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$ASTS:🇺🇸 AST SPACEMOBILE BLUEBIRD SATELLITES ARE ENGINEERING MARVELS THAT FEATURE LARGE PHASED ARRAYS DESIGNED TO DELIVER BROADBAND INTERNET TO EVERYDAY MOBILE PHONES First generation Block-1 BlueBirds currently being tested feature the largest phased array, at approximately 700 square feet, to ever orbit LEO. The next generation Block-2 BlueBirds will...

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$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🅰️nman

66,257 Aufrufe • vor 10 Monaten

Excited to announce UtilitySat, the world’s first multi-mission geostationary satellite, that we're launching at the end of this year. This is a first of its kind. And a new product line-- providing on-demand connectivity for disaster relief, bridge capacity, and other missions. We started Astranis to build something new: small communications satellites that provide dedicated broadband capacity for our customers. At the end of this year we’re launching four more of them on a dedicated Falcon 9 rocket, with many more to come after that. That launch of four satellites includes one satellite for Peru, two satellites for in-flight connectivity, and a fourth satellite that had been previously kept under wraps. Until now. Introducing UtilitySat, the Swiss Army Knife of satellites This is a new product— the world’s first multi-mission commercial GEO satellite, capable of conducting multiple fully-operational broadband connectivity missions. And it is just the first of many. We’ll plan to launch many UtilitySats in the years to come. UtilitySat can provide connectivity on standard Ku, Ka, and Q/V bands, and has the flexibility to dial in exact frequencies using Astranis’s proprietary ultra-wideband software-defined radio. It can also relocate dozens of times around the GEO belt over its lifetime. It does this using our unique on-board dual-propulsion architecture, which includes both a chemical monopropellant system and an electric ion thruster. A new mission every year, or every month When we first began development of UtilitySat almost 2 years ago, we had many different missions in mind. UtilitySat can serve as bridge capacity for a customer that is waiting for a dedicated satellite, as an on-orbit spare, or as extra, surge capacity that can be brought in to supplement the broadband service we’re providing to one of our customers. There are acute needs as well — a natural disaster can wipe out terrestrial connectivity over a huge geographic area. One of the top priorities for first responders and during disaster relief is reliable comms on the ground. With multiple UtilitySats on orbit, Astranis can bring in extra capacity on incredibly short notice. Capacity that is compatible with existing, low-cost GEO ground terminals. In initial conversations with customers for UtilitySat, we’ve seen huge demand — these customers often want to lease the entire capacity of the satellite once they learn what UtilitySat can offer. Customers need all the capacity they can get, and new capacity that can be deployed on short notice is a huge deal and a huge departure from traditional GEO satellites. We see a future where customers will be able to call up extra capacity on demand to augment their existing capacity needs, and we’re making that future a reality. US Government applications The first UtilitySat mission will be a commercial one, but we are seeing enormous demand from both from commercial companies and from our government customers. The US Government has unique needs — Combatant Commanders need to be able to task dedicated satellites to specific AORs at a moment’s notice — and surge communications would give them a new tool in their toolbox, helping them win even in a contested environment. And more broadly speaking our military leaders have said the one priority in national security space is to add resiliency to our fleets, using larger numbers of smaller, flexible, and maneuverable satellites so we’re not dependent on just a handful of huge satellites in GEO. UtilitySat shows that Astranis can do just that. Not traditional GEO satellites UtilitySat is only possible because of Astranis’s unique technology — including our proprietary software–defined radio. The flexibility of having on-board digital signal processing allows us to build a standardized satellite design, and move a lot of what used to be done in hardware, into software. UtilitySat uses the standard Astranis MicroGEO platform, adding more frequency bands and some new software capabilities to make maximum use of the available spectrum, no matter where the satellite is on orbit. Traditional geostationary satellites are designed to sit in one orbital slot for up to 20 years, with a set of frequency bands that is hardwired in at the factory. Their single mission must be predetermined many years before they are launched. Astranis does not build traditional GEO satellites. From day one we knew there had to be a better way, and we’re doing it.

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122,069 Aufrufe • vor 3 Jahren