May. 22 at 3:41 PM
$ASTS AST SPACEMOBILE TO POTENTIALLY GENERATE
$8.4BN REVENUE IN THE US ALONE 🤯
Based off the Bell Canada estimates of roughly
$10 a month for the D2D service, this would mean AST would receive
$5 as part of the revenue split, so lets apply this to the US market.
After the announcement of the D2D JV, AST will have access to the three main MNO's, AT&T, Verizon and T-Mobile.
They share roughly 399 million subscribers between them. Roughly 30% of those plans are premium tier. This means approximately 120 million subscribers could have D2D bundled into their plan.
If AST receives the same share in the US as Canada then we could be looking at
$600M a month in revenue, across the year this would be
$7.2bn. Remember this figure is just from the premium bundles and not any other user who might choose to opt in.
Let’s be conservative on the users that opt in and say 5% opt into SpaceMobile service....continued
https://x.com/i/status/2057829429087228350
$T $VZ $TMUS $ASTS
