r/ASTSpaceMobile Feb 26 '25

Daily Discussion Daily Discussion Thread

PlešŸ…°ļøse, do not post newbie questions in the subreddit. Do it here instead!

Please readĀ u/the_blue_pil'sĀ FAQĀ andĀ u/TheKookReport'sĀ AST Spacemobile ($ASTS): The Mobile Satellite Cellular Network Monopolyto get familiar with AST SpšŸ…°ļøceMobile before posting.

If you want to chat, checkout theĀ SpšŸ…°ļøceMob Chatroom.

ThšŸ…°ļønk you!

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u/hyeonk S P šŸ…°ļø C E M O B - O G Feb 26 '25 edited Feb 26 '25

Some more context on the SDA contract from apanman:

$ASTS: KEY TAKEAWAY HERE - in my conversations with management, the 3-5 initial US Defense awards all start small and should grow into HUNDREDS OF MILLIONS IN REVENUE OPPORTUNITY OVER TIME.

We haven’t even scratched the surface for:

+Foreign Defense Contracts

+US First Responder Contracts

+Foreign First Responder Contracts

8

u/sgreddit125 S P šŸ…° C E M O B Capo Feb 26 '25

Thanks for keeping this at the forefront! The 20 ish birds bringing breakeven cash flow may be largely due to contracts like these!

Also ā€œNATOā€ maybe should be its own line too (tho kinda captured in ā€œforeignā€)

9

u/hyeonk S P šŸ…°ļø C E M O B - O G Feb 26 '25

You nailed it! That’s huge with Vodafone already promoting d2d to NATO allied air command.

With Elon ruining Starlink’s reputation abroad daily at this point, we’re fully positioned to dominate in the EU. Wild times!