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Analysts view the emergence of vertically integrated super-platforms that control rockets, satellites, cloud, and AI software as a growing competitive threat to smaller satellite companies like AST SpaceMobile and Globalstar.
AT&T remains committed to AST SpaceMobile as a Plan B or specialized cell-tower-in-the-sky solution for direct-to-smartphone connections.
Shares of AST SpaceMobile fell 12% following the AT&T–Amazon announcement.
Investors are concerned about AST SpaceMobile’s high cash burn and the performance gap between its handful of BlueBird satellites and the thousands being deployed by SpaceX and Amazon.
The AT&T–Amazon partnership focuses on fixed broadband and backhaul via Amazon’s satellite layer rather than relying solely on AST SpaceMobile.
The third New Glenn flight is scheduled to deploy the BlueBird 7 communications satellite for AST SpaceMobile.
Blue Origin's New Glenn-3 (NG-3) mission will deploy AST SpaceMobile’s first next-generation Block 2 BlueBird satellite.
AST SpaceMobile’s BlueBird 7 is the first Block 2 satellite designed to deliver 24/7 high-speed cellular broadband directly to unmodified smartphones.
AST SpaceMobile plans an aggressive multi-launcher campaign throughout 2026 targeting a fleet of 45 to 60 satellites by year-end 2026.
AST SpaceMobile’s Block 2 strategy relies on fewer, extra-large satellites intended to detect standard mobile device signals from about 500 kilometers away.
Blue Origin’s New Glenn is slated to fly for the third time in late February to deploy the BlueBird 7 communications satellite for AST SpaceMobile.
AST SpaceMobile selected Blue Origin’s New Glenn launch vehicle in November 2024 as part of its launch campaign for its cellular broadband network.
New Glenn-3 (NG-3) will carry AST SpaceMobile’s next-generation Block 2 BlueBird satellite to low Earth orbit.
AST SpaceMobile is a customer on Blue Origin’s NG-3 mission.
BlueBird 7 is identical to BlueBird 6 and is the second satellite in AST SpaceMobile’s next-generation campaign.
AST SpaceMobile plans a multi-launcher campaign averaging one orbital launch every one to two months during 2026.
AST SpaceMobile’s mission is to enable 4G and 5G space-based cellular broadband for billions of people globally without requiring any changes to mobile devices.
AST SpaceMobile scheduled the BlueBird 7 launch for late February from Launch Complex 36 at Cape Canaveral Space Force Station on Blue Origin’s New Glenn.
The BlueBird 7 mission represents AST SpaceMobile’s first launch with New Glenn, with the seven-meter fairing enabling up to eight Block 2 BlueBirds per mission.
AST SpaceMobile is on track to launch 45–60 satellites by the end of 2026.