Analysis · PPTX · version 1.0
Direct-to-device: a board briefing
The seven-part analysis distilled to sixteen slides a CTO can present, with every figure showing its source on the slide that carries it.
Free. No sign-up, no email required, no interstitial. Share it with whoever needs it.
Who it is for
A CTO or head of strategy who has been asked by their board what the satellite plan is.
What is in it
- Sixteen slides: what is deployed, what it costs, what the physics allows, what the spectrum is worth, who can afford it, and what happens next
- Native charts for AST’s capex against revenue, the $/MHz-POP benchmarks and the carriers’ discretionary cash
- Two scenarios with no probability attached to either, and the observable indicators that would tell you which is happening
- A method-and-limits slide, because a board briefing that cannot say what it does not cover is a sales deck
What it will not do
It attaches no probability, forecast or recommendation to either scenario. The source analysis does not, and neither does the deck.
Sources
FCC licence records and orders; company Forms 10-K, 10-Q and 8-K via SEC EDGAR; FCC auction results. Retrieved 17 September 2026.
The analysis behind it
If you use this and find an error, tell us at hello@blueprysm.com and we will correct it and say what changed. Last updated 29 September 2026.