Anp🅰️nman
@spacanpanman • 56,726 subscribers
Red-bean filled bread man. Posts are ideas and opinions, not investment advice. #forsteve
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$ASTS $SPCX:🚨 SPACEX CFO BRET JOHNSEN DISCUSSES PLAN TO ROLL OUT STARLINK MOBILE GLOBALLY TO COMPETE WITH MNOS OVER THE NEXT 2 YEARS + Starlink is focused on "attacking terrestrial markets" from space + Starlink Mobile will become "table stakes" and “others (MNOs)” will have to come up with comparable solutions to compete + Connectivity overall is a $1.6 trillion a year TAM
Anp🅰️nman357,160 views • 4 months ago
$ASTS: 🚨🇳🇿 2DEGREES AND AST SPACEMOBILE TEST VOICE CALLS, VIDEO CALLS AND MOBILE BROADBAND DATA SESSIONS OVER STANDARD 4G AND 5G HANDSETS IN NEW ZEALAND DURING THE MONTH OF AUGUST "HI MARK - IT'S MARK!" 😁 2degrees has opened a satellite ground station in Marton and completed voice-call and broadband data tests on standard smartphones through AST SpaceMobile's network. The facility is among the first commercial AST SpaceMobile ground stations worldwide and is intended to support the rollout of direct-to-device satellite mobile services in New Zealand. Paul Goldsmith, Minister for Media and Communications and Minister for Space, opened the site as 2degrees marked a new stage in its satellite connectivity programme. The Marton station will connect with 2degrees' core network and support voice, data and messaging services for users outside existing mobile coverage. Engineers from 2degrees and AST SpaceMobile have been testing the system during August. The trials included voice calls, video calls and mobile data sessions using standard 4G and 5G handsets rather than dedicated satellite phones or extra hardware. 2degrees said it has invested millions in the local ground station. It also said calls, data and messages on the service are designed to originate and terminate on the 2degrees core network without passing through another country or jurisdiction. Mark Callander, Chief Executive, 2degrees, described the project as a response to persistent coverage gaps in New Zealand. "AST SpaceMobile approaches satellite connectivity in a unique way. The service is designed to offer voice calling, data and SMS, extending connectivity into places that have traditionally been difficult to serve. 2degrees has invested millions in building a ground station locally, providing access to advanced technology that will enable connectivity for Kiwis outside traditional coverage areas," said Mark Callander, Chief Executive, 2degrees. 2degrees has not given a launch date for customers. Further testing will continue before it confirms timings for trials and a commercial launch. Callander also linked the timing to the pace of AST SpaceMobile's satellite deployment. "AST SpaceMobile has a robust launch roadmap, and with each additional satellite deployed, service availability increases. We will offer the service commercially when service availability reaches a level we consider viable," said Callander. Global push AST SpaceMobile is building a direct-to-device satellite network through partnerships with mobile operators rather than standalone satellite handsets. It has agreements with more than 50 mobile network operators globally, including Verizon, AT&T and Rakuten, covering a combined subscriber base of nearly three billion. That operator-led model has become a key part of the emerging race to provide mobile coverage from space. Telecom groups are exploring satellite links as a way to extend service in remote and rural areas, where conventional mobile towers are harder to justify on cost grounds or face geographic constraints. New Zealand's terrain and dispersed population have made that challenge particularly acute in some parts of the country. For 2degrees, the Marton ground station provides domestic infrastructure as it seeks to add satellite links to its existing mobile network. Chris Ivory, Chief Commercial Officer, AST SpaceMobile, framed the New Zealand deployment as an early commercial step in the company's international expansion. "New Zealand's early adoption of AST SpaceMobile's technology and deployment of commercial ground infrastructure position the country at the forefront of space-based cellular broadband. Working alongside 2degrees, we are bringing a new satellite connectivity capability and advancing the integration of our networks to deliver voice, broadband data and SMS directly to everyday smartphones, without specialised devices," said Chris Ivory, Chief Commercial Officer, AST SpaceMobile. Article:
Anp🅰️nman60,777 views • 1 month ago
$ASTS: 🔥Former AST SpaceMobile Board Member and AT&T President of Network, Chris Sambar, has just been appointed as T-Mobile Chief Enterprise Officer Chris was a massive advocate of AST SpaceMobile and it makes complete sense as to why T-Mobile hired him at this critical strategic juncture Chris knows AST SpaceMobile's capabilities better than anyone in the wireless industry, he's close friends with Abel and he's best positioned to represent T-Mobile in the AT&T and Verizon Joint Venture discussions Watch Chris tell the story of how he and Abel met and how AST SpaceMobile became a critical strategic partner of AT&T Full youtube:
