Core Insights - AST SpaceMobile, Inc. (ASTS) has successfully tested space-based direct-to-cell 4G VoLTE services in Canada, highlighting the importance of connectivity in challenging geographical areas [1][9] - The successful trial is expected to facilitate Bell Canada's deployment of low Earth orbit (LEO) direct-to-cell service by 2026, enhancing connectivity for residents and boosting regional tourism [2][9] - ASTS has partnered with major carriers like AT&T and Verizon to expand its satellite network, aiming to provide connectivity in previously unreachable locations [3][4] Group 1: Partnerships and Collaborations - AST SpaceMobile has established a definitive commercial agreement with AT&T, extending until 2030, to offer space-based direct-to-mobile technology [3] - Verizon has committed $100 million for satellite direct-to-cellular service, enhancing coverage and eliminating dead zones in the U.S. [4] Group 2: Satellite Deployment and Infrastructure - AST SpaceMobile plans to deploy 45-60 BlueBird satellites by the end of 2026, having already launched its first five commercial satellites [5][9] - The BlueBird satellites feature the largest commercial communications arrays, providing non-continuous service across the U.S. [5] Group 3: Financial Performance and Market Position - AST SpaceMobile's stock has increased by 230.6% over the past year, outperforming the industry growth of 36.4% and competitors like Aviat Networks and Comtech Telecommunications [7] - Despite the stock performance, the company faces high operating costs due to macroeconomic challenges and significant expenditures for satellite technology development [10][11] Group 4: Future Outlook and Challenges - The Zacks Consensus Estimate for AST SpaceMobile indicates a widening loss per share for 2025 and 2026, reflecting investor skepticism about the company's growth potential [12] - The collaboration with leading carriers is seen as a pathway to enhancing network connectivity and bridging the digital divide, but the company is currently rated with a Zacks Rank 3 (Hold) [16][17]

Core Viewpoint - AST SpaceMobile's stock surged 14.5% after announcing a definitive commercial agreement with Verizon to provide space-based direct-to-device connectivity for cellphones in the U.S., effective in 2026 [1]. Group 1: Partnership and Technology - The partnership with Verizon aims to integrate its terrestrial network with AST SpaceMobile's innovative space-based technology, which is designed to connect directly to everyday smartphones without the need for specialized equipment [3][4]. - AST SpaceMobile has deployed the largest-ever commercial communications arrays in low Earth orbit, positioning itself as a pioneer in direct-to-cell satellite communications (DTC) [3]. Group 2: Financial Considerations - AST SpaceMobile is currently experiencing significant cash burn, exceeding $675 million annually, which could deplete its $924 million cash reserves in approximately 16 months at the current rate [5]. - Despite the cash burn, AST's market valuation is nearing $30 billion, providing the potential to raise new capital through share sales if necessary [5][6]. Group 3: Investment Sentiment - The recent developments have generated excitement among investors, as the partnership with Verizon is seen as a positive step forward for AST SpaceMobile [4]. - However, there are considerations regarding the company's cash flow and stock price, which may influence investment decisions [7].

Core Points - Viasat has been awarded a prime contract by the U.S. Space Force for the Protected Tactical SATCOM-Global program, which aims to develop a resilient and anti-jam satellite constellation [1][3] - The initial Delivery Order 1 contract will focus on designing a dual-band X/Ka-band satellite and related systems over a 7-month period [2][3] - The PTS-G program has a total ceiling value of $4 billion for all potential awardees, emphasizing its significance in enhancing military satellite communications [4] Group 1 - The PTS-G program is part of the U.S. Space Force's initiative to deploy maneuverable geosynchronous satellites, improving military communication resilience and agility [3][4] - Viasat's design will include tracking, telemetry, command, and cybersecurity requirements, enhancing end-user speeds and performance [2][3] - The first launch of the PTS-G constellation is projected for 2028, targeting government end-users [1] Group 2 - Viasat's Vice President highlighted the company's proven track record in delivering secure and high-performance satellite communication solutions [4] - The program aims to integrate advanced commercial technologies to create a more resilient communication network capable of withstanding threats [4] - Viasat's acquisition of Inmarsat in May 2023 has strengthened its position as a global communications partner [6]

LONDON--(BUSINESS WIRE)-- #LEO--Enterprises with fail-safe, mission-critical connectivity needs will spend $15.3 billion on low-earth orbit (LEO) satellite connectivity by 2030, according to Omdia's Enterprise LEO Forecast 2025-30. Broadband connectivity will account for 94% of LEO enterprise revenues, with direct- to-device (D2D) subscriptions making up the remaining 6%. "The heartland of LEO opportunity lies among public and private enterprises with isolated operations and high-performance requiremen. ...

