If you want to know why $ASTS reaffirmed its $150M–$200M full-year guide and decided to build its own rocket, look at the deployment pipeline in tonight's update: 1️⃣ 12 More BlueBirds Queued Up BB 11–13 are unfolded and operating in orbit. Next up: • BB 14–16: At the Cape waiting on SpaceX • BB 17–19: Shipping end of Nov (Blue Origin, early '27) • BB 20–25: Shipping Dec/Jan (Q1 '27 launches) • Manufacturing is already working through BlueBird 51, with the 10x bandwidth ASIC starting at BB 34. 2️⃣ Switching on Service by Year-End Initial intermittent nationwide coverage is set to go live by the end of 2026 across 5 flagship markets: US 🇺🇸, Canada 🇨🇦, Japan 🇯🇵, UK 🇬🇧, and Saudi Arabia 🇸🇦. 3️⃣ Real-World Network Handoffs Proven With AT&T (plus Nokia & Ericsson), $ASTS completed the first-ever live beam handovers between terrestrial cellular networks and space—transitioning connections in milliseconds without dropping the call. The hardware works and the factory is humming. Launch cadence is the only bottleneck left.
Karol KozickiShare
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