# ![@CytoplasmicANA Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::161079600.png) @CytoplasmicANA Mike

Mike posts on X about $asts, in the, service, mobile the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::161079600/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::161079600/c:line/m:interactions.svg)

- [--] Week [---------] +15,296%
- [--] Month [---------] +13,535%
- [--] Months [---------] +1,678%
- [--] Year [---------] +2,026%

### Mentions: [--] [#](/creator/twitter::161079600/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::161079600/c:line/m:posts_active.svg)

- [--] Week [--] +50%
- [--] Month [--] +292%
- [--] Months [---] -19%
- [--] Year [---] +55%

### Followers: [-----] [#](/creator/twitter::161079600/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::161079600/c:line/m:followers.svg)

- [--] Week [-----] +2.30%
- [--] Month [-----] +16%
- [--] Months [-----] +24%
- [--] Year [-----] +113%

### CreatorRank: [---------] [#](/creator/twitter::161079600/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::161079600/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  13% [stocks](/list/stocks)  10% [technology brands](/list/technology-brands)  9% [countries](/list/countries)  9% [currencies](/list/currencies)  3% [social networks](/list/social-networks)  2% [products](/list/products)  1% [pga golfers](/list/pga-golfers)  1% [fashion brands](/list/fashion-brands)  1% [luxury brands](/list/luxury-brands)  1%

**Social topic influence**
[$asts](/topic/$asts) #48, [in the](/topic/in-the) 16%, [service](/topic/service) 14%, [mobile](/topic/mobile) 13%, [to the](/topic/to-the) 11%, [band](/topic/band) #2630, [space](/topic/space) 11%, [network](/topic/network) #2888, [eu](/topic/eu) 6%, [the most](/topic/the-most) 6%

**Top accounts mentioned or mentioned by**
[@catseapex](/creator/undefined) [@spacanpanman](/creator/undefined) [@astspacemobile](/creator/undefined) [@megaconstellati](/creator/undefined) [@starshipx7547](/creator/undefined) [@tmfassociates](/creator/undefined) [@defiseu](/creator/undefined) [@esa](/creator/undefined) [@sessatellites](/creator/undefined) [@eutelsatgroup](/creator/undefined) [@hispasat](/creator/undefined) [@airbusspace](/creator/undefined) [@aerospacelab](/creator/undefined) [@travisyon](/creator/undefined) [@ringobob4](/creator/undefined) [@bdaddypen](/creator/undefined) [@firstnetgov](/creator/undefined) [@firstnet](/creator/undefined) [@therealcphphd](/creator/undefined) [@grandmaparty](/creator/undefined)

**Top assets mentioned**
[AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Verizon Communications Inc. (VZ)](/topic/$vz) [AT&T Inc. (T)](/topic/$t) [Nokia Corporation (NOK)](/topic/$nok) [Frontline Ltd. (FRO)](/topic/$fro) [T-Mobile (TMUS)](/topic/$tmus)
### Top Social Posts
Top posts by engagements in the last [--] hours

"They explicitly spell out technical speeds they expect with 2GHz. Should get [--] bits/hz DL and [---] bits/hz UL. MIMO brings the DL speeds to [--] bits/hz. They can do this full frequency reuse I read this as no need for a color reuse pattern to avoid interference though might need a @CatSE___ApeX___ peer review"  
[X Link](https://x.com/anyuser/status/2016150188319023493)  2026-01-27T14:03Z [----] followers, 44.1K engagements


"$ASTS approval is coming. FCC wants competition and $ASTS has agreement with $VZ and $T representing 70% of the market. https://spacenews.com/spacex-gets-conditional-approval-for-direct-to-smartphone-service/fbclid=IwZXh0bgNhZW0CMTEAAR0Hoe4wSOWQxvP1wlOphe4QkX_0Qe6laLGWeoytnApHbvmY4qsbORW0_j8_aem_OPPmobFFKyLMh-LGUe_BaQ https://spacenews.com/spacex-gets-conditional-approval-for-direct-to-smartphone-service/fbclid=IwZXh0bgNhZW0CMTEAAR0Hoe4wSOWQxvP1wlOphe4QkX_0Qe6laLGWeoytnApHbvmY4qsbORW0_j8_aem_OPPmobFFKyLMh-LGUe_BaQ"  
[X Link](https://x.com/anyuser/status/1861571448453628239)  2024-11-27T00:43Z [----] followers, [----] engagements


"It is unbelievable that this clown is still quoted by certain telecom journalists. He actually believed that $ASTS and/or Vodafone didn't submit a response to the Targeted Consultation on Mobile Satellite Services in the EU for [--] GHz MSS. The summary says that there were [--] total or partially confidential responses. It beggars belief that a company building an EU dedicated shell for midband spectrum wouldn't apply for free spectrum allocation in such an important market. And that was his conclusion Not the far more likely possibility that they are one of the confidential responses. Well Tiny"  
[X Link](https://x.com/anyuser/status/2016151885560832085)  2026-01-27T14:10Z [----] followers, 11.7K engagements


"https://www.ofcom.org.uk/siteassets/resources/documents/consultations/category-1-10-weeks/call-for-input-future-use-of-the-2-ghz-mss-band/responses/vodafone-ast-spacemobile.pdfv=405346 https://www.ofcom.org.uk/siteassets/resources/documents/consultations/category-1-10-weeks/call-for-input-future-use-of-the-2-ghz-mss-band/responses/vodafone-ast-spacemobile.pdfv=405346"  
[X Link](https://x.com/anyuser/status/2016152272263061552)  2026-01-27T14:12Z [----] followers, [---] engagements


"🚨 The MIMO speed will take a lot of the attention but this is the first time I've seen them claim 1:1 frequency reuse. 🚨 This can't be overstated in its importance if true. Previously there were talks of needing to use a [--] or [--] color pattern (illustrated below) to manage interference. This means the allocated 5-10 MHz DL is split in thirds/fourths so that the beams don't interfere with each other. You just tripled/quadrupled max speed if you don't have to do this. $ASTS They explicitly spell out technical speeds they expect with 2GHz. Should get [--] bits/hz DL and [---] bits/hz UL. MIMO brings"  
[X Link](https://x.com/CytoplasmicANA/status/2016155606885822881)  2026-01-27T14:25Z [----] followers, [----] engagements


"Apple testing Verizon frontline band [--] for SCS. $ASTS is the only scs satellite provider able to use low band like this. Shocked I am. Shocked https://x.com/cytoplasmicana/status/1947441758784393391s=46 Red and pink blocks are interesting. Theyre owned by T-Mobile and Verizon respectively Not yet applied for via $ASTS but there is no other system available to put it to use. Bottom row contains Starlink sliver & all sorts of ownership in a mosaic. AST can use the mosaic https://t.co/wwd8MzgnNi https://x.com/cytoplasmicana/status/1947441758784393391s=46 Red and pink blocks are interesting."  
[X Link](https://x.com/CytoplasmicANA/status/2019188005546705076)  2026-02-04T23:15Z [----] followers, [----] engagements


"I would suggest reading this thread to better understand the limitations to Globalstar spectrum for NTN. Phones need to support n254 which currently totals zero. There are rumors the iPhone [--] will in the Fall. The original post was supposed to be a reply to the end of the attached post here. $ASTS https://x.com/Megaconstellati/status/2019430869694546184s=20 @Megaconstellati @starship_x7547 @TMFAssociates In LTE RSRP indicates signal strength (higher/less negative is better). Standard ranges: - Excellent: [---] dBm - Good: [---] to [---] dBm - Fair: [---] to [----] dBm - Poor: [----] to [----] dBm - Very"  
[X Link](https://x.com/CytoplasmicANA/status/2020574362588385281)  2026-02-08T19:04Z [----] followers, [----] engagements


