With 30 years of disaster response experience, @ATT is keeping communities connected no matter the weather. From 750 emergency assets nationwide to 24/7 connectivity for first responders on @FirstNet, we’re prepared for hurricane season and beyond. ⛈️ about.att.com/story/2026/hur…

In rural Pennsylvania, a half a mile of coverage makes a big difference for Valley Regional Fire and Rescue. EMS professionals can now stay better connected to dispatchers and are more prepared as they arrive on scene thanks to added FirstNet coverage. firstnet.gov/newsroom/blog/v…

$ASTS The market still thinks Ligado was just a settlement. Today’s FCC filing says otherwise. Ligado explicitly states that AST SpaceMobile’s satellite network will use SkyTerra Next to provide additional capacity and coverage for AT&T, Verizon, and FirstNet. Let that sink in. Commercial. Public safety. Broadband direct to device. The moat just got deeper! 🛰️🇺🇸🦾🔥

$ASTS ✨ FCC Filing Update Ligado Networks stated in a recent FCC filing that the SkyTerra Next system is planned to operate in conjunction with AST SpaceMobile’s U.S.-authorized satellite network. Key points: ✅ SkyTerra Next will utilize AST SpaceMobile’s U.S.-authorized satellite network ✅ Additional capacity and coverage intended for AT&T, Verizon Wireless, and FirstNet ✅ Expanded use of existing L-Band spectrum assets ✅ Two 10 MHz channels and advanced shapable phased-array beams are planned to optimize signal delivery ✅ Ligado, AST SpaceMobile, and independent consultants state the system will not cause harmful interference to adjacent spectrum users ✅ FCC approval requested for the pending license modification This filing is not a new contract announcement. It is a technical response submitted as part of the FCC review process. However, the document formally reiterates the planned relationship between AST SpaceMobile, SkyTerra Next, AT&T, Verizon, and FirstNet while providing additional technical details on future L-Band network integration. $ASTS #ASTSpaceMobile #FirstNet #ATT #Verizon #Ligado #FCC pub-92a1d770e9be416e8558d475…

🚨🚨 $ASTS Ligado & AST - FCC Docket SAT-MOD-20251206-00374 Ligado Networks submitted a letter to the Federal Communications Commission on June 11, 2026, addressing technical inquiries regarding its SkyTerra Next satellite system. This system is intended to work with AST SpaceMobile to provide space-based mobile broadband for partners such as AT&T, Verizon, and FirstNet. Ligado asserts that the proposal will maximize its existing L-band spectrum without causing harmful interference to adjacent systems or safety services. The company clarifies that it will utilize two 10 MHz channels and advanced, shapeable phased array beams to manage signal delivery. The document provides specific technical data on power flux density and antenna gain to demonstrate compliance with existing regulations. Ligado emphasizes that SkyTerra Next will operate under its current coordination agreements and that power levels will be dynamically adjusted to ensure signal quality for users while protecting other spectrum neighbors. The letter concludes by urging the commission to approve its pending license modification application. 🔗 fccalerts.com/api/pdf/e40eeb…

AT&T says FirstNet is gearing up for a major summer of soccer in the U.S., with public safety support focused on the large crowds expected around matches, fan zones, airports, and nearby venues. wirefly.com/news/att-says-fi…

