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AST SpaceMobile grabs global S-band priority rights
AST SpaceMobile announced an agreement to acquire ITU priority rights for mobile-satellite S-band spectrum, with closing targeted for the second half of 2025. An accompanying SEC 8-K confirms the pact covers 1980–2010 MHz and 2170–2200 MHz for LEO...View Commentary -
AST SpaceMobile posts another underwhelming quarter as direct-to-cell nears
AST SpaceMobile reported Q2 revenue of $1.16M and a pretax loss of ~$135M, reflecting the heavy investment period before commercial service. The company’s operating expenses were ~$74M. Results missed expectations, extending their nearly yearlong ...View Commentary -
AST SpaceMobile says key-market coverage plan is fully funded
AST SpaceMobile reported it has secured funding to deploy satellites needed for continuous service in the U.S., Europe, Japan, and other priority markets, with shares jumping on the update. Management outlined a plan targeting 45–60 satellites by ...View Commentary -
AST SpaceMobile’s FM1 launch timing slips
ISRO now indicates that AST SpaceMobile’s first BlueBird (FM1) launch may not occur until late 2025, slipping from earlier expectations. The delay postpones initial commercial service activation and stretches the period where operations must be su...View Commentary -
AST SpaceMobile stock surges on rollout roadmap and AT&T/EchoStar spectrum news
ASTS rose nearly 9% after the company reiterated plans to deploy 45–60 satellites by 2026 and confirmed that the BlueBird test satellites are already operational in LEO. Investor enthusiasm was further supported by reports that ATT is acquiring sp...View Commentary -
SpaceX Seeks FCC Approval for 15,000 Starlink Satellites to Power Direct-to-Cell Service
SpaceX’s new FCC filing (SAT-LOA-20250916-00282) marks a dramatic expansion of its direct-to-cell ambitions: the company now seeks approval for up to 15,000 Starlink V3 satellites dedicated to DTC service, compared with earlier expectations of aro...View Commentary -
AST SpaceMobile: Bankruptcy court clears Ligado spectrum deal; stock +19.6%
Delaware’s bankruptcy court (Mon, Sept 22, 2025) approved AST SpaceMobile’s settlement for long-term rights to 40 MHz L-band (US/Canada) plus 5 MHz at 1670–1675 MHz, prime phone-friendly MSS spectrum. The order resolves key disputes and includes I...View Commentary -
Midland City Council approves AST SpaceMobile footprint expansion
The Midland, Texas, City Council unanimously approved amendments to AST’s economic development agreement, allowing expansion into the full MDC facility, renewing leases, and adding ~50 jobs on top of ~200 existing.This physical expansion boosts AS...View Commentary -
AST SpaceMobile Recent Updates on BlueBird Deployment Sends Stock to $72.90
ASTS recently announced that BlueBird 6 has completed assembly and testing and will ship to India on October 12. BlueBird 7 is next to follow, while satellites 8 through 16 are already in production, launching every 1–2 months through 2026. The co...View Commentary -
FCC Declares “Space Month”
The FCC has designated October as “Space Month”—a coordinated push to accelerate satellite licensing and modernize spectrum policy amid rising competition with China. Following Congress’s One Big Beautiful Bill Act, which restores auction authorit...View Commentary
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