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Positive traction from large European operators and a scalable gateway build could de-risk partnerships and improve the perceived addressable market; near-term catalysts include regulatory approvals and potential commercial deals linked to Satellite Connect Europe.
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AST SpaceMobile announced expanded, Europe-wide integration testing with Vodafone, Orange, Telefónica, Deutsche Telekom, and Vodafone Ukraine through Satellite Connect Europe. The effort aims to deliver space-based broadband directly to standard smartphones, extending coverage across eight countries and Ukraine, as the BlueBird program advances toward commercial deployment. Block 2 satellites are expected to nearly double the 98.9 Mbps peak achieved by Block 1, signaling potential scale in forthcoming partnerships.
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