Equity Research·28 February 2025·4 min read·Alexander Guselnikov· Summit

$ASTS, AST SpaceMobile - High Risk, High Reward

AST SpaceMobile (NASDAQ: ASTS) is pioneering space-based cellular broadband, aiming to provide seamless global connectivity to standard smartphones.

Executive Summary

AST SpaceMobile (NASDAQ: ASTS) is pioneering space-based cellular broadband, aiming to provide seamless global connectivity to standard smartphones. Despite high volatility and pre-revenue status, successful satellite launches validate the technology. The company plans discontinuous U.S. coverage by 2025 and full global coverage later, supported by strategic partnerships with major Mobile Network Operators (MNOs) such as AT&T, Verizon, Vodafone, Telefonica, and Rakuten.

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This note is published for informational purposes only and is not investment advice or a recommendation to buy or sell any security. The author may hold positions in securities discussed. See the full disclaimer in the footer.

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