AST SpaceMobile Podcast

SpaceMob
  • 4.9 (76)
  • Investing
  • Updated Daily

AST SpaceMobile Podcast brings you the latest updates, insights, and discussions surrounding AST SpaceMobile’s mission to build the first space-based cellular broadband network. Featuring republished X Spaces sessions hosted by @thekookreport and @spacanpanman, the podcast dives deep into the company’s groundbreaking technology, market opportunities, and industry trends. Additionally, we repost AST SpaceMobile’s earnings calls, providing direct access to financial updates, strategic milestones, and key announcements straight from the source. Contact @redrum_2001 on X if you have questions.

  1. 1d ago

    AST SpaceMobile - Space-Based Sensing and Targeting Confirmed

    AST SpaceMobile just got confirmed for space-based sensing and targeting - Kook breaks down the SDA filing and a $68 vs $210 price target debate. Kook opens with the weekend chaos around a Spanish analyst named Amerito whose bearish $210-to-$68 DCF on $ASTS stock sparked a firestorm, and walks through why discount rate assumptions and duration risk make academic finance models misleading for a high-growth satellite name like AST SpaceMobile. The episode digs into the Porsche versus Toyota analogy for premium direct-to-cell pricing, Ron Baron's simple big-picture investing style, and why taking first-mover advantage in satellite connectivity locks out future competitors. Kook also covers fresh developments in Japan with Rakuten and JLEO, Europe's Iris2 and Satellite Connect Europe efforts, and an SDA filing revealing AST SpaceMobile is being tested for space-based sensing and targeting. Finally, Kook explains why Starlink may be quietly abandoning direct-to-cell in favor of AI data centers in space, breaks down T-Mobile blocking Starlink's MVNO ambitions, discusses spectrum scarcity and FCC moves to unlock more bandwidth, and gives an update on satellite production, BW11 tracking, and the new Amazon-AT&T Leo satellite partnership. 00:00 Introduction and AI regulatory capture chaos 00:41 Spain reacts to Amerito's bearish $ASTS analysis 07:03 Breaking down the DCF and discount rate debate 10:09 Duration risk and why academic finance fails on $ASTS 11:07 The Porsche vs Toyota analogy for $ASTS pricing 14:44 Segmented markets and emergency communications 19:00 Learning from Ron Baron's simple investing style 21:06 Why taking first mover advantage locks out competitors 25:34 Japan, Rakuten, and military use cases 26:41 Europe's Iris2 and Satellite Connect Europe 28:53 Scott Wisniewski's tens of billions revenue comment 31:48 T-Mobile blocks Starlink MVNO plans 32:19 Hybrid network architecture explained 34:55 Why Starlink may be abandoning direct-to-cell 39:09 SDA filing reveals space-based sensing and targeting 46:37 Oversubscription economics and spectrum scarcity 54:55 Satellite production updates and BW11 tracking 1:01:35 Amazon and AT&T Leo satellite partnership 1:02:40 Closing thoughts on investing through volatility 🎙️ Catch all episodes on Spotify: https://open.spotify.com/show/5u6rTxenTvGw4STNbjswAk 👋 Connect with the host on X: https://x.com/thekookreport 👕 Get the Gear: https://spacemob.printify.me/ 📩 AST SpaceMobile Podcast Newsletter: https://ast-spacemobile-podcast.beehiiv.com/ #astspacemobile #Starlink #DirectToCell

