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Milestone launches, larger constellation and higher speeds improve monetization potential; broad operator partnerships increase revenue visibility and reduce rollout risk, likely supporting multiple expansion catalysts into 2H 2026.
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AST SpaceMobile announced BlueBirds 11-13 will launch from Cape Canaveral in the first half of August, continuing the June success of BlueBirds 8-10 now in orbit. The next-generation 2,400-square-foot arrays are expected to nearly double peak speeds versus Block 1, while leveraging partnerships with around 60 mobile operators and major carriers such as AT&T, Verizon, Vodafone, and Google, supporting a path toward commercial service.
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