AST SpaceMobile: A Telecom Revolution from Space

1. Direct broadband connection to any existing smartphone – no extra hardware required.
2. Partnerships with major telecom operators representing over 3 billion subscribers worldwide.
3. Funded plan to launch 45–60 satellites by 2026 for global coverage.

What does AST SpaceMobile do?

AST SpaceMobile is building the world’s first space-based cellular broadband network that connects directly to existing smartphones. Instead of relying on expensive towers, fiber, and ground infrastructure, the company launches satellites equipped with massive phased-array antennas that function like orbiting cell towers. This allows seamless internet coverage even in remote areas without dishes or specialized hardware.

Advantage over competitors

Unlike Starlink, which requires each user to install dedicated hardware, AST SpaceMobile defines the smartphone itself as the endpoint. This instantly opens access to over 5 billion existing devices, enabling carriers to expand coverage without heavy capital expenditures or competing directly for end-users.

Business model built on partnerships

ASTS does not sell satellites; it embeds its service directly into the revenue streams of telecom giants such as AT&T, Verizon, Vodafone, Rakuten, and over 50 other partners. Together, these operators already represent more than 3 billion subscribers, creating a powerful network effect and reducing churn once integrated.

Execution and funding

The company holds $1.5 billion in liquidity and has a funded plan to deploy 45–60 satellites by 2026, which is sufficient for near-global coverage. Furthermore, ASTS controls global spectrum rights (Global S-band), one of the most defensible assets in telecom.

From space venture to global infrastructure layer

The uniqueness of AST SpaceMobile lies in the fact that it is not merely a space startup but rather a telecom company disguised as a space firm. By embedding itself directly into carrier networks, it positions itself as a critical layer of global connectivity – with the potential to become an integral part of the world’s telecom infrastructure in the coming years.