AST SpaceMobile’s Satellite Internet Disruption: A High-Stakes Bet
AST SpaceMobile's stock has surged from $2 to $45 between April 2024 and August 2025, fueled by its ambitious plan to bypass traditional satellite internet infrastructure. The company’s direct-to-device connectivity model, enabled by massive orbiting satellites, threatens incumbents like Starlink and Amazon’s Project Kuiper.
With six satellites already deployed and plans to launch 45-60 by 2026, AST aims to capitalize on a market ripe for disruption. The pre-revenue company’s success hinges on execution—scaling manufacturing and securing reliable rocket launches. If successful, its technology could unlock billions in annual revenue, though the path remains fraught with technical and financial risk.