    AST SpaceMobile - Space-Based Sensing and Targeting Confirmed

  2. Sep 8

    AST SpaceMobile: Japan Files 136-Satellite Constellation at ITU

    AST SpaceMobile ($ASTS) update: Japan files a 136-satellite constellation at the ITU as Europe's big carriers move to counter Starlink. In this episode, Anpanman breaks down why sovereignty has become the defining theme for AST SpaceMobile and the broader satellite sector. He walks through Japan's MIC filing with the ITU for a 136-satellite 'J-Bluebird' constellation on behalf of the Rakuten and AST SpaceMobile joint venture, filed on September 4th, and explains how it ties into Japan's plans for a golden dome-style, multi-layer defense and communications network. Anpanman also covers a Bloomberg report that Europe's top four carriers - Vodafone, Deutsche Telekom, Orange and Telefonica - are in talks to form a joint venture using AST SpaceMobile to counter Starlink for 2GHz MSS spectrum, alongside the UK's new $7.8 billion sovereign space initiative. He highlights Berenberg's initiation of coverage on ASTS stock, including a scenario where a T-Mobile deal could add $1.1 billion in EBITDA by 2030 and roughly $29 per share of value. Rounding out the episode, Anpanman discusses board member Adriana Cesneros's open-market stock purchase, the status of Bluebird satellites 14 through 16 and the timing of the next launch, recent military contract awards, and shares his perspective on tuning out noise and trolls while holding conviction through drawdowns. 00:00 Introduction and Labor Day catch-up 01:38 Sovereignty becomes the episode's key theme 02:31 Japan's MIC files 136-satellite constellation at ITU 05:01 Japan's golden dome-style defense network 05:54 How Starlink's Ukraine on/off switch changed everything 07:36 The risk of relying on one vertically integrated company 08:56 Europe's big four MNOs and SatCo Europe 09:26 Deutsche Telekom joins as an AST testing partner 12:38 UK unveils $7.8 billion sovereign space initiative 15:36 Why Starlink and Amazon's architecture clashes with sovereignty 17:52 Inside the J-LEO federated constellation economics 21:34 Why Starlink Mobile was the best thing to happen to AST 27:26 Bloomberg: Europe's big four in talks on anti-Starlink venture 35:56 Berenberg initiates coverage and models $29/share T-Mobile upside 41:26 Board member Adriana Cesneros buys AST stock 44:16 Launch update: no September launch, October targeted 45:25 Upcoming MNO conference appearances this week 46:43 On trolls, noise, and holding conviction through drawdowns 1:03:49 Closing thoughts: direct-to-device becomes a necessity 🎙️ Catch all episodes on Spotify: https://open.spotify.com/show/5u6rTxenTvGw4STNbjswAk 👋 Connect with the host on X: https://x.com/spacanpanman 👕 Get the Gear: https://spacemob.printify.me/ 📩 AST SpaceMobile Podcast Newsletter: https://ast-spacemobile-podcast.beehiiv.com/ #astspacemobile #Sovereignty #Starlink

    AST SpaceMobile: Japan Files 136-Satellite Constellation at ITU

  3. Sep 8

    Is AST SpaceMobile Becoming Space's Next Hyperscaler?

