$ASTS Samba no Brasil!

$ASTS 《Midland is the heart of our manufacturing. It's also, from a gateway perspective, the heart of our R&D, all of the development and innovation that we do. Behind me, you'll see one of many antennas. When you think about a gateway, a gateway, of course, is an antenna field. It's multiple antennas. So think the U.S., across Europe, Canada, Japan. Everywhere that we have partners, we are basically building gateways. This is truly, truly a global business. The antennas are connected to power. They're connected to fiber, which is effectively the transport layer. And then from there, all of that connectivity goes into a head-end room. Each of these antennas will be connected to a specific satellite. And as additional satellites are coming over the horizon, they will connect to a different antenna, and then they will hand off between each other. It's one of the benefits that AST SpaceMobile has with having very large satellites. There's fewer handoffs because it's a large satellite and it's high power, high capacity. It creates a much better user experience. If a customer goes from the terrestrial network to the satellite network or the satellite network to the terrestrial network, it should be completely seamless to the user. We don't want our customers to be limited in any of the services that they currently have. So whether it's voice, text, data. Starts with all of the areas that currently have no coverage. And then the next piece of it is all of the what I would call the edge use cases. It's the one bar scenario that every single one of us experiences sometime where we're driving down the highway and we have a drop call. And it's not because the network is necessarily a poor network. It's just that you're getting too far away from the cell site. In those situations, that's where the satellite network can be an extraordinary complement. We're doing something that's really incredible and I know it's going to change the world.》

$ASTS J-LEO

French OATs under heavy pressure on political/budget worries and protests (spread vs Bund ~170 bps, widest since 2011). Safe-haven bid into US & German bonds.

PHP patches just released, install now, world!

$ASTS Rakuten Strongest Satellite Service (translated flyer content). I asked Grok to translate. Domestic service launch targeted for Q4 2026 Introducing the satellite direct-to-device communication service. Your smartphone connects even in places where signals were hard to reach Even on remote islands Even in emergencies Coverage comparison Average area coverage of Japanese carriers (including others): about 70% Rakuten Mobile area coverage: to 100% Unprecedented scale of the largest-ever phased-array antenna in low Earth orbit (US AST SpaceMobile satellite; as of April 2025, AST SpaceMobile data) Other companies: approx. 6.2 m² (*as of January 2024) Ours: approx. 223 m² → about 36× larger Service comparison Other companiesRakuten Strongest Satellite Service • Text messages • Data / voice calls• High-speed internet (video streaming, social media, etc.) • Text messages • Data / voice calls *Includes features planned for the future.

$ASTS By the way... Rose is happy yet again.

$ASTS AST SpaceMobile Advances Service Readiness Ahead of Initial Space-Based Cellular Broadband Coverage in Key Global Markets Initial, intermittent coverage targeted before year-end 2026 in the United States, Canada, Japan, United Kingdom and Saudi Arabia More than 60 gateways deployed, installed, or in planning worldwide, supporting a global ecosystem of over 60 mobile network operators representing over 3 billion subscribers Spectrum strategy targets approximately 100 MHz of access in the United States, complemented by global spectrum capabilities MIDLAND, Texas--(BUSINESS WIRE)--AST SpaceMobile, Inc. (“AST SpaceMobile”) (NASDAQ: ASTS), the company building the first and only space-based cellular broadband network accessible directly by everyday smartphones, designed for both commercial and government applications, today announced it is advancing service readiness in key global markets before the end of 2026, including the United States, Canada, Japan, United Kingdom and Saudi Arabia. “We are moving toward service with the partnerships, spectrum and network capabilities needed to bring cellular broadband from space into people’s everyday lives,” said Scott Wisnieswki, President of AST SpaceMobile. “Our Bluebird satellites, with the largest communications satellites ever deployed in low Earth orbit, carry capabilities beyond space-based cellular broadband connectivity. We are building a platform that can connect millions of people, help government keep our country safe and resilient, and support emerging applications in AI. That is the scale of the opportunity we are bringing into service.” AST SpaceMobile now has more than 60 gateways deployed, installed, or in planning worldwide. The expansive ground network supports AST SpaceMobile’s global commercial ecosystem with over 60 mobile network operators who cover over 3 billion subscribers, bringing a third layer of connectivity directly into the mobile networks people already use. AST SpaceMobile has strategic partnerships with AT&T, Verizon, Vodafone, Rakuten Mobile, Bell Canada, TELUS, and stc Group. These relationships provide a direct path to market through partners’ existing mobile services, enabling operators to extend coverage and offer new connectivity options to their subscribers. Spectrum is a key component of this readiness. AST SpaceMobile combines strategic partner operators’ spectrum with access to mobile satellite services (MSS) spectrum, targeting approximately 100 MHz of access in the United States. Its spectrum position includes access to 45 MHz of MSS mid-band spectrum in North America and priority rights to 60 MHz of S-band spectrum globally on a market-by-market basis. The company’s satellite technology can tune across approximately 1,150 MHz of low- and mid-band frequencies globally, providing flexibility to serve different markets using available partner and satellite spectrum, subject to applicable regulatory approvals. Supporting this service rollout, AST SpaceMobile’s ground network connects the company’s growing satellite constellation with mobile operators’ core networks, routing voice, video and broadband data between space and ground-based infrastructure, making it a key component of the end-to-end infrastructure required to deliver space-based cellular broadband connectivity through partners to people everywhere they work, live, and travel. This integration enables operators to extend their reach beyond the limits of terrestrial coverage while evolving alongside future 3GPP standards. In the United States, the Company has already enabled over 3,000 coverage cells and expects to activate the roughly 5,600 cellular cells that cover the continuous United States before year-end. Enabling the remaining digital cells will establish the geographic footprint required to support initial, intermittent service across the contiguous United States and is a prerequisite for nationwide rollout.

$ASTS Successful launch. Pad clear. Next up: BlueBird 14, 15 and 16.

$ASTS The Launch Thread

$ASTS Market reacts and Rose is happy!