1/113 AST SpaceMobile - 2022 - A year in review

$ASTS
#SpaceMob 2/113 I have often said that if the technology works and that AST continues to execute, everything else will take care of itself. With the start of the new year upon us, it's only natural to take a step back and look at what AST has accomplished over the last year.

1/61 The testing process of BlueWalker 3 - A look at what happens in the ground stations - a thread

AST SpaceMobile
$ASTS
#SpaceMob 2/61 I believe that if people are truly going to understand the testing process of BlueWalker 3, not only is at least a general understanding of the major architectural components of the SpaceMobile network needed, but it is necessary to take a step back and understand the goal…

1/68 AST SpaceMobile and the impact of competition entering the market - a thread 2/68 $ASTS
#SpaceMob

1/50 AST SpaceMobile Q2/2022 Earnings Report - a thread

$ASTS
#SpaceMob 2/50 The tone of this earnings report was a bit different from what SpaceMob has become used to.

AST SpaceMobile Q1/2022 Earnings Report

a thread

$ASTS
1/n Let's start with the basics - the business summary and financial summary provided before the earnings call started last night.

I'll go into more depth as this thread progresses, but considering that it has only been 6 weeks since the last earnings report, that's not a bad
2/n

Was the FCC experimental license for BlueWalker 3 a larger de-risking event than most people realize?

A thread

$ASTS

1/n By now, everyone has heard the news - the FCC has granted AST SpaceMobile an experimental license to test BlueWalker 3 in the United States.

ast-science.com/2022/05/02/fcc…

2/n

AST SpaceMobile Q4/21 Earnings Report - a thread

#SpaceMob
$ASTS

1/n First, the subject that was on everyone's mind going into the call - would AST be ready for the launch window of Summer '22, or would there be a delay?

I am more than happy to say that everything is on track for BW3 to be ready in time to meet the launch window.

If you will
2/n

A deeper look into the mutli-satellite launch agreement between AST SpaceMobile and SpaceX - a thread

$ASTS
#SpaceMob

1/n So by now, I am sure that all of SpaceMob has heard the news.

You either saw the tweet from @AST_SpaceMobile, you subscribed to emails from Investor Relations, or you were curious why your portfolio was up so much today and you started looking for answers.

2/n

Understanding the final stages of the build of BlueWalker 3 - a thread

#SpaceMob
$ASTS

1/n So if you have been paying attention to the last 2 earnings reports, when asked about the status of Blue Walker 3, you will have heard @AbelAvellan say that "assembly and testing of Blue Walker 3" is going well.

If you are like me, you would have liked a bit more detail.
2/n

Has the partnership between Verizon and Kuiper made SpaceMobile obsolete?

A thread

$ASTS
#SpaceMob

1/n I didn't have time to dig in at the time, but in late October, a deal was announced between Verizon and Kuiper to develop technology to harness the power of LEO based satellite broadband to provide mobile data services.

cnbc.com/2021/10/26/ver…
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AST SpaceMobile announces delay in launch of BlueWalker 3 - a thread

$ASTS
#SpaceMob

1/n If you follow me, you probably already know by know that AST SpaceMobile filed an 8-K on Friday after market close announcing a delay in the launch of BlueWalker 3.

investors.ast-science.com/node/7516/html

2/n

Is AST SpaceMobile ($ASTS) going to dilute me?

A thead

1/n I don't know if it is people getting nervous about the potential for a delay in the March/April launch window for Blue Walker 3 (ASTS needs to notify SpaceX by December 1st if they need to reschedule).

Or if people are looking at the cash on hand and wondering if the company
2/n

Quantum Computing - a root thread

1/n First of all, this is a root thread. It's a term that I just made up to describe what I will be creating over a period of time.

Quantum computing is a very broad topic.

Too broad to be handled adequately in a single thread on a short message platform like Twitter.
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AST SpaceMobile ( $ASTS ) Q3 2021 Earnings Call - a thread

1/n First let me get the mundane part of the earnings report out of the way.

Business highlights:

2/n

Teradata ( $TDC ) was once king of the data warehouses. Can it re-gain mindshare and resume it's reign?

A thread Let me start this thread by saying nothing has changed about my opinion of $ASTS. In my opinion, ASTS is still the most exciting company that I am aware of.

If the technology works and the company executes, they have a license to print money.

2/n

AST SpaceMobile ($ASTS)

Analyzing the competition - a thread

Lynk

1/n Today I am going to dive into another competitive analysis. This time I will be covering Lynk Global.

In my last competitive analysis, I looked at Iridium in comparison to $ASTS -

https://twitter.com/steve_larrison/status/1429087331273768970

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AST SpaceMobile - $ASTS

Analyzing the competition - a thread
Iridium First, you will notice by the title that I am only tweeting about Iridium in this thread. I will also be writing about Lynk & OmniSpace. But I have quite a bit of information about Iridium compiled for a lengthy thread on Iridium alone. Iridium may become multiple threads
1/n

$ASTS - AST Spacemobile

Understanding the business of AST Spacemobile - a thread.

1/n Let's address the 800 pound gorilla in the room first - people often ask if AST Spacemobile will be in competition with StarLink.

The answer is no.

StarLink, as well as Kuiper (Amazon), OneWeb and LightSpeed (Loral) are aimed at being internet service providers.
2/n

Understanding the financials of $ASTS - a thread

I have said before that if ASTS executes successfully, they have a license to print money once their constellation is operational.

The following numbers and graphs are taken from ASTS's investor presentation. The source for all information is npa-corp.com/wp-content/upl…