"The whole video is interesting. What strikes me about Jennifer (perhaps unsurprisingly as she has a law background) is how careful she is with words. She won't commit to what she doesn't know. This quote from her is notable in that context. "We had FN out visiting us at our factory. They were thrilled. This gives them the capability right from their device. They dont need a separate device. They can be mobile. They can be fighting the fire." $ASTS (11:45) Good discussion of Jennifer Manner Ast Spacemobile's Vice President. Meaningful time lap 02:22 10:05 24:16 39:53 49:53"  
[X Link](https://x.com/CytoplasmicANA/status/2020876458550321229)  2026-02-09T15:04Z [----] followers, [----] engagements


"IRIS2 go/no-go is slated for 4/2026. Will be interesting to see how this plays out. Interesting to see the decision is before 2GHz allocation as well. $ASTS Eur gov industry players on @defis_eu #Iris2 constellation status: Initial version in [----] full capability in 2032; final go/no-go decision in April. @esa @SES_Satellites @EutelsatGroup @Hispasat @AirbusSpace @aerospacelab_. #eurospaceconf.https://t.co/YsDZHGlM4L https://t.co/tRb4olZnoV Eur gov industry players on @defis_eu #Iris2 constellation status: Initial version in [----] full capability in 2032; final go/no-go decision in April. @esa"  
[X Link](https://x.com/CytoplasmicANA/status/2020880360427417705)  2026-02-09T15:19Z [----] followers, [----] engagements


"Vodafone AST SpaceMobile and the University of Mlaga announce the opening of Europes first space and land-based network lab. The collaboration is joined by Meta to optimize high quality WhatsApp audio and video calls.across hybrid space and terrestrial networks. $ASTS H/T @travisyon https://www.linkedin.com/posts/yve-arroyo-bb0962159_europes-first-space-and-land-based-network-ugcPost-7426645453305253888-mLCKutm_source=share&utm_medium=member_ios&rcm=ACoAACGhvK0BTlExVZPSKgOQQ10eXhMWZfr2KAc"  
[X Link](https://x.com/CytoplasmicANA/status/2020902969248493897)  2026-02-09T16:49Z [----] followers, [----] engagements


"The end state of the AST Spacemobile service $ASTS is a non terrestrial network mirrored as all MNOs set up their terrestrial networks (low band midband cband) that is dynamically allocated by AI at the basestation. Midband spectrum is both IMT (terrestrial spectrum) and MSS (satellite only spectrum) which allows you to fill in all the urban grey zones removing dead zones as there is no interference concern with existing IMT spectrum. The 1:1 spectrum reuse allows spot beams of MSS to be placed in every terrestrial dead zone. This also allows RAN in rural areas to turn off at day/night only"  
[X Link](https://x.com/CytoplasmicANA/status/2021298300968738942)  2026-02-10T19:00Z [----] followers, 39.4K engagements


"Attempts to be relevant will never end. $ASTS https://x.com/CytoplasmicANA/status/2016151885560832085s=20 The need for cash will never end. https://x.com/CytoplasmicANA/status/2016151885560832085s=20 The need for cash will never end"  
[X Link](https://x.com/CytoplasmicANA/status/2021715523839328661)  2026-02-11T22:38Z [----] followers, [----] engagements


"$ASTS reiterates again this time to the Canadian regulator that its SCS service will work in vehicles and home dwellings allowing "customers of partner MNO's to receive similar services in these areas that their urban counterparts currently enjoy." $ASTS Comments received on Consultation on a Policy Licensing and Technical Framework for Supplemental Mobile Coverage by Satellite in Canada https://t.co/unUKqt237b 1/n https://t.co/zthRf94A0z $ASTS Comments received on Consultation on a Policy Licensing and Technical Framework for Supplemental Mobile Coverage by Satellite in Canada"  
[X Link](https://x.com/anyuser/status/1838280900607398141)  2024-09-23T18:14Z [----] followers, 12K engagements


"This is such an important point Luiz developed Nokias D2D. He has seen many emerging technologies at Apple Meta etc but left to join only one. Looking under the $ASTS hood and leaving Nokia is a transitive endorsement akin to unsigned $VZ choosing $ASTS/$T rather than SL/$TMUS LUIZ PROXY FOR KNOWLEDGE: Look at what Luiz saw at Nokia. He YOLO'd his life based on better information than we have. https://t.co/6zI5NUhrhy https://t.co/FhwZbYmunD LUIZ PROXY FOR KNOWLEDGE: Look at what Luiz saw at Nokia. He YOLO'd his life based on better information than we have. https://t.co/6zI5NUhrhy"  
[X Link](https://x.com/anyuser/status/1847751545602912279)  2024-10-19T21:27Z [----] followers, [----] engagements


"$ASTS. Credit to U/mr-flyshark. Notes [--] fairwinds contracts worth 1.25M. One of which is for - AST 5G Interoperability with SDA satellites over Optical Inter-Satellite Link (OISL) Communication. OISL confirmed https://www.reddit.com/r/ASTSpaceMobile/comments/1g7jruo/comment/lsrni3s/utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button https://www.reddit.com/r/ASTSpaceMobile/comments/1g7jruo/comment/lsrni3s/utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button"  
[X Link](https://x.com/anyuser/status/1847811878346543379)  2024-10-20T01:27Z [----] followers, 13.6K engagements


"$ASTS was recently selected as a prime contractor for the HALO program. HALO is designed by the SDA to rapidly test and demonstrate new satellite technologies before integrating them into larger networks. 1/N"  
[X Link](https://x.com/anyuser/status/1853491669162758611)  2024-11-04T17:37Z [----] followers, 22.2K engagements


"Canadian space agency in their comments on SCS says that there should PFD (i.e. not I/N) and specifically call out agreeing with $ASTS. They bring up not only PFD limits but out of channel interference. Wonder who they're talking about 🤔 https://ised-isde.canada.ca/site/spectrum-management-telecommunications/en/learn-more/key-documents/consultations/reply-comments-received-consultation-policy-licensing-and-technical-framework-supplemental-mobile"  
[X Link](https://x.com/anyuser/status/1853508299368386669)  2024-11-04T18:43Z [----] followers, 11.8K engagements


"The jokes write themselves at this point. $ASTS. SpaceX is selling a new Starlink backpack for $199 in the U.S. The thin backpack can fit "all the components you need to use your Starlink Standard Kit on-the-go including the Gen [--] router power supply provided 5m Standard Starlink Cable and up to a 16" laptop. With a durable https://t.co/y8gDRAFfvG SpaceX is selling a new Starlink backpack for $199 in the U.S. The thin backpack can fit "all the components you need to use your Starlink Standard Kit on-the-go including the Gen [--] router power supply provided 5m Standard Starlink Cable and up to a"  
[X Link](https://x.com/anyuser/status/1856476030518616430)  2024-11-12T23:15Z [----] followers, [----] engagements


"Thinking about the super wholesale model of $ASTS realize that all the customer acquisition costs (CAC) are born by the MNOs. This is how you get 90% margins. 1k per customer Lets just get 50% of the add on value on 2.8B installed base. Ramp up is going to shock yall As part of UScellular breakup T-Mobile is buying all its 4.5M customers and its retail stores in a deal worth $4.4B which makes for a CAC of about $1K https://t.co/iLq8hLCpD2 As part of UScellular breakup T-Mobile is buying all its 4.5M customers and its retail stores in a deal worth $4.4B which makes for a CAC of about $1K"  
[X Link](https://x.com/anyuser/status/1860508004065452442)  2024-11-24T02:17Z [----] followers, 10.4K engagements


"Kathy and ARK forecast d2d as a 48B revenue market. Think it will cost 6$ and just be bundled in to all plans. I agree and speaks to uptake. Wonder if this is good for $ASTS who has locked up 70% of most attractive (US) market 🤔 https://youtu.be/5BHTkEcPkzIt=465&si=P0Nb6E5M_ha-pMY1 https://youtu.be/5BHTkEcPkzIt=465&si=P0Nb6E5M_ha-pMY1"  
[X Link](https://x.com/anyuser/status/1865511510312698250)  2024-12-07T21:39Z [----] followers, 10.9K engagements


