- US Mobile plans to connect ordinary smartphones to AST SpaceMobile satellites when terrestrial cellular coverage is unavailable on its Warp network in Q4.
- US Mobile is also targeting Starlink Direct to Cell by late Q4, using satellite connectivity as a coverage layer alongside its terrestrial networks.
- AST SpaceMobile fully deployed BlueBirds 12 and 13, with each satellite carrying a 2,400-square-foot array designed for peak speeds near 200 Mbps.
- AST SpaceMobile is targeting six fully assembled satellites per month, 45 satellites in orbit by early 2027 and a constellation exceeding 100 satellites over time.
- ASTS shares remained under pressure despite the launch timeline and satellite progress, indicating investors are waiting for live commercial service and revenue.
Quotes
“On direct-to-cell specifically, AST SpaceMobile is coming to Warp and is currently slated for Q4”
“I do not think satellite will replace terrestrial cellular networks because the physics simply do not support that, but I think it is going to be an incredible coverage layer”
“By Q4, the direction should be pretty clear: three terrestrial networks, Starlink for off grid connectivity, direct to cell when terrestrial coverage disappears and Fixed Wireless at home, all increasingly orchestrated through one platform”