Thanks for sharing! Great to get some numbers on expected revenue. Really exciting, 30-40% adoption would be great.
My speculation: If all carriers provide the service (AT&T, Verizon, T-Mobile through SpaceX or joining our team) carriers will just make it standard and bake it into a higher bill. They’re an oligopoly so this kind of behavior is not unheard of.
Like to hear other thoughts too.
See, you say that… but Republicans historically have fucked up my taxes by capping how much state tax paid can be deducted from federal income.
They basically intentionally caused some people to get taxed on a portion of their income twice to screw over blue states.
This has always been my assumption - and truthfully, I think they have too. You KNOW att is chomping at the bit to say “the only network with uninterrupted global coverage.” They can only do that if it’s baked into every subscribers package.
That’s about what the original investor presentation back in the NPA days was expecting too. Was always hoping that was too conservative (odd for a SPAC at the time).
I think in most developed areas this is what is going to happen eventually, that's what happens with pretty well every new feature. Mass adoption should be a thing in undeveloped areas too since they will have little alternative.
2025 is Bullish AF for WWIII.
That's the only thing that can derail our train at this point.
Of this, I am preeminently convinced.
🚀🚀🚀🚀🚀🚀🚀🚀🚀 📈
= 💴💵💶💷💴💵💶💷💴💵💶💷💸💸💸💸
Or...
☢️☢️☢️☢️☢️☢️☢️☢️☢️📉
= 💴🚫🚫🚫🚫🚫🚫🚫🚫🚫🚫🚫🚫🚫🚫🚫
The choice is ours, unfortunately.
I have AT&T and will sign up for this if it’s an option. I lose cellular connectivity on a daily basis where I live. I need this asap. I’m not sure if it should be an option. I’m hoping it’s built into every plan. I say this because, you don’t always know you will need this until you REALLY need this.
It's EBITA breakeven, meaning they can cover company overhead (salaries, general & admin, etc.) with the revenue, not capex. They still need probably $750,000,000 - $1,500,000,000 to get enough sats up for global continuous coverage
It makes a lot of sense to bundle it at a lower price for everyone because almost everyone will use it at some point in time, the monthly cost per user will be lower and more total revenue will be generated for the companies at lower cost per individual.
It will also standardize this level of services in the marketplace.
This is the kind of information that should be pushing the SP to all time highs this week. I feel like the market is a little slow to respond to stuff like this that isn't an official press release so it gives the rest of us a heads up to plan accordingly. This is a huge deal.
FWIW, "RingoBob4" also posted some details [https://x.com/ringobob4/status/1805636311597961576?s=46&t=6NmSFrp8bxnWJhT618dMPA](https://x.com/ringobob4/status/1805636311597961576?s=46&t=6NmSFrp8bxnWJhT618dMPA)
ASTS has 3 billion \*potential\* subs under MOU, not subs. Important distinction, if the estimated rate from John Stankey on the low end for AT&T is 30% then a conservative estimate really should be in the 800 million - 1 billion range. Still an absolutely massive opportunity, no reason to massage the numbers here.
Correct but that 30-40% is based on their market research in the US where most people never leave their house or 5 miles from there house where it is all covered wwith high speed internet or terrestrial 5G. But Penetration will likely be much greater than 30% in under developed countries where 60% of population are completely unconnected, like In Kenya. Even the poorest of those people could afford $1 per month no problem.
Full coverage should be the tecos concern, not the customers. If you cant give a customer full coverage another telco will integrate spacemobile in its plans and give it to him. This will lead to all of them integrating it at some point.
Thanks for sharing! Great to get some numbers on expected revenue. Really exciting, 30-40% adoption would be great. My speculation: If all carriers provide the service (AT&T, Verizon, T-Mobile through SpaceX or joining our team) carriers will just make it standard and bake it into a higher bill. They’re an oligopoly so this kind of behavior is not unheard of. Like to hear other thoughts too.
I almost like this more because even if people don’t want it - they’ll still end up paying for it.
Standard MNO business model for decades. “Do the customers want all these services?” “Who cares, bundle it and don’t give them an option!”
Yay we get to benefit from evil corporate America practices for once 🥹 I’m going to vote Republican once our constellation comes online 🐘
Almost up voted you until the last sentence. Edit: not responding, we don't need to talk about this in here.
I see what you did there. 👍 Well played Sir.
Lower capital gains 😅
See, you say that… but Republicans historically have fucked up my taxes by capping how much state tax paid can be deducted from federal income. They basically intentionally caused some people to get taxed on a portion of their income twice to screw over blue states.
Blue states.. and their state tax.