"From the Vodafone press release spectral efficiency greater than [--] bits/hertz This is 2x more data than SL (in a much smaller diameter) and meets current regulatory (OOBPFD) requirements. The system keeps getting better $ASTS"  
[X Link](https://x.com/anyuser/status/1866109791367516206)  2024-12-09T13:16Z [----] followers, 13.2K engagements


"Uninformative FirstNet meeting today for $ASTS holders. They continue to emphasize coverage as king but specifically call out "macro" coverage. FN CEO Joe Wassel notes they will explore space to ground capabilities"  
[X Link](https://x.com/anyuser/status/1866895089248903498)  2024-12-11T17:17Z [----] followers, [----] engagements


"EU held the BEREC (Body of European Regulators for Electronic Communications) External workshop about the usage of satellite technologies in mobile communications on 5/2024. Multiple presentations interesting for $ASTS holders Credit @RingoBob4 https://www.berec.europa.eu/en/events/berec-external-workshop-about-the-usage-of-satellite-technologies-in-mobile-communications https://www.berec.europa.eu/en/events/berec-external-workshop-about-the-usage-of-satellite-technologies-in-mobile-communications"  
[X Link](https://x.com/anyuser/status/1869133726711714262)  2024-12-17T21:33Z [----] followers, [----] engagements


"Finally ESA highlights $ASTS as technologically more advanced that SL. I'd argue this categorization of low broadband doesn't include further technical milestones like C/midband and MIMO and underplays $ASTS lead"  
[X Link](https://x.com/anyuser/status/1869133742243271016)  2024-12-17T21:33Z [----] followers, 13.2K engagements


"$ASTS. ATT [----] Analyst & Investor Day presentation 12/2024 they noted converged customers (wireless & fiber subscribers) have a 2x higher net promoter score. Theyre more likely to recommend fiber & wireless. They have less churn more lines and higher speed tiers. 1/N A new lawsuit by Charter against its former VP shows the company is worried that T-Mobile's Metronet might be trying to steal trade secrets about wireline-wireless convergence. https://t.co/yMssJfXAvf A new lawsuit by Charter against its former VP shows the company is worried that T-Mobile's Metronet might be trying to steal"  
[X Link](https://x.com/anyuser/status/1877471336907276376)  2025-01-09T21:43Z [----] followers, [----] engagements


"Hints of this trend can be seen in FWA becoming the BB vehicle of choice for many users.How about AP-A for telephony and satellite FWA once AST MIMO cband and/or OFTS are added for those areas where building a tower for terrestrial FA is uneconomical https://x.com/elenaneira/status/1849524620443124048s=46 T-Mobile 415K high speed Internet adds in Q3 is a testament to continued wireless competitiveness with wireline #cordcutting #FWA #5G #6G https://t.co/6yb9lBlY2t https://x.com/elenaneira/status/1849524620443124048s=46 T-Mobile 415K high speed Internet adds in Q3 is a testament to continued"  
[X Link](https://x.com/CytoplasmicANA/status/1877471376409350205)  2025-01-09T21:43Z [----] followers, [----] engagements


"$ASTS coffers are full and additional $T or FN funding is a when not if. As if there havent been enough signs RE: FN @BDaddyPen found more from Robert. Lets not forget Ben Stiller and Jordan Spieth are a satellite call away in T masters commercial https://youtu.be/76JnZ-W4-54si=dcinvhmEv07sLkDn https://youtu.be/76JnZ-W4-54si=dcinvhmEv07sLkDn"  
[X Link](https://x.com/anyuser/status/1883634073920516429)  2025-01-26T21:52Z [----] followers, [----] engagements


"Vodafone CEO indirectly notes the $ASTS service better than SL. Also notes uptake in UK (described as very good coverage wonder if others agree) at 50% https://www.bloomberg.com/news/articles/2025-01-29/vodafone-plans-to-rollout-ast-spacemobile-technology-to-connect-remote-areas https://www.bloomberg.com/news/articles/2025-01-29/vodafone-plans-to-rollout-ast-spacemobile-technology-to-connect-remote-areas"  
[X Link](https://x.com/CytoplasmicANA/status/1884762518351937921)  2025-01-30T00:36Z [----] followers, [----] engagements


"If only there were signs that $ASTS testing is going well. What is the greatest asset an MNO has Spectrum Here AST Spacemobile have some more of it. $ASTS: 🚨 AT&T TO BEGIN TESTING AST SPACEMOBILE DIRECT-TO-CELLULAR BROADBAND SERVICE OVER AT&T'S PREMIUM NATIONWIDE 12MHZ x 12MHZ 700MHZ SPECTRUM AND 25MHZ x 25MHZ [---] MHZ SPECTRUM https://t.co/3YelraCEaY $ASTS: 🚨 AT&T TO BEGIN TESTING AST SPACEMOBILE DIRECT-TO-CELLULAR BROADBAND SERVICE OVER AT&T'S PREMIUM NATIONWIDE 12MHZ x 12MHZ 700MHZ SPECTRUM AND 25MHZ x 25MHZ [---] MHZ SPECTRUM https://t.co/3YelraCEaY"  
[X Link](https://x.com/CytoplasmicANA/status/1886497418155352224)  2025-02-03T19:30Z [----] followers, [----] engagements


"Starlink has outraged the global MNO community over its out-of-band (OOB) emissions waiver request to the FCC for its D2C LEO satellitesIn sheer contrast $ASTS has obtained full support for its constellation from all the leading MNOs The merger between satellite and cellular industries: not (yet) a marriage made in heaven https://t.co/SFA9edrJo4 https://t.co/yZNSpMg0Ld The merger between satellite and cellular industries: not (yet) a marriage made in heaven https://t.co/SFA9edrJo4 https://t.co/yZNSpMg0Ld"  
[X Link](https://x.com/anyuser/status/1889864050445881519)  2025-02-13T02:27Z [----] followers, [----] engagements


"Lots of exciting changes coming to @FirstNetGov. D2D provided by ATT partner $ASTS will make LTE-based mission-critical-push-to-talk even better. FirstNet PTT has been flawless Duvall said during an interview with Urgent Communications. We have better coverage than we ever had with our old radio system. Well done @FirstNet and @FirstNetGov https://t.co/mJaqedQqnB FirstNet PTT has been flawless Duvall said during an interview with Urgent Communications. We have better coverage than we ever had with our old radio system. Well done @FirstNet and @FirstNetGov https://t.co/mJaqedQqnB"  
[X Link](https://x.com/CytoplasmicANA/status/1890472833819541597)  2025-02-14T18:47Z [----] followers, 10.3K engagements


"I feel this. Its embarrassing on some level how much time $ASTS takes up in my prefrontal cortex. My wife/kids morning bball altering morbidity of inflammatory arthritis and collaborating w/ SpaceMob to unravel the AST mission to connect the unconnected makes life meaningful @TheRealCPHPhD @grandma_party The life after SpaceMob will be rich but empty. @TheRealCPHPhD @grandma_party The life after SpaceMob will be rich but empty"  
[X Link](https://x.com/anyuser/status/1891212933360689431)  2025-02-16T19:47Z [----] followers, [----] engagements


"Difference between $ASTS and their closest competitor is stark not only in the technology domain but also in go to market strategy w/ strong collaboration with EU MNOs the hub which will open by the summer is supported by an initial grant from the Spanish Space Agency. 1/2 Together with @AST_SpaceMobile and the University of Malaga (@InfoUMA) were launching a new space and land mobile broadband research and validation hub for Europe 📡 Discover more #MWC25 #VodafoneMWC Together with @AST_SpaceMobile and the University of Malaga (@InfoUMA) were launching a new space and land mobile broadband"  
[X Link](https://x.com/CytoplasmicANA/status/1892212654627774582)  2025-02-19T14:00Z [----] followers, [----] engagements


