D🅰️niel Fischer @SaabDaniel

We're NEVER ever wrong. Viasat and Hughes have clearly won the race for broadband internet over Viasat and Hughes!

$ASTS:🚨 AST SPACEMOBILE FILES SPECIAL TEMPORARY AUTHORITY TO TEST 800MHz LOWBAND SPECTRUM Grain Mgmt recently won FCC approval to acquire this spectrum, however T-Mobile retains future revenue participation rights on any monetization. 👀T-Mobile will be partnering with AST SpaceMobile This 817-824 MHz / 862-869 MHz spectrum sits right next to the 824-849 MHz / 869-894 MHz spectrum that AT&T and Verizon have leased to AST SpaceMobile making it a *perfect* fit Grain Management will likely select AST SpaceMobile as its D2D partner in the coming weeks.

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$ASTS: 🚨 Once again, another telco veteran leaves their cushy long-term senior position to join @AST_SpaceMobile !! Welcome Ankush Bansal, with 21 years of experience at @nokia 🤝 Other examples off the top of my head: + @luizabud1, with 13 years at Nokia + JR Wilson, with 24.5 years at @ATT + Jennifer Manner, with 12 years at @EchoStar and 1 year at the @NTIAgov + David Marshack, with ~15 years at RKF Engineering Solutions / Auria Space + Daniel Thomas, with 12.5 years at @VodafoneGroup (joined Satellite Connect Europe) Some competitors call AST a "meme stock" meanwhile telco veterans keep lining up to join AST. 👌 Ankush writes on LinkedIn: "After 21 remarkable years at Nokia, I have decided to take a leap into space — literally. 🚀 Nokia has been more than a career, it has been a second home where I grew, built lifelong friendships, and helped shape the networks that keep the world talking. I am endlessly grateful for the mentors, teams, and challenges that made this journey unforgettable. Next, I am excited to join AST SpaceMobile, moving from terrestrial network engineering into the frontier of D2D satellite connectivity, working on non-terrestrial networks (NTN) designed to deliver space-based broadband straight to everyday smartphones, no special hardware needed. Trading cell towers for satellites, but the mission stays the same: connecting people, everywhere. Onward and upward! 🛰️" linkedin.com/posts/ankush-b…

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$ASTS

Kevin Chen @Defiantclient2

4 days ago

$ASTS: Holy shit that was fast. BB12 and 13 only needed three full days of travel, arriving on the morning of Day 4. Shipped Tuesday morning and arrived Friday morning. BB8 to BB11 needed five full days of travel, arriving on the morning of Day 6. Shipped Sunday mornings and

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$ASTS: Holy shit that was fast. BB12 and 13 only needed three full days of travel, arriving on the morning of Day 4. Shipped Tuesday morning and arrived Friday morning. BB8 to BB11 needed five full days of travel, arriving on the morning of Day 6. Shipped Sunday mornings and arrived Friday mornings. BB9 shipped on a Friday morning and arrived on the following Wednesday morning.

AST SpaceMobile @AST_SpaceMobile

4 days ago

Cape Canaveral. Next stop: orbit 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀 BlueBirds 12 and 13 have arrived at Cape Canaveral, joining BlueBird 11 ahead of their imminent launch. These trucks carry more than satellites. They carry years of engineering, innovation, and execution. Production

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@honkwaffle @1fantasyqb Lmao - we all need a smoking Honk right about now

$ASTS The church of Honk can't pay rent this month so will be taking confessions at the church of Tux until further notice. Accepting donations (half cash half stock)

Built Differently. Engineering at scale unfolded in orbit. This is cellular broadband from space. BlueBird 10 has successfully deployed in low Earth orbit. Adding another of the world's largest communications array - the size of a tennis court - to our growing constellation. BlueBirds 8 and 9 are next. Engineered for broadband connectivity to everyday smartphones. No special hardware. No modifications. Cellular broadband from space. 🌎📶📱🇺🇸 #ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds

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$ASTS: “The satellite ground infrastructure we’re building is designed to support a full suite of direct-to-device capabilities, including messaging, data connectivity, voice calling, and video streaming.” Unlike competitors, @AST_SpaceMobile will deliver a full suite of services. Not 5 to 10 specific apps. Not restricted to WhatsApp only for voice and video calls. This is a true satellite extension of the cellular network where the user can use their phone like normal. Thank you @Bell for choosing AST!

