Ast Spacemobile, Inc. · NASDAQ:ASTS
Ast Spacemobile — Investor Presentation (February 2023)
19 slides from Ast Spacemobile's investor presentation, February 2023
Slide 1: Transforming how the world connects
Transforming how the world connects NASDAQ: ASTS Investor Presentation February 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 $700+ million to date to fund Signed agreements and understandings network build and technology with with 30+ 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 5.3 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 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 capable of 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: 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 9 ast-science.com
Slide 10: 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 5.3 billion mobile phones and devices and the related $1.1+ trillion TAM 1 1. AST SpaceMobile market size based on GSMA I
Slide 11: Appendix
Appendix 11 ast-science.com
Slide 12: Company snapshot
• 25+ years space industry experience Abel Avellan Global Infrastructure • Co-inventor of 18 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 13: 5.3 billion mobile phones and devices globally
5.3 billion Global wireless services market generates over $1.1 trillion in annual revenue, with a backdrop of evolving and imperfect networks mobile phones Global Population – 7.9 billion and devices globally 3.7bn 5.3bn move in and out 5.3 billion of coverage as unique cellular they live, work sub
Slide 14: AST SpaceMobile technology solution
AST SpaceMobile Differentiated approach compared to existing space-based communications technology First & Only Direct via Indirect via solution Broadband Direct Proprietary Complex, Expensive To Mobile Phones Mobile Phones Hardware 1. Market size based on the sum of 2020A revenues of included provi
Slide 15: Satellite-to-cellular architecture is transparent to the end-user
Satellite-to-cellular SpaceMobile network designed to closely mirror terrestrial cellular architecture architecture is transparent to the Satellites in low Earth orbit will offer low- latency and attractive look angles end-user Large satellites designed to create over 1 million fixed terrestrial cel
Slide 16: How subscribers are expected to use SpaceMobile
How subscribers Significant flexibility in go-to-market strategy, with multiple potential ways for cellular subscribers to access more and better connectivity are expected to use SpaceMobile Day Pass Subscribers receive a text on their phone asking if (Broadband) they would like to turn on SpaceMo
Slide 17: Funding history
Funding history Carefully managed funding strategy in line with company milestones Total Investment ($M) Rounds Total 3 Select Investors Participated Investment $87 $700+ Rakuten 2 $104 Public Vodafone 2 $35 Investors $27 American Tower 2 $31 $462 Insiders and strategics own ~69% of the total Cisner
Slide 18: ASTS share count
ASTS share count Shares 1 millions Comment Class A common stock 71.2 Publicly-traded shares Class B common stock 2,3 50.6 Series A / B shares Class C common stock 2,3 78.2 Abel Avellan 4 shares Total basic shares 200.0 1. Basic share count as of November 29, 2022, representing common stock outstandi
Slide 19: [x] ast-science.com
[x] 9 ast-science.com
AST SpaceMobile — Investor Presentation (February 2023) on 6ix