"$ASTS is capturing Europe you say The most scarce resource is spectrum. When trying to collect 40mHz to get 120Mbps speeds this means the most precious lock ups are MNOs. Ofcom shared last week $ASTS/Vod have an innovation and trial license which makes it the 2nd known 1/3 Yo crew Was I explicit enough 1) Market capture is _The_ unlock 🔓 2) AST $2-4 to $20-40 on US capture 3) AST about to capture Europe 👀 4) Dont sleep on this. Look alive $ASTS https://t.co/qNDHxadSwa https://t.co/oi9pXMVdlL Yo crew Was I explicit enough 1) Market capture is _The_ unlock 🔓 2) AST $2-4 to $20-40 on US"  
[X Link](https://x.com/anyuser/status/1892730719698407638)  2025-02-21T00:19Z [----] followers, 15.7K engagements


"There is a subtlety here that I didnt pick up on at first read. Some points worth considering. [--]. $ASTS signed a 10y exclusive DA w/ Vodafone in their majority markets. This gives some certainty to other MNOs on what markets are available. See Tuts post on defined majority markets ex Italy. [--]. Timing of Voda DA was 12/2024 and this center opens summer [----]. This allows time before Voda planned commercial start in late 25/early26 for other MNOs to test the service [--]. In combination with more regulatory certainty with the EU radio spectrum policy group calling for harmonized technical"  
[X Link](https://x.com/anyuser/status/1893685079706325314)  2025-02-23T15:31Z [----] followers, 14.3K engagements


"🚨BIG NEWS. CANADA APPROVES SUPPLEMENTAL COVERAGE FROM SPACE USING TERRESTRIAL SPECTRUM🚨 1/2 $ASTS Initially "will apply the same technical requirements and coexistence measures for SMCS as stipulated in existing applicable SRSPs and RSS for terrestrial base stations but then develop specific technical requirements for space stations providing SMCS including out-of-band PFD limit(s) in consultation with stakeholders through the RABC.""  
[X Link](https://x.com/CytoplasmicANA/status/1894038891344347150)  2025-02-24T14:57Z [----] followers, [----] engagements


"Wonder why $ASTS is highlighting its testing with FirstNet. If only there were signs🤔 ✅ 1st public safety tests on FirstNet (Jan 2024) AT&T and AST SpaceMobile are taking connectivity to new highs Another milestone on AST SpaceMobiles BlueBird satellites a video call directly to an everyday smartphone. No apps. No modifications. Just seamless satellite-to-cell connectivity. ✨📱📶#5G🌍 Built on a legacy of AT&T and AST SpaceMobile are taking connectivity to new highs Another milestone on AST SpaceMobiles BlueBird satellites a video call directly to an everyday smartphone. No apps. No"  
[X Link](https://x.com/CytoplasmicANA/status/1894049345256710217)  2025-02-24T15:38Z [----] followers, [----] engagements


"Great news for $ASTS that the SDA is moving forward with additional satellite approvals despite placing Derek Tournear the head of the SDA on administrative leave. Space Development Agency satellite procurements moving forward amid heightened scrutiny https://t.co/Uqg5gt4h5i https://t.co/wRiaMxzCtN Space Development Agency satellite procurements moving forward amid heightened scrutiny https://t.co/Uqg5gt4h5i https://t.co/wRiaMxzCtN"  
[X Link](https://x.com/CytoplasmicANA/status/1894060493616062527)  2025-02-24T16:23Z [----] followers, [----] engagements


"Following up on the previous post yesterday on $ASTS government revenue. @koentraoS found this post on LI. Funding will come from both USG and NATO. $ASTS: Communications specialist at HM Forces (His Majesty's Armed Forces refers to the British military ): I cannot wait to see how the BlueBirds progress and to hopefully develop a capability that NATOs Supreme Allied Command Transformation can look to embrace in the near https://t.co/0rf5J33kbr $ASTS: Communications specialist at HM Forces (His Majesty's Armed Forces refers to the British military ): I cannot wait to see how the BlueBirds"  
[X Link](https://x.com/CytoplasmicANA/status/1894376687930150938)  2025-02-25T13:19Z [----] followers, 21.7K engagements


"$ASTS. Progress made with quasi-governmental sources of capital with applications in process for over $500.0 million in potential non-dilutive capital from multiple U.S. and International agencies. Cap table finalized No more dilution"  
[X Link](https://x.com/anyuser/status/1896672341649924219)  2025-03-03T21:21Z [----] followers, [----] engagements


"There continue to be signs an agreement with FirstNet is coming. Here the president of FirstNet highlights the need for reliable connectivity. $ASTS provides this and FN should pay for priority service. Next FN board meeting is coming up 3/12/25 $ASTS are we going to get FirstNet news next https://t.co/2ZNIATrr5g $ASTS are we going to get FirstNet news next https://t.co/2ZNIATrr5g"  
[X Link](https://x.com/CytoplasmicANA/status/1896724643811377536)  2025-03-04T00:49Z [----] followers, [----] engagements


"This entire article is a must read for those following the $ASTS story. It is starting to look like DOD investment is a when not if. DOD is going to imminently review NTNs with commercial players to set resources and policy for investment so that they dont play Tetris with different providers for the Combined Joint All-Domain Command and Control. Some selected quotes below. Department of DefensesMike Dean. The official who serves as director for C3 infrastructure in the office of the DOD Chief Information Officer indicated that the combination of terrestrial and non-terrestrial networks might"  
[X Link](https://x.com/CytoplasmicANA/status/1897609182997585973)  2025-03-06T11:24Z [----] followers, [----] engagements


"🚨-10 Mbps UPLOAD ON [--] MHz CHANNEL CONFIRMED BY AST PRESIDENT🚨 This is an amazing achievement if true given the limited power (0.2W) and isotopic radiation (spherical not directed) of handheld user equipment. This is especially important if later iterations use carrier aggregation to dedicate more low band (850) for uplink given its better propagation and midband for downlink given increased speed. $ASTS https://www.pcmag.com/news/ast-spacemobile-touts-european-cellular-satellite-amid-elon-chaos-mwc-2025"  
[X Link](https://x.com/CytoplasmicANA/status/1898335843640566092)  2025-03-08T11:31Z [----] followers, 16.3K engagements


"Wisniewski pushed back against skepticism such as a potshot on X from Ben Longmier senior director for satellite engineering at SpaceX who suggested AST customers would have tens of minutes between working connections. Wisniewski said those first [--] satellites would allow continuous service in latitudes across the US Europe and Japan. $ASTS"  
[X Link](https://x.com/CytoplasmicANA/status/1898340890667597855)  2025-03-08T11:51Z [----] followers, [----] engagements


"The slide shows how Fairwinds is selling the $ASTS service (at least now) to the DOD. Have backhaul gateway on a ship (shown) or other vehicle in the rear to keep traffic secure. You can see the back haul coming from the controlsat area where the tendeg antennas are located. Also might show an OISL (white line from legacy sat to BB) $ASTS ignore the fingers https://t.co/0xEHcRs6gy $ASTS ignore the fingers https://t.co/0xEHcRs6gy"  
[X Link](https://x.com/CytoplasmicANA/status/1901376321395273899)  2025-03-16T20:53Z [----] followers, [----] engagements


"A few interesting points. $ASTS 1) FirstNet has a commitment to coordinate with disaster centers to get to the site of a disaster in [--] hours. Bet that commitment gets a lot shorter when BB satellites can light the spectrum up and backhaul gateway is miles away from the disaster site. 2) FN President takes a pot shot at T-Mobile first responder offering no need for a network slice because you have the entire network. 3) FN was a choice for each individual state and territory. EVERYONE opted in. 4) MOST INTERESTING. Reached an agreement and the hosts say they will see FN President Scott Agnew"  
[X Link](https://x.com/CytoplasmicANA/status/1901695536178045135)  2025-03-17T18:02Z [----] followers, [----] engagements