Anp🅰️nman @spacanpanman

6 days ago

$ASTS: 🇨🇦 Bell successfully completes construction of its first sovereign direct-to-device satellite ground station in Canada First Canadian ground station advances Bell and AST SpaceMobile’s connectivity infrastructure ahead of the direct-to-device satellite service deployment

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$ASTS: 🇨🇦 Bell successfully completes construction of its first sovereign direct-to-device satellite ground station in Canada First Canadian ground station advances Bell and AST SpaceMobile’s connectivity infrastructure ahead of the direct-to-device satellite service deployment across Canada bce.ca/news-and-media…

Thanks to @Defiantclient2 for putting this together - excellent! Why expand so massively if you don’t need to build more? Future is bright. LFG 🚀 🚀 🚀 $ASTS

Kevin Chen @Defiantclient2

6 days ago

$ASTS: 🚨 I think this manufacturing expansion signals that @AST_SpaceMobile won or is going to win a significant government contract to build a US government satellite shell. March 2 Q4 2025 and May 11 Q1 2026 quarterly reports confirm that AST's planned investments to hit 6

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$ASTS @AST_SpaceMobile announced at William Blair’s 46th Annual Growth Stock Conference that it plans to launch its beta direct-to-device service later this year, with a commercial launch slated for the first half of 2027. The company also received authorization for 10x10 spectrum usage in Brazil. William Blair noted that AST SpaceMobile, which relies on Blue Origin’s New Glenn as its main launch supplier, could benefit from Blue Origin’s expected return to launch operations in 2026. These developments reflect ongoing strategic initiatives and operational updates from both Karman Holdings and AST SpaceMobile.

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BlueBird 11 at the Cape. BlueBirds 12 and 13 on the road from Midland to Florida. Next: orbital launch imminent . 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀 #ASTSpaceMobile #Broadband #ConnectingTheUnconnected #BlueBirds

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$ASTS: Deutsche Telekom CEO Tim Höttges, The Information 3/4/26 Deutsche Telekom will “absolutely” work with other direct-to-cell service providers in Europe if they can compete with Starlink. “I’m not naive. I know this is dancing with the tiger,” Höttges said of working with Musk.

$ASTS Two things exciting about this to me: 1- Standalone Plans (through MNOs) when there are 2.2B Unconnected people 2- "Tailored options may be available for individual users and enterprise customers" 👀

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Justin 🅰️ @jusbar23

a week ago

$ASTS: AST just updated their website with a new MNO map . This is probably the most detailed when/where map they have published yet.

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$ASTS: AST just updated their website with a new MNO map . This is probably the most detailed when/where map they have published yet.

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$ASTS What did I mean when I said Opportunities for Every Gov Agency? This. 314 Use Cases across all Federal Agencies in the 902-928MHz band. TAM.

$ASTS this is less about incompetence and more about intentional misdirection. UBS covers ASTS and obviously knows about both ASTS and Satellite Connect Europe. My best guess is these institutions are/will be building large positions while the space basket goes through a deep unwind. And then when they are ready they will start talking about how ASTS is the only viable competitor to Starlink in the D2D market. You cannot even do a basic google search or AI chatbot analysis of European D2D satellite market and not accidentally stumble on ASTS and Satellite Connect Europe.

Anp🅰️nman @spacanpanman

a week ago

$ASTS $VOD: 😂 UBS does a 47-page "deep dive" on the impact of satellite on the European Telecoms sector. The report discusses Starlink at length but makes zero mention of AST SpaceMobile or Satellite Connect Europe. An often overused claim, but truly AST SpaceMobile investors

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It’ll be bundled into the premium plans by default at some point, add-on to others. In the end, everyone will have it. Inevitable.

Go do your own math. Don’t like the ARPU from one thesis? Replace it! Want to see what US market subscribers-only would entail? Done. Do your own evaluation with @redrum_2001 ‘s tool. It gets pretty stupid, pretty fast. If $ASTS executes, we soar in 9 months and go HAM in 18.

REDRUM 🅰️ @redrum_2001

a year ago

RESEARCH SHOWS 66% OF SUBSCRIBERS ARE WILLING TO PAY EXTRA FOR SATELLITE CONNECTIVITY 🤯 Let's make a calculation on how much revenue this would generate to $ASTS if this turns out to be true. On average, those who pay for $ASTS service would pay ~$8 per month. AST has - and I

