Sp🅰️ce sector intelligence
Joined April 2017
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Short Gravity retweeted
Rakuten and AST SpaceMobile Establish "Rakuten AST" Joint Venture to Build D2D Satellite Communications Network in Japan - businesswire.com/news/home/2…
#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds
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AST SpaceMobile Awarded U.S. Space Force Contract Through STR to Advance Space-Based Sensing Capabilities
businesswire.com/news/home/2…
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DIRECT-TO-DEVICE CONNECTION 🛰️
“@POTUS has made clear that America will lead the world in next-generation connectivity.
With today’s proposal, we take our most comprehensive step yet to modernize the FCC’s rules for direct-to-device.” - Chairman @BrendanCarrFCC 🧵⬇️
READ: FCC Proposes to Streamline Supplemental Coverage from Space and Direct-to-Device Rules
"The rules proposed… would more than double the amount of spectrum available for supplemental coverage from space.” insideglobaltech.com/2026/10…
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AST SpaceMobile Advances Service Readiness Ahead of Initial Space-Based Cellular Broadband Coverage in Key Global Markets
businesswire.com/news/home/2…
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AST SpaceMobile Advances Space-Based Cellular Broadband in Europe in Collaboration with European Mobile Network Operator Partners
businesswire.com/news/home/2…
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Why SpaceX’s Spectrum Purchase Is Good for AST SpaceMobile Stock trib.al/UkK321A
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AST SpaceMobile Stock Is Down on SpaceX News—and It Shouldn’t Be trib.al/2NasoZB
RT @AbelAvellan: American operators hold ~1,000 MHz of low and mid band spectrum, tunable on the @AST_SpaceMobile network. With our curren…
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$ASTS Had someone reach out through DM's asking about the Grain/SpaceX deal. Here's what I think, for what it's worth:
On the surface it seems like a bad outcome for ASTS given all the speculation of us having a leasing deal with them, however, I think it actually validates the D2D market breadth with SpaceX/Starlink going all in, and it forces a strategic lever for the MNO's across the world to partner with ASTS which I believe drastically increases our value. Who else are they going to partner with? Think about musical chairs. How valuable does that last chair become when the music stops? The music has stopped for the MNO's and they now have to choose a partner other than Starlink. We'll see how long it takes for the market to figure that out (or for it to point out that I'm an idiot and have no idea what I'm talking about!) 😄
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$ASTS probably worth thinking more about why they filed a change of control filing when they did as they likely filed it knowing this grain spectrum/SpaceX news was coming. Maybe it wasn’t just good governance and perhaps there’s more to it 🤷♂️
$ASTS
“Evolve or get left behind”
I obviously hate all these headlines, but it really seems like people are just not aware of @AST_SpaceMobile’s existence and purpose.
The giants are in good hands and have a big headstart on SpaceX.
We are about to witness one of the biggest disruptions in the history of the telecom and internet industry.
For decades, telecom and internet giants have dominated the industry with limited competition, slow innovation, and increasingly mediocre service.
SpaceX, $SPCX, is about to change that.
This is a clear wake up call to the current giants of the industry.
Evolve or you will be left behind.
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Another convoy is on the move.
BlueBirds 14, 15, and 16 have left our Texas facility and are on the road to Cape Canaveral.
Next stop: orbit. 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀
The largest commercial communications arrays ever deployed in low Earth orbit. A scalable platform to deliver space-based cellular broadband connectivity directly to standard phones, support secure government applications, and deliver a new third layer of connectivity.
In Midland, Texas, production continues to advance through BlueBird 50, with more than 20 spacecraft structures now being integrated as part of our assembly process.
One constellation. Connectivity. Resilience. Security. Built in Texas. 🇺🇸🌎📶📱
#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds
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A group of Europe’s biggest mobile operators are in early talks to create a consortium to bid on satellite spectrum and offer direct-to-mobile service, which would rival Elon Musk’s Starlink service on the continent, sources said bloomberg.com/news/articles/…
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@fundstrat says about D2D connectivity that “the addressable market is far bigger than the existing business.”
He’s right. As connectivity is solved TAM naturally grows. Just wait till the market learns who the actual leader is in D2D technology and global partnerships
$ASTS $SPCX
Tom Lee: Starlink offering mobile service could unlock an entirely new industry.
"Omni connectivity anywhere in the world on a device."
Machine-to-machine communication needs everything always connected.
"It may unlock a whole new industry around things that have to stay connected all the time."
Starlink alone could become "a multi-trillion dollar business."
FT @GavBlaxberg @fundstrat @BitMNR @WOLF_Financial.
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🚨 $ASTS ISN’T JUST BUILDING A DIRECT-TO-DEVICE NETWORK. ITS A GPT.🚨
IT IS BUILDING SOMETHING MORE IMPORTANT THAN JUST COMMERCIAL COMMS:
A GENERAL-PURPOSE TECHNOLOGY PLATFORM — ONE CORE SPACE INFRASTRUCTURE CAPABLE OF SERVING MANY DIFFERENT MARKETS.
🧶🐈⬛
1/
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$ASTS: "“If you’re a G20 country I don’t understand why you wouldn’t want this capability at this price”
- @scottwisniews
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$ASTS: The amount of glazing from the tech bros and VC circle for Starlink D2C without mentioning the company that literally invented the technology and is far ahead across all metrics is an absolute joy to watch
If I was a mobile CEO, my bet would be that terrestrial networks will win in high population dense areas and direct to cell satellite everywhere else. The winning network is going to be hybrid, and the sat network has the power because there is only good one but many terrestrial cell networks.
So the winning strategy for a legacy mobile carrier would be to strike a deep exclusive partnership with @starlink, merge the networks, and mog all the other mobile carriers.
QED?
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New BCG/NovaSpace D2D white paper (FCC often cites them). Enterprise IoT step change: 91% surveyed will adopt D2D w/i 18 months.
Pegs Starlink at ~3 Mbps thrghput (AST not modeled).
D2D as baseline MNO service; $ASTS "prime" L-band & capex advantages.
nova.space/white-paper/d2d-m…