"I read articles like this and think I dont have enough $ASTS. We have thought about the IoT market but what about the IoD (internet of drone) use case As Ukraine has highlighted drones are the future of warfare. This will change from single drones to swarms battling other swarms. No better way to supply their connectivity than a satellite which can frequency hop by design and which currently throttles down power to meet FCC interference requirements. More than this - Amazon delivery drones wildfire spotting during the dry season search and rescue with infrared to spot warm bodies autonomous"  
[X Link](https://x.com/anyuser/status/1902023323967504466)  2025-03-18T15:44Z [----] followers, [----] engagements


"Some have worried about whether $ASTS SatCo will qualify for Europe subsidies/planning due to a general migration away from US based solutions. Here in the European Space Agency [----] strategy which was just released they note international cooperation for direct space to device communication and seamless integration to the terrestrial network. Where have I heard that word seamless before 🤔 https://esamultimedia.esa.int/docs/corporate/ESA_Strategy_2040_InDepth.pdf https://esamultimedia.esa.int/docs/corporate/ESA_Strategy_2040_InDepth.pdf"  
[X Link](https://x.com/anyuser/status/1903064605733089679)  2025-03-21T12:42Z [----] followers, 10.1K engagements


"There were signs that $ASTS Satellite FWA could become a thing. This is likely to be only useful in very remote areas but the key is reducing carrier of last Resort obligations and copper maintenance costs for ATT. https://x.com/cytoplasmicana/status/1877471376409350205s=46 Hints of this trend can be seen in FWA becoming the BB vehicle of choice for many users.How about AP-A for telephony and satellite FWA once AST MIMO cband and/or OFTS are added for those areas where building a tower for terrestrial FA is uneconomical https://t.co/a07IlF034p"  
[X Link](https://x.com/CytoplasmicANA/status/1904298084588208358)  2025-03-24T22:23Z [----] followers, [----] engagements


"Great find. UK regulator Ofcom aims to start d2d service by the end of [----]. That sure lines up nicely with proposed intermittent $ASTS service. Great News for $ASTS Ofcoms (UKs FCC) consultation proposes enabling satellite D2D services in UK making them the first EU nation to offer D2D satellite services to everyday smartphones. https://t.co/B4o3MgMjGl Great News for $ASTS Ofcoms (UKs FCC) consultation proposes enabling satellite D2D services in UK making them the first EU nation to offer D2D satellite services to everyday smartphones. https://t.co/B4o3MgMjGl"  
[X Link](https://x.com/CytoplasmicANA/status/1904506609465798772)  2025-03-25T12:12Z [----] followers, [----] engagements


"Vodacom has entered into an agreement with $ASTS. The key here is to not only fill in grey areas but to provide affordable mobile connectivity. In less developed countries this wont just be supplemental coverage from space but primary service for a large number of people providing access to digital banking market quotes emergency service and telehealth services. This is how you connect the [--] billion unconnected. Vodacom a annonc son intention de collaborer avec Starlink et AST SpaceMobile afin de combler les lacunes de couverture dans son rseau africain. En savoir plus ici"  
[X Link](https://x.com/CytoplasmicANA/status/1907891154227704257)  2025-04-03T20:21Z [----] followers, [----] engagements


"SpaceMob knows there is active testing for the $ASTS dual use government contracts but it's nice to see it called out in a recent presentation at University of Texas by Huiwen Yao CTO AST Spacemobile"  
[X Link](https://x.com/CytoplasmicANA/status/1910055159419257303)  2025-04-09T19:40Z [----] followers, [----] engagements


"Another SL D2D review from the $ASTS Works 50-60% of the time texts arrive out of order and burns through the battery so much that we need a new airplane mode which only checks emails/stock quotes every 10-40 minutes. Conclusion sort of works but something has to change. Messaging kind of works wouldnt call it reliable. As it works now I wouldnt pay for it. https://youtu.be/qzP2mxfbToAt=579 http://hikingguy.com https://youtu.be/qzP2mxfbToAt=579 http://hikingguy.com"  
[X Link](https://x.com/anyuser/status/1911543439050547704)  2025-04-13T22:14Z [----] followers, [----] engagements


"$ASTS added to the HSA. More Alt use cases to complement commercial. Fairwinds added as well. About the HSA - In this case vendors are being asked to build and demonstrate ways to gather transmit and process data securely across the globeand deliver it to military units. Pentagon taps more firms to build commercial-military satellite network https://t.co/z1RAX08xar https://t.co/MEdlgF5x7Y Pentagon taps more firms to build commercial-military satellite network https://t.co/z1RAX08xar https://t.co/MEdlgF5x7Y"  
[X Link](https://x.com/anyuser/status/1921968443336634820)  2025-05-12T16:39Z [----] followers, [----] engagements


"I put together a series of long posts to explore how MNOs will think about reducing CAPEX/OPEX and churn when the $ASTS NTN approaches it technologic asymptote. Of course at the takeoff phase the theoretical limit is murky but there are signs showing this is viral antigenic shift - not drift. The thing you see today is not the thing that you see tomorrow. TheKookReport Spaces 4-20-2025"  
[X Link](https://x.com/anyuser/status/1924118060887335332)  2025-05-18T15:01Z [----] followers, 93.5K engagements


"Let's start with the widely under appreciated Ligado transaction. This gives AST SpaceMobile long-term spectrum usage rights for up to [--] MHz of Ligados L-band mobile satellite spectrum (MSS) spectrum in the United States and Canada plus access to an additional [--] MHz in the 1670-1675 MHz Band in the United States. A nice figure to understand the US incumbents in this range comes from TMF's white paper w/ Summit Ridge. https://summitridgegroup.com/wp-content/uploads/D2D-White-Paper-SRG-TMF-Final.pdf https://summitridgegroup.com/wp-content/uploads/D2D-White-Paper-SRG-TMF-Final.pdf"  
[X Link](https://x.com/CytoplasmicANA/status/1924118077459055055)  2025-05-18T15:01Z [----] followers, [----] engagements


"This MSS spectrum will be used in a separate shell of midband blue bird block 3s. They will be the same size as the in-production/launching Block [--] BlueBirds which are designed to reuse terrestrial low band spectrum from their MNO partners. This can be partially visualized by this Nokia slide. It only shows low band sats but will have a shell of sats above this with overlapping service links of midband frequency. These can be combined via carrier aggregation as shown in this AST slide"  
[X Link](https://x.com/CytoplasmicANA/status/1924118096706728301)  2025-05-18T15:01Z [----] followers, [----] engagements


"Erricson (at the 6G UT forum conference) notes that the best DL band might not be the best UL band. This is even more true give free path loss and reduced spectral efficiency from NTN. UL is necessarily weaker due to the low power omnidirectional antennas in our cell phones. There is a possibility that most of the low band is dedicated to uplink due to its superior propagation properties. Internet traffic has an asymmetric ratio of [--] UL: [--] DL and so less spectral efficiency isn't as much of a problem for uplink. If these can be decoupled in 6G $ASTS with the Ligado spectrum could use 850mHz"  
[X Link](https://x.com/CytoplasmicANA/status/1924118112431210537)  2025-05-18T15:01Z [----] followers, [----] engagements


"A recent article from LightReading says that ATT/VZ have on average about 290MHz of combined low/midband spectrum. Combined LB/MB frequencies are the most valuable spectrum to an MNO's with respect to coverage. Ligado MSS represents an additional 15% (45/290) of this - provided to them at NO COST and and for which they pay no CAPEX (towers/RAN etc) to light it up. https://www.lightreading.com/fixed-wireless-access/when-will-fwa-run-out-of-steam https://www.lightreading.com/fixed-wireless-access/when-will-fwa-run-out-of-steam"  
[X Link](https://x.com/anyuser/status/1924118142240133307)  2025-05-18T15:01Z [----] followers, [----] engagements