$ASTS: AST SPACEMOBILE CATALYST SEASON A review of what has been and what is to come Upcoming Catalysts: ☑️BB8 - BB10 Launch on Falcon 9 ☑️BB11 - BB13 Delivery to Florida and Launch on Falcon 9 ☑️$1B J-LEO Japan Project Decision ☑️BB14 - BB16 Delivery to Florida and Launch on Falcon 9 ☑️Block-2 BlueBird batch launches every month ☑️FCC STA to Test 900MHz Military Applications with US Space Development Agency ☑️T-Mobile Definitive Commercial Agreement ☑️Executing MLAs w/ Ariane, Mitsubishi, Relativity and others ☑️Golden Dome (SHIELD Awarded, NOBLE Up Next) ☑️Execution of other DoW, SDA, DIU, and other Military Awards ☑️FirstNet Investment and Definitive Commercial Agreement ☑️FCC Approval of Ligado Modification Application ☑️Execution of more Definitive Commercial Agmts w/ Prepaid Revenue and/or Investment w/ More ~60 global MNOs ☑️Beta Testing w/ AT&T and FirstNet in 2H 2026 ☑️Updates on Google Services Agmt Partnership ☑️Initiation of Research Coverage by JP Morgan, Morgan Stanley, Goldman Sachs, others ☑️Expansion of 13x contracts w/ Department of Defense, Space Development Agency, Defense Innovation Unit, Missile Defense Agency and more ☑️FCC 5G Fund grant ☑️Progress on 12 to 32x Block-2 BlueBirds in currently in Production ☑️Proposal for PNT Service Accepted by FCC as Alternative to GPS ☑️Initial Commercial Service w/ AT&T, Rakuten, Verizon, Vodafone in early 2027 ☑️Securing $500M of EXIM and IFC non-dilutive Funding ☑️Pursuit of L- and S-Band Spectrum Licenses Globally ☑️Pursuit of Additional Lowband Spectrum in US ☑️EU Allocation of 2GHz MSS Spectrum to SatCo JV ☑️Strategic Partnerships and Investments to Focus on AI Data Center Opportunity ☑️Catalysts the SpaceMob have yet to Contemplate Recently Completed Milestones: ✅Brazilian Regulator Anatel Approved AST SpaceMoble for Commercial Service and Allocated 10MHz x 10MHz of S-Band Spectrum ✅AT&T, Verizon and T-Mobile Joint Venture Formation ✅Achieved 99Mbps performance with Block-1 BlueBird ✅Execution of MLA w/ United Launch Aliance 🚨 FCC Approval for Full US SCS Commercial Service🚨 ✅$45M Verizon Commercial Prepayment Unlocked ✅BB7 💐 Launch on Blue Origin New Glenn-3 ✅Demonstrated 150mbps Peak Speed w/ Block-2 BlueBird ✅7x New Design Composite Rings Delivered to Midland ✅Acquisition of New Manufacturing Space in Midland, TX focused exclusively on Micron production ✅Telus Definitive Commercial Agreement w Strategic Investment and $200M Committed Revenue (speculated) ✅Partnership with Orange ✅Partnership with Taiwan Mobile ✅Partnership with AXIAN Telecom ✅Satellite Connect Europe Partnership (“SCE”) with Telefonica ✅SCE Partnership with Orange ✅SCE Partnership with CK Hutchinson ✅SCE Partnership with Sunrise Switzerland ✅SCE Partnership with Vodafone Romania ✅SCE Partnership with VodafoneThree UK ✅SCE Partnership with Vodafone Ireland ✅AST Awarded $30M Prime Contract by US SDA for Halo Europa Program ✅$63M to 71M of 2H 2026 Revenue ✅Development of AI Engine to Dynamically Manage Satellite Capacity and Spectrum Efficiency = Seeking 3-10x Capacity Improvement ✅Disclosed over $1.2 billion in Aggregate Contracted Revenue Commitments from Commercial Partners ✅Raised $1.08B 2.25% Convertible Note resulting in $4B of Pro Forma Cash ✅BB6 Unfolding Phased Array ✅AST Awarded Prime Contract Position on US Missile Defense Agency SHIELD Program ✅Filed w/ FCC to modify Existing License to use S-Band spectrum