Ast Spacemobile, Inc. · NASDAQ:ASTS
Ast Spacemobile — Investor Presentation (May 2023)
21 slides from Ast Spacemobile's investor presentation, May 2023
Slide 1: Transforming how the world connects
Transforming how the world connects NASDAQ: ASTS Investor Presentation May 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 Completed first-ever spa
Slide 4: Transforming connectivity with direct-to-cell technology
Transforming connectivity with direct-to-cell technology (5G + 4G 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 provid
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: BlueWalker 3 Test Satellite
BlueWalker 3 Test Satellite 7 ast-science.com
Slide 8: History made: First-ever space-based voice calls
History made: First-ever space- “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
Slide 9: Critical technology milestone achieved with deployment of 693 sqft comms array in low Earth orbit
Critical technology BlueWalker 3 is the largest-ever commercial communications array deployed in LEO milestone achieved Stowed View From Orbit with deployment of 693 sqft comms array in low Earth orbit Click here to see how we assembled, Unfolded – Antenna Side Unfolded – Solar Side launched and dep
Slide 10: BlueWalker 3 test satellite update
BlueWalker 3 test Satellite ✓ Deployed the largest-ever satellite update Deployment commercial communications array in low Earth orbit First voice call has been completed, and test results confirm signal strength necessary to reach 4G / 5G Satellite ✓ Proven ability to fly and control BW3 cellular b
Slide 11: 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 11 ast-science.com
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 $1.1 trillion in annual revenue, with a backdrop of evolving and imperfect networks mobile phones Global Population – 8.0 billion and devices globally 3.5bn 5.5bn move in and out 5.5 billion of coverage as unique cellular they live, work sub
Slide 17: AST SpaceMobile technology solution
AST SpaceMobile Differentiated approach compared to existing space-based communications technology First & Only Direct via Indirect via solution Broadband Direct Proprietary Complex, Expensive To Mobile Phones Mobile Phones Hardware 1. Market size based on the sum of 2020A revenues of included provi
Slide 18: Satellite-to-cellular architecture is transparent to end-user
Satellite-to-cellular SpaceMobile network designed to closely mirror terrestrial cellular architecture architecture is transparent to Satellites in low Earth orbit to offer low-latency and attractive look angles end-user Large satellites designed to create over 1 million fixed terrestrial cells glob
Slide 19: How subscribers are expected to use SpaceMobile
How subscribers Significant flexibility in go-to-market strategy, with multiple potential ways for cellular subscribers to access more and better connectivity are expected to use SpaceMobile Day Pass Subscribers receive a text on their phone asking if (Broadband) they would like to turn on SpaceMo
Slide 20: Track record of attracting strategic investment
Track record of Milestone driven, value-creating financing approach with validation from a high-profile strategic investor base across the wireless ecosystem attracting strategic investment Rounds Select Investors Participated Investment ($mm) Rakuten 2 $104 1 $108 ~$725 Vodafone 2 $35 Public Americ
Slide 21: [x] ast-science.com
[x] 9 ast-science.com