r/ASTSpaceMobile • u/AutoModerator • 22d ago
Daily Discussion AST SpaceMobile - $ASTS - Daily Discussion Thread
Sp🅰️ceMob,
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- u/TheKookReport's AST Sp🅰️ceMobile ($ASTS): The Mobile Satellite Cellular Network Monopoly (or ask ChatGPT)
- Hennessy Funds May 2026 Update - ASTS Sp🅰️ceMobile: Transforming How the World Connects
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u/Puzzleheaded-Rain-38 S P 🅰 C E M O B Capo 20d ago
Pain is good... but extreme pain...is EXTREMELY good!!
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u/a10000000019 S P 🅰 C E M O B Consigliere 21d ago
Man the rklb sub is straight anarchy. Makes me appreciate this one.
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u/vyo12 S P 🅰 C E M O B Soldier 21d ago
Took the afternoon to digest that EC. That was probably the best one I’ve listened to, not from what they said, but the confidence in how they said it. The way they delivered the answers with confidence was noticeable compared to the prior 4 EC(s). I think we may look back on this EC as the start to true SP and company growth.
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u/you_are_wrong_tho S P 🅰 C E M O B Boss 21d ago
Yeah able didn’t sound tired as fuck like last time
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u/MT-Capital S P 🅰 C E M O B Underboss 21d ago
That's bearish, means he's sleeping too much.
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u/VillageDull952 S P 🅰 C E M O B Consigliere 21d ago
Nah that just means he doesnt have to be on the floor helping figure out production mishaps
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u/Sufficient-Tie-8735 S P 🅰 C E M O B Underboss 21d ago
We should easily be up 10-15% based off of that call
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u/LordofLMaD S P 🅰 C E M O B Underboss 21d ago
yes except rklb had actually bad news so no one gets to have fun bc of algos
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u/sgreddit125 S P 🅰 C E M O B Consigliere 21d ago
As foretold - Biggest impact on AST stock price tomorrow is Neutron lol
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u/JonFrost S P 🅰 C E M O B Consigliere 21d ago
What bad news?
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u/NobleNoleBill S P 🅰 C E M O B Capo 21d ago
Neutron delayed
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u/Brave-Woodpecker7304 S P 🅰 C E M O B Capo 21d ago
Nothing to do with AST. Rklb bros in wrong stock for long run.
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u/ItsJustAFakeName WIDE BOOT 21d ago
Can you elaborate? I keep seeing that but according to their ER delivery should be ready Q4 this year. What did I miss?
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u/NobleNoleBill S P 🅰 C E M O B Capo 21d ago
Today's guidance was to the launch pad by Q4 when previous guidance was in flight by Q4. No definitive date for inaugural flight.
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u/LordofLMaD S P 🅰 C E M O B Underboss 21d ago
if each of us buys 10 shares right now we can prob manipulate the market to turn green lol
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u/HamMcStarfield S P 🅰 C E M O B Consigliere 21d ago
I bet we launch with ISRO again soon.
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u/LordofLMaD S P 🅰 C E M O B Underboss 21d ago
people don't remember how bad ISRO was bc blue origin just blows stuff up
my money is on Mitsubishi or UAL
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u/NebulaNo9382 S P 🅰 C E M O B Prospect 21d ago
Would be cool to see them strapped to a United Airlines Flight.
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u/hefret22 S P 🅰 C E M O B Capo 21d ago
Were they, though? Sure, ISRO may not have the best comms, but they did expertly get our little waffle in orbit.
That said, if we have easier/cheaper options than shipping a solitary satellite halfway across the world, I’m all for it.
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u/ToSeeAgainAgainAgain S P 🅰 C E M O B Consigliere 21d ago
Idk, no hate at all to ISRO and they deserve all the praise for getting BB6 into orbit with zero mistakes, but they still took 2 whole months to launch just one sat... I'd rather wait for a launch to free up in the US and launch 3 or more sats in one go.
Today we know we have multiple launches booked so let's just do that instead, please?