Anp🅰️nman65,825 views • 3 months ago
$ASTS: Elon interview - Crystal clear he wants to directly compete against AT&T, Verizon and T-Mobile in fixed wireless and now mobile wireless - It'll take at least 2 years to deploy this spectrum as it requires a completely new satellite and mobile phones with compatible chipset I might do a spaces tomorrow to discuss this further -stay tuned
Anp🅰️nman184,033 views • 1 year ago
$ASTS: Some of you Panicans need a kick in the pants Movie: Full Metal Jacket
Anp🅰️nman15,923 views • 1 month ago
$ASTS: 🚨 🇮🇪 VODAFONE AND AST SPACEMOBILE COMPLETE IRELAND’S FIRST EVER MOBILE VIDEO CALL VIA SATELLITE USING A STANDARD SMARTPHONE “We’ve just made history by completing Ireland’s first ever mobile video phone call via satellite using a standard smartphone. The call between our engineer Robert Ivers from an area of no coverage on Clare Island and our CEO Sabrina Casalta in Dublin highlights the potential of satellite technology. This was made possible with the help of our partnership with Satellite Connect Europe connecting to AST SpaceMobile's satellite constellation. We’re excited to continue to work with this technology to help close coverage gaps, strengthen network resilience and ensure people can stay connected wherever they are in Ireland.”
Anp🅰️nman43,790 views • 6 months ago
$ASTS: World Space Business Week President and Chief Strategy Officer Scott Wisniewski Video edited for Scott's interactions only. I also summarize in my own words below. BTW, you're going to love the guy asking the last question... he pretty much sums up the attitude and vibe of legacy players perfectly - Anpanman + AST has had a "cellular first" broadband direct-to-device strategy with focus on MNO operator in mind + We have strategic investors AT&T & Verizon in the US, Vodafone in Europe, Bell Canada in Canada, Rakuten in Japan as well as American Tower and Google + Approach has always been ecosystem-centric, how do we make the service work well for MNOs for their customers + We are a source of revenue, not a cost center for MNOs + Signed definitive commercial agreements with AT&T and Vodafone, other major partners are not far behind + We have over 50 MNOs signed up globally + Building and deploying a constellation is very hard - often tried but rarely successful + Deployed 5x of the largest satellites in LEO + Next generation satellite which is 3x bigger is ready to roll off the factory floor soon + We are working with 3x different launch partners + Plan 13x launches over the next 1.5 years + Expect 5x launches through Q1 2026 + Made Ligado spectrum investment earlier this year + Believe MSS together w/ cellular spectrum is the right strategy + SpaceX's recent spectrum acquisition highlights 2x things, 1) the value of our Ligado spectrum and 2) the size and potential of the direct-to-device market + There will be a tremendous role for satellites in improving and enhancing cellular networks + We believe having large aperture is the right approach for this market + Large aperture = better propagation to the phone, the ability to handle multiple frequencies within the same beam, allows you to serve multiple MNOs and finally gives you a very large pipe to deliver as much service as possible + We leverage existing handsets to sell broadband data based on whatever consumption model the MNO decides to sell to its consumers + We believe in supporting an ecosystem that is very supportive and friendly to our MNO partners + Vodafone invested in AST in 2019 (series B), 2021 (IPO), 2024 (Convert + Commercial Prepayments) - so 3x times and they recently formed a go-to-market joint venture in Europe where we have signed 21 of the 27 member states already + For AST, it's about the technology, layering in the spectrum and making it all work seamlessly for the MNOs + Satellites and space has not been relevant to MNOs in the past, however we believe our technology can provide connectivity to 6 billion existing devices in a unique and compelling way + We're deploying satellites in a handful of launches later in 2025 and many more in 2026 + We're very excited about the risk profile of what we're doing + Big satellite strategy is right + MNO partner strategy is right + Cellular + MSS spectrum strategy is right + Vertically integrated production strategy is right + You can't build a constellation by purchase order (outsourcing) + We think this is going to be a big market + We think that having access to one of the major MSS spectrum bands (Ligado) covering the most valuable wireless market in the world (USA) is an incredible strategic position + Having ecosystem of +50 MNOs globally is a strong strategic position to tap up to 6 billion mobile phones in the market + We think cellular broadband is the right approach and have executed well with the support of our MNO partners
Anp🅰️nman66,257 views • 1 year ago