What the CEOs of AST SpaceMobile and Globalstar are saying about the satellite industry today

15 hours ago 1

William Temple

Wed, March 11, 2026 astatine 7:16 AM CDT 4 min read

AST SpaceMobile (ASTS) gained 200% implicit the past year, pulled backmost 14% successful the past month, and posted Q4 2025 gross of $54.30M, beating estimates by 28.56% with 2,731% year-over-year growth. Globalstar (GSAT) reported full-year 2025 gross of $273M with 50% adjusted EBITDA margin.
AST SpaceMobile is racing to deploy 45 to 60 satellites by extremity of 2026 for direct-to-device broadband portion Globalstar focuses connected profitable currency procreation and spectrum assets arsenic some people 2026 arsenic their inflection year.
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Two CEOs. Two precise antithetic outer businesses. Both claiming 2026 arsenic their inflection year. What they're saying reveals a fascinating divided successful however the satellite-to-cellular contention is being run.

AST SpaceMobile (NASDAQ:ASTS) CEO Abel Avellan made the stakes clear:

"We are the lone institution susceptible of delivering 4G and 5G and successful the future, 6G broadband velocity capable for dependable calls, dependable implicit LTE, unrecorded video calls, streaming, and afloat Internet entree straight to unmodified devices."

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Avellan backs the assertion with specifics. BlueBird 6 is described arsenic "the largest ever commercialized connection array deploying load astatine orbit" astatine astir 2,400 quadrate feet. The Block 2 satellites are astir 3.5 times larger and 10 times the capableness of BlueBird 1 done 5.

The numbers down the ambition are real. Q4 2025 gross deed $54.30 million, beating estimates by 28.56% and increasing 2,731% twelvemonth implicit year. Full-year 2025 gross came successful astatine $70.92 million, and 2026 guidance calls for $150 cardinal to $200 million. President Scott Wisniewski added the longer view: "We spot the accidental successful 2027 approaching $1 cardinal successful yearly revenue."

On manufacturing, Avellan was candid astir scale: "Simply put, we are the archetypal institution successful the past of commercialized outer manufacturing to nutrient satellites of our size and powerfulness astatine scale." Production capableness exiting 2025 supports up to six satellites worthy of micron and phased array per month.

The target: 45 to 60 satellites successful orbit by extremity of 2026, with launches each 1 to 2 months. The banal has gained astir 200% implicit the past year, though it has pulled backmost astir 14% implicit the past period arsenic the marketplace digests the superior strength of this build.

Globalstar (NYSE:GSAT) CEO Paul Jacobs is playing a antithetic game. His astir revealing punctuation from the caller net call:

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