Key Takeaways AST SpaceMobile completed a 4G VoLTE, video and data test with Bell Canada using standard smartphones.The trial supports Bell's plan to launch LEO direct-to-cell service in 2026, improving rural connectivity.ASTS aims to deploy up to 60 BlueBird satellites by 2026 to expand space-based mobile network coverage.AST SpaceMobile, Inc. (ASTS) has successfully tested space-based direct-to-cell 4G voice over LTE (VoLTE) call, video call, broadband data connectivity and video streaming services in Can ...

We recently published 10 Stocks Stealing The Spotlight Today. AST SpaceMobile Inc. (NASDAQ:ASTS) is one of the top performers on Wednesday. AST SpaceMobile jumped by 16 percent on Wednesday to close at $56.94 apiece as investors cheered the kickstart of its next-generation satellite launch campaign. In a social media post late Tuesday, AST SpaceMobile Inc. (NASDAQ:ASTS) said that it is now in preparations for the official launch of the BlueBird 6 satellite, following the successful completion of its fina ...

Company Overview - AST SpaceMobile, Inc. (ASTS) shares increased by 12.2% to close at $54.8, with trading volume significantly higher than usual, contrasting with a 2.3% loss over the past four weeks [1] - The company is on track to deploy 45-60 satellites by the end of 2026, having completed assembly for eight Block 2 BlueBird satellites, which will be the largest deployment in Low Earth Orbit (LEO) for commercial use [2] - AST SpaceMobile has already deployed its first five commercial satellites, known as BlueBird, featuring the largest commercial communications arrays at 693 square feet, providing non-continuous service across the U.S. [3] Financial Performance - The company is expected to report a quarterly loss of $0.17 per share, reflecting a year-over-year increase of 29.2%, while revenues are projected to reach $20.74 million, a significant increase of 1785.5% from the previous year [4] - The consensus EPS estimate for the upcoming quarter has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [5] Industry Context - AST SpaceMobile operates within the Zacks Wireless Equipment industry, where Nokia (NOK) also competes, having closed 1.7% higher at $4.85, with a 9.9% return over the past month [5] - Nokia's consensus EPS estimate for its upcoming report has remained unchanged at $0.06, representing a decline of 14.3% from the previous year, and currently holds a Zacks Rank of 4 (Sell) [6]

Core Insights - AST SpaceMobile, Inc. (ASTS) has experienced a stock price increase of 91% over the past six months, significantly outperforming the industry growth of 17.4% and peers like Aviat Networks, Inc. (AVNW) and Comtech Telecommunications Corp. (CMTL) [1][8] Group 1: Satellite Deployment and Technology - AST SpaceMobile is on track to deploy approximately 45-60 satellites by the end of 2026, having already launched its first five BlueBird satellites in low Earth orbit (LEO) [3][5] - The BlueBird satellites feature the largest commercial communications arrays, covering 693 square feet, and provide non-continuous service across the U.S. using over 5,600 cells in the low-band spectrum [3][4] - The company aims to provide nationwide intermittent service in the U.S. by the end of 2025, followed by expansions to the U.K., Japan, and Canada in early 2026 [5] Group 2: Partnerships and Market Strategy - AST SpaceMobile has formed partnerships with major carriers like AT&T and Verizon to enhance its service reach and secure funding for its satellite network [9][10] - A definitive commercial agreement with AT&T extends until 2030, focusing on integrating space-based direct-to-mobile technology with AT&T's existing network [9] - Verizon has committed $100 million for satellite direct-to-cellular service, which is expected to improve cellular coverage and eliminate dead zones in the U.S. [10] Group 3: Financial Challenges and Market Sentiment - The company faces high operating costs due to macroeconomic factors such as inflation, interest rates, and capital market volatility, which have increased satellite material prices and capital costs [11] - AST SpaceMobile anticipates significant expenditures for infrastructure setup and R&D for advanced satellite technology in the coming months [12] - The Zacks Consensus Estimate for AST SpaceMobile indicates a widening loss forecast for 2025 and 2026, reflecting investor skepticism about the company's growth potential [13]

Core Insights - AST SpaceMobile, Inc. (ASTS) is set to deploy approximately 45-60 satellites by the end of 2026, having already launched its first five commercial satellites, known as BlueBird, in low Earth orbit (LEO) [1][6] - The BlueBird satellites feature the largest commercial communications arrays, covering 693 square feet, and provide non-continuous service across the U.S. using over 5,600 cells in the low-band spectrum [1][2] - The company aims to enhance connectivity in remote areas, ensuring broader access to communication services [2] Deployment and Technology - AST SpaceMobile has completed the assembly of microns for eight Block 2 BlueBird satellites, marking the largest commercial deployment in LEO [3] - The larger aperture array design is expected to improve spectrum reuse, signal strength, and capacity, allowing for nationwide intermittent service in the U.S. by late 2025, followed by expansions to the UK, Japan, and Canada in early 2026 [3] Competitive Landscape - AST SpaceMobile faces competition from Viasat, Inc. (VSAT) and Iridium Communications Inc. (IRDM) in the satellite communication sector [4] - Iridium operates a large constellation of 66 LEO satellites and is investing in technology to enhance its services [4] - Viasat is developing the ViaSat-3 broadband platform, which will significantly increase bandwidth capacity and aims to establish a global broadband network [5] Financial Performance - AST SpaceMobile's stock has increased by 39.4% over the past year, outperforming the industry growth of 25.6% [6] - The company has a forward price-to-sales ratio of 89.41, which is considerably higher than the industry average [7] - The Zacks Consensus Estimate for AST SpaceMobile's earnings for 2025 has seen upward revisions over the past 60 days, indicating positive sentiment [8][9]

Company Overview - AST SpaceMobile is focused on developing a global cellular broadband network in space, which will be accessible via smartphones, differentiating itself from competitors like Starlink that require dedicated hardware [5][6] - The company aims to provide cellular service in regions where traditional infrastructure is too costly or difficult to implement, targeting approximately 5.8 billion mobile subscribers who experience coverage issues [6] Strategic Partnerships - AST SpaceMobile has established strategic partnerships with major telecommunications companies, including a commercial agreement with AT&T that extends through 2030, allowing AT&T to access AST's network and satellite services [7][8] - Verizon Communications has also partnered with AST SpaceMobile, committing $100 million as part of their agreement, alongside collaborations with Vodafone, Rakuten, and Alphabet's Google [9][10] Financial Performance - The company has not yet generated significant revenue and reported a net loss of $300 million last year, with an additional loss of $46 million in Q1 [11] - As of the end of Q1, AST SpaceMobile had $874.5 million in cash and equivalents, which is expected to fund the design, manufacture, launch, and operation of a constellation of 25 BlueBird satellites [13] Market Potential - The space economy is projected to reach $1.8 trillion by 2035, presenting a significant growth opportunity for AST SpaceMobile [2] - Analysts forecast substantial revenue growth for AST SpaceMobile, estimating revenues of $299 million in 2026, $958 million in 2027, and $2.2 billion in 2028, with positive earnings expected by 2027 [14]

NASDAQ: ASTS Business Update – Fourth Quarter 2024 March 4, 2025 ast-science.com ast-science.com Forward Looking Statements This communication contains "forward-looking statements" that are not historical facts, and involve risks and uncertainties that could cause actual results of AST SpaceMobile to differ materially from those expected and projected. These forward-looking statements can be identified by the use of forward-looking terminology, including the words "believes," "estimates," "anticipates," "ex ...