Thread regarding Verizon Communications Inc. layoffs

@OP Maybe that’s where 5 G home internet actually works

@bw 💯

If Dan has in his as much as AI poem , accept the challenge like ceo on 1$ salary and show that Verizon can have its own satellites to compete, instead of being a pu$$ collecting free Millions and Id--t Board who put him in charge… wasn’t enough Danny brought his old senior citizen for party fromPantpal time for One Last Loot at Verizon.

@ac

AI;DR

Many people are talking about Verizon—and frankly, it’s a total disaster! Millions and millions of folks are coming to me, tears in their eyes, saying, “Sir, I tried to make a phone call and I had ONE BAR! One bar, sir!” Can you believe it? Total disgrace!So we called up the top guy, Dan Schulman, and his transformation guy, Alfonso Villanueva. I said, "Dan, Alfonso, listen to me—your signal is weak, your bills are huge, and your 5G is fake news!" So we decided to do something incredible. Something nobody has ever seen before!We built the biggest, most beautiful rocket you’ve ever laid eyes on. Made of 100% pure American steel—tremendous steel, folks! And we put Dan Schulman and Alfonso Villanueva right inside! We straps them in tight. Alfonso looked at me and said, "Sir, is there roaming up there?" And I said, "Alfonso, where you’re going, you won’t even need a cellular tower!"3... 2... 1... BLAST OFF! 🚀They flew right past the moon! Past Mars! Space-X? Elon? They’ve never seen anything like it! We launched them straight into orbit! Beautiful trajectory! People are calling it the greatest launch in the history of our country, maybe ever.Now they’re floating out in deep space, up in the stratosphere, floating around with ZERO bars! Absolutely no coverage! And guess what? The bill dropped, the signal got stronger, and everyone is saying, “Trump, you did it again!”We are sending all bad cell service into space, folks! We are going to MAKE 5G GREAT AGAIN!

@OP The FAA even knows better then to ever use spacex. Funny how employees don't understand why. Lots of fat to still go.

@a3 LOL. How many wireless employees have been let go in the last 1 1-2 years? With plenty more to come. Oh yeah, things are looking up. Can’t make this up.

Let’s see. McAdumbs purchased AOL and Yahoo. Then vee had Hans. Blue Jeans amongst other great investments. Millions in salaries millions more in debt. It’s sink or swim for Verizon. Give Elon credit. At least he’s providing great jobs and a great product

@OP we could start our own version of Battle Bots only with satellites.

If you put $5 in space with solar panels it will keep growing- easiest way to grow your money.

