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Justin Banks

Growth & Momentum Trader, Founder of Wolves of Wealth

18 May, 21:02Latest

AST SpaceMobile is potentially a telecom infrastructure company hiding in the space sector, with a far bigger market than rocket makers like Rocket Lab. It is building a space-based cellular network that could connect the billions of phones already in use directly to satellites almost anywhere, from rural areas and oceans to dead zones and disaster areas, with no dish, special hardware or new phone. Rather than compete with telecom companies, it partnered with AT&T, Verizon and Vodafone. x.com

ASTS

24 Mar, 02:15

AST SpaceMobile could become one of the biggest companies in the world by replacing telecom rather than competing with it, if its technology works. It just signed another deal for space-based cellular coverage, building service that works anywhere on Earth with no towers, dead zones or infrastructure, for militaries, emergency response, remote regions and entire countries. x.com

ASTS

Joel

Long-Term Growth Investor & Options Trader

23 Oct

ASTS

AST SpaceMobile's direct-to-phone satellite network makes it an extremely bullish long-term space-economy bet. Partnerships with more than 60 mobile operators representing over 3 billion potential subscribers and about $1.3 billion in contracted revenue backlog support the case. It targets initial, intermittent broadband coverage in five countries before end-2026; its market cap is roughly half Rocket Lab's, though both face significant execution risks. x.com

Jason Luongo

Growth-Stock Options Trader, LEAPS & Income Strategies

27 Sep

ASTS

AST SpaceMobile's satellite network, which connects directly to regular phones, is starting to turn into revenue. Q2 revenue was $31.5 million, up from $1.2 million a year earlier, and it reaffirmed 2026 guidance of $150-200 million. It has 13 BlueBird satellites in orbit with about 45 targeted by early 2027, around $1.3 billion of contracted revenue, and roughly 60 carrier partners including AT&T, Verizon and Vodafone. x.com

Say No To Trading

Public Markets Investor, Opportunistic Buying & Cost-Basis Management

8 Oct

ASTS

AST SpaceMobile faces growing satellite-cellular competition beyond Starlink Mobile, which, per Starlink, agreed to acquire a nationwide US low-band spectrum portfolio. A later 5,105-satellite direct-to-cell system from Amazon tied to Globalstar is also a threat. AST's best chance is giving AT&T, Verizon and T-Mobile a fighting chance against them; that reliable Starlink Mobile service is a long way off doesn't matter. x.com x.com x.com x.com

J Keynes

Growth Investment Research

8 Oct

ASTS

SpaceX's push to become a major mobile carrier makes a carrier-backed direct-to-cell oligopoly around AST SpaceMobile increasingly likely. Verizon, AT&T, T-Mobile and dozens of foreign operators have every incentive to preserve competition rather than hand a vertically integrated rival that much influence, and AST's wholesale model lets them extend networks, keep subscribers and share the economics. Execution and launch cadence remain critical, but the reward is massive. x.com x.com x.com x.com … Show more

The Long Investor

Airline Captain & Investment Analyst, Technical/Fundamental Analysis

19 Oct

ASTS

AST SpaceMobile looks set to win as European mobile operators seek an alternative to Starlink. Bloomberg reports that some of Europe's biggest operators have agreed to form a consortium to bid for satellite spectrum and offer direct-to-mobile service to counter Starlink. x.com

Tim Farrar

Satellite & Spectrum Consultant, Founder of TMF Associates

28 Oct

ASTS

AST SpaceMobile's D2D prospects weaken as telcos look to Amazon and Ligado may give up spectrum. Telcos see Amazon as their most realistic potential savior, though their JV seems poised to sign MOUs with both. People consulted expect Amazon to buy Viasat mainly for international spectrum; US capacity and timing remain uncertain. AST's payments do not cover Ligado's Viasat dues, so Ligado may settle with the US for auction credits and surrender spectrum rights, leaving AST stranded. x.com

Michael Sikand

Investor, Autopilot Portfolio, Founder of Sikand Media

2 Apr

ASTS

AST SpaceMobile could make connectivity abundant with just a few dozen satellites, earning 90%-plus gross margins on billions of customers provided by partners like AT&T and Verizon. Its market cap is about $33 billion. x.com

C🅰️tSE

AST SpaceMobile Research, Technical & Satellite Analysis

16h ago

ASTS

AST SpaceMobile's drone-connectivity opportunity now has enacted US 800 MHz access, while its direct-to-cell rollout has reached a Philippine demonstration. The FCC opened the cellular bands AST leases from AT&T and Verizon to airborne drone command, communications and payload use; AST also holds global MSS rights in those bands. Its Philippine filing names Smart Communications, with over 61 million subscribers, and a temporary 30-day demo permit, not permanent commercial service. x.com x.com … Show more

Travis Hoium

Motley Fool Analyst, Author of Asymmetric Investing

27 Sep

ASTS

AST SpaceMobile is unattractive because it is a telecom business, already a poor industry to invest in, with no regulatory protection. That is the reply to @TheLongInvest's claim that AST is a 10x to 100x stock headed for a $2 trillion market cap in five years. x.com

Stocker-Man

Long-Term Growth Investor & Swing Trader, Public Investing Journal

19 Oct

ASTS

Europe's push for satellite independence as Starlink expands could make AST SpaceMobile one of its most attractive alternatives and a major beneficiary. Deutsche Telekom, Orange, Telefónica and Vodafone, all AST partners, signed a letter of intent to explore a joint spectrum bid; AST cites over 500 million European subscribers. No spectrum purchase or exclusive AST contract is secured; regulatory approval, commercial agreements, deployment and cash flow must follow. x.com x.com

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