$AST SpaceMobile(ASTS.US) The main issue this company currently faces is that Block2 requires reliable launch capacity. New Glenn can carry a maximum of 8 satellites at once, Falcon 9 can carry 3-4 at most (under ideal conditions for both), and India's ISRO can carry 1 at a time (with 2 successful launches so far).

Another issue is Block2's manufacturing and delivery capability, but this isn't a major problem, and any delivery delays shouldn't be too long.

The incident with New Glenn has indeed impacted progress and market confidence. However, looking at the successful launch and recovery of the rocket so far, it still demonstrates some capability (after all, New Glenn's rocket is larger than Falcon 9). The next launch will likely still be a single satellite. Only if that is successful might they move to launching 2-4 at a time? Costs will only drop significantly once they can start multi-satellite launches. Once there are more satellites in orbit, orders from operators will follow.

This year's target of 45-60 satellites in orbit heavily relies on New Glenn's multi-satellite launch capability. The second launch cannot fail to reach orbit again, otherwise ASTS's goals will fall seriously behind.

Due to New Glenn being grounded by the FAA for investigation, the next launch will be on a Falcon 9, expected to carry 1-2 satellites, and won't happen until June (Falcon 9 launch priority is NASA + Starship).