卫星发射与覆盖 - 首5颗商业卫星已成功抵达发射场，预计将于9月上半月进行专门的轨道发射[4] - 已与美国电话电报公司(AT&T)和威瑞森(Verizon)签订战略合作协议，实现美国本土约100%的地理覆盖[4] 芯片研发与制造 - 已完成ASIC芯片的试制阶段，预计可提升卫星处理带宽10倍[6] - 正在着手生产17颗第二代BlueBird卫星，拥有约95%的垂直集成制造能力[7] 政府合作 - 与美国政府的合作关系有所扩展，获得了初期在轨测试和其他早期合同[8] 财务状况 - 截至2024年6月30日，公司拥有2.876亿美元的现金及受限现金[9] - 2024年第二季度总运营费用为6390万美元，其中包括2930万美元的折旧摊销和股份支付[10] - 2024年第二季度经调整的总运营费用为3460万美元[11] - 截至2024年6月30日，公司已资本化约3.475亿美元的固定资产[12] - 公司在2024年6月30日的三个月期间和2024年6月30日的六个月期间分别录得净亏损1.314亿美元和1.712亿美元[39] - 公司在2024年6月30日的三个月期间和2024年6月30日的六个月期间分别录得每股基本和摊薄净亏损0.51美元和0.70美元[36] - 公司在2024年6月30日的六个月期间经营活动使用现金6,427.4万美元[42] - 公司在2024年6月30日的六个月期间投资活动使用现金6,177万美元[43] - 公司在2024年6月30日的六个月期间筹资活动提供现金32,574.3万美元[44] - 公司在2024年6月30日的六个月期间现金、现金等价物和受限现金净增加1.995亿美元[46] - 公司在2024年6月30日的三个月期间调整后营业费用为3,462.7万美元[49] - 公司在2024年3月31日的三个月期间调整后营业费用为3,112.2万美元[51] - 公司使用经调整营业费用、经调整工程服务成本和经调整一般及行政费用作为补充非GAAP财务指标来评估经营业绩[52][53]

AST SpaceMobile TodayASTSAST SpaceMobile$19.53 +0.94 (+5.06%) 52-Week Range$1.97▼$21.28Price Target$14.97Add to WatchlistAST SpaceMobile Inc. NASDAQ: ASTS is a little-known satellite company with ambitious plans to create the world's first and only space-based cellular broadband network. The goal is to enable direct-to-cellphone satellite communication through any off-the-shelf, unmodified smartphone, providing coverage to every inch of the planet. Seamless 5G cellular coverage that eliminates any connectiv ...

AST SpaceMobile just took a significant step toward viability. But it's not the final step yet.Yesterday's stock market sell-off hurt a lot of stocks, but AST SpaceMobile (ASTS 5.65%) wasn't one of them. Defying the market rout, shares of the start-up space company promising satellite internet to any off-the-shelf cellphone all 'round the world rose 0.4% Monday -- after announcing some positive FCC news. AST shares seemed likely to continue rising today, gaining nearly 5% in early trading. But then AST stoc ...

da-kuk AST SpaceMobile (NASDAQ:ASTS) is scheduled to report second quarter earnings on August 14, 2024. After the firm last posted its earnings report on May 15, shares jumped from $2.00 to over $4.00. ASTS stock continued a remarkable uptrend from June through the end of July. The stock broke out again on July 26. At the time of writing this article, ASTS stock traded as high as $21.28. It pulled back when the small-cap Russell 2000 index (IWM) fell by 6.82% last week and Nasdaq drooped by 3.07%. After ...