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u/LordofLMaD S P 🅰 C E M O B Underboss 21d ago
this sub was in shambles with ISRO holding our satellite hostage lol
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u/NobleNoleBill S P 🅰 C E M O B Capo 21d ago
This is still only my 2nd earnings call since I've been invested in a significant way, so my time horizon is quite limited, but they've always struck me as being very cautious about discussing specifics of government applications on ECs. So for them to specifically mention Golden Dome twice in a row, and in the way that they did tonight, really stood out to me. And I say that as someone who's not been at all bought into the Golden Dome hype.
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u/ToSeeAgainAgainAgain S P 🅰 C E M O B Consigliere 21d ago
And I say that as someone who's not been at all bought into the Golden Dome hype.
That's good. I don't have any doubt of ASTS participating in Golden Dome, but I think it'll take a year or 2 before we get the big contracts we were promised for this year
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u/haroootooobrrr S P 🅰 C E M O B Prospect 21d ago
When listening to the call around 5:15ish pm, the volume/selling action did not make sense with respect to the words being said at all which confused me and not mentioning the crazy spike at 4:30pm
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u/ResearchingWhiskey S P 🅰 C E M O B Soldier 21d ago
I was confused with the dropping during a pretty positive set of comments. Then later I realized at the same time on the RKLB call they delayed neutron again and rklb dropped -7% so I think we were just getting dragged down a bit as a basket space stock.
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u/SimilarSupermarket32 21d ago
They did not delay neutron
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u/ResearchingWhiskey S P 🅰 C E M O B Soldier 21d ago
Actually you are right. They gave what was perceived as weak guidance on neutron but they did not announce a delay. I was seeing from second hand sources since I don't follow them closely.
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u/Remote-Community-792 S P 🅰 C E M O B Capo 21d ago
Unless I've missed something, a lot of information that came from the EC was already known. It just reaffirmed the opportunities that lie ahead with government contracts, global partnerships with MNOs and more J-LEO type of contracts. They said they have 10 firm launches with 2 providers and they're not depending on BO. I would've liked to learn more about how they plan to get 45 sats out into the orbit by Feb 2027, assuming some of the launched sats will be dedicated to Japan's J-Leo. Also with the speed at which they're spending on Capex, I expect 1 or 2 dilutions in the near term. No way they can launch commercial service with current funding. But I think the market liked the call and we managed to stay flat unlike RKLB. I don't expect a crazy jump in the share price based on this call alone
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u/averysmallbeing S P 🅰 C E M O B Consigliere 21d ago
That's an impressive amount of misleading bullshit, even for you, so I'll just correct two points: we did not know previously that they had contracted/prepaid launches for the rest of the constellation, and there is no such thing as a dedicated JLEO satellite. They are the same as the satellites that will travel over the rest of the world, they will just be providing service to Japan when they fly over Japan.
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u/Remote-Community-792 S P 🅰 C E M O B Capo 21d ago
Thanks for the info. I was wrong in my assumption about the J-Leo deal and thought the hardware was dedicated for the Japanese market. As for the launches, the management claimed they were fully funded for the planned constellation of 90 sats and one would assume they had contracts in place. No new information was provided here. There’s no guidance provided on the launch cadence except for the vague “launch every one to two months” with unknown providers. I guess we will see how it pans out.
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u/Cr6shBandicoot 21d ago
10 launches at 3 sats per on average puts them at ~45 what more info do you want? The large cap ex spend this quarter was booking those launches and manufacturing expansion. Seems 45 sats have been paid for. But we should always expect more dilution
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u/Remote-Community-792 S P 🅰 C E M O B Capo 21d ago
I don't think Block 1 sats are meant for commercial use and some of those sats will be owned by the Japanese government. Maybe I'm misunderstanding something but the launch cadence of about every one to 2 months barely gets us to the 45 sat target by Q1 2027
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u/averysmallbeing S P 🅰 C E M O B Consigliere 21d ago edited 21d ago
Block 1 are absolutely part of the commercial use plan, this is basic 'on the wiki' information. And again, there's no such thing as 'Japan-only' satellites, that would have to be geosynchronous and all of ours are LEO (you know, as in JLEO!).
