🛰Cyrus D🅰️ Great 📶 @CyrusDeris

$ASTS truly confused why @AST_SpaceMobile wouldn’t post this video. This is great PR material

Peter LINDM🅰️RK @peterlindmark

a day ago

$ASTS 2degrees (NZ): Today, we celebrate the official opening of the 2degrees Marton Satellite Ground Station – one of the first commercial AST SpaceMobile ground stations in the world. This marks amajor step toward us offering 2degrees satellite connectivity. Behind this

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$ASTS: T-Mobile signing with AST SpaceMobile is going to be an absolute shock to Wall Street 😉

*Walter Bloomberg @DeItaone

20 hours ago

$SPCX - SPACEX WIRELESS PLANS COULD BOOST T-MOBILE Bank of America says SpaceX’s wireless ambitions could benefit T-Mobile, tower companies and spectrum values. Building a competitive nationwide network would require massive investment, more spectrum and years of

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$ASTS: 🚨🇳🇿 2DEGREES AND AST SPACEMOBILE TEST VOICE CALLS, VIDEO CALLS AND MOBILE BROADBAND DATA SESSIONS OVER STANDARD 4G AND 5G HANDSETS IN NEW ZEALAND DURING THE MONTH OF AUGUST "HI MARK - IT'S MARK!" 😁 2degrees has opened a satellite ground station in Marton and completed voice-call and broadband data tests on standard smartphones through AST SpaceMobile's network. The facility is among the first commercial AST SpaceMobile ground stations worldwide and is intended to support the rollout of direct-to-device satellite mobile services in New Zealand. Paul Goldsmith, Minister for Media and Communications and Minister for Space, opened the site as 2degrees marked a new stage in its satellite connectivity programme. The Marton station will connect with 2degrees' core network and support voice, data and messaging services for users outside existing mobile coverage. Engineers from 2degrees and AST SpaceMobile have been testing the system during August. The trials included voice calls, video calls and mobile data sessions using standard 4G and 5G handsets rather than dedicated satellite phones or extra hardware. 2degrees said it has invested millions in the local ground station. It also said calls, data and messages on the service are designed to originate and terminate on the 2degrees core network without passing through another country or jurisdiction. Mark Callander, Chief Executive, 2degrees, described the project as a response to persistent coverage gaps in New Zealand. "AST SpaceMobile approaches satellite connectivity in a unique way. The service is designed to offer voice calling, data and SMS, extending connectivity into places that have traditionally been difficult to serve. 2degrees has invested millions in building a ground station locally, providing access to advanced technology that will enable connectivity for Kiwis outside traditional coverage areas," said Mark Callander, Chief Executive, 2degrees. 2degrees has not given a launch date for customers. Further testing will continue before it confirms timings for trials and a commercial launch. Callander also linked the timing to the pace of AST SpaceMobile's satellite deployment. "AST SpaceMobile has a robust launch roadmap, and with each additional satellite deployed, service availability increases. We will offer the service commercially when service availability reaches a level we consider viable," said Callander. Global push AST SpaceMobile is building a direct-to-device satellite network through partnerships with mobile operators rather than standalone satellite handsets. It has agreements with more than 50 mobile network operators globally, including Verizon, AT&T and Rakuten, covering a combined subscriber base of nearly three billion. That operator-led model has become a key part of the emerging race to provide mobile coverage from space. Telecom groups are exploring satellite links as a way to extend service in remote and rural areas, where conventional mobile towers are harder to justify on cost grounds or face geographic constraints. New Zealand's terrain and dispersed population have made that challenge particularly acute in some parts of the country. For 2degrees, the Marton ground station provides domestic infrastructure as it seeks to add satellite links to its existing mobile network. Chris Ivory, Chief Commercial Officer, AST SpaceMobile, framed the New Zealand deployment as an early commercial step in the company's international expansion. "New Zealand's early adoption of AST SpaceMobile's technology and deployment of commercial ground infrastructure position the country at the forefront of space-based cellular broadband. Working alongside 2degrees, we are bringing a new satellite connectivity capability and advancing the integration of our networks to deliver voice, broadband data and SMS directly to everyday smartphones, without specialised devices," said Chris Ivory, Chief Commercial Officer, AST SpaceMobile. Article: channellife.co.nz/story/2degrees…

