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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
AST SpaceMobile (ASTS) investor relations material
AST SpaceMobile UBS Global Media and Communications Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS Global Media and Communications Conference 2025 summary8 Dec, 2025
Key milestones and strategic priorities
2025 focused on scaling with $2–$3 billion capital raised, manufacturing ramp-up, and new commercial agreements with major partners.
Over $1 billion in committed revenue, with long-term spectrum rights secured to complement cellular strategy.
Revenue guidance introduced for the second half of 2025, reflecting commercial momentum.
Manufacturing plant nearing full rate, supporting vertical integration and innovation.
Expansion of partner ecosystem, including definitive agreements with Verizon and Saudi Telecom.
Satellite deployment and manufacturing
Network deployment underway, targeting 45–60 satellites for continuous commercial-grade service in key global markets by end of 2026.
Launch cadence set at one every month or two, with up to 13 launches through 2026.
Satellites compatible with major launch providers (SpaceX, Blue Origin, ISRO), providing flexibility and redundancy.
Manufacturing capacity ramping to six satellites per month, with new facilities in Florida and Texas enhancing resiliency.
Highly automated, efficient manufacturing processes planned to support future growth.
Technology advancements
Block 2 satellites feature a new ASIC chip, tripling processing power to 10 GHz per satellite.
Vertically integrated approach enables rapid scaling and adaptation, with in-house solutions to supply chain challenges.
Ongoing investment in solar panel and component manufacturing at a new site in Texas.
Explain the long-term operating leverage
How does AST avoid government vendor lock?
What tech enables AST's broadband advantage
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Next AST SpaceMobile earnings date
Q4 20253 Mar, 2026
Next AST SpaceMobile earnings date
Q4 20253 Mar, 2026
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Frequently asked questions
Global Aerospace Technology, Inc. operates a space-based cellular broadband network for mobile phones. It focuses on building low earth orbit satellite platforms in Ku-band and serves telecommunications operators. AST SpaceMobile, Inc. was formerly known as Global Aerospace Technology, Inc. The company was founded in 2010 and is based in Menlo Park, California with additional offices in Reston and Fairfax, Virginia; and Orlando, Florida.
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