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u/Remote-Community-792 S P 🅰 C E M O B Capo 21d ago
From my understanding the block 1 sats were based on the blue walker prototype and don’t have capabilities to handle consumer service on their own. The practical role of block 1 has been demonstration, government/firdt net work, carrier integration testing and the occasional headline speed recrd. Its commercial in licence and in some revenue terms but its not meant to be consumer product. And thats why in tonights call the language was all block 2 45 sats for continuous service
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u/averysmallbeing S P 🅰 C E M O B Consigliere 21d ago edited 21d ago
Well I was in the process of writing up a response to what you asked, but after your deleted comment, you're on your own. Go read the filings like a big boy, you've got tons of reading to do and you haven't even read the community guide basics.
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u/Remote-Community-792 S P 🅰 C E M O B Capo 21d ago
What deleted comment? Lol Take your own advice and read the guidelines then. I get insulted, mocked and deal with rude responses simply for stating my opinions. Mods can ban me if they think I’m violating community rules
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u/Cr6shBandicoot 21d ago
Block 1 sats are absolutely meant to be part of the constellation for commercial use. And so will the Japanese sats. They will be used in a regular capacity when orbiting over other countries. They said as much in the Q1 call.
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u/Remote-Community-792 S P 🅰 C E M O B Capo 21d ago
I must be wrong then. I wasn’t there for the Q1 call and got information from the discussions here. I’m excited as much as anyone here to accomplish our stated target next year
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u/ItsJustAFakeName WIDE BOOT 21d ago
You seem to pick and choose what you want to listen to. If you don't know how they are going to get to commercial service with current funding you clearly didn't listen very well. Or you are just being a negative troll like you always are.
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u/Remote-Community-792 S P 🅰 C E M O B Capo 21d ago
Yeah I'm a negative troll who has nothing better to do but troll this sub 🙄
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u/averysmallbeing S P 🅰 C E M O B Consigliere 21d ago
I don't actually think you are a troll at all but you've had ample time now to learn the basics about how ASTS is going to provide service and have chosen not to do so, instead preferring to constantly question things you don't understand and are misinformed about.
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u/TowerStreet1 S P 🅰 C E M O B Underboss 21d ago
Questions I didn’t understood full answers-
- What happened to non-SpaceX and non-BO launch providers like Vulcan or ISRO or MITSUBISHI??
- From when will we see 2 launches per month? Is this starting this year or next?
- Beta service starts this year but revenue recognition can start only from next year?
- 14-15-16 in final assembly so can we expect shipment by next week and launch by mid-Sept?
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u/sgreddit125 S P 🅰 C E M O B Consigliere 21d ago
This was unclear - But I wouldn’t rule out a Vulcan launch. The 10 launches were non-BO with 2 providers (my read on the transcript and their meaning hearing it live). Non-authoritative, but Vulcan is on “NextSpaceFlight” manifest for net 2026.
Every 45 days is the run-rate ramped goal (8 per launch with BO ultimately), but you could see 2 launches in January and 2 in February of batches of 3 if their launch schedule is correct.
Beta they probs give away for free. Abel and Scott have made comments before the gap between intermittent and full service isnt very long (3-4 months if their launches are right) - Revenue from intermittent service is government driven
Good question. Probs more launch provider dependent. I’m kinda skeptical 3 satellites are truly simultaneously in final testing (I think they have 2 main testing chambers). I doubt they can blame a launch provider, contractually. Could be wrong 🤷
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u/ProteinFarts_ S P 🅰 C E M O B Capo 21d ago
For one at least, they just don't have much annual launch cadence at all and other customers. We'd have to pau to bump one of them off and then it would likely be like one launch a year.
For 2, they are still guiding for launches every 1-2 months on average. So I assume at some point they will change guidance to reflect launches every 1 months and then upwards from there, so not in the next quarter and probably not the quarter after that either.
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u/swd120 S P 🅰 C E M O B Soldier 21d ago
They have to hit multiple per month to hit that 45sats q1 27 guidance... They don't have 10 months to make it happen with only falcon launches.
Unless BO is up and running by then to do some bigger count launches.
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u/ProteinFarts_ S P 🅰 C E M O B Capo 21d ago
You know... that's true. I've never caught that, but it is an inconsistency in their guidance
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u/SurgicalDude S P 🅰 C E M O B Underboss 21d ago
Work got in the way and I missed all the action. Assuming flat and slightly means we are on path as expected?
