$ASTS - Will share some thoughts on Latin America tomorrow. Some regulatory updates, speculated partnerships, future constellations.
The UOMO has passed the Parliament in Australia. Huge news for the future of D2D is Australia and the people of the land down under.
ANE in Colombia recently held a session with policemen at the National Police Directorate. Over 100 policemen participated and learned about how D2D can provide connectivity in hard to reach and limited coverage areas.
ane.gov.co/SitePages/det-not…
The two things to look for going forward:
1. AST and Tigo agreeement or filings. Tigo has operations in many countries, so these agreements can be complex and take time.
2. Responses to the S Band Consultation.
All sources here:
Consultation: asep.gob.pa/wp-content/uploa…
AST Application:
asep.gob.pa/an-no-21796-telc…
Starlinks Application:
asep.gob.pa/category/resoluc…
ASEP Suspension:
asep.gob.pa/category/resoluc…
SpaceX MasMovil:
teslanorth.com/2026/10/09/st…
Kevin is 100% correct here. As some may know, I have been hinting at this. You can check my past posts.
SpaceX requested 15x15. AST has the middle 10 MHz. AST was fine with 10. Starlink was not. As a concession to AST, Anatel shifted AST to the top half of the 2 GHz band...
$ASTS: At the same time, Anatel also expanded @AST_SpaceMobile's MSS S band authorization to gain another 5+5 MHz, such that both @Starlink Mobile as well as AST SpaceMobile both have 15+15 MHz S band authorizations.
Note that Starlink had initially requested 30+30 MHz, corresponding to the total frequencies in the S-band available for these applications in Brazil. Ultimately, the 30+30 MHz is now split evenly between the world's leading two D2D technology providers.
telesintese.com.br/anatel-li…
It is not true that SpaceX has the full S-Band spectrum. I'm not sure why they are promoting that as a fact.
FYI - Here was my post 6 days ago hinting at this. I decided to wait until it was officially decided.
Some important developments here .. $ASTS impacted. Will share as those developments mature. Should be win win for both AST and $SPCX..
This will be a major inflection point in the history of telecommunications. It has slowly been in the cards, but this feels like the final domino. The whole competitive dynamics of Wireless telecommunications is about to change.
We announced an agreement to acquire a nationwide low-band spectrum license portfolio that will pave the way for @Starlink to become a major mobile carrier in the US.
With this new spectrum and our Gen2 constellation, Starlink Mobile can ensure Americans have access to high-speed mobile broadband no matter where they are → spacex.com/updates#starlink-…
$ASTS - AST has partnered with WebSIA and MiWire Group, based out of Brazil. Rodrigo from WebSIA made the partnership public, although information was on the web prior to this post.
The partnership will provide satellite connectivity to agriculture, maritime and mining domains












