AST SpaceMobile, Inc., together with its subsidiaries, designs and develops the constellation of BlueBird satellites in the United States. The company provides a cellular broadband network in space to be accessible directly by smartphones for commercial use and other applications, as well as for government use. Its SpaceMobile service provides cellular broadband services to end-users who are out of terrestrial …
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Competitive advantage assessment
Key strengths
Strong Liquidity BufferLiquidity position is strong (score 1.00), providing operational cushion.
Key risks
Revenue Volatility Signals Weak StickinessRevenue volatility is high (stability score 0.02), suggesting weak customer stickiness.
Below-Peer Operating EfficiencyOperating margin at 1.9th percentile indicates below-peer efficiency.
The dashed ring is the peer median. Defense scores are percentile ranks
against peers, so 50 is roughly the typical company in this group.
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AST SpaceMobile, Inc. ranks #50 of 59
scored companies in Communication Equipment by moat score — the top 85%.
The widest moat in the group is Ubiquiti Inc. (UI)
at 82/100.
Moat scores for companies ranked near ASTS in Communication Equipment
Pricing power is the ability to raise prices without losing volume.
Cost Advantage
Score 5
· 15% of the moat score
A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.
Customer Stickiness
Score 4
· 15% of the moat score
Stickiness is what makes revenue repeat without being re-won every year.
Capital Efficiency
Score 22
· 18% of the moat score
Capital efficiency asks what the company earns on the money tied up in the business.
Resilience
Score 50
· 17% of the moat score
Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.
Scale & Market Position
Score 26
· 15% of the moat score
Scale matters only when it converts into economics.
AST SpaceMobile, Inc. (ASTS) scores 20 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as weak. It ranks #50 of 59 scored companies in Communication Equipment, the top 85%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 58 companies in Communication Equipment. Its strongest defense is Resilience (50/100) and its weakest is Customer Stickiness (4/100).
How does AST SpaceMobile, Inc. compare with other Communication Equipment companies?
AST SpaceMobile, Inc. ranks #50 of 59 scored companies in Communication Equipment by moat score. The widest moat in Communication Equipment is Ubiquiti Inc. (UI) at 82/100. The companies ranked closest are Vislink Technologies, Inc. (VISL) at 23 just above it and Mobilicom Limited (MOB) at 19 just below it.
How is the moat score calculated?
Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 58 companies in Communication Equipment. The defenses are then weighted to produce the overall score out of 100.
Why is AST SpaceMobile, Inc. scored with the Corporate Default template?
Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.
Which competitive defenses are measured for AST SpaceMobile, Inc.?
The Corporate Default template measures 6 defenses, and ASTS scores: Pricing Power (14), Cost Advantage (5), Customer Stickiness (4), Capital Efficiency (22), Resilience (50), Scale & Market Position (26). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.
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