There's a significant conflict unfolding between AST SpaceMobile (ASTS) and SpaceX over out-of-band emissions rules set by the FCC. Starlink, operated by SpaceX, wants to relax these specifications, claiming they are too difficult to meet. ASTS (Supported by ATT and Veriozon), however, insists on keeping the rules as they are, emphasizing that compliance is achievable with proper engineering.
ASTS has spent seven years developing a solution that fully complies with FCC regulations. They've met with the FCC Commissioner and confirmed their commitment to meeting all the rules—demonstrating that the standards are not only reasonable but also attainable.
SpaceX, on the other hand, is seeking a waiver instead of redesigning its system to comply with existing regulations. Granting such a waiver would undermine the extensive engineering efforts made by companies like ASTS that have invested time and resources to meet these standards. It raises the question: Why should the rules be bent for one company when others have successfully adhered to them?
Major industry players are backing ASTS's stance:
- Verizon has urged the FCC to maintain the current -120 dBW/m²/MHz limit on out-of-band power flux density. They argue that increasing it to -110.6 dBW/m²/MHz, as SpaceX requests, could cause interference with terrestrial services. Verizon also pointed out flaws in T-Mobile's support of SpaceX, noting that their throughput calculations don't apply to supplemental coverage services designed for edge areas rather than high-interference urban zones.
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AT&T presented a detailed analysis to the FCC showing that granting SpaceX's waiver could lead to an 18% degradation in network throughput and potential loss of coverage in some areas due to increased interference. They emphasized that the waiver would harm their primary mobile network, which goes against the purpose of supplemental coverage services meant to enhance, not degrade, existing networks.
Even Omnispace joined the opposition, highlighting the flawed logic in SpaceX's reasoning. They stated, "Two wrongs do not make a right," arguing that allowing one company to break the rules because others might have done so sets a dangerous precedent.
SpaceX recently received temporary approval for text services for 15 days starting October 4, operating on a non-interference basis. Early reports suggest that the service is underwhelming when required to comply strictly with the rules, which perhaps underscores why they are seeking a waiver.
SpaceX's claim of a ASTS becoming a monopoly is a joke! The market for direct satellite-to-phone services is enormous, with an expected demand of $67 billion. There's plenty of room for multiple players, but it's crucial that all entrants respect the established rules to avoid interfering with existing services and networks.
In my oppinion, ASTS has demonstrated that it's possible to develop a compliant and effective solution by adhering to regulations and investing in solid engineering over several years. If SpaceX wishes to participate in this lucrative market, they should commit to meeting the same standards rather than seeking exceptions. Granting their waiver would not only be unfair to companies like ASTS but could also negatively impact other networks and set a concerning precedent for regulatory compliance.
The Drama is long and complicated, I tried to summarize the most recent updates as much as possible…
ASTS vs SpaceX drama regarding FCC regulations
byu/ADropinInfinity inwallstreetbets
Posted by ADropinInfinity
26 Comments
In the very unlikely event, fcc does relax the rules, the asts will be able to deliver even faster and more stable connections than starlink – so a clear winner in any case
Asts leaps📈📈
Important to add to the discussion that Vodafone has also weighed in to provide perspective that this is an issue with international implications as well. It politely reminds the FCC that they, and other international carriers, would likely sue the FCC if they relaxed policies and it impacted their services. It is not simply a matter of if the FCC would cave to pressure from Elon.
RKLB
Got it, puts on ASTS.
Is there a timeline for a decision from the FCC? Or is this a “don’t call us, we’ll call you” type of interactions?
$ASTS market cap is $7 Billion. Elon should just buy them for $10B like he did with the old blue bird.
You missed foreign MNOs also writing to the FCC that if they reneg on the agreed upon rules they will immediately seek legal damages.
SpaceX currently cannot deliver with what they have in orbit
ASTS was always a doomed stock, only the regards on here pump this 💩
Will we see 35 again?
https://elonmusk.today/
Lol.
Yolo life savings on asts stock?
Also to mention, ASTS partner MNOs in Europe also wrote a letter to the FCC telling them not to relax or give waiver or they could get sued (get sued is in between the lines)
SpaceX satellites leak so much radio/electrical interference that earth based radio telescopes are having a hard time doing their jobs. It seems to me that SpaceX satellite emissions should be regulated even more.
Nice succinct summary
Doesn’t asts rely on space x to launch their sats?
If this goes sour can space x just not launch any of their sats out of pettiness?
Got a link to an article about any of this?
Great summary. An alliance of European MNOs also wrote a letter to the FCC threatening litigation if D2D rules are relaxed for Starlink. It’s basically everyone (AST Partners) vs Starlink at this point
Bagholder spotted
Duck Elon
Just sold my last ASTS today to buy more SCHD. Hmm..
I know this isn’t a sub for facts, but this is a really good write up.
If the FCC were to allow -110 that would have major, mahor impacts to wireless networks. Reminder this is on the dB scale, so it doesn’t scale linearly. (Simplifying significantly) -120 is close to the level phones are told to ignore signal sources. (Depends on many factors but) You can have a totally good experience on a wireless network at -110. Allowing that level as an interferer would be wild.
details https://www.reddit.com/r/wallstreetbets/comments/1fv7x9k/comment/lq4uzl1/
These satellites are not geostationary – they circle all around the Earth in relatively fast cycles. How would this affect the rest of the world? Would Starlink keep switching their satellites between multiple modes, depending on what country they were currently flying over?
Starlink owns the launch infrastructure and will iterate rapidly. ASTS is a dinosaur in comparison. Elon will quickly dump and replace his satellites with more powerful Starship optimized ones. The LEO satellites he’s used aren’t even designed to last very long.