文章核心观点 - AST SpaceMobile正在建立一个基于太空的蜂窝宽带网络,提供全球范围内的手机接入服务 [3] - 公司目前已成功测试了技术概念,并与行业巨头AT&T和Verizon建立了合作伙伴关系 [6][9] - 这些合作关系为公司提供了资金支持,有助于加快网络建设进度 [9][10][12] - 公司仍处于发展阶段,存在一定风险,但进展情况较为乐观 [5][13][14] 公司概况 - AST SpaceMobile正在开发一个基于太空的蜂窝宽带网络,旨在提供全球范围内的手机接入服务 [3] - 公司目前已成功测试了技术概念,并将于2024年底前发射更多卫星 [4][6] - 公司采取与现有运营商合作的策略,而非自建硬件设备 [7][8] 合作伙伴 - 公司已与AT&T和Verizon建立合作关系,双方提供资金支持公司网络建设 [9] - 这些合作关系有助于公司利用现有客户群,无需自行开发 [8] - 合作伙伴的参与增加了公司未来的确定性 [12] 发展进度 - 公司已完成首批5颗卫星的制造,将于8月初运抵发射场 [10] - 卫星发射计划预计在2024年后期进行,但具体时间存在不确定性 [11] - 总体来看,公司的发展进度较为顺利,但仍处于起步阶段 [13][14]

da-kuk Last year, I wrote an article that described AST SpaceMobile's (NASDAQ:ASTS) lead in the race for cell phone service from space direct to your cell phone. It was titled AST SpaceMobile Screams 'Watson, I'm Calling You From Space' Since that time, the stock is up over 250%. Between then and recently, subscribers to my service have been accumulating ASTS shares and selling cash-secured puts to generate income. The temptation on a stock like this is to sell or trim under the usually misguided idea t ...

The satellite constellation-maker's stock could keep soaring higher.AST SpaceMobile's (ASTS 0.16%) stock price soared nearly 380% over the past 12 months. The satellite designer and manufacturer, which went public by merging with a special purpose acquisition company (SPAC) in April 2021, impressed the bulls as it got ready to launch its first commercial satellites and struck two major deals with AT&T and Verizon Communications.Even after that massive rally, AST SpaceMobile's stock price remains about 16% b ...

apomares/E+ via Getty Images Investment Thesis AST SpaceMobile, Inc. (NASDAQ:ASTS) is on the verge of launching its groundbreaking satellite-based mobile network, with the event just weeks away. This launch marks the deployment of the first batch of commercial satellites, serving as a powerful near-term catalyst, as it represents a major milestone in the realization of affordable satellite broadband connection. Unique Product ASTS has a bold vision: to create the first global cellular broadband network in s ...

AST SpaceMobile, Inc. (ASTS) recently announced the successful completion of its first five commercial satellites, marking a key advancement in developing a space-based mobile network intended to offer widespread coverage, particularly in regions that lack traditional telecommunications infrastructure. Dubbed Bluebird, these satellites are equipped with the largest-ever commercial communications arrays spanning 693 square feet. They will be deployed in low Earth orbit to potentially offer non-continuous ser ...

文章核心观点 - 私营公司正积极参与火箭和航天器的开发,推动了太空旅游的商业化 [1] - 太空产业虽然规模较小,但增长迅速,预计到2040年将从目前的3500亿美元增长到1万亿美元 [2] - 太空股票短期内仍存在波动,但长期投资可获得丰厚回报 [2] 行业概况 - 太空旅游是一个新兴且前景广阔的行业 [1][2] - 政府主导的太空探索时代已经结束,私营公司正在推动太空商业化 [1] - 太空产业规模虽小但增长迅速,预计未来20年内将增长近3倍 [2] Virgin Galactic (SPCE) - 该公司是太空旅游行业的先驱,已完成12次亚轨道太空飞行 [3] - 公司上一季度营收达200万美元,同比大幅增长,亏损也有所收窄 [4] - 作为行业先驱,该公司有望在长期内获得可观收益 [5] Rocket Lab (RKLB) - 该公司是火箭发射领域的主要参与者之一,已完成50次火箭发射 [7][8] - 公司上季度营收同比增长69%至9280万美元,毛利也大幅提升 [9] - 公司业务多元化,收入增长迅速,有望在未来2年内实现盈利 [10] AST SpaceMobile (ASTS) - 该公司计划通过太空卫星网络实现手机直接通话,这将是一个颠覆性创新 [12][13] - 公司计划在2025年前每月发射6颗卫星,并已与多家电信公司达成合作 [14] - 该技术仍处于测试阶段,投资存在一定风险,但长期来看有望获得可观收益 [15]