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$ASTS - "𝘈𝘯𝘥 𝘴𝘰 𝘛𝘢𝘯𝘯𝘦𝘳, 𝘸𝘩𝘰'𝘴 𝘢𝘯 𝘢𝘣𝘴𝘰𝘭𝘶𝘵𝘦 𝘳𝘦𝘴𝘦𝘢𝘳𝘤𝘩 𝘢𝘯𝘪𝘮𝘢𝘭, 𝘸𝘢𝘴 𝘧𝘰𝘭𝘭𝘰𝘸𝘪𝘯𝘨 𝘶𝘱 𝘮𝘰𝘳𝘦 𝘰𝘯 𝘑𝘶𝘭𝘪𝘰 𝘢𝘯𝘥 𝘯𝘰𝘵𝘪𝘤𝘦𝘥 𝘵𝘩𝘢𝘵 𝘪𝘵 𝘭𝘰𝘰𝘬𝘴 𝘭𝘪𝘬𝘦 𝘵𝘩𝘦 𝘶𝘱𝘥𝘢𝘵𝘦 𝘵𝘰 𝘢 𝘧𝘰𝘳𝘮𝘢𝘭 𝘨𝘳𝘢𝘯𝘵. 𝘖𝘳 𝘪𝘯 𝘰𝘵𝘩𝘦𝘳 𝘸𝘰𝘳𝘥𝘴, 𝘵𝘩𝘦 𝘧𝘰𝘳𝘮𝘢𝘭 𝘨𝘳𝘢𝘯𝘵, 𝘶𝘮, 𝘣𝘦𝘨𝘪𝘯𝘴 𝘪𝘯 𝘮𝘪𝘥-𝘑𝘶𝘭𝘺. 𝘚𝘰 𝘩𝘦𝘳𝘦 𝘸𝘦 𝘢𝘳𝘦, 𝘮𝘪𝘥-𝘑𝘶𝘭𝘺. 𝘞𝘦 𝘸𝘦𝘳𝘦 𝘸𝘰𝘯𝘥𝘦𝘳𝘪𝘯𝘨 𝘸𝘩𝘦𝘯 𝘢𝘳𝘦 𝘸𝘩𝘦𝘯 𝘢𝘳𝘦 𝘸𝘦 𝘨𝘰𝘪𝘯𝘨 𝘵𝘰 𝘨𝘦𝘵 𝘢 𝘧𝘰𝘳𝘮𝘢𝘭 𝘱𝘳𝘦𝘴𝘴 𝘳𝘦𝘭𝘦𝘢𝘴𝘦? 𝘠𝘰𝘶 𝘬𝘯𝘰𝘸, 𝘐 𝘨𝘶𝘦𝘴𝘴 𝘪𝘧 𝘢𝘵 𝘢𝘭𝘭. 𝘈𝘯𝘥 𝘢𝘴 𝘸𝘦 𝘧𝘭𝘪𝘱 𝘰𝘷𝘦𝘳 𝘵𝘦𝘢 𝘭𝘦𝘢𝘷𝘦𝘴, 𝘪𝘵 𝘭𝘰𝘰𝘬𝘴 𝘪𝘯𝘤𝘳𝘦𝘢𝘴𝘪𝘯𝘨𝘭𝘺 𝘭𝘪𝘬𝘦𝘭𝘺 𝘵𝘩𝘢𝘵 𝘵𝘩𝘦 𝘯𝘦𝘹𝘵 𝘬𝘪𝘯𝘥 𝘰𝘧 𝘩𝘶𝘳𝘥𝘭𝘦 𝘤𝘰𝘶𝘭𝘥 𝘢𝘤𝘵𝘶𝘢𝘭𝘭𝘺 𝘣𝘦 𝘵𝘩𝘪𝘴 𝘸𝘦𝘦𝘬. 𝘐 𝘥𝘰𝘯'𝘵 𝘬𝘯𝘰𝘸 𝘪𝘧 𝘵𝘩𝘢𝘵'𝘴 𝘨𝘰𝘪𝘯𝘨 𝘵𝘰 𝘩𝘢𝘱𝘱𝘦𝘯, 𝘣𝘶𝘵 𝘪𝘵 𝘴𝘵𝘢𝘳𝘵𝘴 𝘵𝘰 𝘨𝘦𝘵 𝘷𝘦𝘳𝘺 𝘪𝘯𝘵𝘦𝘳𝘦𝘴𝘵𝘪𝘯𝘨 𝘵𝘰 𝘩𝘢𝘷𝘦 𝘥𝘪𝘴𝘤𝘰𝘷𝘦𝘳𝘦𝘥 𝘵𝘩𝘢𝘵 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯. 𝘛𝘩𝘪𝘴 𝘪𝘴 𝘱𝘰𝘵𝘦𝘯𝘵𝘪𝘢𝘭𝘭𝘺 𝘳𝘦𝘢𝘭 𝘢𝘭𝘱𝘩𝘢 𝘵𝘩𝘢𝘵 𝘸𝘦'𝘷𝘦 𝘶𝘯𝘤𝘰𝘷𝘦𝘳𝘦𝘥. 𝘛𝘳𝘢𝘥𝘦𝘢𝘣𝘭𝘦 𝘢𝘭𝘱𝘩𝘢. 𝘜𝘮, 𝘢𝘯𝘥 𝘪𝘵 𝘫𝘶𝘴𝘵 𝘨𝘰𝘦𝘴 𝘵𝘰 𝘵𝘩𝘦 𝘱𝘰𝘸𝘦𝘳 𝘰𝘧 𝘵𝘩𝘦 𝘴𝘱𝘢𝘤𝘦 𝘉𝘰𝘣. 