AST SpaceMobile Popping Pre-Market On Deal Bolstering Space-Based Broadband Plans

"AST SpaceMobile ( NASDAQ: ASTS) is up 13.31% in pre-market trading following the announcement of a definitive commercial agreement with Verizon Communications ( NYSE: VZ) to provide space-based cellular broadband across the continental U.S. starting in 2026. The deal, an extension of a May 2024 partnership, integrates Verizon's premium 850 MHz low-band spectrum with AST's low-Earth orbit (LEO) satellite network, enabling direct-to-device connectivity for standard smartphones. This positions AST to capture significant market share in the burgeoning satellite-to-cellular sector, driving investor optimism."

"The Verizon deal enhances AST SpaceMobile's ability to provide phone, video, and internet services in areas where traditional cell signals are unavailable, such as remote forests or mountains. "This changes how we connect people," said Srini Kalapala, a senior Verizon executive. AST's technology, proven in tests with clear voice and text messaging through its BlueBird satellites, uses L- and S-band frequencies, supplemented by partner spectrum like Verizon's."

"AST SpaceMobile has surged 270% over the past six months, and today's increase continues that momentum. In its most recent quarter, AST reported Q2 2025 revenue of $1.156 million, missing the $6.02 million consensus, with a $99.3 million net loss (-$0.41 EPS). Despite the shortfall, shares rose 7.4% after hours on August 14, 2025, driven by strong guidance of $50-75 million in H2 2025 revenue and a $1.5 billion cash reserve to fund 45-60 Block II BlueBird satellites by Q1 2026 for U.S. coverage."

AST SpaceMobile finalized a commercial agreement with Verizon to deliver space-based cellular broadband across the continental U.S. beginning in 2026. The arrangement pairs Verizon's premium 850 MHz low-band spectrum with AST's low-Earth orbit satellite network to enable direct-to-device connectivity for standard smartphones. The partnership aims to provide phone, video, and internet service where traditional cell signals are unavailable, using BlueBird satellites that demonstrated clear voice and text messaging in tests. Block II BlueBirds are larger and more powerful, requiring only 45–60 satellites for U.S. coverage. AST reported Q2 2025 revenue of $1.156 million and a $99.3 million net loss, projects $50–75 million in H2 2025 revenue, and plans funding of Block II deployment by Q1 2026.

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