ASTS 2X Long ETF

$AST SpaceMobile(ASTS.US) EARNINGS DOUBLE MISS 🩸

Q2 EPS: $(0.77) vs $(0.28) est ❌

Q2 Sales: $31.520M vs $34.977M est ❌

🟥 -2.58%

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $AST SpaceMobile(ASTS.US) AST SpaceMobile Successfully Launches BlueBird Satellites 11, 12, and 13

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗔𝗦𝗧 𝗦𝗽𝗮𝗰𝗲𝗠𝗼𝗯𝗶𝗹𝗲 successfully launched 𝗕𝗹𝘂𝗲𝗕𝗶𝗿𝗱 𝟭𝟭, 𝟭𝟮, and 𝟭𝟯.

➤ Launch took place aboard a 𝗦𝗽𝗮𝗰𝗲𝗫 𝗙𝗮𝗹𝗰𝗼𝗻 𝟵 on August 5.

➤ BlueBird satellites are the 𝗹𝗮𝗿𝗴𝗲𝘀𝘁 communications arrays deployed in low Earth orbit.

➤ New satellites are expected to deliver peak speeds approaching 𝟮𝟬𝟬 𝗠𝗯𝗽𝘀.

➤ Peak speeds nearly double the previous 𝟵𝟴.𝟵 𝗠𝗯𝗽𝘀 milestone.

➤ Network provides cellular broadband directly to standard 𝗰𝟰𝗚 and 𝟱𝗚 smartphones.

➤ 𝗕𝗹𝘂𝗲𝗕𝗶𝗿𝗱 𝟭𝟰, 𝟭𝟱, and 𝟭𝟲 are preparing for the next launch.

➤ Production is advancing through 𝗕𝗹𝘂𝗲𝗕𝗶𝗿𝗱 𝟰𝟮.

➤ AST has agreements with nearly 𝟲𝟬 mobile operators serving over 𝟯 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 subscribers.

➤ Initial service targets the 𝗨.𝗦., Canada, Europe, Saudi Arabia, Japan, and government customers.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Expands AST SpaceMobile's direct-to-smartphone satellite broadband constellation.

➤ Brings the company closer to commercial beta services later in 𝟮𝟬𝟮𝟲.

➤ Higher-capacity satellites improve network coverage, speed, and scalability.

➤ Strengthens AST's position in the growing satellite-to-cellular connectivity market.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:

𝗔𝗯𝗲𝗹 𝗔𝘃𝗲𝗹𝗹𝗮𝗻, Founder, Chairman, and CEO of AST SpaceMobile:

“The successful launch of BlueBirds 11, 12, and 13 demonstrates the progress of a space-based cellular broadband network built for scale. We are repeatedly building and deploying the largest phased arrays in low Earth orbit. Our unique technology is designed to provide broadband for direct-to-device but is increasingly serving as a platform for additional capabilities. We remain focused on scaling our cellular broadband network as we prepare for beta services later this year.”

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $AST SpaceMobile(ASTS.US) AST SpaceMobile Sets August 5 Launch for Three New BlueBird Satellites

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗔𝗦𝗧 𝗦𝗽𝗮𝗰𝗲𝗠𝗼𝗯𝗶𝗹𝗲 plans to launch 𝗕𝗹𝘂𝗲𝗕𝗶𝗿𝗱 𝟭𝟭, 𝟭𝟮, and 𝟭𝟯 on 𝗔𝘂𝗴𝘂𝘀𝘁 𝟱, 𝟮𝟬𝟮𝟲.

➤ Launch will use a 𝗦𝗽𝗮𝗰𝗲𝗫 𝗙𝗮𝗹𝗰𝗼𝗻 𝟵 from Cape Canaveral.

➤ Liftoff is targeted for 𝟯:𝟰𝟮 𝗮.𝗺. 𝗘𝗗𝗧.

➤ New satellites are expected to deliver nearly 𝟮𝘅 the peak download speeds of Block 1.

➤ Initial Block 1 satellites achieved 𝟵𝟴.𝟵 𝗠𝗯𝗽𝘀 directly to standard smartphones.

➤ 𝗕𝗹𝘂𝗲𝗕𝗶𝗿𝗱 𝟭𝟰, 𝟭𝟱, and 𝟭𝟲 are already preparing for a future launch.

➤ Satellite production has advanced through 𝘂𝗻𝗶𝘁 𝟰𝟮.

➤ Approximately 𝟵𝟱% of the company's technology is developed in-house.

➤ AST SpaceMobile has agreements with nearly 𝟲𝟬 mobile network operators serving over 𝟯 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 subscribers.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Expands AST SpaceMobile's direct-to-smartphone satellite network deployment.

➤ Higher speeds could improve commercial competitiveness and service quality.

➤ Demonstrates continued execution toward a global space-based cellular network.