$ASTS: Deutsche Bank Hold Rating $93 Price Target Is AST Interested in Grain's 800 MHz? An August 21 article by MT Newswires reported that ASTS and SPCX had expressed interest in acquiring spectrum from Grain Management, which is “hoping to raise about $6B in the sale,” according to the article. This is the 800 MHz spectrum that T-Mobile sold to Grain for $2.9B (the purchase agreement was announced in March 2025). It consists of approximately 14 MHz paired spectrum nationwide, although there is variation in the amount of spectrum held at the market level. Elon Musk, via X, indicated that reports of SPCX’s interest in the spectrum are not true. What about ASTS? The Grain frequencies are already built into ASTS’ satellites, and recent FCC filings reveal that ASTS has been conducting testing on the Grain spectrum. Furthermore, low band spectrum’s propagation characteristics make it ideal for direct-to-device communications given the inherent limitations of a small internal antenna combined with low power levels. Given these facts, we believe that ASTS would like to gain access to this spectrum for use in the company’s operations. However, we also believe that cost of access is a critical factor in assessing whether or not ASTS will ultimately utilize these frequencies held by Grain. First off, we do not think the $6B figure is “the price”. Naturally, Grain is looking to maximize return on investment and it behooves the firm to indicate a high asking price to the media in order to try to raise the bidding floor as much as possible. Second, we believe ASTS will be very disciplined in terms of both the price it pays for access and how the relationship would be structured. We could envision, broadly speaking, a structure more or less similar to Ligado that could include fixed lease payments, a revenue share, and an upfront payment. What we do not envision at all is ASTS issuing several billion dollars in equity or equity linked securities in order to finance the purchase of ~14 MHz of spectrum, especially after securing 45 MHz from Ligado across the US and Canada for an effective price under $2B.

$ASTS : JV goes Varsity - Spectrum Talk x.com/i/spaces/1AGRn…

$ASTS $SPCX: Bro, what is this AST SpaceMobile?!? 😂

$ASTS: AT&T's COO Confirms What We're All Thinking x.com/i/spaces/1nKOL…

$SPCX and $ASTS are reportedly eyeing ~$6B of 800 MHz spectrum that could strengthen their push into satellite direct-to-device service. The licenses cover nearly the entire U.S. population with preliminary bids due in early September and the FCC targeting a Nov. 5 completion.

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$ASTS may be getting pulled deeper into the carriers satellite strategy after $T COO Jeff McElfresh publicly highlighted its FCC approval to test Grain Management’s 800 MHz spectrum. The band matters because Grain’s 800 MHz sits next to AT&T and Verizon’s 850 MHz holdings making it a natural fit for broader carrier-backed D2D service. What really stands out is McElfresh saying the progress “builds on our announced satellite-connectivity joint venture” which suggests AST’s testing could be tied directly to how that shared spectrum strategy comes together.

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$ASTS: Comments from Former Director at SpaceX - Expert Network Interview "... direct-to-device wasn't really talked about then as a possibility, because there wasn't the technical ability really to do it. All of a sudden, AST actually was the first to really, really prove it, to say, "We could provide a 5G or a 5G-like service." " ... I was going to Mobile World Congress, I have been for about the last 10 years, satellites were never talked about. All of a sudden, it's the only thing being talked about. It is this threat opportunity, weird tightrope walk. They go on this line of, "Wait, this is great. Wait, this is a threat." "AST is a different beast, because they've got investors like Vodafone, AT&T, Verizon, and Rakuten from Japan as part of their group. They're taking a different approach than SpaceX, which has just come out with all their barrels blazing, saying, "Hey, we think we can actually compete with the mobile operators." AST is being very nice and friendly with them. It's a different approach."

