getting Up to Speed?

Listen to your favorite Fanboi's or get the real things on our Weekly Spaces

🤞The Path

Justin did some nice work here

Image
Read 32 tweets
AT&TheKOOKReport Profile picture
Jan 13
🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

A transformational Ligado deal, Los Angeles in crisis, an FCC permit, and a lighting a very large BONG... Image
💎Arbitrage

One man's expensive to deploy spectrum is another man's gold.

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📡$ASTS Gets Its Own Spectrum

feeds.issuerdirect.com/news-release.h…Image
Read 26 tweets
AT&TheKOOKReport Profile picture
Jan 5
🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

UK and Turkey STAs received, Fidelity loads up, ISRO potentially early launch, New Glenn launch date and more… Image
🚀 $ASTS Weekly Highlights 🚀

🌐 Major Updates:

UK & Turkey STAs received with spectrum consents.

Fidelity increases holdings, signaling confidence.

Launch News: Reports from India suggest an earlier Bluebird 2 launch by ISRO, and New Glenn mission upcoming.

📊 Key Insights:

Production pace hinted at 17 satellites in progress.

Competitive moat fortified: IP, regulatory, and commercial advantages.

🌍 Global Moves:

Australia’s $1.1B rural connectivity plan includes LEO trials.

Starlink Gen 3 satellites promise gigabit speeds, raising stakes.
⁉️Why $ASTS

On paper, one of the most scalable business models I have seen.

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Read 25 tweets
AT&TheKOOKReport Profile picture
Dec 28, 2024
🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

Blue Origin hot fires successfully (despite earlier market rumors), some year in reviews, STA updates, and much more... Image
AST SpaceMobile’s Transformational Year:
ASTS has undergone a significant evolution over the past year, transforming from a company grappling with technical and financial uncertainty to one with strong partnerships (Google, Verizon, AT&T), validated FCC approvals, government deals, and an emerging satellite technology platform. Block 1 deployment has shown real progress, and ASTS is now positioned as a potential leader in the direct-to-device satellite market. Challenges remain in scaling, securing additional funding, and achieving full regulatory approval.

Competitive Landscape: ASTS vs. Starlink:
Expert interviews highlight AST SpaceMobile’s unique approach with high-capacity satellites and large antennas, enabling superior speeds (20–100 Mbps). In contrast, Starlink leverages its rapid satellite deployment and spectrum agreements with T-Mobile to offer near-term services but with limited capacity and slower speeds (1–2 Mbps). Both companies face regulatory, technical, and financial hurdles as they race to capture growing demand in satellite-based IoT and connectivity markets.

Market Dynamics and Catalysts:
Key upcoming catalysts include potential BAML analyst coverage, further FCC spectrum decisions, and advancements in ASTS’s satellite deployments. Spectrum reuse and beamforming technologies remain critical to ASTS’s ability to scale and compete effectively. Meanwhile, broader telco market changes, like Verizon selling 6,300 towers and AT&T phasing out copper networks, underscore the push toward capital-efficient infrastructure and advanced wireless technologies.

Regulatory and Legal Developments:
Viasat has filed complaints against Starlink’s spectrum use, emphasizing interference and procedural concerns. This adds complexity to the regulatory landscape as ASTS and others vie for approval. ASTS’s ability to navigate these challenges will be pivotal for its success.

Investor Sentiment and Financial Developments:
Tax-loss selling and prior high trading volumes at levels above $25 suggest a reset in investor expectations, creating opportunities for a fresh start in 2025. ASTS’s recent shareholder decisions and redemptions also provide clarity on its financial position going into the new year.
Industry Highlights:

Telco Evolution: AT&T’s $6B annual maintenance cost for copper networks highlights the operational burdens of legacy infrastructure. Phasing out copper could unlock billions in recoverable resources.
Blue Origin and SpaceX Updates: Excitement continues in the space industry, with milestones such as static fire tests for upcoming launches.

IoT Potential: The adoption of 5G spectrum for satellite communication opens new avenues for integrating satellite connectivity into cars, industrial sensors, and more.
🎇ASTS Had a Year

A year ago we didn’t have Google and Verizon. AT&T wasn't an investor. We had no DA's. We had delayed Block 1 with real prospects the satellites were FUBAR'd (who knew). We had no FCC rules. We had no government deals. We weren't a prime contractor. We weren't selected by the Space Development Authority. We had no cash. We had no launch capacity confirmed beyond Block 1. Our ASIC was a question mark. Scott wasn't President.

x.com/AST_SpaceMobil…
Read 20 tweets
AT&TheKOOKReport Profile picture
Dec 21, 2024
🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

Christmas is coming. Many updates and tidbits that advance our knowledge of AST Spacemobile...read on, friends Image
🚀 $ASTS WEEK IN REVIEW 🚀

Video Calls Now Possible:Beta services launching in early 2025 with FCC support. Each satellite delivers 1M GB usable capacity, covering vast regions.
50 MOUs secured for global partnerships.

Saturno Project Partnership:Collaboration with Vodafone and Spain for satellite-driven connectivity.
Focus on bridging the digital divide and innovating space technology.

5G Fund Progress: FCC rules effective Jan 2025 to fund ASTS's rural deployment. $50M annual funding likely for infrastructure expansion.

Global Opportunity: $ASTS emerging as the mobile-first leader, contrasting with Starlink's fixed solutions.
Partnerships with telecom giants like Vodafone ensure strong growth potential.

Industry Disruption: Competitors face challenges in compatibility and public perception. AST SpaceMobile poised for rapid adoption in underserved regions.
🎙️Scott Gives a Banger

- Already doing video calls
- One satellite can cover half the US
- 30% of MNO customers will pay more for this service
- Each satellite can do 1mm GB of usable capacity (excludes flyovers at 2am, for example because that’s deemed not usable)
- Not a limited or emergency service, it will be mainstream
- Very close to beta service
- FCC is very supportive
- Very dense airwaves and only ASTS can protect it
- Expect approval very soon
- Several thousand beta users early 2025
- 50 MOUs
- Behind MNOs, a desire to pull infrastructure out.
They want to outsource and have carrier neutral partners
“TMFBuilttoLast” asked a question about SpaceX. Lol. Timmay asked a question via a message board

podcasts.apple.com/us/podcast/mot…

x.com/spacanpanman/s…
Read 42 tweets

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