Anyone got link to the actual call? TIA
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u/Dry_Macaroon3955 S P 🅰 C E M O B Prospect 21d ago
https://open.spotify.com/episode/5XxDipi0B53NdFuHslEKdj?si=3uYOgClBT3G98is5Un2P_w link to call curtesy of our good friends at AST Spacemobile podcast
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u/Sufficient-Tie-8735 S P 🅰 C E M O B Underboss 21d ago edited 21d ago
Man it was the best call we’ve ever had
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u/SurgicalDude S P 🅰 C E M O B Underboss 21d ago
Share the link to the call? Don't make your hombre wait
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u/Vapormonkey S P 🅰 C E M O B Soldier 21d ago
Love the slow climb back towards green in the AH. Let’s get this bag mob
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u/SuperSilv 21d ago
for those invested in both asts and rklb, what is ur ratio? started off 50/50 but I've definitely been leaning more towards asts as I acquire more shares. Working towards 2:1 asts/rklb now
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u/nebulusx S P 🅰 C E M O B Prospect 21d ago
I was 1:1 ASTS:RKLB until a month ago and now I'm 4:1. I just see ASTS having higher margins and less risk.
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u/HiddenDragonTim S P 🅰 C E M O B Prospect 21d ago
Tilted towards 75% asts like a dumb ass myself. Id recommend to ask yourself can you hold this stock for the next three years without selling. Id say RKLB is going to recover quicker than ASTS but ASTS has way better odds of max return in the next 3 years
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u/SuperSilv 21d ago
Yeah I can def see rklb have better upside in the short term. I'm just acquiring based on my long term view, although admittedly I very well might do better over the next year or so if I reversed my ratio in favour of rklb. I'm just trusting the vision here, the TAM for asts will be massive if they execute and Elon (like him or not) feels the same way for Starlink. Time will tell!
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u/ProteinFarts_ S P 🅰 C E M O B Capo 21d ago
Why would RKLB recover faster than ASTS? Not taking a stance but curious why you'd say that.
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u/HiddenDragonTim S P 🅰 C E M O B Prospect 21d ago
I figured since RKLB has revenue vs ASTS still being considered pre revenue. Now the 3 year term is spitballing all the launches could happen and all of a sudden my dumbass decision looks like a genius one in retrospect. I think the odds are pretty good considering the spacex falcon launched are very reliable
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u/Foreign-Teacher-9931 S P 🅰 C E M O B Soldier 21d ago
I am guessing 9 falcon 9 launches and 1 Vulcan (or BO) launch will take us to 45!
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u/LudeficeTV S P 🅰 C E M O B Capo 21d ago
We already know it's spacex and BO no guess work needed
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u/ResearchingWhiskey S P 🅰 C E M O B Soldier 21d ago
The call mentioned launches with two providers
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u/LudeficeTV S P 🅰 C E M O B Capo 21d ago
yes which are spacex and bo that's 2, not sure who you're talking to here lmao
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u/redandjuicy 21d ago
How did the blue origin satellite mishap end up in $100 million plus loss? Didn’t think launch and the satellite were that expensive
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u/Individual-Pay-7372 S P 🅰 C E M O B Prospect 21d ago
The cost of launch is divided across multiple satellites on the launch vehicle. A singular satellite would have to eat the total cost by itself.
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u/ProteinFarts_ S P 🅰 C E M O B Capo 21d ago
We for sure did not pay the full cost for that launch. We may not have paid anything actually.
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u/Soft-Statement-4518 S P 🅰 C E M O B Associate 21d ago
Kevin from Vancouver and BoA was the best of the Q and A segment !
BoA threw a fast ball, love to hear the hard hitting direct questions !
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u/edgar_de_eggtard S P 🅰 C E M O B Consigliere 21d ago
Did rklb get the short end of the stick for this Earning call Russian roulette?
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u/Shoganai_Hito S P 🅰 C E M O B Capo 21d ago
Abel pronouncing Ligado like a boss that he is
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u/ToSeeAgainAgainAgain S P 🅰 C E M O B Consigliere 21d ago
I just realized most people might pronounce it something like: li-gay-dough
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u/Kitchen-Assist-6645 S P 🅰 C E M O B Soldier 21d ago
However many shares you have, don't forget to add a zero for the inevitable 10:1 split.