"Ligado IMO also represents the final unlock for a successful $ASTS 5G rural fund application. 45MHz of dedicated MB spectrum in a [--] color reuse hexagonal pattern like the nokia slide in Tweet #3 allows for 10MHz per color. With an assumed spectral effieciency of [--] this would be [--] Mbps. Based on ASTS response to 5G rural fund where they recommended changing the definition of 5G BB from 7DL/1UL to 35/3 this gets them there w/o even considering low band. It allows full redundancy and persistence in combination with low band block [--] satellites. Remember that the 5G fund is currently funded at 9"  
[X Link](https://x.com/CytoplasmicANA/status/1924118235701719183)  2025-05-18T15:01Z [----] followers, [----] engagements


"Ligado spectrum combined with low band reuse will not only increase stagnant MNO ARPU but also allows for cost reduction. Rough math shows that the proposed AST constellation will cost 5.34B (243 satellites x 22M). We talked about how ATT is spending 6B a year just to maintain their copper lines but the cost savings don't just end there. You can argue about where to draw the lines but at some point there is geography where towers can't cost effectively compete. As the NTN improves e.g. adding midband block [--] or C-Band Block [--] these lines shift further and further to the left covering more of"  
[X Link](https://x.com/CytoplasmicANA/status/1924118349933609084)  2025-05-18T15:02Z [----] followers, [----] engagements


"NTN geographic expansion "connects the unconnected" but it also enables new use cases AND takes over for the huge effort required to get that last 20%. Also courtesy of @CatSE___ApeX___"  
[X Link](https://x.com/CytoplasmicANA/status/1924118365494522053)  2025-05-18T15:02Z [----] followers, [----] engagements


"This idea of reducing power was a part of the most recent Rakuten Mobile earnings call by Mickey Mikitani CEO of Rakuten. Importantly many of these cost saving benefits are not supported by Starlink D2D as they are not integrated in to the MNO core. 6/ $ASTS: "We will also aim for maximum ease of connection. We will achieve low prices and high quality. We will also use AI and work to reduce power consumption which is possible because we use software. In addition we have announced that we will be doing this in earnest." https://t.co/rbD7Hu5rpl 6/ $ASTS: "We will also aim for maximum ease of"  
[X Link](https://x.com/anyuser/status/1924118454824775866)  2025-05-18T15:02Z [----] followers, [----] engagements


"The conclusion of reduced costs hasn't escaped the analysts. In fact ScotiaBank says it will be greater than the revenue increase. "FOR EVERY $1 OF ADDITIONAL DIRECT-TO-DEVICE REVENUE MNOS ARE POSITIONED TO SAVE AROUND $1.50 IN CAPEX AND TOWER LEASES" - SCOTIABANK "We believe 10-20% of consolidated capex/year is spent in bringing wireless connectivity to rural semi-rural remote and/or non-profitable areas." It also helps MNO's comply with license requirements imposed by regulators when awarded spectrum. As fantastic as this sounds it might be underplaying the cost reduction when copper"  
[X Link](https://x.com/CytoplasmicANA/status/1924118467202220060)  2025-05-18T15:02Z [----] followers, [----] engagements


"I've focused mostly on the developed world but the point should be made that the same constellation which supplies these 5G/6G advancements is capable of providing 2G/3G service to the developing world. This is critical because a number of phones sold in Sub-Saharan Africa only support these networks. For example in South Africa phones like the Mobicel C1 (priced at R129 or $7 USD) and Itel it2163D (R159 or $9 USD) are 2G-only devices while models like the Mobicel G4 (R299 or $16 USD) and Mobicel Vibe (R379 or $21 USD) support 3G. GSMA in their [----] Mobile Economy paper notes 800M new mobile"  
[X Link](https://x.com/CytoplasmicANA/status/1924118492204400796)  2025-05-18T15:02Z [----] followers, [----] engagements


"The business case is often made on ARPU guesses x # of subscribers but in its final form $ASTS is going to be an oligopoly vs monopoly. This kind of CAPEX reduction convergence strategy (fiber best in class mobile) and insight in to use patterns to direct reduced capital expenditures is game changing for MNOs. The $ASTS story will be two fold. In the US and other high income countries it will be reduced MNO CAPEX network resiliency during disasters increased ARPU and government (defense/first responder) markets. In low/middle income countries it will be connecting the unconnected (and"  
[X Link](https://x.com/CytoplasmicANA/status/1924118516313280671)  2025-05-18T15:02Z [----] followers, 12.8K engagements


"RADIO SPECTRUM POLICY GROUP (RSPG) Report on 6G Strategic vision notes 6G needs to consider space from the beginning. The RSPG influences EU policy. They also note that $ASTS. 1/2 https://radio-spectrum-policy-group.ec.europa.eu/document/download/89457260-ab6b-495a-9a10-437711cbe831_enfilename=RSPG25-006final-RSPG_Report_on_6G_strategic_vision.pdf https://radio-spectrum-policy-group.ec.europa.eu/document/download/89457260-ab6b-495a-9a10-437711cbe831_enfilename=RSPG25-006final-RSPG_Report_on_6G_strategic_vision.pdf"  
[X Link](https://x.com/anyuser/status/1926311471857680864)  2025-05-24T16:16Z [----] followers, 19.3K engagements


"Last month Hennessy Focus Fund posted an update on their $ASTS investment. They note that the position size was initially small due to risks that can be summed up as- Space is Hard. But we no longer believe that even in the direst of circumstances that the shares would be worth substantially less than they are valued currently.We are on the cusp of a new communication revolution with decades of potential growth in front of it. 1/4 https://www.hennessyfunds.com/insights/company-spotlight-focus-fund-ast-space-mobile"  
[X Link](https://x.com/anyuser/status/1931428681731162204)  2025-06-07T19:10Z [----] followers, [----] engagements


"I took a couple of screenshots during the FirstNet Board meeting 6/2. The first is the most pertinent to $ASTS. "We're working to finalize our investment to enable the FN network to support satellite to device technologies." They have previously commented that they expect this investment to happen in FY25 which ends 9/30/25. The second shows the coverage enhancement workshops that they run. Notable that South Dakota commented on the need to fill white spaces (areas w/o any cellular coverage) and the USVI identified coverage gaps and challenges across "all three islands including in-building"  
[X Link](https://x.com/CytoplasmicANA/status/1931791234588446923)  2025-06-08T19:11Z [----] followers, [----] engagements


"Vodafone published its Annual Report on Form 20-F for the year ended March [--] [----] on June [--] [----]. Talking about $ASTS - "It is the only satellite technology of its kind built to offer a full mobile broadband experience and paves the way for universal digital connectivity and the closure of mobile coverage gaps." 🚨Says satellite platforms will "become part of Vodafones offering over the next [--] months." 🚨 $ASTS : $VOD 20-F Pretty decent amount of IoT connections only expected to grow. Few additional call outs of satellites but nothing crazy that I saw. https://t.co/zV6nRCH2AO"  
[X Link](https://x.com/anyuser/status/1931819924466622940)  2025-06-08T21:05Z [----] followers, [----] engagements


"We found out last week that TMobiles parent company (Deutshe Telecom) has confirmed that it will contribute ground-based infrastructure designs to the European Union-backed IRIS2 satellite system as part of a contract awarded to the SpaceRISE consortium at the end of last year. It will be a subcontractor on this infrastructure. When your DT innovation chief says IRIS2 will provide connectivity that is both secure and modern and strengthen Europes technological sovereignty that isnt exactly a ringing endorsement of Starlinks D2D choice of regenerative architecture and OISLs. $ASTS"  
[X Link](https://x.com/CytoplasmicANA/status/1932504395784056925)  2025-06-10T18:25Z [----] followers, [----] engagements


"Very interesting that as part of the SCS application $ASTS is requesting to use the A block of lower 700MHz which is mostly TMo. Conspiracy theorists might say TMo could switch but it probably just represents ATT ownership of this in a few small markets show in Blue. This is feasible due to AST's technical superiority"  
[X Link](https://x.com/CytoplasmicANA/status/1933275953456652591)  2025-06-12T21:31Z [----] followers, [----] engagements


