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In order to get the product in the hands of customers, AST SpaceMobile is partnering with the major telecommunications providers such as AT&T and their equivalent carriers in other countries to bring direct connection satellite internet as an add-on service you can pay for through your internet bill. According to management, its partners have 3 billion combined existing customers that it can upsell this internet service to.

But when will the service be ready? Sooner than you think. As of the latest quarterly update, AST SpaceMobile said it will enable satellite internet connectivity in the United States at some point in 2025, leading to between $50 million and $75 million in revenue in the back half of the year. The company generates close to zero revenue today. This revenue will include commercial contracts as well as deals with the United States government.

There are six satellites in orbit today, with plans to get 45 to 60 in orbit through 2026 to enable service in other markets such as Japan, the United Kingdom, and Canada. Eventually, the service will be available in all markets globally.

Huge investments, but a large opportunity

Running some quick estimates, you can see how large the potential market opportunity is for AST SpaceMobile as the only provider of direct internet connectivity for telecommunications providers today.

For example, if it can drive 100 million customers to sign up for AST SpaceMobile's service at $10 a month in revenue sharing for the company, that is $12 billion in annual revenue. It will not show up immediately, but you can see why management is confident it can quickly scale up revenue to a $100 million annual run rate in the United States from a standing start this year. Remember, too, it has an existing partnership with the U.S. government that will bolster sales.

https://finance.yahoo.com/news/...st-spacemobile-stock-130000965.html
 

What Is AST SpaceMobile's Investment Narrative?

AST SpaceMobile’s recent deployment of its first five commercial satellites is an early proof point for its ambitious mission: building a space-based mobile broadband network that links directly to standard smartphones. This step reinforces their vision and addresses a major technical challenge. In the short term, it may accelerate confidence around near-term catalysts such as the schedule for mass satellite launches and subsequent commercial launches in the US with partners AT&T and Verizon, now targeted for late 2025. These developments could create new momentum, but risks remain. Ballooning losses, ongoing dilution from frequent equity raises, and high negative cash flow are still material hurdles. The business model depends on quickly scaling revenue long before the current cash reserves run dry, keeping the need for additional funding and flawless satellite deployment near the center of the investment debate. The recent news could shift sentiment on execution but does not erase these fundamental risks. Yet, for all the promise, share dilution and funding needs are risks investors cannot ignore.

https://finance.yahoo.com/news/...ast-spacemobile-asts-100826628.html
 

From Pentagon to Verizon: Why AST’s Space-Based Cell Network Could Change Everything

Aug 25, 2025

One of the key takeaways from AST SpaceMobile’s (AST) second-quarter earnings report is that the company looks poised to launch its cellular-based broadband networks rather quickly and inexpensively. These attributes, along with the strength of the firm’s technology, should enable it to become very successful over the longer term.

Also noteworthy are the company’s huge overall potential and the continuing, remarkable progress of its government business which can become quite gigantic.

However, AST does face significant risk. Therefore, only risk-tolerant investors who are looking for a high-tech growth play should consider buying its shares at this point.

A Relatively Fast, Cheap Path to Service Launches

AST reported that it intends to launch “45 to 60 satellites into orbit by 2026.” CEO Abel Avellan stated on its Q2 earnings held on August 11.

Using these satellites, AST intends to provide intermittent service in the U.S. by the end of this year, while it is targeting such capabilities in the UK, Canada and Japan in Q1 of 2026. Also importantly, the CEO stated that AST, which already has six satellites in orbit, only requires “approximately 90 satellites for continuous global coverage” and plans  to send a new satellite into orbit every one or two months between now and the end of 2026.

Given this launch cadence and the number of satellites that AST needs, it should be able to offer service in many countries by the end of 2027.

Meanwhile, Avellan  reported that “other systems (require) tens of thousands of satellites” in order to provide global coverage.  In addition to enabling AST to kick off its service in many countries in relatively short order, the superior efficiency of its technology will allow it to begin providing a great deal of coverage relatively cheaply. And since other companies will need to launch an enormous number of satellites to offer a similar service, AST shouldn’t face too much competition for many years.

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