$ASTS $SPCX: SpaceX, AST Said Seeking to Buy Spectrum Valued at $6 Billion - Bloomberg By Kelcee Griffis, Michelle F. Davis and Reshmi Basu (Bloomberg) -- SpaceX and AST Spacemobile Inc. are among the companies that have expressed interest in acquiring a swath of spectrum held by Grain Management LLC that’s valuable for providing wireless phone services directly from space, according to people familiar with the discussions. The 800 MHz-band licenses became available after Grain completed a spectrum swap this month with T-Mobile US Inc. The terms of that transaction, approved by the Federal Communications Commission, call for Grain to seek bids to develop the spectrum, which has been underutilized, according to the commission’s order. The commission has said it wants the bidding done by Nov. 5. Grain, a Washington-based technology and communications investment firm, has asked interested parties to submit preliminary offers by the first week of September, some of the people said, asking to not be identified because the discussions are private. Grain hopes to reap about $6 billion from selling the licenses, one of the people said, although the company’s plans could also involve leasing the capacity. It’s possible another bidder could emerge. Representatives for SpaceX, AST and Grain didn’t immediately respond to requests for comment. The licenses cover nearly the entire US population, and they’re seen as valuable for helping satellite providers establish a ground-based link for voice services, known as a network pilot. Grain is confident that satellite and terrestrial services can co-exist in the 800 MHz band even though it’s previously only been used for ground-based mobile services, one of the people said. The FCC said it wants to promote the growth of a new generation of satellite-based telecom networks that can fill gaps in land-based coverage and continue US leadership in the space-based communications industry. The commission created incentives for Grain to work with companies like AST and SpaceX, although the investment firm can also offer the spectrum to mobile phone companies, utilities and other providers, according to the order. T-Mobile inherited the 800 MHz band when it combined with Sprint Corp. in 2020, but it never utilized the licenses. T-Mobile’s original plan was to sell the spectrum to Dish Network Corp. when it was tasked with standing up a fourth nationwide wireless carrier, but Dish ultimately declined to purchase the licenses. The FCC earlier approved an arrangement under which T-Mobile traded the spectrum to Grain for a set of 600 MHz licenses and a $2.9 billion cash payment.

$ASTS: 🇵🇹🇪🇺 VODAFONE PORTUGAL ANNOUNCES PIONEERING AGREEMENT WITH SATELLITE CONNECT EUROPE TO LAUNCH SATELLITE MOBILE CONNECTIONS IN PORTUGAL Lisbon, July 22, 2026 Vodafone Portugal's partnership with the European satellite communications joint venture positions Vodafone to be the first operator to provide this universal connectivity service in the country by 2027.   Vodafone Portugal and Satellite Connect Europe (a joint venture between Vodafone and AST SpaceMobile for mobile broadband satellite communications) have established a partnership to launch a commercial mobile satellite connectivity service using conventional smartphones.  In this way, Vodafone is positioning itself to be the first operator in the country to provide, by the end of 2027, access to mobile communications in any part of Portuguese territory that may not be served by terrestrial coverage, allowing any conventional smartphone to make a connection using satellite technology. Additionally, it will allow communications to be maintained during emergency situations, such as storms and power outages. With this agreement, and after all regulatory authorizations for spectrum use have been secured, the next step will be to guarantee the commercial availability of the solution through a soft launch, complementing Vodafone's current terrestrial mobile network. In simplified terms, this technology (known as D2D, or Direct-to-Device) transmits a user's 4G/5G smartphone signal via AST SpaceMobile's BlueBird satellites (operating from low Earth orbit) to a Satellite Connect Europe space-to-ground gateway, where all signals are received and routed to the terrestrial network, thus ensuring continuity of communications.  With this extension of the terrestrial network via satellite, it will be possible to switch between space and terrestrial networks to access broadband data, make calls and send SMS easily. This will make mobile coverage available even in hard-to-reach areas, without the need for dedicated antennas, specialized devices or expensive satellite phones, complementing Vodafone's advanced 5G network across Europe.   “This step forward in exploring new forms of communication reinforces Vodafone Portugal’s commitment to the digitalization and modernization of society and to strengthening the competitiveness of the economy. On the other hand, it contributes to solidifying national security, paving the way for universal connectivity,” says Luís Lopes, CEO of Vodafone Portugal.  “This commercial agreement reinforces the momentum of mobile network operators around satellite connectivity, as well as our unique technology and partnership approach,” says Meredith Sharples, General Manager of Satellite Connect Europe. “Vodafone Portugal has a clear vision to integrate satellite technology into its network and improve mobile coverage and resilience across the country.”   The first satellite video call was made in January 2025 by Vodafone and AST SpaceMobile from a remote mountainous location in Wales, between Rowan Chesmer, a Vodafone engineer, and Margherita Della Valle, CEO of the Vodafone Group.  AST SpaceMobile is building the first and only space-based mobile broadband network accessible directly by mainstream smartphones, designed for commercial and government applications.  vodafone.pt/press-releases…

