Ast Spacemobile, Inc. · NASDAQ:ASTS
Ast Spacemobile — Investor Presentation (April 2023)
21 slides from Ast Spacemobile's investor presentation, April 2023
Slide 1: Transforming how the world connects
Transforming how the world connects NASDAQ: ASTS Investor Presentation April 2023 ast-science.com
Slide 2: Forward Looking Statements
Forward Looking Statements The information in this presentation and the oral statements made in connection therewith includes “forward-looking statements” for the purposes of federal securities laws that are not historical facts and involve risks and uncertainties that could cause actual results to
Slide 3: AST SpaceMobile is building the first & only space-based cellular broadband network
AST SpaceMobile is Raised ~$725 million to date to fund Signed agreements and understandings network build and technology with with 35+ mobile network operators with building the first & 2,600+ patent and patent-pending claims 2+ billion existing subscribers only space-based Currently testing BlueWa
Slide 4: Transforming connectivity with direct-to-cell technology
Transforming connectivity with direct-to-cell technology (5G + LTE) “Eliminating the friction of specialized equipment and spectrum bands from direct- to-cellular satellite coverage, at broadband speeds, is a transformational event for the communications industry” “Not only do we expect to provide e
Slide 5: Market opportunity is deep, untapped and expanding
Market opportunity is $1.1 Trillion deep, untapped global mobile wireless services market and expanding 5.5 Billion mobile phones and devices moving in and out of coverage Source: GSMA market data as of December 31, 2022. 1. Represents 2023-2030 cumulative estimated demand, per Northern Sky Research
Slide 6: Mobile Network Operators (MNOs) are investors, partners and customers
Mobile Network When operational, SpaceMobile service will be available to MNOs on a wholesale basis, with existing relationships spanning nearly all large countries (ex. China/Russia) Operators (MNOs) are investors, partners and customers potential coverage Strategic Investors Select MNO Partners 6
Slide 7: BlueWalker 3 Test Satellite
BlueWalker 3 Test Satellite 7 ast-science.com
Slide 8: Critical, unique cellular broadband technology currently deployed in orbit
Critical, unique The first and only in-orbit deployment of innovative satellite technology designed for cellular broadband direct to unmodified cell phones cellular broadband Stowed View From Orbit technology currently deployed in orbit Unfolded – Antenna Side Unfolded – Solar Side 8 ast-science.com
Slide 9: BlueWalker 3 test satellite update
BlueWalker 3 test Satellite ✓ Deployed the largest-ever satellite update Deployment commercial communications array in low Earth orbit Initial test results indicate downlink signal strength necessary to reach 5G cellular Satellite ✓ Proven ability to fly and control BW3 broadband speeds Flight Contr
Slide 10: Vertically integrated manufacturing to support rapid constellation build
Vertically We continue to invest in our facilities in Texas and around the world, as we ramp up initial manufacturing and assembly lines for the Block 1 BlueBird satellites integrated Headquarters Site 2 manufacturing to support rapid constellation build 10 ast-science.com
Slide 11: Key future milestones to reach initial space-based cellular broadband commercial service
Key future milestones to Joint test results of BlueWalker 3 capabilities with MNO customers and technology partners reach initial space- based cellular Manufacturing and assembly of Block 1 BlueBird satellites at our Texas facilities broadband commercial service Completion of definitive commer
Slide 12: AST SpaceMobile differentiation
AST SpaceMobile differentiation Only pure play, low Earth orbit (LEO) broadband communications company that is publicly-traded Novel technology solution applicable to a market of 5.5 billion mobile phones and devices and the related $1.1+ trillion TAM 1 1. AST SpaceMobile market size based on GSMA I
Slide 13: Appendix
Appendix 13 ast-science.com
Slide 14: Company snapshot
• 25+ years space industry experience Abel Avellan Global Infrastructure • Co-inventor of 21 U.S. Patents Company snapshot Chairman and CEO • Former Founder and CEO of EMC (Emerging Markets Comms.) until $550mm sale in 2016 • Provided initial seed capital for AST SpaceMobile • 25+ years senior manag
Slide 15: 5.5 billion mobile phones and devices globally
5.5 billion Global wireless services market generates over $1.1 trillion in annual revenue, with a backdrop of evolving and imperfect networks mobile phones Global Population – 8.0 billion and devices globally 3.5bn 5.5bn move in and out 5.5 billion of coverage as unique cellular they live, work sub
Slide 16: AST SpaceMobile technology solution
AST SpaceMobile Differentiated approach compared to existing space-based communications technology First & Only Direct via Indirect via solution Broadband Direct Proprietary Complex, Expensive To Mobile Phones Mobile Phones Hardware 1. Market size based on the sum of 2020A revenues of included provi
Slide 17: Satellite-to-cellular architecture is transparent to the end-user
Satellite-to-cellular SpaceMobile network designed to closely mirror terrestrial cellular architecture architecture is transparent to the Satellites in low Earth orbit will offer low- latency and attractive look angles end-user Large satellites designed to create over 1 million fixed terrestrial cel
Slide 18: How subscribers are expected to use SpaceMobile
How subscribers Significant flexibility in go-to-market strategy, with multiple potential ways for cellular subscribers to access more and better connectivity are expected to use SpaceMobile Day Pass Subscribers receive a text on their phone asking if (Broadband) they would like to turn on SpaceMo
Slide 19: Funding history
Funding history Carefully managed funding strategy in line with company milestones Total Investment ($M) Rounds Total 1 Select Investors Participated Investment $108 ~$725 Rakuten 2 $104 Public Vodafone 2 $35 Investors $27 American Tower 2 $31 $462 Cisneros (Invesat LLC) 2 $12 Divestiture of non-cor
Slide 20: ASTS share count
ASTS share count Shares 1 millions Comment Class A common stock 71.9 Publicly-traded shares Class B common stock 2,3 50.0 Series A / B shares Class C common stock 2,3 78.2 Abel Avellan 4 shares Total basic shares 200.1 1. Basic share count as of March 28, 2023. Warrants, incentive equity options, an
Slide 21: [x] ast-science.com
[x] 9 ast-science.com