outside of the US ✅$175M Saudi Telecom prepayment to be made by 2025YE ✅BB6 Launched from India on ISRO LVM3 ✅Micron Production to Support 6x a Month by End of Q3 2025 ✅Expanded Manufacturing Floor Space to 500,000 Square Feet ✅2,000 Global Workforce ✅Established Germany as SatCo JV operations center, filed constellation with ITU ✅Closed $420M bridge financing to support Ligado spectrum transaction ✅Saudi Telecom 10-Year Definitive Commercial Agreement w/ $175M prepayment and over $1.8B value ✅Confirmed L- and S- band Spectrum to be Incorporated into Next 3GPP release ✅Verizon Definitive Commercial Agreement ✅Raised $1.15B 2.0% Convertible Note resulting in $3.2B of Pro Forma Cash and Liquidity ✅Successful Video and Voice Testing with Bell Canada ✅US Bankruptcy Court confirms AST and Ligado L-band spectrum transaction transaction, deal now only subject to FCC appoval ✅Acquired Global S-Band Spectrum Priority Rights held Under International Telecommunication Union ✅Successfully Completed the First-ever Native Voice Call (VoLTE) and Rext (SMS) with a Standard Cell Phone using AT&T Spectrum and Core Network ✅Hired JR Wilson as Chief of Networks and Spectrum, formerly AT&T VP of Tower Strategy, Roaming & In-Building Solutions ✅Raised $575M 2.375% Convertible Note w/ Capped Call struck at $120, resulting in $1.5B of Pro Forma Cash on Balance Sheet ✅Repurchased $360M of $460M 4.25% Convertible Note ✅Entered into $550M of Non-Recourse Senior Secured Term Loan to fund Ligado Transaction ✅Secured $100M Equipment Loan Facility ✅Moved to Russell 1000 from Russell 2000 Index ✅Demonstrated World's First Tactical NTN Connectivity over Standard Mobile Devices with Defense Prime Fairwinds Technologies ✅Announced Latest MNO Partnership with Vodafone Idea of India ✅Hired Jennifer Manner as SVP of Regulatory Affairs and International Strategy, Former NTIA Senior Advisor of Space and Policy and EchoStar SVP of Regulatory Affairs ✅FCC Accepts AST’s Application for US Commercial Service ✅FCC Chair Brendan Carr and Senator Ted Cruz visit HQ in support of AST ✅Verizon and AT&T Spectrum Lease Agreements filed w/ FCC ✅FCC grants STA for beta testing w/ AT&T, Verizon, Vodafone, Bell Canada, and Rakuten ✅FCC grants STA for Firstnet Evaluation on Public Safety Band 14 ✅AST SpaceMobile Forms SatCo Joint Venture w/ Vodafone to Better Serve European market, Selects Luxembourg as HQ and Germany for NOC ✅Secured $43M and $20M Contracts w/ US Space Development Agency and Defense Innovation Unit ✅AST5000 ASIC Development Finished and Integration into Block-2 Sats in Q2 2026 ✅Successful Video Calls Completed w/ AT&T, Verizon, Vodafone and Rakuten ✅Exercised Multi-launch Agmts w/ SpaceX, Blue Origin and ISRO ✅Reached 3,800 Patent & Patent pending Claims ✅Initiation of Research Coverage by Bank of America, Clear Street, Roth Capital, Cantor Fitzgerald, Oppenheimer and William Blair ✅Established Coordination Agmt w/ US National Science Foundation Covering Satellite and Ground-based Astronomy Operations ✅Closed $460M 4.25% Convertible Debt Funding ✅Signed 2-3x Additional Global MNOs, Bringing the Total to 53x Covering 3.2B Subscribers ✅Opened European Research Center w/ Vodafone and University of Malaga in Spain ✅Signed Deal w/ Singapore’s Defense Science and Technology Agency ✅Joined 5G Automotive Association, which Develops and Promotes 5G-based Solutions for Connected Autonomous Vehicles

