Apr. 11 at 5:05 PM
Pause for a second and really think about the scale here…
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~8B people on Earth. ~5B smartphones. And EVERY one of those users has hit a dead zone at the worst possible moment — highways, flights, rural areas, no signal when it matters most.
$ASTS isn’t trying to change behavior — it’s removing the problem entirely. No new device. No dish. No switching carriers. Just your same phone connecting directly to space.
Partnerships already span 50+ carriers — including AT&T (
$T) and Verizon Communications (
$VZ) — covering ~3.2B subs BEFORE full rollout.
Meanwhile, Starlink is still fighting for single-digit millions of users. Different game.
Even 1% adoption = massive. 10%+? You’re looking at a category-defining giant.
Market may not fully grasp this yet… but the TAM is global, immediate, and already waiting.