$ASTS: Stay Focused™️ x.com/i/spaces/1AGRn…

Goldman must be bearish space. These numbers are too small 😂

@ASTSMoon @bondurant_g My condolences my friend, stay strong!!

$ASTS: Goldman Sachs and the rest of Wall Street waking up to the direct-to-device opportunity. But few know about AST SpaceMobile, for now. "LEO infrastructure is one of the clearest commercial beachheads of the modern space economy, extending, supplementing, and even competing with terrestrial networks. In the four years since launch, Starlink, SpaceX’s fully operational global broadband LEO constellation that provides highspeed low-latency internet, has served more than 10 million customers, generating more than $11 billion in revenue in 2025. The Starlink network currently has almost 10,000 satellites in LEO, with thousands more approved for deployment in the next few years. Amazon, too, is investing significantly to build up its LEO satellite network, known as Amazon Leo, that can serve broadband internet and DTC—most notably through its announced agreement to acquire Globalstar, which includes radio spectrum rights for DTC communications. DTC, normally considered a low-data operation for edge-processing use cases in remote environments, is likely to expand to high-data operations in the future and complement regular LTE service. Although the markets for DTC and broadband services are converging and are being pursued by many of the same players, the competitive dynamics of these markets differ. The physical terminal required for broadband services means that the switching costs in this market are higher, providing an advantage to first movers. For example, Starlink terminals generally cost between $200 and $600, depending on product and geography,27 and the upfront cost deters customers from switching easily to other providers. On the other hand, companies pursuing DTC can partner with existing cell carriers to add space based coverage, instantly granting them access to large existing customer bases without selling any hardware. This also means DTC users will face lower switching costs compared to broadband, which could make competition in this sector stronger as it develops. Regardless of how these competitive dynamics resolve, a trend line is forming: As LEO networks become denser and latency improves, satellite communications are likely to become an embedded feature of the broader digital economy, supporting direct-to-device mobile connectivity, aviation and maritime broadband, emergency response, autonomous vehicles, electric vertical takeoff and landing (eVTOL) crafts, mixed reality, telemedicine, smart cities, and machine-to-machine communications. Over time, the most important commercial shift may be that LEO makes connectivity ambient—available across geographies, modes of transport, and industrial settings where terrestrial networks are intermittent or uneconomic. That creates a platform for second-order applications: autonomous systems that require continuous data links, cross border enterprise networks that avoid terrestrial chokepoints, resilient backup communications during disasters, and eventually space-to-space communications that support a more complex orbital economy. In that sense, LEO is not merely a substitute for fiber, 5G, or submarine cables; it is becoming a new connectivity layer that expands the addressable market for communications, enables new categories of digital services, and reinforces the report’s broader argument that space infrastructure is moving from a specialized frontier to an essential pillar of the industrial economy."

