Peter LINDM🅰️RK
@peterlindmark • 2,728 subscribers
A Swede in Luxembourg. Sp🅰️ceMob
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$ASTS Abel Avellan on CNBC Full transcript: It is great to be speaking with you again. You've stayed very, very busy. There's a lot to get to here with you. But first, let's start with this idea of a joint venture between the largest U.S. telecom providers to add space-enabled connectivity. How will you play in that? Well, I think that's an effort to make, to divide connectivity to every American. And I basically make it in a way that is standard, available in every device, in every phone, for every carrier. And for that, that's great. It's great news, and now every American can get our service. Can you share any details in terms of that relationship and the role you'll play in it? Well, I think we are the only broadband system that is available in terms of technology to basically do hundreds of megabits per second directly to any device. This is a change of how the operators think about where the connectivity from space plays a role in your day-to-day usage of the technology. And I believe this is great news for us. We are a key enabler for this. We invented this. We did the first voice call over satellite, the first 5G connection over satellite, the first broadband connection over satellite. And just a few weeks back, we demonstrated close to 100 megabits per second for a space directly to your phone. And that's very, very unique and a very nice position to be in as we work to transform how people connect. Yeah, I want to get into that a little bit more here in just a moment. You also recently released earnings, maintained full-year revenue guidance. The thing that investors really focus on is these Bluebird satellites and how quickly you can build them and deploy them. I mean, we did see that Blue Origin, New Glenn rocket launch that ultimately ended in a failure to deploy your satellites in the correct positions and to be able to start operating and working. 45 satellites is still your plan for this year. What does that look like? It is, and we're on target. Today, we're shipping the next batch of satellites to the launch pad. We have launches approximately every month. And now it's opening. I mean, we have multiple launch providers as partners, including SpaceX. And we are very excited about what will happen during the year in terms of launches and in terms of multiple launches that we have multiple partners for doing that. Yeah, speaking of SpaceX, I was just in Alaska over the weekend, and it's incredible. You go to parts of the wilderness above the Arctic Circle. There's no roads. In some cases, there's no running water, but there is Starlink. So how do you think about this competitive landscape and this competitive environment when Starlink is looking to do direct-to-device as well? And then, of course, you have Amazon's Leo buying GlobalStar. Yeah. I think it's all revolved about the speed and capacity that you can get into the phone. What has changed the transformation that is happening in the wireless industry is that space is not just when you're in the middle of nowhere. It's when you're driving from here to the Hamptons and when your connectivity is not as good as you expected. So broadband will make a difference, making it available to absolutely every device without any change to the device and really get hundreds of megabits per second into the device. For that, you need a spectrum. You need satellites. And more importantly, you need large satellites because that's really where the tricks happen is physics. You need large satellites that have the ability to listen to the very small power that a small device putting going up to space. And that's what we have. We have over 3,800 patents and patent-bending claims on how to do that. That's what we have demonstrated. And what we're showing, we're showing up today. It's not a future demonstration. We just recently announced close to 100 megabits per second directly to a regular device. Yeah, forget energy. 1(2)
Peter LINDM🅰️RK35,169 Aufrufe • vor 1 Monat
$ASTS | Scott Wisniewski at JP Morgan conference, May 18, 2026 Transcript - part 1 Good afternoon, everyone. I'm Sebastiano Petty, and I cover the telecom, cable, and satellite space here at J.P. Morgan. I'd like to welcome Scott Wisniewski, President and Chief Strategy Offer of ASTS Space Mobile. Scott, thanks for joining us. Thank you for having me. You're good. You're live. Can you hear me? All right. Thank you for having me. Great. So, Scott, just to start, let's zoom out. As you sit here in mid-2026, with Bluebirds launching, commercial service activation approaching, and the government pipeline accelerating, where are you spending most of your time as President and Chief Strategy Officer? And more broadly, what are your two to three highest priority objectives over the next 18 months as you transition from what has primarily been an R&D and manufacturing story into a scaled revenue-generating operating company? Thank you. And for those who don't know us that well, we were founded about a decade ago around the direct-to-device opportunity. That's what we do. That's our entire strategy. It's from space, of course, and we build our own satellites, and we'll be operating them and selling capacity on them. But at its core, we are a direct-to-device pure play. And over the years, I met our founder in January 2019, but over the years, telling our equity story, people always asked three questions. Does it work? Can you fund it? And how big will the market be, or will there be a market? And that's our traditional private company questions that we still got even as a public company for a while, and we really retired those risks in 2023, 2024, and 2025. And so this year, yeah, you're exactly right. Traditional growth stuff, scaling stuff is where we are. And for us, if I were to say two simple things, one is network deployment. The vast majority of the folks in the company are focused on exactly that, network deployment now for revenue in 2026 and 2027 and beyond. And then the second one is, I think, building the market out in the right way. This is a brand new service. It's a service that is at the very heart of connectivity. Remember, we all know the trends in connectivity. When I started my career in connectivity, there was a question, bubble, what inning are we in? When is the expansion going to end? And then, of course, AI comes along, and there's always something every couple of years. So for us, we're at the heart of connectivity. We can do coverage better than any terrestrial footprint by its very nature. And making connectivity work for our partners, the mobile network operators, and ultimately for the consumer mass market among other markets, is our focus. So building out that market is our second priority. Great. And let's address the news from last week. AT&T, Verizon, and T-Mobile announced a proposed joint venture to extend mobile connectivity using satellite-based D2D technologies. You guys put out a statement commending the announcement. Unpack this for us. What does this mean for ASTS in practice? Does it change your commercial positioning with the carriers? Does it accelerate or maybe even complicate your path to service? So we really value the carrier relationship. We've organized the business, the technology, the go-to-market strategy. Everything we do, really, is about making connectivity better for the mobile network operators. And so you see that in where we've prioritized the company over the years. You see that in how we've built out the tech. And even the network stack is organized with the RAN on the ground, so the operators control it. So that's really been our focus. We share their spectrum, although we also have our own spectrum now. And that's always been the approach. Part1, 1 (of 2)
Peter LINDM🅰️RK29,453 Aufrufe • vor 1 Monat
$ASTS Jennifer Manner of AST SpaceMobile "We are now manufacturing six satellites a day right now". Ms Manner means six satellites a month, which should impress the fudsters who believe the pace is less than once per month. Congressman Goldman of Texas: "Thank you Mr Chairman, thank you for the time. Let me brag on a great Texas company!
Peter LINDM🅰️RK42,242 Aufrufe • vor 6 Monaten
$ASTS | Scott Wisniewski: "So this year we're launching 45 to 60 satellites. We're building those satellites now. We'll be launching them over the course of the year. And those 45 to 60 satellites get us to a commercial service product in the markets that matter. So that is our timeline. It's fully funded for that timeline. We're partly integrated for that timeline. We have the partners for that timeline."
Peter LINDM🅰️RK11,702 Aufrufe • vor 3 Monaten
$ASTS Daniel Thomas, Commercial Lead of SatCo (the JV between AST SpaceMobile and vodafone), speaking with Luke Pearce of CCS Insight Predictions for 2026: "Telecommunications operators across Europe will be able to provide customers with the promise that We Go Your Back, no matter where you go, whether it is the top of a mountain or the middle of a lake - we got you covered, our network is going to have your back."
Peter LINDM🅰️RK14,426 Aufrufe • vor 6 Monaten
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