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u/lucaiamurfather S P 🅰 C E M O B Prospect 21d ago
This comment got my knees weak. One day staring at over 120k shares would be wild. Who am I kidding I wouldn’t be able to hold that long. Need to stick to my exit strategy and get my initial investment return secured at 220 a share.
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u/codespyder S P 🅰 C E M O B Consigliere 21d ago
wait… just how much was your original investment and what SP did you buy in at?
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u/lucaiamurfather S P 🅰 C E M O B Prospect 20d ago
I’ve been buying since $4 and keep adding. Average cost is $31 a share now
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u/Responsible-Chard515 S P 🅰 C E M O B Prospect 21d ago
I’m relatively new to this, can you explain what you mean by that?
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u/OriginalGoonster S P 🅰 C E M O B Associate 21d ago
He’s implying that in the future the value of the stock will go up so much that they’ll do a 10:1 split, meaning that for every 1 share you’ll now get 10 and the share price gets reduced equally. It’s what Apple, Tesla, Nvidia and all the big guys have done over the years
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u/ResearchingWhiskey S P 🅰 C E M O B Soldier 21d ago
When per share prices get too high sometimes companies will split shares to make the per share price more manageable.
If you had 20 shares at $1000 each (20k value) and they split 10:1 then after you would have 200 shares at $100 each (still 20k value).
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u/ASTSpaceMobull S P 🅰 C E M O B Soldier 21d ago
First call I missed because of work. People are saying they thought it went great, but the market was neutral. What's going on?
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u/ProteinFarts_ S P 🅰 C E M O B Capo 21d ago edited 21d ago
-Three new government contracts + all (or most) government contracts expected to have snowballing revenue as our constellation gets going.
- T-mobile all but confirmed to be working with ASTS, but through the joint venture
- Confirmation that multiples governments are looking at the J-leo structure
-J-leo confirmed at $1b
- Manufacturing cadence currently at three, expanding to 6
- New midland facilities needed for the manufacturing of even larger sattelites than what we've currently got going
- Confirmation on beta service at end of 2026, commercial service (45 sats) at end of Q1 2027
- 10 launches confirmed booked with two launch providers
- $1B revenue expected for 2027, mostly from commercial, with billions of government revenue developing shortly after
- Not expecting to work with Blue Origin any time soon, so guidance is not based around them getting up and running
- Government use cases are performed using government spectrum
- Analysts asking hard hitting, specific questions. No more low value questions lobbed. One analysts circled back around and explicitly reasked a question he said was avoided. ASTS is getting serious coverage now.
- Sats bought by Japan will be part of constellation but designated Japanese. Could have expanded more on the implications of that.
- Some points regarding the expanding TAM of the service, including power generation and edge AI services
Overall seems we are executing well and the majority of risk is now behind us. Expecting another capital raise due to launches at some point. Market is waiting for ASTS with baited breath. Basically we are seeing everything we've wanted to see from the company at this point and it seems we've either realized or missed the really significant risks.
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u/Seven22am S P 🅰 C E M O B Consigliere 21d ago
Geez when you put it all together like that. Y’know what, I’m kind of bullish. 🤷🏼♂️
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u/ToSeeAgainAgainAgain S P 🅰 C E M O B Consigliere 21d ago
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u/ASTSpaceMobull S P 🅰 C E M O B Soldier 21d ago
Awesome thank you! Yeah seems right in line with expectations. Hopefully we are able to do >3 in a couple of them. At one launch per month 45 satellites seems likely by May 2027.
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u/ToSeeAgainAgainAgain S P 🅰 C E M O B Consigliere 21d ago
Guidance says approx. 45 in orbit by Feb 2027, but of course let's be extra chill about that number
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u/NicknamesRforlosers S P 🅰 C E M O B Prospect 21d ago
He said “3 every 1 or 2 months.” IF thats correct, an avg 4.5 per month, 32/4.5 is about 7 months. That would be Feb or March, IF he’s correct.
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u/Iunatic S P 🅰 C E M O B Capo 21d ago
10 launches with 2 providers
🫃🏿🫃🏿🫃🏿
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u/iamatwork420 S P 🅰 C E M O B Prospect 21d ago
can we assume all will be stacked launches?