"From the full SCS application $ASTS notes an accelerated launch campaign of MORE than [--] BB2 satellites set to launch through the end of next year. Does management have another updated launch schedule for us"  
[X Link](https://x.com/CytoplasmicANA/status/1933301137152880991)  2025-06-12T23:11Z [----] followers, [----] engagements


"Vodafone with another ringing $ASTS endorsement this time to the UK telecom regulator Ofcom. "We forsee D2D closing gaps in terrestrial network coverage including augmenting coverage to service demand peaks Wonder how many people will sign up for that Or maybe it becomes a part of everyone's plan https://www.ofcom.org.uk/siteassets/resources/documents/consultations/category-1-10-weeks/consultation-enabling-satellite-direct-to-device-services-in-mobile-spectrum-bands/responses/vodafone.pdfv=398601"  
[X Link](https://x.com/anyuser/status/1935069140269793790)  2025-06-17T20:16Z [----] followers, 25.1K engagements


"This is exactly the point of my long series of posts about the utility of the $ASTS service once it fully matures made by the former CFO of AST Spacemobile. Even their mobile businesses have challenged around ARPU on invested capitalIts an opportunity for them to add revenueimprove their service without having to spend a lot of money on their part. Spacemobile will reduce MNO capex energy costs provide ARPU uplift and direct future investment by mapping unconnected phones. https://x.com/cytoplasmicana/status/1924118060887335332s=46 $ASTS I have a banger excerpt from former insider. Confirms"  
[X Link](https://x.com/CytoplasmicANA/status/1935770468013031855)  2025-06-19T18:43Z [----] followers, [----] engagements


"It is much more difficult to integrate SL D2C product with each MNO as it isn't integrated to the MNO core. This contrasts to $ASTS which is integrated. As has been discussed before this also doesn't allow features important to First Responders like Push to Talk and Priority/Prememption. Grok notes that "VoLTE generally offers better call quality due to carrier optimization" than VoIP. Lastly Europe is not going to be enthusiastic about data landing at Starlink gateways out of the EU."  
[X Link](https://x.com/anyuser/status/1936483157689405802)  2025-06-21T17:55Z [----] followers, [----] engagements


"There was news today about NATO committing to 5% of GDP by [----] (see attached tweet). And now they release a commercial space strategy aimed at integrating commercial solutions more flexibly. NATO plans to explore establishing agreements with pools of commercial providers to ensure rapid and persistent access to commercial services This is in the vein of the SDA proliferated warfighter space architecture. Youre not only getting the commercial upside with $ASTS but there is a real uplift in Space investments across the free world. Who sees where the puck is going - Gretzky paraphrased. NATO"  
[X Link](https://x.com/anyuser/status/1938020100419752146)  2025-06-25T23:42Z [----] followers, [----] engagements


"See the puck. $ASTS https://x.com/CytoplasmicANA/status/1938020100419752146 AST SpaceMobile & Fairwinds Technologies Demonstrate World's First Tactical NTN Connectivity Over Standard Mobile Devices https://t.co/5gDMEbgrtv https://t.co/W7ssRY0Tnv https://x.com/CytoplasmicANA/status/1938020100419752146 AST SpaceMobile & Fairwinds Technologies Demonstrate World's First Tactical NTN Connectivity Over Standard Mobile Devices https://t.co/5gDMEbgrtv https://t.co/W7ssRY0Tnv"  
[X Link](https://x.com/CytoplasmicANA/status/1938202848421970319)  2025-06-26T11:49Z [----] followers, [----] engagements


"Please read all of this great thread by @spacanpanman. I wanted to highlight this specific slide. Remember this weekend we learned how difficult it is to integrate Stalin D2D to a partner MNOs core. The deep integration of $ASTS to each MNO core is part of the reason it has no competitor. NATO has a specific slide talking describing scalable interoperable resilient 5G. The proliferate nature of LEO combined with high power/gain interoperable with host nation Radio Access Network and NATO 5G core is unique to $ASTS. Remember SL D2D is 4G LTE and with the basestation in LEO a new constellation"  
[X Link](https://x.com/anyuser/status/1938238486970011767)  2025-06-26T14:10Z [----] followers, [----] engagements


"ATT confirms FirstNet collaboration with $ASTS and confirms that Band [--] will be used. This provides more spectrum to AST and by connecting to the FirstNet core allows priority/premption and mission critical push to talk to First Responders. Mohammed Baig of ATT says beta testing in 2H of [----] (most likely q3) and commercial launch "middle of next year.""  
[X Link](https://x.com/anyuser/status/1938298567895986561)  2025-06-26T18:09Z [----] followers, [----] engagements


"$ASTS 1/2 The U.S. Space Force is poised for a massive funding windfall under President Donald Trumps ambitious reconciliation bill with its budget potentially soaring to nearly $40 billion in fiscal year [----] a staggering $11.3 billion increase from current levels. Most will go to the Research Development Test & Evaluation which includes the SDA and its PWSA and eventually Golden Dome. Trump's 'One Big Beautiful Bill' would give Space Force a nearly $40 billion budget https://t.co/ORZ7B7Je8e https://t.co/3Iy14kWVkm Trump's 'One Big Beautiful Bill' would give Space Force a nearly $40 billion"  
[X Link](https://x.com/CytoplasmicANA/status/1938325373080502356)  2025-06-26T19:55Z [----] followers, [----] engagements


"$ASTS will establish SatCo headquarters in Luxembourg. This joins mechanical design in Spain which includes new [----] square meters of manufacturing and office space in Barcelona and collaboration with the Univerwity of Malaga with manufacturing/support in the UK. This will be underpinned by a full network management and network operations centre capability based in Europe. This will provide the region with a secure and resilient digital communications infrastructure for use in any location including mountains or at sea at any time. Love they continue to reiterate key technical details like"  
[X Link](https://x.com/anyuser/status/1939629524242579477)  2025-06-30T10:18Z [----] followers, [----] engagements


"Detecon completed a report on 2GHz MSS band for the European commission 5/2025. I'm going to have a longer post about the paper in the next few days as it is worth a read for those trying to understand the MSS landscape in the EU as it relates to $ASTS. However I wanted to highlight this part first as it relates to @spacanpanman's recent post. To drive adoption $ASTS has taken a wholesale silent partner approach so as not to be in competition with MNO's. If 6G allows seamless satellite and terrestrial network roaming the lowest energy state will be to include NTN coverage in every plan. What"  
[X Link](https://x.com/CytoplasmicANA/status/1939756993134112876)  2025-06-30T18:44Z [----] followers, [----] engagements


"This sounds like someone I know $ASTS 📢 @NATO Unveils New Commercial Space Strategy At Annual Summit The strategy aligns with a broader defence trend toward dual-use where commercially developed systems are adapted for military apps offering faster innovation than traditional defence procurement models. https://t.co/wIq1Mcgi8O 📢 @NATO Unveils New Commercial Space Strategy At Annual Summit The strategy aligns with a broader defence trend toward dual-use where commercially developed systems are adapted for military apps offering faster innovation than traditional defence procurement models."  
[X Link](https://x.com/anyuser/status/1941281367779835975)  2025-07-04T23:41Z [----] followers, [----] engagements


"Nice graphic showing the $ASTS architecture. This tight integration with the MNO core allows priority/preemption and mission critical push to talk for first responders. It also decreases the burden on integration for every MNO which Analysys mason highlight the difficulty of recently https://x.com/CytoplasmicANA/status/1936483157689405802 https://x.com/CytoplasmicANA/status/1936483157689405802"  
[X Link](https://x.com/anyuser/status/1942340163574587508)  2025-07-07T21:49Z [----] followers, [----] engagements


"Can someone say $ASTS alternative PNT Is this baked in to the share price $ASTS @AST_SpaceMobile @AbelAvellan 🚨 Another day another US patent: 🚨 "Dynamic Triangulation Of Active User Equipment Location Via Satellite Radio Access Technology (RAT)" US [--------] B1 Inventors: Yu & Fawzi Date published: 2025-07-08 1/2 https://t.co/aUzqYoobVi $ASTS @AST_SpaceMobile @AbelAvellan 🚨 Another day another US patent: 🚨 "Dynamic Triangulation Of Active User Equipment Location Via Satellite Radio Access Technology (RAT)" US [--------] B1 Inventors: Yu & Fawzi Date published: 2025-07-08 1/2"  
[X Link](https://x.com/CytoplasmicANA/status/1942712132891730080)  2025-07-08T22:27Z [----] followers, [----] engagements