A rendering of an AST SpaceMobile satellite. AST SpaceMobile Inc. shares have more than tripled this year as the race for space-based cell phone connectivity heats up. With Elon Musk’s SpaceX division, Starlink, rushing to overtake it, AST is positioned for “painful corrections,” according to a Scotiabank analyst. “In the midst of an impressive bull market, extreme volatility in recent days has led to what we see as a valuation bubble,” analyst Andres Coello wrote in a note Tuesday downgrading the stock ...

Company Overview - Gilat Satellite Networks Ltd. is a leading global provider of satellite-based broadband communications with over 35 years of experience [5] - The company develops and delivers technology solutions for satellite, ground, and new space connectivity, focusing on critical connectivity across commercial and defense applications [5] - Gilat's product portfolio includes cloud-based platforms, high-performance satellite terminals, and advanced antennas, supporting multi-orbit constellations and Very High Throughput Satellites (VHTS) [6] Upcoming Event - Gilat will present at the LD Micro Main Event XIX from October 19-21, 2025, in San Diego, California [1] - CFO Mr. Gil Benyamini will present to investors on October 21, 2025, at 9:30 AM PT and will be available for one-on-one meetings throughout the day [2] Product Applications - Gilat's solutions support various applications, including government and defense, broadband access, cellular backhaul, and critical infrastructure [7] - The company aims to meet stringent service level requirements across its diverse client base [7] Industry Context - LD Micro is recognized as a key resource in the micro-cap space, providing access and insights for investors seeking emerging companies [3]

Group 1 - Crossroads Capital LLC reported a 36.9% net return in Q2 2025, with a year-to-date return of 26.1% and a compounded return of 17% since inception [1] - The fund's top five holdings were highlighted, indicating strong investment picks for 2025 [1] Group 2 - AST SpaceMobile, Inc. (NASDAQ:ASTS) is a key investment for Crossroads Capital, with a one-month return of 58.05% and a 52-week gain of 184.93% [2] - As of October 2, 2025, AST SpaceMobile, Inc. had a stock price of $66.16 and a market capitalization of $23.904 billion [2] - The company aims to address global mobile coverage gaps and provide affordable broadband to billions lacking basic internet services, positioning itself as a pioneer in space-based cellular broadband [3]

Group 1 - Iridium Communications Inc. has been downgraded by Raymond James from 'Strong Buy' to 'Outperform', with a price target cut from $39 to $26 [1][2] - The downgrade is attributed to increased competition from SpaceX Starlink, which has announced the purchase of 50 MHz of AWS-4 and H-Block spectrum in the US [2][3] - Iridium's stock has experienced a significant pullback of approximately 29% in recent weeks due to these competitive pressures [3] Group 2 - Iridium Communications provides global voice and data services through a network of 66 low-Earth orbit satellites, ensuring worldwide coverage including remote areas [4] - The company's unique interconnected mesh network facilitates reliable communication services such as satellite phones, text messaging, and internet access from virtually any location [4]

Core Viewpoint - The article emphasizes the importance of identifying and sustaining stock price trends for successful short-term investing, highlighting the need for strong fundamentals and positive earnings revisions to maintain momentum. Group 1: Stock Performance - Globalstar (GSAT) has shown a solid price increase of 35% over the past 12 weeks, indicating strong investor interest and potential upside [4] - The stock has also increased by 19.9% over the last four weeks, suggesting that the upward trend is still intact [5] - GSAT is currently trading at 82% of its 52-week high-low range, indicating a potential breakout opportunity [5] Group 2: Fundamental Strength - GSAT holds a Zacks Rank 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises [6] - The stock has an Average Broker Recommendation of 1 (Strong Buy), reflecting high optimism from the brokerage community regarding its near-term price performance [7] Group 3: Investment Strategy - The "Recent Price Strength" screen is a useful tool for investors to identify stocks like GSAT that are on an uptrend supported by strong fundamentals [3] - The article suggests that there are other stocks passing through the same screen, encouraging investors to explore additional opportunities [8]

Viasat will provide its InRange launch telemetry solution for Skyrora’s demonstration launches, in a project supported by the European and UK Space Agencies. Last month, Glasgow-based Skyrora became the first UK-based manufacturer to receive a launch license, with up to 16 launches per year aimed by 2030. LONDON, Oct. 01, 2025 (GLOBE NEWSWIRE) -- Viasat, Inc. (NASDAQ: VSAT), a global leader in satellite communications, today announced it will provide its InRange launch telemetry service for future sub-orbit ...