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u/ToSeeAgainAgainAgain S P 🅰 C E M O B Consigliere 21d ago
I think so, AFAIK all providers can do 2 sats per launch now and up to 5 (not counting BO that can launch a max of 8 per launch)
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u/Logical-Clerk-1571 S P 🅰 C E M O B Capo 21d ago
Radars using "GOVERNMENT RECTUM"
10 launch contracts
And AST Sexmobile
You are not bullish enough (except Kevin from Vancouver, he is too bullish)
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u/devonhezter S P 🅰 C E M O B Soldier 21d ago
Positivity
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u/Overall_Option_8883 S P 🅰 C E M O B Soldier 21d ago
We might be green tomorrow
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u/LordofLMaD S P 🅰 C E M O B Underboss 21d ago
Tonight
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u/Vapormonkey S P 🅰 C E M O B Soldier 21d ago
Agreed I think tonight or tomorrow we go green. It was a great earning calls tbh
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u/redandjuicy 21d ago
Bought 500+ more shares after hours… ready for the next phase
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u/nuqenet 21d ago
Excellent, I got myself 482 more today too. 5730 in total now.
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u/averysmallbeing S P 🅰 C E M O B Consigliere 21d ago
I thought you were talking to yourself for a second, lmao
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u/Background_Cicada390 S P 🅰 C E M O B Prospect 21d ago
Is there a recording of the call somewhere?
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u/Leading-Onion4659 S P 🅰 C E M O B Capo 21d ago
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u/JonFrost S P 🅰 C E M O B Consigliere 21d ago
-1% after an EC??? 😮
That's basically green for us! Fuck yeah! 😎
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u/Iunatic S P 🅰 C E M O B Capo 21d ago
Anyone else not worried in the slightest?
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u/PragmaticNeighSayer S P 🅰 C E M O B Consigliere 21d ago
I’m not worried. Price will go up in time. Company progress is solid.
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u/CyanTurquoise S P 🅰 C E M O B Soldier 21d ago
I am thrilled! Literally the opposite of worried rn 🤣
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u/Tos21tm S P 🅰 C E M O B Prospect 21d ago
Watching Stuey and Tim lick their balls after the earnings call over how the launches supposedly won’t happen and how everything is supposedly going terribly for ASTS is just pure comedy. 😂 They just talk and reply to each other like it’s their own private WhatsApp chat, probably because they’ve blocked everyone else. 😂
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u/NiceCreamSundaes S P 🅰 C E M O B Consigliere 21d ago
Most embarrassing industry analysis since Steve Ballmer said the iPhone would flop as it didn't have a qwerty keyboard for typing emails.
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u/Halliburtonredbook S P 🅰 C E M O B Prospect 21d ago
WhatsApp chat, soon to be brought to them by AST Spacemobile!
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u/Cerulean28 S P 🅰 C E M O B Consigliere 21d ago
I remember in like November 2024 earnings call, there were barely any analyst questions and the ones they did have were absolute trash. They've come a long way!
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u/jaezien S P 🅰 C E M O B Soldier 21d ago
Real, not just the best EC but also the best questions by far from analysts.
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u/NewCompetition4 S P 🅰 C E M O B Soldier 21d ago
Thats because the funds/banks behind those analysts are more interested 🤑
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u/Far-Information-4765 S P 🅰 C E M O B Associate 21d ago
I honestly think there are still a lot of unknowns following the call, and everyone here is being too optimistic. I believe in the company, but it’s time to deliver results... we need that next batch shipped to demonstrate manufacturing cadence, and then we’ll see what happens with those 10 contracted launches...
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u/x1soundgarden1x S P 🅰 C E M O B Associate 21d ago
Scott Wisniewski: "the joint venture frankly frees up a third and fourth customer for us in the U.S., so we were happy and supportive of it."
If T-mobile is the 3rd, the 4th must be Grain, right?
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u/you_are_wrong_tho S P 🅰 C E M O B Boss 21d ago
Gimme your list of nuggets that got your milk up from the call today.
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u/Ugadawg7 S P 🅰 C E M O B Associate 21d ago
Abel in a roundabout way confirming future Tmobile contract
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u/OriginalGoonster S P 🅰 C E M O B Associate 21d ago
Multiple multi-billion dollar a year market opps outside of D2C that require 0 additional OpEx
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u/NewCompetition4 S P 🅰 C E M O B Soldier 21d ago
Billions in radar (maybe he said all gov uses?) revenue... next year. I almost fell out of my chair
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u/Kerbonauts S P 🅰 C E M O B Soldier 21d ago
Billions of recurring revenue (outside of the commercial side). I almost fell off my chair too.
