The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Chris Quilty - Quilty Analytics - Analyst
: Thanks, just a first question on the Micron's and bringing those in-house. When you look at the supply chain for the Micron manufacturing, are
there any elements of that that were you view is particularly difficult or where you might have pricing issues relative to a vendor that might have
had higher volumes associated with certain components in order to manufacture them?
Question: Chris Quilty - Quilty Analytics - Analyst
: Perfect. Second question, with the redomiciling for regulatory purposes to the US, how does that impact your standing in any regulatory filings or
does it?
Question: Chris Quilty - Quilty Analytics - Analyst
: Very good. Thank you. I'll circle back in the queue.
Question: Mike Crawford - B. Riley Financial - Analyst
: Thank you. I heard that you're putting five BlueBirds on a Falcon 9 at the end of the summer. How many Blocks 2s can you fit on to the launch that
you're looking for in December and the March timeframe? And sounds like that's from a different launch provider, not SpaceX.
REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us
consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies.
APRIL 01, 2024 / 9:00PM, ASTS.OQ - Q4 2023 AST SpaceMobile Inc Earnings Call
Question: Mike Crawford - B. Riley Financial - Analyst
: Okay, thank you. And then you previously disclosed you intent to enable initial service in Japan in 2026, how many Block 2's need to be in service
for you to be able to implement service in Japan.
Question: Mike Crawford - B. Riley Financial - Analyst
: Okay. Thank you. And then a final question just relates to your new strategic partner, Google. So I know your service works with just any phone
that people already have, but are there certain things that Google could do to say Android operating system to make those phones connect even
better with your network? Thank you.
Question: Mike Crawford - B. Riley Financial - Analyst
: All right. Thank you very much.
Question: Benjamin Soff - Deutsche Bank Securities Inc. - Analyst
: Hey, guys, thanks for taking the question. My first one is just on the government contract. Is there any additional color you can provide on the type
of service you're providing? And just generally, how do you think about the market opportunity to work with government agencies in the US and
abroad? And then I have a follow-up.
Question: Benjamin Soff - Deutsche Bank Securities Inc. - Analyst
: Great. And then my second question is on the Block 2 satellite. Obviously, there's been a lot of moving pieces over the last couple of years. And I'm
just wondering what your latest thoughts are on the timing and costs for these last two satellites? And has there been any changes recently?
Question: Benjamin Soff - Deutsche Bank Securities Inc. - Analyst
: Helpful. Thank you.
REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us
consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies.
APRIL 01, 2024 / 9:00PM, ASTS.OQ - Q4 2023 AST SpaceMobile Inc Earnings Call
Question: Chris Schoell - UBS Securities LLC - Analyst
: Great. Thank you for the Block 1 satellites. Can you just update us on how you're thinking about initial use cases and expected revenue generation
as you await more continuous coverage? And then once in orbit, can you also remind us the timeline for testing and calibrating those satellites?
And what are the key milestones that you need to reach to commence commercial service? Thank you.
Question: Chris Schoell - UBS Securities LLC - Analyst
: That's helpful. Thank you. And I appreciate your dialogue with potential M&O customers is likely ongoing, but any update you can give on where
your discussions stand? And are you seeing interest beyond the already announced set of partners that you have?
Question: Chris Schoell - UBS Securities LLC - Analyst
: Great. Thank you for all the color.
| 
