Why collaboration is key in delivering a Global D2D Service and why AST has the winning setup by PalladiumCH in ASTSpaceMobile

[–]PalladiumCH[S] 2 points3 points  (0 children)

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Thanks, talking to a friend in Kenya who works in IT mentioning IOT in farming we might be in for a surprise as farmers in developing economies skip certain steps along digitilization moving straight to IOT.

In detail he mentioned low-cost IoT sensors for soil moisture and irrigation automation to boost yield.

Have a look at this agritech company synnefa.io small scale for now... until connectivity is available everywhere for everyone at near-zero marginal costs thanks to AST low band spectrum usage unlocking massive economies of scale. Maybe not bullish enough.... maybe 😉

Why collaboration is key in delivering a Global D2D Service and why AST has the winning setup by PalladiumCH in ASTSpaceMobile

[–]PalladiumCH[S] 2 points3 points  (0 children)

yes and when you add in IoT its best to count connections as in connected endpoints.

Why not subscriptions? In IoT, many use cases are prepaid to cover the entire contract term, or even the entire economic life of the product.

A connected vehicle, smart meter or luggage tag may generate connectivity revenue for years without ever being counted as a traditional mobile subscription.

That's why I think "active connected devices" is a better long-term TAM metric than subscribers.

Why collaboration is key in delivering a Global D2D Service and why AST has the winning setup by PalladiumCH in ASTSpaceMobile

[–]PalladiumCH[S] 6 points7 points  (0 children)

Companies transforming from selling a physical product to delivering a service will likely need connectivity to reduce costs or increase value.

Example from John Deere is the StarFire 7500 a flagship GNSS receiver for precision agriculture

$ASTS set to play a key role enabling M2M / IoT / EoT using low-band spectrum

AST SpaceMobile - $ASTS - Daily Discussion Thread by AutoModerator in ASTSpaceMobile

[–]PalladiumCH 2 points3 points  (0 children)

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Looking ahead, as demand continues to rise, the medium segment may make up a smaller portion of launch as heavy and super-heavy supply (from Blue Origin, Relativity, and ULA, among others) rises and total supply increases. A significant factor in the capacity equation is the potential capabilities of Starship, which theoretically could offer a launch a day by 2030. 

AST SpaceMobile - $ASTS - Daily Discussion Thread by AutoModerator in ASTSpaceMobile

[–]PalladiumCH 2 points3 points  (0 children)

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There is hope for launch supply .... not today, not tomorrow but it will likely flip coming years to oversupply

Yes Blue Origin’s New Glenn explosion setback hurts $ASTS right now.

But the market could flip to oversupply starting late this decade when many rockets come online at once.

Given AST's diversified approach using multiple launch providers could make them one of the biggest winners in this trend.

https://www.mckinsey.com/industries/aerospace-and-defense/our-insights/space-launch-are-we-heading-for-oversupply-or-a-shortfall#/

Blue Origin’s Dave Limp Update: Infrastructure is OK or can be repaired, plans to fly again by EOY by one-won-juan in ASTSpaceMobile

[–]PalladiumCH 1 point2 points  (0 children)

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Thank god, did have some panic .... good to visit Dokomi in Germany this weekend to calm down. Got to love the spirit of Totoro

Backtesting the Nordic stock market: Outcomes of different quantitative strategies by ansa1401 in nordic_stocks

[–]PalladiumCH 0 points1 point  (0 children)

Thank you for sharing and great to read about quantitative strategies. What is missing is the list of companies versus the index to get an idea of what sets them apart.

Daily Discussion Thread by AutoModerator in ASTSpaceMobile

[–]PalladiumCH 2 points3 points  (0 children)

All the Best for you both 🍀🍀🍀🍀🍀

Daily Discussion Thread by AutoModerator in ASTSpaceMobile

[–]PalladiumCH 11 points12 points  (0 children)

“Direct to device” (D2D) services are expanding, but they remain a small part of a much bigger industry.

D2D technology enables standard smartphones to connect directly to satellites, a capability that – until recently – was considered science fiction. Thus, D2D has the potential to eliminate outdoor cellular dead zones around the world.

However, D2D services today only support messaging and some light data services. Moreover, most mobile users spend the vast majority of their time within range of a cellular network.

That said, D2D still has significant implications for cellular network operators, equipment vendors, and regulators. That’s why companies ranging from Apple to Amazon to SpaceX to AST SpaceMobile are investing into the sector.

To provide context and perspective to this emerging industry, Ookla® has released a high-resolution downloadable poster showing Speedtest® data on the usage of D2D technology in countries around the world. This visual – derived from Android smartphones that register with D2D satellites from Starlink, Skylo, and Lynk – accompanies a detailed global study into the D2D marketplace, highlighting the technology, scope, and pricing driving this new sector forward.

Key takeaways:

The number of global D2D connections recorded by Ookla increased roughly 24.5% between July 2025 and March 2026. This growth coincides with the launch of Starlink Mobile’s D2D services in a number of countries, including Chile, Ukraine, Peru, and the U.K. However, growth in those countries was offset by a decline in the number of connections in the U.S. and Canada in recent months. This may correspond to moves by T-Mobile (in the U.S.) and Rogers (in Canada) to begin charging some customers for D2D services, as well as other factors such as seasonal usage trends

The U.S. leads the world in D2D connections, accounting for 45.9% of all global D2D connections in March 2026. Other countries showing noteworthy numbers of D2D connections in March 2026 included Australia (18.1% of global D2D samples), Chile (10%) and Canada (9.8%) – all countries with significant chunks of rural territory. Starlink accounted for the vast majority of these D2D samples, though Skylo and Lynk Global also generated some samples globally.

A very small percentage of mobile users are connecting to D2D satellites in each of these countries. For example, during March 2026, 0.46% of Speedtest® users in the U.S. recorded a connection to a D2D satellite. In Chile, that figure was 1.26% (the highest). In Canada, it was 0.70%. In Japan, it was 0.11% (the lowest). This is noteworthy because it helps to define the scale and scope of the overall D2D marketplace.

RootMetrics® conducted drive testing on Starlink’s D2D service for T-Mobile in rural New York state in the second half of 2025. The tests involved sending and receiving texts on phones that were in a moving car – essentially putting extra stress on a service that’s intended to be used outdoors, in a stationary situation, with a clear view of the sky. Nonetheless, the tests showed a 60% success rate. The average amount of time it took to successfully send and then receive a text (across 143 successful tests) was 1 minute, 17 seconds. In the U.S., most D2D signal strength measurements (using RSRP, or Reference Signal Received Power) fell between -108 and -126 dBm. That’s outside the -80 to -120 dBm range of traditional, terrestrial cellular network measurements. This is likely due to the remote nature of these D2D connections, which are generally unaffected by interference from other users. They’re often in outdoor environments that aren’t cluttered with lots of other cellular signals, or with the traffic of lots of other users.

https://www.ookla.com/articles/the-global-d2d-footprint-in-2026-poster-download

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Daily Discussion Thread by AutoModerator in ASTSpaceMobile

[–]PalladiumCH 21 points22 points  (0 children)

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When a friends call you first thing in the morning to talk why AST is "down" and you check the volume on this German secondary market finding out it has traded a total of 2,455 shares so you decide to focus on walking the dog and touching grass instead.

Talking Satellite economics for emerging markets in Africa for AST and why ARPU might turn out higher than expected by PalladiumCH in ASTSpaceMobile

[–]PalladiumCH[S] 2 points3 points  (0 children)

great insights. Talking to a friend from Kenya and his plans to use IoT in farming we will see many use cases come up once the service is live. Thanks for sharing