AST SpaceMobile is a publicly traded satellite designer and manufacturer headquartered in Midland, Texas, focused on building a space-based cellular broadband network. Their SpaceMobile network aims to connect directly to standard, unmodified smartphones via their constellation of low Earth orbit satellites, like the BlueBird series. AST SpaceMobile partners with mobile network operators like AT&T, Verizon, and Vodafone to expand cellular coverage and provide connectivity in underserved areas, also securing contracts with the U.S. government for secure and reliable connectivity.
All verified mentions of this organization in source documents.
AST SpaceMobile’s adjusted operating expenses for Q4 2025 totaled $95.7 million.
AST SpaceMobile’s adjusted cost of revenues was $5.5 million in Q3 2025 and $28.9 million in Q4 2025.
AST SpaceMobile’s capital expenditures for property and equipment were $258.9 million in Q3 2025 and $406.7 million in Q4 2025.
AST SpaceMobile’s adjusted operating expenses for Q3 2025 totaled $67.7 million.
AST SpaceMobile forecasts commercial direct-to-device mobile service beginning late this year.
AST SpaceMobile’s adjusted engineering services costs were $32.8 million in Q3 2025 and $35.7 million in Q4 2025.
AST SpaceMobile’s cash position was $2.8 billion as of December 31, 2025 with total liquidity over $3.9 billion.
AST SpaceMobile’s research and development costs were $5.5 million in Q3 2025 and $9.1 million in Q4 2025.
AST SpaceMobile has 12 launches planned between March and December of this year.
Orange is not a shareholder of AST SpaceMobile.
The partnership between Orange and AST SpaceMobile is non-exclusive.
Orange will support AST SpaceMobile’s potential application for MSS spectrum but will not itself apply for that spectrum.
Orange has partnership deals with AST SpaceMobile and Satellite Connect Europe to explore direct-to-device satellite services based on mobile satellite service spectrum in relevant Orange markets.
Satellite Connect Europe is a European joint venture between AST SpaceMobile and Vodafone.
Vodafone is a shareholder of AST SpaceMobile.
Orange signed two memoranda of understanding with AST SpaceMobile: one for a joint venture covering Europe and another for the rest of the world.
The Orange–AST collaboration includes exploring measures to support European security requirements and studying integration into a core network managed by Orange.
The U.S. Space Development Agency awarded a demonstration contract to AST SpaceMobile USA for the Europa Track 2 Commercial Solutions program.
AST SpaceMobile’s space-based architecture uses a software-defined bent-pipe structure to enable high-bandwidth data transport directly from low Earth orbit.
The agreement with AST SpaceMobile USA is an Other Transaction (OT) focused on rapid demonstration and delivery of innovative capabilities to the United States warfighter.