Ast Spacemobile, Inc. · NASDAQ:ASTS
Ast Spacemobile — Investor Presentation (September 2023)
21 slides from Ast Spacemobile's investor presentation, September 2023
Slide 1: Transforming how the world connects
Transforming how the world connects NASDAQ: ASTS Investor Presentation September 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 $850+ million to date to fund Signed agreements and understandings network build and technology with with 40+ mobile network operators with building the first & 2,600+ patent and patent-pending claims ~2.4 billion existing subscribers only space-based Confirmed 4G capabilit
Slide 4: 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 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: Top Mobile Network Operators 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 potential coverage Strategic Investors Select MNO Par
Slide 7: AST SpaceMobile is currently operating a 693 sqft phased array in low Earth orbit
AST SpaceMobile is BlueWalker 3 is the largest-ever commercial communications array deployed in LEO, designed to support cellular broadband directly to everyday smartphones currently operating Stowed View From Orbit a 693 sqft phased array in low Earth orbit Click here to see how we assembled, Unfol
Slide 8: April 2023 History made: First-ever space-based voice calls
April 2023 History made: “Today, we have taken another major step in mobile communications. 30 years after “AT&T’s heritage began with the birth of the telephone 147 years ago and has “It was a unique thrill and honor to have the Rakuten team talk with Abel in a world- Vodafone sent the world’s firs
Slide 9: June 2023 History made, again: First-ever 4G LTE to everyday smartphones
June 2023 History made, again: “Successfully reaching double-digit download speeds during First-ever 4G LTE to satellite-to-smartphone testing takes us one step closer to ensuring people across the United States will be able to stay connected no everyday matter their location. This milestone wouldn’
Slide 10: Vertically integrated manufacturing to support rapid constellation build
Vertically Two locations in Texas with combined 185,000 sq ft and potential capacity to produce up to 6 satellites per month using automated processes integrated Headquarters Site 2 manufacturing to support rapid constellation build 10 ast-science.com
Slide 11: Manufacturing of first five BlueBird commercial satellites ramping
Manufacturing of first five BlueBird commercial satellites ramping ● Completed construction of clean room manufacturing space ● All necessary equipment delivered and installed ● All critical lead time items ordered ● All manufacturing processes and lines completed and implemented ● Completed part-by
Slide 12: 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 13: 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 14: Appendix
Appendix 14 ast-science.com
Slide 15: 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 16: 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 17: 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 18: 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 Satellites in low Earth orbit to offer low-latency and attractive look angles end-user Large satellites designed to create over 1 million fixed terrestrial cells glob
Slide 19: 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 20: 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 $64 $850+ Select Rounds Investors Participated $mm $64 Rakuten 2 $104 Secured Credit Vodafone 2 $35 Facility and $108 Equipment Loan A
Slide 21: [x] ast-science.com
[x] 9 ast-science.com
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