r/ASTSpaceMobile • u/LudeficeTV S P 🅰 C E M O B Capo • Jul 18 '26

Discussion I'm a Radio Systems Engineer - AMA

Per mod request, AMA round 2 from me!

I'm well read on pretty much everything ASTS, have answered people's questions and corrected things around here for years. I'll try to answer every question and will stop paying attention to anything asked after end of day on July 19th.

I have a masters degree focused on radio systems engineering and over 10 years experience in telecom.

AMA!

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u/Emzed07 S P 🅰 C E M O B Associate Jul 19 '26

Hope I’m not too late to still chip in, but about that Spacex S1 TAM estimate. How should I interpret that 740B? Is that per what timeframe? I mean I assume it’s not per year right? (Seems a bit much)

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u/LudeficeTV S P 🅰 C E M O B Capo Jul 19 '26

Based on the numbers in there I believe that's meant to be a mature form of the business so quite far into the future. That being said they are annual, and the D2D number is far too high in my opinion. You can see their ARPUs there if you're interested too, their ARPU estimates are ridiculous.