What the CEOs of AST SpaceMobile and Globalstar are saying about the satellite industry today

"We are the only company capable of delivering 4G and 5G and in the future, 6G broadband speed sufficient for voice calls, voice over LTE, live video calls, streaming, and full Internet access directly to unmodified devices. Simply put, we are the first company in the history of commercial satellite manufacturing to produce satellites of our size and power at scale."

"BlueBird 6 is described as the largest ever commercial communication array deploying load at orbit at roughly 2,400 square feet. The Block 2 satellites are roughly 3.5 times larger and 10 times the capacity of BlueBird 1 through 5. Production capacity exiting 2025 supports up to six satellites worth of micron and phased array per month."

"Q4 2025 revenue hit $54.30 million, beating estimates by 28.56% and growing 2,731% year over year. Full-year 2025 revenue came in at $70.92 million, and 2026 guidance calls for $150 million to $200 million. President Scott Wisniewski added the longer view: We see the opportunity in 2027 approaching $1 billion in annual revenue."

AST SpaceMobile and Globalstar represent two distinct approaches to satellite-to-cellular connectivity. AST SpaceMobile, led by CEO Abel Avellan, emphasizes direct-to-device broadband delivery through massive satellite arrays, with BlueBird 6 featuring approximately 2,400 square feet of communication capacity. The company achieved Q4 2025 revenue of $54.30 million, beating estimates by 28.56%, with full-year 2025 revenue at $70.92 million. AST projects 2026 revenue between $150-200 million and potential $1 billion revenue by 2027. The company plans 45-60 satellites in orbit by end of 2026 with monthly launches. Globalstar, led by CEO Paul Jacobs, pursues a different strategy focused on groundwork and sustainable growth. Both companies claim 2026 as their inflection year, revealing fundamentally different philosophies in the competitive satellite connectivity landscape.

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