AST SpaceMobile vs Iridium: Communications constellations compared

November 2026 edition · assessment by Frontier Tech Intelligence

AST SpaceMobile ranks 11 on the Space 100 with a score of 85; Iridium ranks 24 with 80. AST SpaceMobile is ahead on production, technology and firepower. Iridium is ahead on deployment, commercials and progress. Level on positioning and leverage. AST SpaceMobile is based in Midland, United States, Iridium in McLean, United States. AST SpaceMobile: Public, founded 2017. Iridium: Subsidiary. AST SpaceMobile is named in 58 signals and Iridium in 23.

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.

Iridium →

McLean, Virginia, United States · Space · Satellites & spacecraft / Communications constellations · Subsidiary · iridium.com

Iridium operates a global satellite network providing voice, IoT, maritime safety, tracking, and satellite-to-device connectivity services to commercial, enterprise, and government customers.

Space 100 · rank 24 · score 80

Scores, Space (of 10)

Deployment10
Production6
Commercials9
Progress10
Technology6
Positioning8
Firepower8
Leverage8

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

Positioning

Iridium is a US satellite operator (Nasdaq:IRDM) running a 66-satellite operational L-band constellation with decades of continuous global service (voice, data, IoT, PNT) and FY25 revenue of ~$830M (75% recurring service). It is being acquired by Rocket Lab in a ~$8B pending deal, the largest space-sector M&A of the cycle, creating a vertically integrated space platform projected at ~$1.8B 2026 revenue near break-even. PNT (GPS-alternative timing) is its growth segment.

Latest signals

  • Altair Semiconductor is integrating Iridium NTN Direct into its cellular IoT chipsets.Electronics Weekly
  • Rocket Lab CFO predicts increased M&A activity in the space industryPayload
  • Iridium and SKYWAVE partnered to advance satellite IoT for heavy-equipment manufacturers.Iridium

23 signals name Iridium.

Facts, with sources

  • Introduced the SOLION-100 terminal combining maritime safety and tracking functionsIridium
  • Iridium, Deutsche Telekom IoT, and Toyota demonstrated voice messaging over satellite using Iridium NTN DirectIridium
  • Iridium and SKYWAVE partnered to advance satellite IoT for heavy-equipment manufacturersIridium

35 facts on file.

More comparisons

Questions this page answers

AST SpaceMobile or Iridium: which is ahead in space?

AST SpaceMobile ranks 11 on the Space 100 with a score of 85; Iridium ranks 24 with 80. AST SpaceMobile is ahead on production, technology and firepower. Iridium is ahead on deployment, commercials and progress. Level on positioning and leverage. AST SpaceMobile is based in Midland, United States, Iridium in McLean, United States. AST SpaceMobile: Public, founded 2017. Iridium: Subsidiary. AST SpaceMobile is named in 58 signals and Iridium in 23.

How do AST SpaceMobile and Iridium compare?

AST SpaceMobile ranks 11 on the Space 100 with a score of 85; Iridium ranks 24 with 80. AST SpaceMobile is ahead on production, technology and firepower. Iridium is ahead on deployment, commercials and progress. Level on positioning and leverage. AST SpaceMobile is based in Midland, United States, Iridium in McLean, United States. AST SpaceMobile: Public, founded 2017. Iridium: Subsidiary. AST SpaceMobile is named in 58 signals and Iridium in 23. 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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