I get your sentiment but keep the politics the fuck out of here it's unnecessary
I don't want to get my hopes up with this scenario but yeah that would be insane 💰
This has always been my assumption - and truthfully, I think they have too. You KNOW att is chomping at the bit to say “the only network with uninterrupted global coverage.” They can only do that if it’s baked into every subscribers package.
How can they say that if Verizon offers the same service?
I was banking on 2% market penetration
That’s about what the original investor presentation back in the NPA days was expecting too. Was always hoping that was too conservative (odd for a SPAC at the time).
I think in most developed areas this is what is going to happen eventually, that's what happens with pretty well every new feature. Mass adoption should be a thing in undeveloped areas too since they will have little alternative.
This is the most bullish stuff I've read in a minute. Holy hell. We're in for a good 2025.
$50 by the end of 2025 I’d bet
350?
1 million dollars!
I'm not gonna lie... I read this in the voice of Doctor Evil. Oooooone Millliion Dollars... 🤦♂️🤷♂️🤣
That's the voice I wrote it in :)
$200
2025 is Bullish AF for WWIII. That's the only thing that can derail our train at this point. Of this, I am preeminently convinced. 🚀🚀🚀🚀🚀🚀🚀🚀🚀 📈 = 💴💵💶💷💴💵💶💷💴💵💶💷💸💸💸💸 Or... ☢️☢️☢️☢️☢️☢️☢️☢️☢️📉 = 💴🚫🚫🚫🚫🚫🚫🚫🚫🚫🚫🚫🚫🚫🚫🚫 The choice is ours, unfortunately.
Honestly, I feel like WWIII would even cause more DoD money lol nothing is stopping this train.
Less than $1.00...j/k 🤑
I love everything you just wrote
I have AT&T and will sign up for this if it’s an option. I lose cellular connectivity on a daily basis where I live. I need this asap. I’m not sure if it should be an option. I’m hoping it’s built into every plan. I say this because, you don’t always know you will need this until you REALLY need this.
*With* permission now hahaha
You are mod now, it is a great responsibility, use it childishly.
😂
♥️
Break even with first 5 would be insane tbh , no more dilution risks ever??
It's EBITA breakeven, meaning they can cover company overhead (salaries, general & admin, etc.) with the revenue, not capex. They still need probably $750,000,000 - $1,500,000,000 to get enough sats up for global continuous coverage
Right but as more sats go up they will help fund the rest etc
Don’t forget about banks, they will line up to lend once the revenue comes.
The money will come once it’s proven
It makes a lot of sense to bundle it at a lower price for everyone because almost everyone will use it at some point in time, the monthly cost per user will be lower and more total revenue will be generated for the companies at lower cost per individual. It will also standardize this level of services in the marketplace.
Breakeven with first 5 🚀🤠
That’s what I’m seeing too 🚀
Some unexpected but rather good news on the break even with 5 satellites.
This is the kind of information that should be pushing the SP to all time highs this week. I feel like the market is a little slow to respond to stuff like this that isn't an official press release so it gives the rest of us a heads up to plan accordingly. This is a huge deal.
Love the bullish sentiment. Is there any reputable source or is it just something that ‘Only6Inches’ heard?
FWIW, "RingoBob4" also posted some details [https://x.com/ringobob4/status/1805636311597961576?s=46&t=6NmSFrp8bxnWJhT618dMPA](https://x.com/ringobob4/status/1805636311597961576?s=46&t=6NmSFrp8bxnWJhT618dMPA)
ASTS has 3 billion \*potential\* subs under MOU, not subs. Important distinction, if the estimated rate from John Stankey on the low end for AT&T is 30% then a conservative estimate really should be in the 800 million - 1 billion range. Still an absolutely massive opportunity, no reason to massage the numbers here.
Correct but that 30-40% is based on their market research in the US where most people never leave their house or 5 miles from there house where it is all covered wwith high speed internet or terrestrial 5G. But Penetration will likely be much greater than 30% in under developed countries where 60% of population are completely unconnected, like In Kenya. Even the poorest of those people could afford $1 per month no problem.
Don't disagree with that in the long term, I'm just trying to give the conservative case.
Thank you in for sharing 🙏🏻 
Awesome. Thank you 👍
Full coverage should be the tecos concern, not the customers. If you cant give a customer full coverage another telco will integrate spacemobile in its plans and give it to him. This will lead to all of them integrating it at some point.
I am sure that hiker in CA who just got lost for 10 days could have been better off with ASTS.
https://preview.redd.it/wek060jmwt8d1.jpeg?width=3024&format=pjpg&auto=webp&s=e61ccbfabd5d7de246deaafa96197931e30922e2 things are looking up
Are you mc Escher on twitter?
Azurus11