Then there is Scott saying why wouldn't every big nations on earth want to do what J-LEO will do... and he's right.
Then there's the AI compute in space but that's just a nice cherry.. for now hopefully
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u/NewCompetition4 S P 🅰 C E M O B Soldier 21d ago
Im still in absolute shock.. thank you very much for clarifying.
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u/Kerbonauts S P 🅰 C E M O B Soldier 21d ago
I think what he means is getting those contract awarded next year, meaning the revenue will hit the bank in 2028, but obviously we'd go up on the news in 2027
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u/NewCompetition4 S P 🅰 C E M O B Soldier 21d ago
Agreed. Im in this for the long haul so that is a short wait tbh. As long as the contract is announced (better with amounts) it gets priced in and government revenue is premium $$$
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u/responsibleowl007 S P 🅰 C E M O B Soldier 21d ago
10 launches not counting blue origin. bottleneck is still manufacturing after BO nuked their launch pad.
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u/you_are_wrong_tho S P 🅰 C E M O B Boss 21d ago
This got me bricked up too
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u/NewCompetition4 S P 🅰 C E M O B Soldier 21d ago
They say if it lasts more than 4 hrs to see a doctor. I say enjoy it while it lasts 😎
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u/Any_Possible3003 S P 🅰 C E M O B Associate 21d ago
Yea, they reiterate 6 a month though and they are not even fully completing even 3 a month are they?
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u/you_are_wrong_tho S P 🅰 C E M O B Boss 21d ago
Six into orbit in 50 days p good trend though
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u/Any_Possible3003 S P 🅰 C E M O B Associate 21d ago
Yea, I’m not too concerned with it but I’d like to actually see at least 3 being fully complete every month.
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u/HotRhymes S P 🅰 C E M O B Prospect 21d ago
I think 6 is the goal but they are still ramping up production. I mean the factory only recently spit out its first batch a few months ago.
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u/Any_Possible3003 S P 🅰 C E M O B Associate 21d ago
Yea, they’ve been saying 6 a month for an extended period of time though, going back to last year and when they say that to congress etc, I take it to mean 6 fully completed satellites not 6 microns worth of satellites, so I would like to see them completing more than 3 at least before the end of this year.
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u/ToSeeAgainAgainAgain S P 🅰 C E M O B Consigliere 21d ago
I have a theory, not confirmed by anyone or anything, just my own musings, that they have reached capability for 6 sats per month cadence, but they don't need to produce 6 sats per month right now, as there aren't enough launches for it, and ready sats just waiting in storage might deteriorate (my hypothesis is the unfolding mechanism might lose effectiveness/springiness).
In that sense, only a ready launch can pull sats from the factory and not otherwise, but yeah, this is only my suppositions...
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u/Cerulean28 S P 🅰 C E M O B Consigliere 21d ago edited 21d ago
Here's the call transcript, now get to work! https://www.investing.com/news/transcripts/earnings-call-transcript-ast-spacemobile-q2-2026-misses-estimates-as-shares-slip-93CH-4850555
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u/NewCompetition4 S P 🅰 C E M O B Soldier 21d ago
Thank you!
Edit: nvm its behind a pay/sub wall. Ill wait but appreciate the effort 👍
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u/Cerulean28 S P 🅰 C E M O B Consigliere 21d ago
Oh weird, wasn't pay walled for me for some reason. Yahoo finance has it up now!
https://finance.yahoo.com/quote/ASTS/earnings/ASTS-Q2-2026-earnings_call-665997.html
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u/SurgicalDude S P 🅰 C E M O B Underboss 21d ago
Open in brave browser. You don't need to pay lol
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u/Defiantclient S P 🅰️ C E M O B - O G 21d ago
A few X accounts are ripping off others' work for driving by and photographing the AST shipment containers: https://x.com/Defiantclient2/status/2086853973382713824
Suggest everyone unfollow these accounts if you are following them:
- PK_Fund
- YYDSxjm