    AST SpaceMobile's BW11 satellite remains undeployed - Kook explains why, plus Adriana Cisneros just sent a bullish signal on $ASTS stock. Kook dives into the mystery of Bluebird 11 not yet deploying, citing heightened solar activity and Labor Day staffing levels as the likely explanations, while noting the company's FCC filing confirming the satellite is otherwise nominal. He also highlights AST SpaceMobile director Adriana Cisneros buying ASTS stock as a confidence signal following August's momentum-driven selloff across the space sector. Kook explores AST SpaceMobile as the satellite industry's true hyperscaler, pointing out the company launched satellite capacity equal to four Iridium constellations in just the past few months. He contrasts this with Viasat's talent exodus and dissects Starlink's direct-to-cell service as a repurposed IOT product compared to ASTS's true indoor connectivity capability. The episode also covers hiring signals pointing to a potential Anduril radar partnership, Vodafone's enterprise use cases for satellite connectivity, and a Berenberg research note modeling how T-Mobile inclusion could boost 2030 EBITDA estimates. Kook closes by firing back at David Einhorn's dismissive SpaceX bubble comments and reviewing the latest updates on the European JV and Japan. 00:00 Introduction & Labor Day Catch-Up 00:11 BW11 Deployment Mystery Explained 04:02 FCC Letter Confirms Nominal Status 04:18 Adriana Cisneros Buys ASTS Stock 06:42 Viasat Talent Exodus vs ASTS Hiring 09:44 ASTS as Space's Hyperscaler 11:42 Starlink Direct-to-Cell "Red Herring" 12:43 Anduril Radar Hiring Speculation 14:36 The iTunes Phenomenon and Global MNOs 16:16 J Leo, Europe & All-Time High Chart 20:45 David Einhorn's SpaceX Bubble Take 25:41 Gavin Baker on Space Data Centers 29:30 Vodafone Enterprise Use Cases 30:34 Barons Coverage & Berenberg Report 33:01 Momentum Unwind Across Space Stocks 35:10 Dedicated Blackbird Shell for Radar 36:18 2degree, Rakuten & US Mobile Updates 38:37 Closing Thoughts 🎙️ Catch all episodes on Spotify: https://open.spotify.com/show/5u6rTxenTvGw4STNbjswAk 👋 Connect with the host on X: https://x.com/thekookreport 👕 Get the Gear: https://spacemob.printify.me/ 📩 AST SpaceMobile Podcast Newsletter: https://ast-spacemobile-podcast.beehiiv.com/ #astspacemobile #Hyperscaler #DirectToCell

    Is AST SpaceMobile Becoming Space's Next Hyperscaler?

  4. Sep 3

    Why AST SpaceMobile Could Hit $242 (Read by AI)

    Bahrenberg initiates AST SpaceMobile ($ASTS) coverage with a Buy rating and $92 price target - here's the full thesis. In this episode, Bahrenberg walks through the full initiation report on AST SpaceMobile, breaking down why ASTS stock is positioned as the only proven space-based direct-to-cell broadband provider. The discussion covers ASTS's 60+ MNO partnerships covering roughly 3 billion subscribers, its spectrum moat of 45 MHz of L-band and 60 MHz of S-band, and a revenue model projected to scale from $655 million in 2027 to $4.5 billion by 2030. Bahrenberg also details the long list of near-term catalysts: Japan's J-Leo satellite project and its up to $1 billion in government funding, the accelerating satellite launch cadence toward 45+ Bluebirds, new defense contracts under the Golden Dome and Halo Europa programs, the upcoming FCC beta service launch, and the pending Grain management spectrum decision. Finally, the episode explores the competitive landscape with Starlink, the potential for a T-Mobile partnership through the AT&T-Verizon direct-to-device JV, and Bahrenberg's full valuation framework - including a $242 blue sky scenario and a $23 bear case with a possible spectrum-based valuation floor. 00:00 Introduction 00:36 Bahrenberg Initiates Coverage on $ASTS 01:41 60+ MNO Partnerships Explained 02:17 The Spectrum Moat 03:05 Revenue and Profitability Inflection 03:59 A Story Rich With Catalysts 04:49 Key Catalysts Overview 04:57 Japan's J-Leo Project 07:21 Satellite Launches and Cadence 08:41 Defense Awards and Golden Dome 10:17 Beta Service Begins 12:48 Grain Management Spectrum Opportunity 14:44 FCC Approval of Ligado 15:27 T-Mobile: The Potential Third Chair 19:09 Starlink: A $10 Billion Foe 21:38 Grain Management as an On-Ramp 22:34 Chris Sambar's Move to T-Mobile 27:05 Valuation Framework 28:46 Blue Sky and Bear Case Scenarios 30:49 Closing Notes 🎙️ Catch all episodes on Spotify: https://open.spotify.com/show/5u6rTxenTvGw4STNbjswAk 👋 Connect with the host on X: [X Profile Link] 👕 Get the Gear: https://spacemob.printify.me/ 📩 AST SpaceMobile Podcast Newsletter: https://ast-spacemobile-podcast.beehiiv.com/ #astspacemobile #ASTS #Starlink

