AST SpaceMobile vs Globalstar: Communications constellations compared

November 2026 edition · assessment by Frontier Tech Intelligence

AST SpaceMobile ranks 11 on the Space 100 with a score of 85; Globalstar ranks 46 with 75. AST SpaceMobile is ahead on production, technology, positioning and firepower. Globalstar is ahead on commercials and progress. Level on deployment and leverage. AST SpaceMobile is based in Midland, United States, Globalstar in Covington, United States. AST SpaceMobile: Public, founded 2017. Globalstar: Subsidiary. AST SpaceMobile is named in 58 signals and Globalstar in 24.

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

Scores, Space (of 10)

Deployment9
Production8
Commercials6
Progress9
Technology8
Positioning8
Firepower10
Leverage8

Darker bar: ahead of the other company on that measure.

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

58 signals name AST SpaceMobile.

Facts, with sources

  • Commercial service delayed due to the Blue Origin New Glenn explosionSpaceNews
  • Commercial service delay caused by the Blue Origin New Glenn explosionSpaceNews
  • Commercial service delayed to the first half of 2027SpaceNews

172 facts on file.

Globalstar →

Covington, Louisiana, United States · Space · Satellites & spacecraft / Communications constellations · Subsidiary · globalstar.com

Globalstar sells satellite connectivity and IoT tracking services to marine, logistics, industrial and consumer customers through products such as SmartOne Solar.

Space 100 · rank 46 · score 75

Scores, Space (of 10)

Deployment9
Production6
Commercials8
Progress10
Technology6
Positioning6
Firepower8
Leverage8

Darker bar: ahead of the other company on that measure.

Positioning

Globalstar is a US satellite operator running a legacy LEO fleet (powering Apple's Emergency SOS and IoT), with Q2-26 revenue of $64.8M (~$270M run-rate, Apple wholesale capacity $40.1M of Q2) and its first eight MDA-built HIBLEO-4 replacement satellites launched in August 2026. It is being acquired by Amazon ($90.00 cash or 0.3210 AMZN shares, an 8-K in April 2026, close expected 2027), making the Apple satellite partner Amazon's second space-connectivity move (alongside Amazon Leo). Its FY26 outlook is suspended pending the merger.

Latest signals

  • U.S. regulators approved Amazon’s acquisition of Globalstar despite Yippy’s objection.Heise
  • Amazon is pursuing an acquisition of Globalstar despite an objection.Heise
  • Amazon received FCC approval to acquire Globalstar.Via Satellite

24 signals name Globalstar.

Facts, with sources

  • Amazon expects to close the Globalstar acquisition in 2027 pending regulatory approvalsSpaceNews
  • OpenTug and Globalstar are modernizing barge visibility with satellite trackingGlobalstar
  • Opsealog and Identec Solutions partnered to enhance Shell support-vessel operations using Globalstar connectivityGlobalstar

27 facts on file.

More comparisons

Questions this page answers

AST SpaceMobile or Globalstar: which is ahead in space?

AST SpaceMobile ranks 11 on the Space 100 with a score of 85; Globalstar ranks 46 with 75. AST SpaceMobile is ahead on production, technology, positioning and firepower. Globalstar is ahead on commercials and progress. Level on deployment and leverage. AST SpaceMobile is based in Midland, United States, Globalstar in Covington, United States. AST SpaceMobile: Public, founded 2017. Globalstar: Subsidiary. AST SpaceMobile is named in 58 signals and Globalstar in 24.

How do AST SpaceMobile and Globalstar compare?

AST SpaceMobile ranks 11 on the Space 100 with a score of 85; Globalstar ranks 46 with 75. AST SpaceMobile is ahead on production, technology, positioning and firepower. Globalstar is ahead on commercials and progress. Level on deployment and leverage. AST SpaceMobile is based in Midland, United States, Globalstar in Covington, United States. AST SpaceMobile: Public, founded 2017. Globalstar: Subsidiary. AST SpaceMobile is named in 58 signals and Globalstar in 24. Both company files carry the scores on eight measures, the facts with sources and the latest signals.

Every comparison here comes from the same files members use every day.

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