{ "docId": "019de517-b667-7032-b678-60cbab7ca470", "docSlug": "07f51c44107b2aeabea3c29d11371974", "documentTitle": "AST SpaceMobile | Investor Presentation Deck | 23 slides", "authorId": "ast-spacemobile", "authorName": "AST SpaceMobile", "documentKindSlug": "pitchdeck", "documentKindLabel": "Pitch deck", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2024-01-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7630854, "pageNumber": 7, "pageCount": 23, "prevPage": 6, "nextPage": 8, "slideType": "customer_logos", "function": "establish_context", "density": "overcrowded", "nDataPoints": 1, "notes": null, "elementsJson": null, "metadataConfidence": 1, "imagePath": null, "slideHref": "/slides/019de517-b667-7032-b678-60cbab7ca470/7", "deckHref": "/decks/019de517-b667-7032-b678-60cbab7ca470", "deckJsonHref": "/decks/019de517-b667-7032-b678-60cbab7ca470.json", "deckAnchorHref": "/decks/019de517-b667-7032-b678-60cbab7ca470#slide-7", "components": [ { "bbox": { "h": 0.02, "w": 0.12, "x": 0.13, "y": 0.93 }, "kind": "image", "text": "AST SpaceMobile", "attrs": {}, "subkind": "logo", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "0fb7c61b-afe0-45bc-b7d1-5da873ba8c1e", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.2, "w": 0.45, "x": 0.53, "y": 0.71 }, "kind": "image", "text": "Vodafone AT&T Bell Rakuten Orange Telefonica MTN Smart Africell Ooredoo Telecom Telstra Smartfren TIM Tigo Etisalat Globe Zain STC", "attrs": {}, "subkind": "logo-grid", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "5c8c6b8e-d3ab-4a9d-ad0a-7e24c31523a8", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.2, "w": 0.37, "x": 0.25, "y": 0.71 }, "kind": "image", "text": "AT&T Vodafone Google Rakuten American Tower Bell", "attrs": {}, "subkind": "logo-grid", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "79a44abb-8d40-4c5f-b67d-2703a2e81502", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.49, "w": 0.68, "x": 0.29, "y": 0.12 }, "kind": "image", "text": "AST SpaceMobile potential coverage", "attrs": {}, "subkind": "map", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "ed34912c-1f1f-4880-aaef-e6544b950edb", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.04, "w": 0.23, "x": 0.03, "y": 0.67 }, "kind": "list", "text": "Super-wholesale revenue share model with MNOs", "attrs": {}, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "436b07de-ec03-4eba-a5bb-6abd8e581e25", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.04, "w": 0.23, "x": 0.03, "y": 0.61 }, "kind": "list", "text": "Easy sign-up for cellular subscribers", "attrs": {}, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "475a6f49-44e5-44d5-b1b6-f7ba810a389e", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.05, "w": 0.23, "x": 0.03, "y": 0.54 }, "kind": "list", "text": "Leverages existing 5.5 billion mobile phones and devices", "attrs": {}, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "d8a6345f-ed27-4668-aadc-179e618cce56", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.05, "w": 0.23, "x": 0.03, "y": 0.73 }, "kind": "list", "text": "Intended to drive new MNO partner revenue and reduced churn", "attrs": {}, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "e786f644-4ecd-4d35-8a55-fce336506b40", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.06, "w": 0.69, "x": 0.279, "y": 0.049 }, "kind": "paragraph", "text": "When operational, SpaceMobile service will be available to MNOs on a wholesale basis, with existing relationships spanning nearly all large countries (ex. China/Russia)", "attrs": {}, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "e0f533e1-f3be-4053-aad0-0c4b7d0b5754", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.06, "w": 0.23, "x": 0.019, "y": 0.44 }, "kind": "source-note", "text": "Note: Memoranda of understanding and preliminary agreements are not binding and are subject to negotiation of definitive documentation.", "attrs": {}, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "2da0883a-62c7-4aa5-991b-41b1c491a14d", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.02, "w": 0.16, "x": 0.35, "y": 0.67 }, "kind": "text", "text": "Strategic Investors", "attrs": {}, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "09cff195-f757-4384-95bf-11e80920a2eb", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.01, "w": 0.08, "x": 0.02, "y": 0.93 }, "kind": "text", "text": "ast-science.com", "attrs": {}, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "417d750e-d9f6-443d-a7d5-fb9113657e75", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.02, "w": 0.17, "x": 0.7, "y": 0.67 }, "kind": "text", "text": "Select MNO Partners", "attrs": {}, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "4837bc04-7686-400c-a1bb-16ba1400d800", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.01, "w": 0.01, "x": 0.02, "y": 0.91 }, "kind": "text", "text": "7", "attrs": {}, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "ff0af642-619e-428e-939a-123c7cbec876", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.27, "w": 0.42, "x": 0.029, "y": 0.049 }, "kind": "title", "text": "Top Mobile Network Operators (MNOs) are AST investors, partners and customers", "attrs": {}, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "4bbc88b7-5dd5-4e31-98b6-b81555cd3fe6", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 7, "from": 6, "beatId": "c2d33d56-a5a2-4c45-9bc5-504c226ae854", "arcName": "The Sequoia Pitch", "arcSlug": "sequoia-pitch", "beatName": "Market Size", "beatSlug": "sequoia-pitch-market-size", "evidence": "Slide 6 discusses market sizing and opportunity", "position": 2, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "loops": [ { "to": 23, "from": 3, "name": "Logic Chain", "slug": "01-logic-chain", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "matchId": "dd6ed090-7a51-4ee2-bf73-06bc7f22af73", "evidence": "The deck presents a logical chain of argumentation from problem to solution to traction", "position": 0, "objective": "How can AST SpaceMobile deliver a space-based cellular broadband network?", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "confidence": 0.7, "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }