M🅰️RI peterson

Have you been an investor for over 6 months? Do you hold over 5,000 shares in ASTS? We would like to see you in person at our upcoming Blacklift Unveiling event this Thursday in NYC, on November 12. Apply to reserve your spot by 4 p.m. ET on Tuesday here: cvent.me/Zxkvqr. Space is limited, and we may not be able to accommodate everyone. #BlueBirds #Blacklift

🚨 $RKLB lands more than $515M in Neutron launch deals from constellation operators in Q3 alone! 🤯 Additionally, they increased the base Neutron launch price from $55M to $70M per launch. 👀

The ASIC simplifies the sourcing + stocking inventory, reduces manufacturing costs, increases quality + test yields and data processing speed by 10X. Drawback is less flexibility to do post launch software reconfiguration, that at this point in the evolution should not be needed.

So essentially they’re moving to a much more advanced chip system in their satellites with their next-gen ASIC chips and they’re doing it 16 satellites sooner than they originally planned. The new chips are expected to give them 10x the processing bandwidth of the first-gen, so they’re getting the much more powerful versions into production sooner, and they’re working toward producing six of those a month by December. All good things. Definitely good to beat expectations 😊

FROM BB34 THE ASIC WILL ENBALE A 10X INCREASE IN PERFORMANCE FROM THE CURRENT BLOCK 2'S IN ORBIT $ASTS

Abel's priorities for $ASTS: advance service readiness in the initial markets, complete the transition to ASIC-enabled production, and scale constellation deployment. And he expects to work with ALL major U.S. MNOs. 👀

SCOTT WISNIEWSKI - WE SEE REVENUE POSSIBLY IN EXCESS $1BN IN 2027 BASED ON GOVERNMENT CONTRACT WINS AND PROGRESS 🤯 $ASTS

We are advising AST SpaceMobile, Inc., the company building the first and only space-based cellular broadband network accessible directly by everyday smartphones, designed for both commercial and government applications, in its agreement with Firefly Aerospace for Firefly to deliver engines for the first three Blacklift rockets that will be custom-built by AST SpaceMobile and designed for reusability and to provide engineering services over a three-year period. Our team is led by Partners Mena Kaplan, Oliver Board and Ethan Klingsberg, alongside Partners Madlyn Gleich Primoff, Jeffrey Gould and Michael Levitt, Counsel Danny Spencer, Senior Associate Suzie Kim and Associates Rhea Khakhria, Caroline Leopold, Tanisha Mugwimi and Essey Abebe. Learn more and see the full team: okt.to/aU0l7A

$RKLB Iridium just signed an MOU with Vodafone Qatar as GPS interference and conflict across Gulf make resilient satellite connectivity super important. And what I like about this for Rocket Lab is that every new carrier relationship could eventually generate recurring service revenue while creating demand for satellites it manufactures and potentially launches on Neutron.

We’ve signed a multi-launch agreement with @stoke_space! 🚀 Stoke has prepared Cape Canaveral’s Space Launch Complex 14 for its fully reusable Nova rocket, which will host future Planet missions. It’s part of how we keep a diversified, persistent path to orbit as our constellations grow. 👉 Full announcement: investors.planet.com/news/ne…

福島県にあるAST SpaceMobileのゲートウェイ地球局 (地上局)を見てきました。 SNSで見たときはパラボラ1基だった気がするのですが、私が行ったときは4基に増えて地球局らしい形に進化してました。まだ工事途中のようでした。 本当に年内に試験提供開始できるのでしょうか。

$ASTS $FLY: As people do research over the weekend, Northrop’s involvement in Eclipse / Antares development should be highlighted. An AI summary below: Northrop Grumman’s partnership with Firefly Aerospace provides significant technical credibility, financial backing, and institutional validation of Firefly’s rocket development capabilities. Northrop is one of America’s largest defense contractors, with decades of experience developing launch vehicles, propulsion systems, and military space infrastructure. Its partnership with Firefly began in 2022 to develop the Antares 330 rocket and subsequently expanded to the larger, reusable Eclipse launch vehicle. Northrop also invested $50 million in Firefly in 2025 to accelerate Eclipse development. This relationship demonstrates that Firefly’s technology is sufficiently promising for a major defense prime to commit engineering resources, capital, and its reputation to a multiyear development program. The most important benefit to AST SpaceMobile is that BlackLift will leverage an engine platform already being developed with Northrop’s engineering expertise and oversight. Firefly’s Miranda engines power the first stage of Antares 330 and Eclipse, while its Vira engines power Eclipse’s upper stage. By selecting these same engine families, AST avoids starting propulsion development from scratch and benefits from testing, qualification, manufacturing infrastructure, and technical improvements across multiple rocket programs. Northrop’s participation helps reduce propulsion-related technical risk, although it does not eliminate the challenges of integrating the engines into AST’s larger, reusable BlackLift rocket. Strategically, Northrop’s involvement strengthens the credibility of AST’s ambitious plan to vertically integrate launch capabilities by late 2028. AST’s agreement with Firefly exceeds $1.3 billion and includes 36 engines for its first three BlackLift rockets, engineering support, and perpetual manufacturing licenses. This provides AST access to propulsion technology supported by an established aerospace development ecosystem while enabling eventual in-house engine production. It could also create indirect advantages for future national-security opportunities, given Northrop’s extensive defense relationships. However, Northrop is not currently an announced BlackLift partner, and there is no indication it guarantees AST’s launch schedule or government contracts. For AST investors, the key takeaway is that BlackLift is a more credible undertaking because AST is buying into an existing, substantially developed propulsion architecture rather than attempting to invent an entirely new rocket engine.