𝘈𝘯𝘥 𝘳𝘦𝘢𝘭𝘭𝘺 𝘵𝘩𝘦 𝘳𝘦𝘵𝘶𝘳𝘯 𝘰𝘯 𝘳𝘦𝘴𝘦𝘢𝘳𝘤𝘩 𝘧𝘰𝘳 𝘵𝘩𝘪𝘴, 𝘶𝘮 𝘴𝘵𝘰𝘤𝘬. 𝘉𝘶𝘵 𝘺𝘰𝘶 𝘤𝘢𝘯 𝘴𝘦𝘦 𝘵𝘩𝘪𝘴 𝘴𝘭𝘪𝘥𝘦 𝘵𝘩𝘢𝘵 𝘛𝘢𝘯𝘯𝘦𝘳 𝘧𝘰𝘶𝘯𝘥 𝘢𝘯𝘥 𝘪𝘵 𝘴𝘢𝘺𝘴 𝘨𝘳𝘢𝘯𝘵 𝘥𝘦𝘤𝘪𝘴𝘪𝘰𝘯 𝘪𝘯 𝘮𝘪𝘥-𝘑𝘶𝘭𝘺. 𝘈𝘯𝘥 𝘵𝘩𝘦𝘯 𝘪𝘵 𝘴𝘩𝘰𝘸𝘴 𝘵𝘩𝘢𝘵 𝘵𝘩𝘦 𝘧𝘶𝘯𝘥𝘪𝘯𝘨, 𝘺𝘰𝘶 𝘬𝘯𝘰𝘸, 𝘪𝘴 𝘤𝘭𝘦𝘢𝘳𝘭𝘺 𝘭𝘢𝘪𝘥 𝘰𝘶𝘵 𝘢𝘵 𝘯𝘪𝘯𝘦 𝘩𝘶𝘯𝘥𝘳𝘦𝘥 𝘮𝘪𝘭𝘭𝘪𝘰𝘯 𝘥𝘰𝘭𝘭𝘢𝘳𝘴 𝘸𝘪𝘵𝘩 𝘮𝘢𝘵𝘤𝘩𝘪𝘯𝘨 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵. 𝘚𝘰 𝘢 𝘵𝘰𝘵𝘢𝘭 𝘰𝘧 𝘵𝘸𝘰 𝘣𝘪𝘭𝘭𝘪𝘰𝘯 𝘥𝘰𝘭𝘭𝘢𝘳𝘴. 𝘛𝘩𝘪𝘴 𝘪𝘴 𝘢𝘨𝘢𝘪𝘯, 𝘸𝘩𝘢𝘵 𝘸𝘦 𝘨𝘰𝘵 𝘳𝘦𝘢𝘭𝘭𝘺 𝘦𝘹𝘤𝘪𝘵𝘦𝘥 𝘣𝘺 𝘵𝘩𝘪𝘴 𝘪𝘴 𝘫𝘶𝘴𝘵 𝘵𝘩𝘳𝘰𝘸𝘪𝘯𝘨 𝘨𝘢𝘴𝘰𝘭𝘪𝘯𝘦 𝘰𝘯 𝘵𝘩𝘦 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘮𝘰𝘥𝘦𝘭 𝘧𝘰𝘳 𝘈𝘴𝘥𝘴, 𝘣𝘶𝘵 𝘢𝘭𝘴𝘰 𝘵𝘩𝘦𝘯 𝘱𝘰𝘵𝘦𝘯𝘵𝘪𝘢𝘭𝘭𝘺 𝘴𝘤𝘢𝘭𝘦𝘴 𝘵𝘩𝘦 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘤𝘰𝘮𝘮𝘦𝘳𝘤𝘪𝘢𝘭𝘭𝘺 𝘪𝘯 𝘸𝘢𝘺𝘴 𝘱𝘳𝘦𝘷𝘪𝘰𝘶𝘴𝘭𝘺 𝘯𝘰𝘵 𝘤𝘰𝘯𝘵𝘦𝘮𝘱𝘭𝘢𝘵𝘦𝘥 𝘣𝘺 𝘵𝘩𝘦 𝘮𝘢𝘳𝘬𝘦𝘵. 𝘝𝘦𝘳𝘺 𝘦𝘹𝘤𝘪𝘵𝘪𝘯𝘨 𝘴𝘵𝘶𝘧𝘧." Listen to the whole episode on Spotify - open.spotify.com/show/5u6rTxenT…