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AST SpaceMobile
(ASTS ↗)
ast-science.com ↗
AST SpaceMobile is trying something audacious: connecting everyday smartphones directly to satellites, with no cell tower in between. It's barely earning revenue yet — the whole story is whether it can launch enough satellites before the cash and the patience run out.
Updated · Q1 2026 · May 2026
6
Chapters
~17
Min read
~$15M · 2026E $150-200M revenue · ~1.1K employees · public since 2021
🌶️🌶️🌶️
Spice: Serrano (4/5)
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0 of 6
1
Growth
~4 min
Cell Towers in Space
What if your phone could connect to a satellite directly — no tower, no special hardware?
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2
Financial Health
~3 min
$3.5 Billion to Burn
AST has a huge pile of cash and a huge appetite for it. The race is between the two.
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3
Moat
~3 min
Spectrum, Patents, and First-Mover
If this works, what stops everyone from copying it? AST's answer: patents, spectrum, and a head start.
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4
Management
~2 min
The Founder's Moonshot
One founder bet his career on connecting phones to space — and got further than skeptics thought.
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5
Behind the Numbers
~2 min
The Story Behind the Numbers
For a pre-revenue company, the milestones *are* the numbers. Here's what management is tracking.
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6
Risk
~3 min
Pre-Revenue, Pre-Profit, and Needs More
The vision is huge. So are the ways it could fail before it pays off.
↻ Next update · Aug 11
est. Aug 11, 2026 · Q2 2026 · AST SpaceMobile IR ↗
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You're reading the 6 opening chapters. After that, every time AST SpaceMobile files a new report, the chapters get updated here.