$ASTS: It was long guided by
@AST_SpaceMobile that initial noncontinuous service would begin with 25 BlueBirds (5 Block 1 plus 20 Block 2). However, on the Q2 earnings call,
@scottwisniews hinted at pulling beta service forward by the end of the year with fewer than 25 BBs in his reply to Louie Dipalma of
@WilliamBlair. 👇
Louie Dipalma, William Blair & Company L.L.C., Research Division
Great. Thanks Scott. And you discussed the beta trials. What is the timing in terms of when consumers will be able to trial your network? I know that you don't want to speak on behalf of your carrier partners, but have they given any sense on when the generic AT&T and Verizon customers will be able to test out the service?
And related to that, if there are like 25 satellites in orbit, from a general location in the United States, what percentage of the day will a satellite be overhead such that consumers will be able to connect to your network?
Scott Wisniewski, President & Chief Strategy Officer, AST SpaceMobile
Thanks, Louie. So getting the capability ready for consumers is something that we're targeting for later in 2026. How we go to market with that, how we use that, of course, like you said, we're going to defer to our partners and there'll be announcements on that in the right way.
But we're very focused on enabling that. And there's a lot that you can do separate, apart from the space. So those 2 are kind of separate. And so while we've historically said 25 satellites is the right way to think about it, we have great flexibility there on how we do beta.
So for us, it's all about racing forward towards putting satellites in the air and then racing towards getting a scaled beta available because, of course, the steps from a scaled beta to commercial service is pretty quick. It's just a function of satellites in orbit. And in terms of our -- about 25 satellites, like you said, that's -- there's a lot of variance there, but think about it as about half the day coverage.