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AST SpaceMobile, Inc. (ASTS) J.P. Morgan 54th Annual Global Technology, Media and Communications Conference May 18, 2026 2:10 PM EDT
Company Participants
Scott Wisniewski - President & Chief Strategy Officer
Conference Call Participants
Sebastiano Petti - JPMorgan Chase & Co, Research Division
Presentation
Sebastiano Petti
JPMorgan Chase & Co, Research Division
Good afternoon, everyone. I'm Sebastiano Petti, and I cover the telecom, cable and satellite space here at JPMorgan. I'd like to welcome Scott Wisniewski, President and Chief Strategy Officer of AST SpaceMobile. Scott, thanks for joining us.
Scott Wisniewski
President & Chief Strategy Officer
Thank you for having me.
Sebastiano Petti
JPMorgan Chase & Co, Research Division
You're live.
Scott Wisniewski
President & Chief Strategy Officer
Can you hear me?
Thank you for having me.
Question-and-Answer Session
Sebastiano Petti
JPMorgan Chase & Co, Research Division
Great. So Scott, just to start, let's zoom out. As we sit here in mid-2026, with BlueBird launching, commercial service activation approaching and the government pipeline accelerating, where are you spending most of your time as President and Chief Strategy Officer?
And more broadly, what are your 2 to 3 highest priority objectives over the next 18 months as you transition from what has primarily been an R&D and manufacturing story into a scaled revenue-generating operating company?
Scott Wisniewski
President & Chief Strategy Officer
Thank you. And for those who don't know us that well, we were founded about a decade ago around the direct-to-device opportunity. That's what we do. That's our entire strategy. It's from space, of course, and we build our own satellites, and we'll be operating them and selling capacity on them. But at its core, we are a direct-to-device pure play. And over the years, I met our founder in January 2019, but over the years telling our equity story, people always ask 3 questions.
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