Ast Spacemobile, Inc. · NASDAQ:ASTS
Ast Spacemobile — Investor Presentation (April 2024)
24 slides from Ast Spacemobile's investor presentation, April 2024
Slide 1: Transforming how the world connects
Transforming how the world connects NASDAQ: ASTS Investor Presentation April 2024 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 over $1 billion to date to fund Signed agreements and understandings network build and technology with 3,350+ with 40+ mobile network operators with building the first & patent and patent-pending claims 2+ billion existing subscribers only space-based Confirmed 5G cellular
Slide 4: Strategic investment from AT&T, Google and Vodafone
Strategic investment Investment from leading wireless ecosystem players is intended to support the commercial roll-out of the AST SpaceMobile network from AT&T, Google and Vodafone ✓ AT&T, Google, Vodafone: $110 million of 10-year subordinated convertible notes with 5.50% annual interest (which may
Slide 5: Transforming connectivity with direct-to-cell technology
Transforming connectivity with direct-to-cell technology (5G + 4G LTE) Everyday smartphones from all major brands have communicated with BW3 “Eliminating the friction of specialized equipment and spectrum bands from direct- to-cellular satellite coverage, at broadband speeds, is a transformational e
Slide 6: Market opportunity is deep, untapped and expanding
Market opportunity is deep, untapped $1.1 Trillion and expanding global mobile wireless services market 5.6 Billion mobile phones and devices moving in and out of coverage Source: GSMA market data as of December 31, 2023. 1. Represents 2023-2030 cumulative estimated demand, per Northern Sky Research
Slide 7: Top Mobile Network Operators (MNOs) are AST investors, partners and customers
Top Mobile When operational, SpaceMobile service will be available to MNOs on a wholesale basis, with existing relationships spanning nearly all large countries (ex. China/Russia) Network Operators (MNOs) are AST investors, partners and customers Note: Memoranda of understanding and preliminary agre
Slide 8: Currently operating the largest-ever commercial communications array in low Earth orbit
Currently operating BlueWalker 3 has a 693 sq ft phased array, designed to support cellular broadband directly to unmodified mobile phones, adhering to today’s cellular standards the largest-ever Stowed View From Orbit commercial communications array deployed in low Earth orbit Click here to see how
Slide 9: History made: connecting everyday smartphones directly from space
History made: September 2023 connecting In a 5G first-ever, we demonstrated space-based 5G 5G Voice Calls everyday connectivity by placing a call from Maui, Hawaii, USA, to a smartphones 14 Mbps Data Rate Vodafone engineer in Madrid, (Per 5MHz Channels) Spain, using AT&T spectrum directly from space
Slide 10: How subscribers are expected to use SpaceMobile
How subscribers are Significant flexibility in go-to-market strategy, with multiple potential ways for cellular subscribers to access more and better connectivity expected to use SpaceMobile 10 ast-science.com
Slide 11: Announced new contract award with United States Government through Prime Contractor
Announced new Many potential use cases for a large phased array antenna in low Earth orbit contract award ✓ Initial firm-fixed-priced contract, for an undisclosed amount, will be supported by with United States ground and in-orbit system Government ✓ Large phased array antenna technology in space cr
Slide 12: Vertically integrated manufacturing to support rapid constellation build
Vertically Two locations in Texas with combined 185,000 sq ft and existing capacity to produce up to two satellites / month, and potential capacity of six / month, using automated processes integrated manufacturing to support rapid constellation build 12 ast-science.com
Slide 13: ast-science.com
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Slide 14: Entered tape-out phase of custom ASIC with TSMC
Entered tape-out phase of custom ASIC with TSMC Custom ASIC, which is planned to support up to 120 Mbps peak data rates, is one key enabler of space- based cellular broadband • Represents a competitive advantage developed over four years, equivalent to an estimated 150 man-years, with approximately
Slide 15: 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 5.6 billion mobile phones and devices and the related $1.1+ trillion TAM 1 1. AST SpaceMobile market size based on GSMA I
Slide 16: Appendix
Appendix 16 ast-science.com
Slide 17: 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 18: SpaceMobile will connect directly to everyday mobile phones
SpaceMobile will Building the first and only space-based cellular broadband network connect Giant total addressable market directly to Global wireless services market generates over $1.1 trillion in annual revenue via 5.6 billion mobile phones and devices everyday mobile phones Revolutionary tech, o
Slide 19: 5.6 billion mobile phones and devices globally
5.6 billion Global wireless services market generates over $1.1 trillion in annual revenue, with a backdrop of evolving and imperfect networks mobile phones and devices globally Global Population – 8.1 billion 3.4bn 5.6bn move in and out 5.6 billion of coverage as unique cellular they live, work sub
Slide 20: AST SpaceMobile technology solution
AST SpaceMobile Differentiated approach compared to existing space-based communications technology solution First & Only Direct via Indirect via 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 21: Satellite-to-cellular architecture is transparent to end-user
Satellite-to-cellular SpaceMobile network designed to closely mirror terrestrial cellular architecture architecture is transparent to end- Satellites in low Earth orbit to offer user low-latency and attractive look angles Large satellites designed to create over 1 million fixed terrestrial cells glo
Slide 22: How subscribers are expected to use SpaceMobile
How subscribers are Significant flexibility in go-to-market strategy, with multiple potential ways for cellular subscribers to access more and better connectivity expected to use SpaceMobile Day Pass Subscribers receive a text on their phone asking if (Broadband) they would like to turn on SpaceMo
Slide 23: Highly successful funding history
Highly successful Milestone driven, value-creating financing approach with validation from a high-profile investor base across the wireless ecosystem funding history Convertible Note and Non-Dilutive Commercial Payments Public Investors Secured Credit Facility and 1. On September 6, 2022, AST SpaceM
Slide 24: ast-science.com
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