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J🅰️mes Profile picture
J🅰️mes
@jamezington
Just some guy
May 11 • 10 tweets • 2 min read
1/ $ASTS Q4 → Q1 deck comparison:

Q4 was a buildout momentum deck.

Q1 is a commercialization readiness deck.

More MNOs, FCC SCS authorization, 2026 revenue guidance, named integration countries, and stronger manufacturing signals. 2/ $ASTS Biggest caveat:

Q4 target: 45–60 satellites in orbit by YE 2026.

Q1 target: approximately 45 satellites in orbit during 2026.

The high end got de-emphasized. But ~45 satellites would still be a massive deployment year.