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"ASTS (earnings update): Space tech to provide broadband directly to smartphones with 2025 US launch & 2026 UK/Japan/Canada expansion. $1.5B pro-forma cash funds 45-60 satellite deployment. 8 satellite components assembled, aiming for 40 by 2026. Secured 60MHz S-Band + 45MHz L-Band spectrum. 50+ MNO partners covering 3B users, 8 US govt contracts."
"ASTS: Building satellite network for direct-to-cellphone 5G. No competition, 5 Block 1 satellites deployed, MOUs cover 3B people. Tech hard to replicate, navigating regulations & telecom deals well. 3500 patents. Potential for billions in FCF with 45-60+ satellites. High risk, no revenue, $8B valuation."
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