"Call me crazy but $ASTS has more subscribers than this midway through [----]. As of July [--] [----] @Starlink has an estimated [-------] subscribers. Starlink is now available in [---] countries territories or other markets around the world. As of July [--] [----] @Starlink has an estimated [-------] subscribers. Starlink is now available in [---] countries territories or other markets around the world"  
[X Link](https://x.com/anyuser/status/1942925204885492109)  2025-07-09T12:34Z [----] followers, 10.9K engagements


"Call me crazy but $ASTS has more revenue than this in [----]. BOFA SAYS KUIPER COULD DRIVE $7.1B IN REVENUE FOR $AMZN BY [----] https://t.co/RHqYABRd7c BOFA SAYS KUIPER COULD DRIVE $7.1B IN REVENUE FOR $AMZN BY [----] https://t.co/RHqYABRd7c"  
[X Link](https://x.com/CytoplasmicANA/status/1943296106693120308)  2025-07-10T13:07Z [----] followers, [----] engagements


"One of the first and most comprehensive revenue models was just updated. Take a look. $ASTS $ASTS Big update to my free revenue model. Added SatCo formula updated demographics from [----] to 2023/25. Added all countries for future use. New clear stock Sankey diagram analysis below. It shows the massive scale of the AST business model. Detailed below👇 https://t.co/xnX7hWocFB $ASTS Big update to my free revenue model. Added SatCo formula updated demographics from [----] to 2023/25. Added all countries for future use. New clear stock Sankey diagram analysis below. It shows the massive scale of the"  
[X Link](https://x.com/CytoplasmicANA/status/1944750265996906823)  2025-07-14T13:26Z [----] followers, [----] engagements


"This is really big news for the $ASTS regulatory front. Roth was previously the telecommunications policy director for Senator Ted Cruz on the Senate Commerce Committee. Yes the same Ted Cruz that just visited $ASTS with Brendan Carr and wants to promote Texas manufacturingespecially if unrelated to Oil/Gas. Cloture ends the debate setting up a vote for confirmation. While much of the SpaceMob coverage focuses on the FCC the NTIA is very important. They oversee regulations for federal spectrum e.g. GPS. There is a notice for public comment right now about d2d impact on gps. The NTIA also"  
[X Link](https://x.com/CytoplasmicANA/status/1946005552602939864)  2025-07-18T00:34Z [----] followers, 19.4K engagements


"Defence and space spending will increase five-fold to EUR [---] billion. This is the biggest growth line in the whole budget. $ASTS @EU_Commission propses revised Multiannual Financial Framework (MFF) increasing defence & space spending fivefold to 131bn and supporting space capabilities like Galileo CopernicusandIRIS to achieve autonomy in PNT EO and secure communications. https://t.co/IUXAK2Bw6F @EU_Commission propses revised Multiannual Financial Framework (MFF) increasing defence & space spending fivefold to 131bn and supporting space capabilities like Galileo CopernicusandIRIS to achieve"  
[X Link](https://x.com/anyuser/status/1946249298418487574)  2025-07-18T16:42Z [----] followers, [----] engagements


"The point that everyone doesn't appreciate is that 6G is going to have NTN support built in as a key feature. What happens to $ASTS market cap when it is at worst the most advanced member of an oligopoly servicing every 6G phone Does it even matter what the ARPU is when you are serving billions of customers w/o all of the CAC $ASTS NTN whitepaper. $ASTS NTN whitepaper"  
[X Link](https://x.com/anyuser/status/1947339511895072822)  2025-07-21T16:54Z [----] followers, 13.7K engagements


""AST SpaceMobile holds rights under contractual arrangements that together authorize access to nationwide public safety spectrum (Band 14)." FirstNet DA is coming soon $ASTS"  
[X Link](https://x.com/anyuser/status/1947391159443013771)  2025-07-21T20:20Z [----] followers, 21.7K engagements


"Verizon Frontline (Vz FirstNet competitor) is structurally disadvantaged by not having government funding to help with the buildout. It also doesn't have always on priority/preemption receives less public support from first responder agencies and doesn't have the same funding to support the purchase of deployable assets (e.g. SatCOLTs) etc. for emergencies. The second order effect of FirstNet lending band [--] to $ASTS is that Verizon will have to offer their Frontline spectrum (B13 shown below) as well. It might not happen soon but this has to happen. You can't compete with the above"  
[X Link](https://x.com/CytoplasmicANA/status/1947441758784393391)  2025-07-21T23:41Z [----] followers, 22.6K engagements


"🚨🚨Brendan Carr says in a podcast this week that the FCC will try to free up spectrum to make direct to cell work more robustly everywhere. In the next sentence mentions that he visited $ASTS in Midland TX. Thanks to @Bobaliou1 for finding this. @spacanpanman Brendon Carr yesterday on a San Antonio podcast on the tragic events in the Texas hill country. https://t.co/X0NtfllwHm @spacanpanman Brendon Carr yesterday on a San Antonio podcast on the tragic events in the Texas hill country. https://t.co/X0NtfllwHm"  
[X Link](https://x.com/CytoplasmicANA/status/1948932048522977780)  2025-07-26T02:23Z [----] followers, 16.4K engagements


"🚨Last week Ofcom (UK FCC equivalent) has given an update on regulatory authorization of D2D satellite mobile services. They are planning on having a new framework in place for D2D authorization by the end of [----]. Final statement to be published no later than December.🚨 1/2 $ASTS https://www.ofcom.org.uk/spectrum/space-and-satellites/consultation-enabling-satellite-direct-to-device-services-in-mobile-spectrum-bands https://www.ofcom.org.uk/spectrum/space-and-satellites/consultation-enabling-satellite-direct-to-device-services-in-mobile-spectrum-bands"  
[X Link](https://x.com/anyuser/status/1950301641808498930)  2025-07-29T21:05Z [----] followers, [----] engagements


"The point that everyone doesn't appreciate is that 6G is going to have NTN support built in as a key feature. What happens to $ASTS market cap when it is at worst the most advanced member of an oligopoly servicing every 6G phone Does it even matter what the ARPU is when you are serving billions of customers w/o all of the CAC https://x.com/cytoplasmicana/status/1926311471857680864s=46 @oyea180139 In consumer markets yes the smartphone is now a personal device we cannot live with i.e. drives a customer experience that craves for 100% coverage 24/7 connectivity"  
[X Link](https://x.com/CytoplasmicANA/status/1952681268136595886)  2025-08-05T10:41Z [----] followers, 11.7K engagements


"RT @spacanpanman: $ASTS: Dont overthink it folks its not hard"  
[X Link](https://x.com/CytoplasmicANA/status/2016267476619640840)  2026-01-27T21:50Z [----] followers, [--] engagements


"My suggestion is $ASTS Starting to get an influx of texts from friends and family on what space stocks to buy. I never give stock picking advice (nor do I own any space stocks due to conflict of interest). But this SpaceX IPO sure is going to bring a whole new set of eyeballs and pockets. Great Starting to get an influx of texts from friends and family on what space stocks to buy. I never give stock picking advice (nor do I own any space stocks due to conflict of interest). But this SpaceX IPO sure is going to bring a whole new set of eyeballs and pockets. Great"  
[X Link](https://x.com/anyuser/status/2017014124840890829)  2026-01-29T23:16Z [----] followers, [----] engagements


"RT @AlexfromBabylon: $ASTS The synergies are getting quite obvious at this point"  
[X Link](https://x.com/anyuser/status/2019051450270101573)  2026-02-04T14:12Z [----] followers, [--] engagements

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