  5. Aug 31

    $ASTS Could Rip 10-20X From Here

    AST SpaceMobile hits satellite 48 in production as Bluebird 14 completes - Kook breaks down why $ASTS still has 10-20X upside despite the selloff. In this week's episode, Kook tackles the brutal sentiment across satellite and space stocks, comparing AST SpaceMobile's chart to Rocket Lab, Redwire, and Planet Labs to argue this is dispersion within a sector selloff, not a bubble bursting. He pushes back on technical analysis-driven bearishness and explains why he remains focused on fundamentals over short-term chart patterns. Kook covers the latest AST SpaceMobile production update, with Bluebird 14 complete and satellites 15 and 16 nearing completion, plus work-in-progress now extending through satellite 48. He highlights the 2degrees New Zealand mobile test as further third-party validation of direct-to-cell technology, and explains the hybrid network architecture that has MNOs excited about closing coverage gaps. The episode also digs into the Grain Management spectrum opportunity flagged by Deutsche Bank, valuation comparisons against AT&T, and the emerging data centers in space narrative following Star Cloud's $250 million raise and ASTS's own compute capability plans for satellites 47 and 48. Kook wraps with launch capacity updates on SpaceX, Blue Origin, and Japan's H3 rocket, plus a theory on the $100 billion Situational Awareness unwind driving the recent collapse in implied volatility. 00:00 Introduction - market sentiment hits rock bottom 02:19 Comparing $ASTS to Rocket Lab's chart pattern 06:51 Bluebird satellite production update 09:00 Why Kook ignores near-term guidance misses 13:05 Charts vs fundamentals - looking through the windshield 18:32 2degrees New Zealand direct-to-cell demo 22:00 Hybrid network architecture and coverage gaps 24:31 Grain Management spectrum and Deutsche Bank analysis 26:24 Valuing $ASTS against AT&T and Clear Street forecasts 30:02 Gwen Shotwell's Starlink car story 31:18 Satellite WIP and production pipeline 32:11 Launch capacity - Japan, Blue Origin, SpaceX 35:47 Data centers in space and the Star Cloud raise 44:36 Innovator's dilemma and satellite market disruption 45:23 SpaceX small cell plan and Earl Lum's critique 47:43 Situational Awareness unwind and volatility 55:56 Closing thoughts - stay alive, stay grateful 🎙️ Catch all episodes on Spotify: https://open.spotify.com/show/5u6rTxenTvGw4STNbjswAk 👋 Connect with the host on X: https://x.com/thekookreport 👕 Get the Gear: https://spacemob.printify.me/ 📩 AST SpaceMobile Podcast Newsletter: https://ast-spacemobile-podcast.beehiiv.com/ #astspacemobile #DirectToCell #DataCentersInSpace