Apple partnership / strategic investment. Expanding low-band D2D capacity via Grain 800 MHz spectrum. Additional SCE (formerly SatCo) similar partnerships for other nations. Additional FirstNet similar opportunities for other nations. Announcements related to expansion into satellite-based AI data centers.

FirstNet and the Summer of Soccer: Putting Public Safety First about.att.com/blogs/2026/fir…

Sponsored by @FirstNet, this webinar is worth 1 CDE, free for members and $59 for non-members. Learn more and register: apcointl.org/courses/from-da…

Most of the world is using frequencies close to what FirstNet is using. ASTS is the only satellite to device provider offering broadband capabilities using those low band spectrum frequencies. Everyone else is boxed out.

This is a huge deal. $1 Billion is a contract that dwarfs anything PR-ed by $ASTS before and is for constellation build out. There’s still annual subscription payments for the service. FirstNet, Singapore’s DSTA and now perhaps J-LEO. This is just the beginning.👀

USCC didn’t cover your area natively to begin with. Is there coverage you’re losing? To add, no carrier will keep you on roaming forever, there’s a clause for all carriers to terminate service if you’re roaming exceeds normal usage. That limit is typically 90-180 days of constant roaming usage. The roaming isn’t free, and the byte is less than a cent. 200MB can easily cost them a few dollars, constant gigabytes of usage can easily cost more than what you pay the carrier. It’s only “free” for emergencies, then all networks are allowed to be used no matter what. So if there’s no T-Mobile service, it’ll use Verizon or AT&T to complete the call. By federal law this has to be the case. Unfortunately as with all network transitions, there will be hiccups guaranteed for some areas. There’s already issues affecting accounts, SIM activation, and the seamless transitioning not really being seamless. Verizon didn’t expand coverage out of the goodness of their hearts, they wanted to be first to every market. AT&T expanded coverage because they landed the FirstNet contract. T-Mobile has to expand to compete in these smaller markets because T-Mobile has majority share in urban areas already, most exceeding 50% in cases. The carriers are a business at the end of the day, they do not care about features like roaming because they’re footing the bill. The only time it’s acceptable is if you’re on a military plan because it’s expected you’ll be in roaming areas more often, and thus they do not have the same limitations as consumer/enterprise accounts. I believe the same is true for the others. By the way, I know you mention that Verizon & AT&T roam on each other. Keep in mind the limitations are 2mbps which was updated from 256kbps. T-Mobile has also increased the AT&T roaming to 2mbps. Verizon only lets you roam in certain markets where they have poor coverage compared to them. T-Mobile only roams on them as the last alternative to no service. USCC had a special agreement because they didn’t have a national network. They were the only ones able to do that. When Sprint had roaming agreements with Verizon, they were limited to 256kbps even on LTE technology. Just food for thought here.

