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Space-Based Internet Revolution: Why AST SpaceMobile Could Skyrocket 500% by 2030

Space-Based Internet Revolution: Why AST SpaceMobile Could Skyrocket 500% by 2030

Author:
foolstock
Published:
2025-10-15 02:02:00
9
1

Satellite connectivity breaks free from terrestrial limits—and one company's positioned to dominate the emerging space internet gold rush.

The Orbital Advantage

While traditional telecoms bury cables, AST SpaceMobile's constellation bypasses infrastructure bottlenecks entirely. Their direct-to-device technology cuts out the middleman—no ground stations, no specialized hardware. Your existing smartphone becomes a satellite phone overnight.

Market Disruption Timeline

Phase one deployment already demonstrated 10Mbps download speeds from low Earth orbit. Testing confirms voice calls and broadband data across 5G standards—achieving what legacy satellite players spent decades failing to deliver.

Global Connectivity Play

Coverage gaps affecting nearly 3 billion people suddenly become revenue opportunities. Emerging markets represent the initial beachhead, but disaster response and maritime sectors offer immediate monetization paths that traditional ISPs can't touch.

Of course, Wall Street analysts remain skeptical—they're still trying to value internet beams the same way they value coffee shops. Meanwhile, the technology quietly achieves what their spreadsheets said was impossible.

An image of Earth overlaid with connected dots of light.

Image source: Getty Images.

AST SpaceMobile could revolutionize global connectivity

Today's smartphones put previously unimaginable computing power in the hands of everyday consumers. But they can fail when you're beyond the reach of a cell tower.

AST SpaceMobile aims to change that. The company says it's building the first and only satellite-to-smartphone cellular broadband network, which will provide 4G and 5G connectivity "on land, at sea, and in flight," without any modifications to the smartphone.

AST SpaceMobile's satellites are designed to mimic the capabilities of terrestrial cell towers. The company plans to put 45 to 60 satellites in orbit by 2026 to support cellular broadband service in the United States, Europe, Japan, and other markets. The company already has inked partnerships with some of the largest cellular carriers in the world, includingand.

AST SpaceMobile has funding in place to support its ambitious near-term plans, with more than $1.5 billion in cash and equivalents on its balance sheet as of June 30. Management is expecting revenue between $50 million and $75 million for the second half of 2025, and things could ramp up quickly from there. On average, analysts are expecting $255 million in revenue for 2026.

The total addressable market is vast, though the company WOULD not capture it all. AST SpaceMobile is targeting 5 billion mobile subscribers globally, along with the millions of people who don't have access to mobile broadband. According to Future Market Insights, the global wireless telecommunication services market is projected to soar from $1.4 trillion in value in 2025 to $2.8 trillion by 2035. If AST SpaceMobile is successful, the company could revolutionize global communications and deliver out-of-this-world returns for investors.

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