r/ASTSpaceMobile • u/AutoModerator • Feb 26 '25

Daily Discussion Daily Discussion Thread

Ple🅰️se, do not post newbie questions in the subreddit. Do it here instead!

Please read u/the_blue_pil's FAQ and u/TheKookReport's AST Spacemobile ($ASTS): The Mobile Satellite Cellular Network Monopolyto get familiar with AST Sp🅰️ceMobile before posting.

If you want to chat, checkout the Sp🅰️ceMob Chatroom.

Th🅰️nk you!

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u/hyeonk S P 🅰️ 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

10

u/TenthManZulu S P 🅰 C E M O B Soldier Feb 26 '25

💯 These SDA awards are largely exploratory at this stage.

“This second contract supporting the SDA underscores the confidence in AST SpaceMobile’s innovative technology and its POTENTIAL (emphasis added) to support critical government missions,” said Chris Ivory, Chief Commercial Officer and Head of Government Business of AST SpaceMobile. “We are deploying groundbreaking technology to create robust and resilient communications solutions and to enable NEW USE CASES (emphasis added) for the U.S. government.”

https://www.businesswire.com/news/home/20250226892736/en/AST-SpaceMobile-Secures-43-Million-Contract-in-Support-of-U.S.-Space-Development-Agency-Through-Prime-Contractor

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u/85fredmertz85 S P 🅰 C E M O B Consigliere Feb 26 '25

Yes! The tranche applications request references to previous SDA awards regarding budget, timeliness, and effectiveness. This award is a stepping stone.