➤ Reinforces partnerships with major telecom operators including 𝗔𝗧&𝗧 and 𝗩𝗲𝗿𝗶𝘇𝗼𝗻.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:

𝗦𝗰𝗼𝘁𝘁 𝗪𝗶𝘀𝗻𝗶𝗲𝘄𝘀𝗸𝗶, President of AST SpaceMobile:

"The upcoming launch of BlueBirds 11, 12, and 13 showcases our ability to rapidly and consistently build, launch, and deploy the largest phased arrays in low Earth orbit."

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Amazon Leo Seeks FCC Approval for 𝟱,𝟭𝟬𝟱 Direct-to-Device Satellites - $Amazon(AMZN.US) $SpaceX(SPCX.US) $AST SpaceMobile(ASTS.US)

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗔𝗺𝗮𝘇𝗼𝗻 𝗟𝗲𝗼 filed an 𝗙𝗖𝗖 application for a Direct-to-Device satellite network.

➤ Proposal includes up to 𝟱,𝟭𝟬𝟱 low Earth orbit satellites.

➤ Network will provide 𝘃𝗼𝗶𝗰𝗲, 𝗱𝗮𝘁𝗮, 𝗺𝗲𝘀𝘀𝗮𝗴𝗶𝗻𝗴, and emergency services to mobile devices.

➤ Satellite deployment is targeted to begin in 𝟮𝟬𝟮𝟴.

➤ Constellation will operate across five orbital shells at 𝟱𝟭𝟬–𝟱𝟴𝟬 kilometers.

➤ Filing follows Amazon's planned acquisition of 𝗚𝗹𝗼𝗯𝗮𝗹𝘀𝘁𝗮𝗿 announced in April.

➤ Satellites will process signals in orbit using 𝗼𝗽𝘁𝗶𝗰𝗮𝗹 𝗹𝗮𝘀𝗲𝗿 links.

➤ System uses 𝗟-𝗯𝗮𝗻𝗱, 𝗦-𝗯𝗮𝗻𝗱, 𝗞𝗮-𝗯𝗮𝗻𝗱, and 𝗩-𝗯𝗮𝗻𝗱 spectrum.

➤ Amazon Leo currently operates more than 𝟯𝟵𝟬 broadband satellites in orbit.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Expands competition in the rapidly growing 𝗱𝗶𝗿𝗲𝗰𝘁-𝘁𝗼-𝗱𝗲𝘃𝗶𝗰𝗲 satellite market.

➤ Strengthens Amazon's position in global 𝘀𝗮𝘁𝗲𝗹𝗹𝗶𝘁𝗲 connectivity services.

➤ Integrates satellite communications with everyday smartphones without dedicated hardware.

➤ Could intensify competition with existing satellite and telecom providers.

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $AST SpaceMobile(ASTS.US) AST SpaceMobile Closes $𝟭.𝟭𝟱 𝗕𝗶𝗹𝗹𝗶𝗼𝗻 Convertible Notes Offering

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗔𝗦𝗧 𝗦𝗽𝗮𝗰𝗲𝗠𝗼𝗯𝗶𝗹𝗲 closes $𝟭.𝟭𝟱 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 convertible senior notes offering.

➤ Offering includes $𝟭𝟱𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 from the full purchasers' option.

➤ Notes mature in 𝟮𝟬𝟯𝟰 and carry a 𝟭.𝟲𝟮𝟱% interest rate.

➤ Capped call raises the effective conversion price to $𝟭𝟰𝟵.𝟮𝟬 per share.

➤ Company expects effective dilution of 𝗹𝗲𝘀𝘀 𝘁𝗵𝗮𝗻 𝟮%.

➤ Pro forma cash rises to more than $𝟯.𝟴 𝗯𝗶𝗹𝗹𝗶𝗼𝗻.

➤ Settlement of the $𝟭𝟱𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 option notes is expected on 𝗝𝘂𝗹𝘆 𝟮𝟮, 𝟮𝟬𝟮𝟲.

➤ AST SpaceMobile may settle future conversions in 𝗰𝗮𝘀𝗵, 𝘀𝗵𝗮𝗿𝗲𝘀, or a combination.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:

𝗔𝗻𝗱𝘆 𝗝𝗼𝗵𝗻𝘀𝗼𝗻, Chief Financial Officer of AST SpaceMobile:

"The notes have our lowest coupon ever at 1.625% and have an effective conversion price of $149.20 per share, well above our all-time high stock price, providing cost-efficient capital with effective dilution of less than 2%."

$AST SpaceMobile(ASTS.US) | B.Riley 𝐮𝐩𝐠𝐫𝐚𝐝𝐞𝐬 AST Spacemobile to 𝐁𝐮𝐲, maintains 𝐏𝐓 𝐚𝐭 $𝟖𝟓

Analyst sees a favorable risk/reward after a stock pullback and recent financing which is sufficient to deploy the global satellite constellation.

Rocket Lab, AST SpaceMobile, and Intuitive Machines have all moved lower on a YTD performance basis.

$Rocket Lab(RKLB.US) $AST SpaceMobile(ASTS.US) $Intuitive Machines(LUNR.US)