Echostar vs ASTS

Original Reddit post

Author compares EchoStar and ASTS as satellite/telecom investments, favoring EchoStar for flexibility and asset floor while acknowledging ASTS's partnerships and coverage thesis.

SATS — LONG The author argues EchoStar is the more flexible investment with multiple product paths and does not depend on a single goal like ubiquitous coverage, reducing execution risk if global coverage timelines slip. They also cite a massive asset floor in intellectual property that ASTS lacks and note EchoStar benefits as SpaceX heats up. Main stated risk is the implicit dependence on SpaceX momentum and coverage delays affecting peers.

Echostar more flexible, more paths, more products.

ASTS — LONG The author sees ASTS as potentially the hottest hook right now with coverage everywhere and no dead zones, framed as the last frontier for telecoms. They note it has real deals and partnerships in place with partners seemingly willing for now. Main stated risk is reliance on a single goal and potential delays in achieving coverage everywhere.

Asts possibly the hottest hook right now coverage everywhere, no dead zones , last frontier for telecoms.