AST SpaceMobile (ASTS) Capital Costs and Satellite Launches

By Chris Stiles • Thursday, February 12 13:07 • Permanent Link

In the latest press release from a telecommunications company, there are several key points to note. The company has estimated the average capital costs for a constellation of over 90 Block 2 BB satellites to be approximately $21.0 million to $23.0 million per satellite, with initial launches expected to be higher than that range but trending down over time. The company has already launched BB6 on December 23, 2025, and plans to launch approximately 45 to 60 Block 2 BB satellites by the end of 2026.

Regarding the Ligado Transaction, the company has agreed to pay Ligado additional consideration totaling $550.0 million in cash, with $420.0 million already paid by October 31, 2025. Additionally, in connection with the Ligado Transaction, the company's subsidiaries entered into loan agreements and credit facilities amounting to $420.0 million and $550 million, respectively.

The press release also highlights potential risks and uncertainties related to ongoing litigation with Inmarsat and the potential impact on the Ligado Transaction. The company emphasized that the failure to consummate the Ligado Transaction would have a material adverse effect on its business, financial condition, and results of operations.

Furthermore, the company acknowledged the competitive landscape it faces in the telecommunications industry, including competition from existing and potential competitors such as SpaceX's Starlink, Inmarsat, Globalstar, ORBCOMM, Thuraya Telecommunications Co., and Iridium Communications. The press release also discussed the inherent risks associated with strategic transactions, acquisitions, investments, and partnerships, emphasizing the uncertainty of realizing the expected benefits from such ventures.

Finally, the company highlighted the reliance on third parties to launch its satellites and the potential impact on the SpaceMobile Service if these launches do not occur as planned.

Following these announcements, the company's shares moved 14.34%, and are now trading at a price of $115.77. For the full picture, make sure to review AST SpaceMobile's 8-K report.

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