$ASTS H2 2026 Catalyst Matrix: The Hidden Mechanics of Space-Based Cellular Dominance Following the high-stakes June 17, 2026 launch of the first commercial Block 2 BlueBird satellites (featuring 10x the bandwidth of previous iterations), the narrative for $ASTS in the second half of 2026 shifts from "technological proof" to "industrial scaling and regulatory monetization." Below is the deep-dive analysis of hidden macro catalysts for H2 2026, including data-backed estimates for both Base and Bull stock price scenarios. --- ## 1. Commercialization of 3GPP Release 19 (NTN Phase 3) Core Integration * **The Hidden News:** 3GPP officially froze the Release 19 specifications earlier in 2026. During H2 2026, global infrastructure vendors (Ericsson, Nokia) and chipmakers are pushing these standards into live production network cores. * **The Implicit Reality:** Mainstream tech media reports this as a generic "5G-Advanced" network upgrade. In truth, Release 19 standardizes non-terrestrial network (NTN) data routing, allowing Tier-1 Mobile Network Operators (MNOs) to treat space-based cellular coverage as native roaming zones. Because #ASTSpaceMobile is built entirely on open 3GPP standards (unlike legacy proprietary systems), this upgrade turns $ASTS into the default plug-and-play wholesale backend for over 40 contracted global MNOs. * **Estimated Stock Price Impact (H2 2026):** * **#BaseScenario ( 15% to 25%):** Smooth integration into AT&T and Verizon cores. Demonstrates standard handovers, validating long-term software scalability. * **#BullScenario ( 45% to 60%):** Major international telcos (e.g., in Latin America or APAC) announce upfront, non-refundable capacity reservation payments to lock in their domestic market exclusivity before the constellation achieves 24/7 global coverage. --- ## 2. FirstNet Commercial "Early Access" & U.S. Gov Dual-Use Activation (Q4 2026) * **The Hidden News:** Following intensive public safety beta tests with federal agencies in H1 2026, the First Responder Network Authority (FirstNet) is moving toward commercial implementation of satellite-to-cellular emergency routing in late 2026. * **The Implicit Reality:** First responders require high-bandwidth infrastructure (real-time mapping, video feeds, and Mission-Critical Push-to-Talk). Text-only or narrow-beam messaging alternatives fail strict government SLAs. ASTS’s massive 223 sqm Block 2 aperture antennas are the only physical hardware capable of delivering high-throughput data directly on FirstNet’s exclusive Band 14. * **Estimated Stock Price Impact (H2 2026):** * **#BaseScenario ( 25% to 40%):** $ASTS is officially codified as FirstNet's premium space-coverage layer. High-margin, recurring government-backed subscription revenue begins to accumulate. * **#BullScenario ( 75% to 110%):** The U.S. Department of Defense (DoD) awards an exclusive, large-scale classified or unclassified contract for "Sovereign Tactical Cellular Overlays." This positions $ASTS not just as a commercial telecom play, but as a critical national defense infrastructure asset, triggering an institutional re-rating. --- ## 3. Regulatory De-Risking via FCC Part 25 Permanent Modification (Q3-Q4 2026) * **The Hidden News:** Following the historic FCC DA 26-391 order, final bureaucratic approvals regarding international geographic operational waivers are expected to conclude in late H2 2026. * **The Implicit Reality:** Wall Street bears have historically argued that regulatory friction would delay commercial launches. With the post-launch telemetry of BlueBirds 8-10 proving zero interference with adjacent terrestrial spectrum, the FCC is expected to grant unrestricted permanent commercial authority for Supplemental Coverage from Space (SCS). This permanently removes the "regulatory overhang" that has suppressed the stock's valuation multiples. * **Estimated Stock Price Impact (H2 2026):** * **#BaseScenario ( 10% to 20%):** The final legal boxes are checked. Major institutional funds, previously restricted by compliance mandates regarding "pre-revenue/unregulated" companies, begin building core positions. * **#BullScenario ( 30% to 45%):** Global regulatory bodies (such as Japan's MIC or Europe's CEPT) follow the FCC's lead in rapid succession, establishing a standardized global regulatory pathway and cutting time-to-market for international monetization by 12–18 months. --- ## 4. Transition to Steady-State ASIC-Driven Factory Output (End of 2026) * **The Hidden News:** By Q4 2026, the Texas manufacturing facilities are slated to fully transition to custom ASIC-driven integration, targeting an operational cadence of 4 to 6 BlueBird satellites per month. * **The Implicit Reality:** The market currently prices $ASTS with a heavy "execution risk" discount, fearing supply chain or assembly bottlenecks. Hitting steady-state ASIC production mathematically cements the timeline required to reach the ~45 satellite threshold needed for continuous, uninterrupted premium coverage in key markets. * **Estimated Stock Price Impact (H2 2026):** * **#BaseScenario ( 20% to 35%):** Factory reaches a verified, steady output of 3-4 satellites/month. Proves that the production line is repeatable and predictable. * **#BullScenario ( 60% to 90%):** Factory efficiency exceeds targets, hitting 5 satellites/month ahead of schedule due to optimized ASIC yields. Wall Street analysts are forced to pull forward their 2027/2028 EBITDA models by two full quarters, sparking a massive short squeeze. --- *Disclaimer: This analysis tracks structural, regulatory, and technical frameworks as of mid-2026. Implied stock price impacts are relative to the post-launch baseline of Q2 2026.*

The Portable Precinct (FirstNet Hotspots) Police departments frequently issue officers dedicated cellular Wi-Fi hotspots. These are often connected to FirstNet (a nationwide cellular network built exclusively by AT&T for law enforcement) or Verizon Frontline.

If a department does not actively enforce strict Mobile Device Management (MDM) policies, any officer with the app downloaded to a department-issued FirstNet phone—or even a personal device—can open it from their couch just as easily as they could from a cruiser.

Perhaps FirstNet should take the hint.

Mine was $324 in January, and I stand by that. Golden Dome, FirstNet, and beta service will launch this thing sky high.

"FirstNet continues to help narrow the digital divide while improving public safety. Congress should act before February to ensure there is no disruption in service." @TuscaloosaJohn in @InsightsIssues: issuesinsights.com/2026/06/1…

🚑Public Safey Matters FirstNet is done. x.com/spacanpanman/status/20…