The Frontier Leaders · Space 100 · AST SpaceMobile

AST SpaceMobile

Midland, Texas, United States · Space · Satellites & spacecraft / Communications constellations · Public · founded 2017 · ast-science.com

AST SpaceMobile sells direct-to-mobile satellite communications through the BlueBird network to telecom partners and their subscribers.

Space 100 · rank 11 · score 85 →Edition: November 2026

Positioning

AST SpaceMobile is a US direct-to-device satellite company (Nasdaq:ASTS) with 13 BlueBird satellites in orbit (targeting ~45 by early 2027) and production ramping toward six satellites a month, with FY26 revenue guidance of $150-200M (Q2-26 revenue $31.5M against a $230.9M net loss). It holds $1.30B in contracted backlog, 60+ mobile-operator partnerships covering 3B+ subscribers, and $3.7B+ in liquidity, with consumer beta targeted for later 2026. A setback came in April 2026 when BlueBird-7 was stranded in an off-nominal orbit by a New Glenn second-stage anomaly (powered on and being assessed).

Latest signals

  • AST SpaceMobile investors face a November 13, 2026 deadline to seek lead-plaintiff status in a proposed securities class action.PR Newswire, all releases
  • AST SpaceMobile secured Brazilian regulatory approval for 30 MHz of S-band spectrum.eeNews Europe
  • AST SpaceMobile signed agreements with four regional Brazilian operators.StockTitan
  • Anatel approved AST SpaceMobile’s S-band spectrum and secondary 700 MHz use in Brazil.StockTitan
  • AST SpaceMobile faces a securities fraud class action lawsuit with a November 13, 2026 lead-plaintiff deadline.PR Newswire, all releases

58 signals name AST SpaceMobile. Members see all of them, filtered by topic, source and date.

Facts, with sources

  • Commercial service delayed due to the Blue Origin New Glenn explosionSetback · SpaceNews
  • Commercial service delay caused by the Blue Origin New Glenn explosionSetback · SpaceNews
  • Commercial service delayed to the first half of 2027Deployment · SpaceNews
  • Commercial service was delayed to the first half of 2027 due to the Blue Origin New Glenn explosion.Setback · SpaceNews

172 facts on file. Members see all of them with the source link.

Scores, Space (of 10)

Deployment9
Production8
Commercials6
Progress9
Technology8
Positioning8
Firepower10
Leverage8

Traction: deployment, production, commercials, progress. Capability: technology, positioning, firepower, leverage.

Peers in Communications constellations

24Iridium · 79.539SES · 76.540Eutelsat OneWeb · 7641SKY Perfect JSAT · 7646Globalstar · 74.549Viasat · 74

The segment's suppliers, constraints and risers, for members.

Categories

SpaceSpace · Applications / Connectivity

Questions this page answers

What does AST SpaceMobile do?

AST SpaceMobile sells direct-to-mobile satellite communications through the BlueBird network to telecom partners and their subscribers. AST SpaceMobile is a US direct-to-device satellite company (Nasdaq:ASTS) with 13 BlueBird satellites in orbit (targeting ~45 by early 2027) and production ramping toward six satellites a month, with FY26 revenue guidance of $150-200M (Q2-26 revenue $31.5M against a $230.9M net loss). It holds $1.30B in contracted backlog, 60+ mobile-operator partnerships covering 3B+ subscribers, and $3.7B+ in liq

Where does AST SpaceMobile rank in space?

AST SpaceMobile ranks 11 of 100 on the Space 100 (November 2026 edition) with a score of 85 out of 100, in Communications constellations (Satellites & spacecraft). Assessment by Frontier Tech Intelligence.

Who are AST SpaceMobile's peers in Communications constellations?

Iridium (rank 24), SES (rank 39), Eutelsat OneWeb (rank 40), SKY Perfect JSAT (rank 41), Globalstar (rank 46), Viasat (rank 49).

Where is AST SpaceMobile based and when was it founded?

AST SpaceMobile is based in Midland, Texas, United States. Founded 2017. Stage: Public.

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