๐ ๐๐๐๐๐๐๐๐ ๐๐๐๐: William Blair Sees Blue Origin Recovery as Positive for AST SpaceMobile, Karman - $AST SpaceMobile(ASTS.US) $Karman(KRMN.US) $SpaceX(SPCX.US)
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค William Blair says Blue Originโs expected launch return benefits ๐๐๐๐ and ๐๐๐๐.โค Jeff Bezos stated a clear path exists for ๐๐๐ฐ ๐๐ฅ๐๐ง๐ง launches in ๐๐๐๐.โค AST SpaceMobile remains on track for beta ๐๐ข๐ซ๐๐๐ญ-๐ญ๐จ-๐๐๐ฏ๐ข๐๐ service later this year.โค Commercial service launch is still expected in ๐๐ ๐๐๐๐, according to AST.โค AST also received authorization for ๐๐๐ฑ๐๐ ๐ฌ๐ฉ๐๐๐ญ๐ซ๐ฎ๐ฆ usage in Brazil.โค Karman supplies key components for New Glenn and derives about ๐% platform exposure.โค Karman expects space segment growth to remain intact with over ๐๐% revenue visibility.๐ฌ ๐๐ฑ๐ฉ๐๐ซ๐ญ ๐๐ญ๐๐ญ๐๐ฆ๐๐ง๐ญ:โBlue Originโs expected return to launch operations this year is a positive development for both AST SpaceMobile and Karman,โ William Blair noted, following recent comments from Blue Origin leadership regarding New Glennโs recovery timeline.AST SpaceMobile said at William Blairโs 46th Annual Growth Stock Conference that it continues to expect a beta direct-to-device service launch later in 2026 and a commercial rollout in the first half of 2027.Karman CEO Jon Rambeau stated that the companyโs space segment growth should be unaffected by the New Glenn launchpad incident and added that Karman has greater than 90% visibility to achieve the midpoint of its full-year revenue guidance, which calls for 25% organic growth.The copyright of this article belongs to the original author/organization.
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