SpaceX's IPO filing revealed plans for Starlink Mobile, a direct-to-smartphone satellite broadband service competing with terrestrial networks. Public investors cannot access SpaceX's satellite-to-phone business directly, but AST SpaceMobile (NASDAQ: ASTS) is the leading publicly traded company focused solely on this market, aiming to connect unmodified smartphones via satellites. AST has secured over $1.2 billion in partner contracts and plans to deploy 45-60 satellites by end of 2026. The sector faces execution risks, but the IPO confirms satellite-to-phone connectivity as a major emerging opportunity with AST and SpaceX as key competitors.
Virgin Galactic, AST SpaceMobile, and Rocket Lab stocks rose significantly on Friday after recent sharp declines, signaling a relief rally rather than a shift away from SpaceX, whose stock remained stable. The smaller space companies are more volatil...
SpaceX's valuation has risen to about $2 trillion, establishing a new benchmark for the space economy, which has been undervalued for years. This valuation provides a real-money comparison for smaller public space companies like Rocket Lab, Planet La...
AST SpaceMobile, the only public company providing 4G and 5G directly to smartphones from low Earth orbit, faces challenges after missing Q1 2026 revenue expectations and insider selling. Despite a recent stock decline, the company plans to launch mo...
AST SpaceMobile is advancing in the direct-to-cell satellite telecom sector by providing up to 200 Mbps internet speeds to mobile devices, surpassing competitors like Starlink Mobile. The company faces significant short-term losses and high capital e...