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$ASTS: AST Spacemobile Expands Midland Spaceport Footprint 17 Aug 2026 News The Midland Development Corporation (MDC) is proud to highlight the remarkable continued growth of AST SpaceMobile, Inc. at the Midland International Air and Spaceport. As the pioneer behind the first and only space-based cellular broadband network accessible directly by standard, unmodified mobile phones, AST SpaceMobile’s presence in Midland represents a cornerstone of West Texas’s rapidly accelerating innovation economy. Driving High-Tech Innovation in the Permian Basin While Midland has long been celebrated as the energy capital of the Permian Basin, the expansion of AST SpaceMobile’s facilities demonstrates the region’s expanding role as a premier hub for aerospace manufacturing and satellite technology. Operating out of the Spaceport Business Park, AST SpaceMobile has established state-of-the-art research, development, and assembly facilities. The company’s site at the Midland International Air and Spaceport provides an ideal environment for advanced manufacturing, testing, and logistics. The 400,000 square-foot expansion of their satellite manufacturing facility in Midland supports the mass production of AST SpaceMobile’s BlueBird satellites. These next-generation satellites feature large phased-array antennas designed to deliver commercial cellular broadband connectivity from space directly to everyday smartphones, bridging digital divides and providing critical connectivity to remote and underserved areas across the globe. The agreement includes: ✅Up to $66 million in incentives over 30 years (paid only after performance milestones achieved). ✅No property tax abatements or property tax incentives. ✅Annual performance payments capped at $3.3 million. ✅$16 million in ground lease reimbursement returned to the City of Midland. Building a World-Class Aerospace Ecosystem Midland’s unique combination of available land, streamlined permitting, supportive local leadership, and access to a robust industrial supply chain makes it uniquely positioned to support space-technology leaders. AST SpaceMobile’s growing footprint acts as a powerful catalyst, encouraging complementary aerospace, defense, and technology firms to consider Midland for their next phase of growth. The presence of high-tech manufacturing alongside traditional energy industries fosters a culture of technical excellence and cross-sector innovation. In addition to industrial development, AST SpaceMobile actively engages with local educational institutions, helping to cultivate the region’s future workforce by inspiring students to pursue aerospace and technology careers. Economic Impact and Job Creation The partnership between the MDC and AST SpaceMobile continues to deliver substantial economic dividends for the Midland community. Through strategic agreements, infrastructure support, and performance-based incentives, MDC has worked to ensure that cutting-edge aerospace companies have the resources necessary to scale their operations locally. AST SpaceMobile’s expansion brings significant capital investment to the city and accelerates the creation of primary, high-paying jobs in science, technology, engineering, and mathematics (STEM). These positions diversify Midland’s industrial base, attract top-tier talent from around the country, and offer rewarding career pathways for local graduates. The expansion expects to add 1,800 jobs at full buildout and support 4,000 regional jobs through indirect and induced economic activity. Looking Ahead The MDC remains dedicated to fostering an environment where innovative companies can thrive. As AST SpaceMobile expands its spaceport operations, MDC will continue to invest in the infrastructure, talent, and partnerships that make Midland a premier destination for business and space technology. For more information about business opportunities, incentives, and aerospace development in Midland, Texas, visit the MDC website.

MidlandTXEDC @MidlandTXEDC

a week ago

Big things are happening at the Midland International Air & Space Port!🛰️ Read the full story here: midlandtxedc.com/news-and-resou…

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$ASTS: STAY FOCUSED™️

🚨 $ASTS TO PROVIDE INFLIGHT CONNECTIVITY VIA LIGADO MSS BANDS AT PEAK DOWNLOAD DATA RATES OF NEARLY 200 MBPS) 🚨 Heavily redacted Ex-parte presentation contains reference to a use-case at 30,000 feet. Where Commercial jet airliners (and business jets) commonly cruise. 🐾

Justin 🅰️ @jusbar23

a week ago

$ASTS: AST and Ligado has met with the FCC to deliver a confidential ex-parte about the technical specs of the system. The powerpoint is largely redacted but good signs fccprod.servicenowservices.com/icfs?id=ibfs_a…

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$ASTS: 🚨 DEUTSCHE BANK UPGRADES AST SPACEMOBILE PRICE TARGET TO $137 FROM $81, REITERATES BUY RATING 🚀