Jul. 11 at 1:50 PM
$ASTS continues to execute, and the next major milestone is getting closer.
BlueBird 11 has already arrived at Cape Canaveral, with BlueBirds 12 and 13 expected to follow soon. The planned launch in the first half of August could mark another important step toward commercial service.
What stands out to me is not just the technology, but the partnerships. AST SpaceMobile already has agreements with 50+ major mobile network operators, including
$V,
$VZ,
$TMUS, and
$T.
Yes, pre-revenue companies carry risk. But
$ASTS has something many early-stage companies don’t: a clear path to commercialization and validation from industry leaders.
If the constellation scales as planned, the opportunity could be significant, including potential commercial and government demand.
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