AST SpaceMobile (ASTS) Stock: Vodafone Partnership Launches European Satellite Network

TLDR

• AST SpaceMobile and Vodafone announced a joint venture to build a European satellite constellation with a German operations center near Munich or Hannover.
• The partnership targets the satellite-to-phone market expected to exceed $10 billion by 2033, with 21 EU member states expressing interest.
• AST SpaceMobile operates six satellites and plans to reach 60 by 2026, competing against Starlink’s 8,000-plus satellite fleet.
• Commercial service is set to begin in 2026, offering broadband, public protection, and disaster relief communications across Europe.
• ASTS stock dropped 7.25% to $65.28, down 13.33% over the past month ahead of November 10 earnings report.

AST SpaceMobile and Vodafone unveiled plans Friday to create a Europe-focused satellite constellation. The joint venture will provide satellite-to-smartphone connectivity for commercial and government customers.

Germany will host the European operational center. The companies are evaluating sites near Munich or Hannover for the facility.

Vodafone already owns a stake in AST SpaceMobile. The partnership creates a structure where both companies will manage the project together.

AST SpaceMobile, Inc., ASTS

The satellite-to-phone connectivity market is expanding rapidly. Consulting firm Novaspace estimates the market could top $10 billion by 2033.

Market Competition and Scale

The announcement follows Starlink’s Thursday deal with telecoms group Veon for direct-to-cell connectivity. That agreement gives SpaceX potential access to 150 million customers across Veon’s markets.

SpaceX also purchased U.S. spectrum licenses from EchoStar for $2.6 billion. The company continues expanding its mobile user reach.

AST SpaceMobile currently operates six satellites. The company wants to deploy up to 60 satellites by 2026.

Starlink maintains more than 8,000 satellites in orbit. The scale difference between the two competitors is substantial.

European Coverage Plans

The German center will serve mobile network operators throughout Europe. Services include broadband internet, public protection, and disaster relief communications.

The system features a command switch for oversight and security. Communication encryption and satellite control over Europe are included.

Operators in 21 EU member states have shown interest. The satellites will beam telephone signals from space to Earth.

Commercial operations start in 2026. That timeline matches AST SpaceMobile’s satellite deployment schedule.

Stock Performance and Earnings

ASTS shares rose about 2% in premarket trading Friday. Vodafone shares remained flat in London.

The stock faced pressure earlier in the week. AST SpaceMobile closed down 7.25% at $65.28 in its most recent session.

That decline exceeded the S&P 500’s 1.12% drop. The Dow fell 0.84% the same day.

ASTS shares have fallen 13.33% over the past month. The Computer and Technology sector gained 3.58% during that period.

The company reports earnings November 10, 2025. Analysts expect EPS of -$0.18, improving 25% from the prior-year quarter.

Revenue projections show stronger growth. The consensus estimate is $20.74 million, up 1785.45% year-over-year.

Full-year forecasts call for EPS of -$0.98 on revenue of $53.9 million. Those numbers represent a 48.48% increase in losses but 1119.96% revenue growth versus last year.

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