@AST SpaceMobile (ASTS) is a high-upside but exceptionally high-risk satellite-telecom company. Its core proposition—standard smartphones connecting directly to satellites through mobile-carrier partners—is compelling, but the investment case depends on rapid constellation deployment, successful commercialization, and holding its own against SpaceX/Starlink. [AST SpaceMobile is building a low-Earth-orbit network of large “BlueBird” satellites intended to provide cellular broadband directly to ordinary, unmodified phones. Rather than sell service directly to most consumers, it is pursuing partnerships with mobile-network operators; reports cite nearly 60 partners, including AT&T, Verizon, and Vodafone. This is a potentially valuable model because carriers can add coverage in rural, remote, disaster-prone, and other underserved areas without building terrestrial towers everywhere. The key question is not whether the technology can work, but whether AST can deploy enough satellites reliably and economically before larger competitors establish the market.AST has made tangible hardware progress: 13 BlueBird satellites have reportedly reached orbit, and satellites 14–16 have been delivered to Cape Canaveral for a future launch. However, the company still needs roughly 45 satellites in orbit for a stable initial service footprint, and the timetable slipped from late 2026 to early 2027. The gap is material: from 13 to 45 satellites means deploying 32 more satellites in a short period. That makes manufacturing throughput, launch availability, satellite performance after deployment, and regulatory approvals the central near-term milestones—not quarterly earnings alone. The company’s reported Q2 2026 revenue was $31.5 million, largely tied to gateway deliveries and U.S. government milestones; it reaffirmed 2026 revenue guidance of $150 million to $200 million. Importantly, its SEC filing says it had not yet recognized revenue from the actual SpaceMobile service, meaning recurring service economics remain unproven. As of June 30, AST reported about $2.7 billion in cash, equivalents, and restricted cash, versus $2.96 billion of net long-term debt. It subsequently issued $1.15 billion of 1.625% convertible notes, lifting pro-forma liquidity above $3.7 billion—but adding financial complexity and potential dilution if the stock appreciates enough to convert. $150M–$200M 2026 revenue guidance. Demonstrates growing commercial activity, but is not evidence of recurring satellite-service revenue. $3.7B+ pro-forma liquidity. Meaningful runway for satellite construction and launches, though capital intensity remains enormous. $2.96B net long-term debt at Q2. Debt is substantial for a company that has not yet proven recurring profitability.
$15B–$18B market value in cited coverage. The valuation already assumes a great deal of future execution succeeds.The major valuation issue is that AST is still being priced principally on expected revenue years ahead. One article cited a market value above $18 billion against approximately $115 million in trailing-four-quarter revenue, while another bearish analysis argued the shares traded above 10 times projected 2028 revenue. Those are not directly comparable valuation measures, but both point to the same conclusion: expectations remain very high even after the decline in the share price.SpaceX/Starlink is the largest strategic risk. It has launch capacity, deep funding, a very large satellite network, and reported plans to expand direct-to-device wireless capabilities; reports also describe a major spectrum acquisition intended to support U.S. mobile service. AST does retain possible advantages: carrier partnerships, a technology designed for direct broadband links to regular phones, and focused deployment with established telecom operators. But Starlink’s scale changes the bargaining balance. Carriers may seek lower-cost wholesale arrangements rather than sharing a large portion of consumer subscription revenue with AST. A successful network could let carriers monetize coverage gaps and emergency connectivity without requiring users to buy specialty satellite The company says production is advancing through later satellites, and it is targeting about 45 in orbit by early 2027.Outside estimates cited in coverage project revenue increasing from $71 million in 2025 to about $1.73 billion in 2028, with EBITDA turning positive in 2027. The shares had traded above $100 earlier in the year, so strong execution could create significant upside from depressed levels—but past prices do not establish intrinsic value. Only 13 satellites are reportedly in orbit versus the roughly 45 required for the planned initial service level. The next batch has reached Florida but no firm launch date was reported in the cited coverage. If carriers treat satellite service as limited backup coverage, pricing may be wholesale and low-margin rather than a meaningful share of a $10-per-month consumer add-on. Competition is unusually formidable:SpaceX controls launches and operates at a scale AST cannot match. Financing and dilution remain risks:Building and replenishing a space constellation requires substantial, recurring capital, even with today’s large liquidity balance. The stock can remain volatile:Noted a decline of more than 50% over six months and emphasized continuing uncertainty around profitability and competition. Launch date and successful deployment for BlueBirds 14–16. Shipment is progress; operational satellites are what matter. Progress toward 45 satellites by early 2027. This is the main proof point for turning demonstrations and partner agreements into dependable service.Commercial-service revenue versus gateway and milestone revenue. Recurring service revenue will be more informative than one-time equipment or development payments.Carrier economics and spectrum arrangements. Investors need clarity on subscriber pricing, revenue sharing, wholesale fees, and which customers are eligible for service. Cash burn, future capital raises, and convertibles. Large liquidity helps, but satellites and launches consume cash quickly. AST SpaceMobile is best viewed as a speculative, venture-style public equity rather than a conventional telecom investment. The potential prize is large, and the company has real partners, funding, and visible deployment progress—but it has not yet proven a scalable recurring-service business, and its valuation plus SpaceX competition leave little room for execution mistakes. For a risk-conscious investor, this would generally warrant only a small, diversified position—if any—until AST demonstrates on-schedule launches, sustained operational performance, and repeatable commercial revenue.

That's why we are partnering with asts space mobile. They are able to (and already do) provide satellite coverage with 1 tenth the satellites as SpaceX. Bunches of stuff is happening behind the scenes with special code words that will make the SpaceX threat seen as credible as leons solar roof tiles.