    $ASTS Could Rip 10-20X From Here

  6. Aug 29

    The Antonov Just Landed - Here's What It Means for ASTS

    AST SpaceMobile ($ASTS) craters to $58 as Fed rate fears crush high-beta stocks. New Antonov delivery hints at a Q4 production surge. Anpanman breaks down a brutal day for the market after Fed's Worsh turned hawkish, sparking September rate hike fears that hammered high-beta names across the board. AST SpaceMobile stock got caught in the sector-wide selloff alongside crypto, quantum, and neo-cloud names, even as SpaceX held up better thanks to its growing neo-cloud leasing revenue with Google and Anthropic. On the fundamentals side, Anpanman digs into why Bluebird 14, 15, and 16 got delayed, tying it to testing issues the team likely caught and fixed before shipment. He covers the latest satellite due diligence, including new boxes spotted at the Odessa facility and an Antonov delivery carrying 7-8 composite rings from India, both signs that AST SpaceMobile is pushing to ramp production and launch cadence into the end of the year now that SpaceX's Falcon 9 manifest has freed up. The episode also covers AST's famously conservative PR approach, the $125 million in military awards disclosed quietly on the Q2 call, the $1.3 billion contracted backlog, and speculation on a fourth US MNO tied to the AT&T-Verizon-T-Mobile joint venture. Anpanman closes with a heartfelt warning about margin and options trading in volatile markets, plus a reminder to protect your mental health through the drawdown. 00:00 Introduction 00:46 Fed's Worsh Goes Hawkish - Rate Hike Fears 02:38 True Inflation Data vs Fed Narrative 04:03 Market Selloff: High-Beta Sectors Get Crushed 06:16 Venezuela Oil and Strait of Hormuz Update 07:35 Why AST SpaceMobile Isn't the Reason Space Stocks Are Down 10:46 SpaceX's Resilience: Neo-Cloud Revenue Breakdown 17:50 Bluebird 14-16 Delay Explained 21:50 5 Boxes Spotted at Odessa Facility 22:41 AST's Conservative PR Philosophy 25:16 $125M in Military Awards - No PR Needed 31:39 Comparing AST's Fundamentals Today vs 2023 36:41 Antonov Lands With 7-8 Composite Rings 40:39 Falcon 9 Manifest Opens Up for More Launches 53:34 Q&A: Citadel's Heavy Trading Activity 1:01:18 Troll Comment and Company Rebuttal 1:04:16 Margin and Options: A Warning to Investors 1:09:29 Closing Thoughts and Mental Health 🎙️ Catch all episodes on Spotify: https://open.spotify.com/show/5u6rTxenTvGw4STNbjswAk 👋 Connect with the host on X: https://x.com/spacanpanman 👕 Get the Gear: https://spacemob.printify.me/ 📩 AST SpaceMobile Podcast Newsletter: https://ast-spacemobile-podcast.beehiiv.com/ #astspacemobile #SpaceX #FederalReserve

    The Antonov Just Landed - Here's What It Means for ASTS

  7. Aug 24

    Why SpaceX Secretly Fears $ASTS (Insider Call Leaked)

    AST SpaceMobile ($ASTS) news: White House unveils new space policy, SpaceX's MNO strategy backfires, and Grain spectrum drama heats up. Kook breaks down the White House's new National Space Transportation Policy signed on August 20th, framing it as a generational tailwind for AST SpaceMobile and the broader satellite direct-to-cell industry, drawing parallels to past government-driven capital cycles like the housing boom and China's commodity supercycle. Kook then unpacks insider commentary from a SpaceX expert call revealing that SpaceX systemically dismissed ASTS as a competitor, and explains how SpaceX's aggressive MNO strategy - including demands for upfront payments - pushed Verizon, AT&T and Vodafone toward ASTS instead, culminating in the new Vodafone Portugal direct-to-cell deal. Finally, Kook digs into the Grain spectrum saga, Elon Musk's denial of a SpaceX bid, FCC filings hinting at an existing ASTS-T-Mobile testing agreement now tied to the MNO joint venture, the ongoing Ligado FCC docket, and Goldman Sachs' forecast of a $1.8 trillion space economy by 2035. 00:00 Introduction 01:36 White House National Space Transportation Policy 04:00 Historical parallels: China, oil, and tooling phases 07:05 Government thumb on the scale and liquidity flows 10:39 SpaceX expert call: dismissing ASTS as a competitor 13:02 Why MNOs chose ASTS over SpaceX 17:51 T-Mobile and the SpaceX pressure release theory 18:52 Vodafone Portugal deal and stock reaction 20:39 Tooling phase and the AST SpaceMobile vision 23:05 Grain spectrum, Ligado and gray zone coverage 24:23 Elon Musk denies SpaceX spectrum bid 26:10 Game theory of the Grain spectrum sale 32:03 FCC filing clues: ASTS, T-Mobile and AT&T 36:57 Goldman Sachs $1.8 trillion space economy forecast 41:02 Comparing ASTS to Rocket Lab and Redwire 42:23 Crypto tangent: Hyperliquid 43:26 Looking ahead: shipments, Grain, Ligado, JSAT 🎙️ Catch all episodes on Spotify: https://open.spotify.com/show/5u6rTxenTvGw4STNbjswAk 👋 Connect with the host on X: https://x.com/thekookreport 👕 Get the Gear: https://spacemob.printify.me/ 📩 AST SpaceMobile Podcast Newsletter: https://ast-spacemobile-podcast.beehiiv.com/ #astspacemobile #SpaceX #Ligado

    Why SpaceX Secretly Fears $ASTS (Insider Call Leaked)

  8. Aug 22

    AST SpaceMobile: AT&T COO's Bullish Grain Spectrum Post

    AT&T's COO just gave AST SpaceMobile a massive public endorsement over Grain Management's 800MHz spectrum test. Here's why it matters. Anpanman breaks down AT&T COO Jeff McElfresh's LinkedIn post congratulating AST SpaceMobile on receiving an FCC Special Temporary Authority to test Grain Management's 800MHz spectrum for satellite direct-to-cell service. Anpanman explains why the timing and wording of the post, published before the Bloomberg article on Grain's spectrum sale, ranks among the most bullish signals for ASTS stock in recent memory. The discussion covers how Grain Management's 800MHz spectrum sits directly adjacent to AT&T and Verizon's 850MHz holdings, potentially allowing for wider combined channels for satellite-based connectivity. Anpanman ties this to McElfresh's reference to AT&T's satellite joint venture, suggesting the carriers, including T-Mobile which has economic upside tied to Grain's spectrum, may be coordinating closely with AST SpaceMobile rather than competing for the spectrum. Anpanman also addresses the Bloomberg report claiming Grain is seeking $6 billion for its spectrum and that AST SpaceMobile or SpaceX could be interested buyers, noting John Slinky's denial and speculating on what a first round of interest expected in early September could reveal. The episode wraps with a note that satellite shipping updates for AST SpaceMobile are expected imminently. 00:00 Introduction 00:19 AT&T COO's LinkedIn Post on Grain Management 01:38 Jeff McElfresh's Close Ties to AST SpaceMobile 02:07 Breaking Down the LinkedIn Post 04:05 Grain's 800MHz vs AT&T/Verizon 850MHz Spectrum 04:35 Implications for the Carrier Joint Venture 05:03 Bloomberg's $6 Billion Grain Spectrum Report 06:19 T-Mobile's Economic Stake in Grain Spectrum 06:33 First Round of Interest Due Early September 07:17 Shipping Update and Closing Thoughts 🎙️ Catch all episodes on Spotify: https://open.spotify.com/show/5u6rTxenTvGw4STNbjswAk 👋 Connect with the host on X: https://x.com/spacanpanman 👕 Get the Gear: https://spacemob.printify.me/ 📩 AST SpaceMobile Podcast Newsletter: https://ast-spacemobile-podcast.beehiiv.com/ #astspacemobile #GrainManagement #ATT

    AST SpaceMobile: AT&T COO's Bullish Grain Spectrum Post
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4.9
out of 5
76 Ratings

About

AST SpaceMobile Podcast brings you the latest updates, insights, and discussions surrounding AST SpaceMobile’s mission to build the first space-based cellular broadband network. Featuring republished X Spaces sessions hosted by @thekookreport and @spacanpanman, the podcast dives deep into the company’s groundbreaking technology, market opportunities, and industry trends. Additionally, we repost AST SpaceMobile’s earnings calls, providing direct access to financial updates, strategic milestones, and key announcements straight from the source. Contact @redrum_2001 on X if you have questions.

Information

  • Creator
    SpaceMob
  • Years Active
    2025 - 2026
  • Episodes
    215
  • Rating
    Explicit
  • Copyright
    © SpaceMob
  • Show Website
    AST SpaceMobile Podcast

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