AST SpaceMobile Podcast

SpaceMob
  • 4.9 (76)
  • Investing
  • 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. 11h ago

    AST SpaceMobile - Blacklift unveiling event

    AST SpaceMobile unveils BlackLift, its own rocket for a 2028 launch. What it means for ASTS stock and direct-to-cell satellites. AST SpaceMobile discusses its new BlackLift launch vehicle, a full composite, three-stage rocket built around Firefly engines and designed to lift only Bluebird satellites. Founder Abel Avellan and President Scott Wisniewski explain why controlling launch matters for the direct-to-cell satellite network, with a first launch targeted for 2028 and up to 72 satellites a year. They also walk through the Midland, Texas factory, where AST SpaceMobile is producing about six satellites a month, with 28 ready to ship and 51 in production. The episode covers the ASIC-powered next-generation satellites, the spectrum strategy, and the plan to reach beta service in the US, Europe, Japan, Saudi Arabia and Canada. AST SpaceMobile also covers its operator partnerships, including the roughly 3 billion devices under agreement, and the $1 billion Japan sovereign system partnership with Rakuten. For ASTS stock holders, the fireside chat digs into the economics: over $3 billion on the balance sheet, several hundred million more CapEx next year, launch costs targeted around 75% lower than market rates, and about $20 million a week spent while satellites wait on the ground. It also covers how third-party launches with SpaceX and Blue Origin fit in until BlackLift flies, and the main technical risk of the engines. 00:00 Introduction 01:19 Why AST SpaceMobile is about execution 03:51 Abel Avellan takes the stage 05:44 60 operators and 3 billion devices 08:54 Inside the Midland factory tour 12:59 Satellite 28 and beta service markets 16:25 Launch schedule and satellite demand 17:36 Spectrum strategy 19:41 Site 4 and the next-gen ASIC 22:42 BlackLift announcement video 26:11 BlackLift design and Firefly engines 34:34 Third-party launches until 2028 36:53 Fireside chat: why build your own rocket 40:23 SpaceX and Blue Origin relationships 43:17 2028 timeline and biggest risks 44:36 CapEx and launch economics 46:55 Expanded addressable market and AI everywhere 51:19 Sovereignty, Starlink contrast and Japan 56:11 Closing takeaways 🎙️ Catch all episodes on Spotify: https://open.spotify.com/show/5u6rTxenTvGw4STNbjswAk 👋 Connect with the host on X: https://x.com/AST_SpaceMobile 👕 Get the Gear: https://spacemob.printify.me/ #astspacemobile #BlackLift #Firefly

    AST SpaceMobile - Blacklift unveiling event

  2. 2d ago

    AST SpaceMobile - Q3 2026 Earnings Call

    AST SpaceMobile's Q3 2026 update: $42.3M revenue, $3.2B cash, a $1B Japan J-LEO subsidy and BlackLift, ASTS's own 20-tonne rocket. AST SpaceMobile walks through its third quarter 2026 business update, covering four milestones: first service, launch capability, government work and capital. The company says it is on track for nationwide direct-to-cell service in the US and other key markets before year end 2026, and reports it validated a satellite-to-ground handover with AT&T. It also covers its spectrum strategy, its 60+ mobile network operator partners and its Block 2 ASIC-enabled Bluebirds. The big new item for ASTS stock is BlackLift, a reusable 20-tonne rocket built around Firefly's Miranda engine technology, with launches planned for late 2028. AST SpaceMobile explains why it wants unconstrained access to orbit alongside its launch agreements covering 100+ Bluebird satellites in 2027 and 2028, plus its DPAS rating for government launches. The team also details the roughly $1B J-LEO non-dilutive funding from Japan and a $1.2B pipeline of additional quasi-government financing. On the financials, management reiterates full-year 2026 revenue guidance of $150M to $200M and walks through Q3 operating expenses, CapEx guidance and the $1.5B convertible notes. The call closes with analyst Q&A on 2027 revenue building blocks, satellite manufacturing at 6 per month, BlackLift launch sites, sovereign constellations, beta trials and what owner's economics could do to Bluebird costs. 00:00 Introduction 02:02 Four milestones of the quarter 05:01 Nationwide service and AT&T handover 06:48 Bluebird launch timeline 07:57 BlackLift rocket explained 11:46 Firefly Miranda engine 15:52 Government, sovereign and J-LEO 18:31 Q3 financial update 28:06 Balance sheet and convertible notes 29:32 Shareholder questions 37:03 Analyst Q&A: 2027 revenue 40:04 BlackLift production and Firefly payments 43:51 Manufacturing and launch visibility 46:03 BlackLift launch pads 48:23 $1.2B non-dilutive financing pipeline 53:04 Rocket reusability and engine confidence 58:07 Beta trials and satellite costs 1:00:48 ASIC shift and Bluebird 11 1:04:23 Sovereign constellations and spectrum 1:07:40 J-LEO funding and MNO partners 🎙️ Catch all episodes on Spotify: https://open.spotify.com/show/5u6rTxenTvGw4STNbjswAk 👋 Connect with the host on X: https://x.com/AST_SpaceMobile 👕 Get the Gear: https://spacemob.printify.me/ #astspacemobile #BlackLift #ASTS

    AST SpaceMobile - Q3 2026 Earnings Call

  3. 2d ago

    AST SpaceMobile: 6 Satellites a Month by December 2026

    AST SpaceMobile Q3 call: D-Pass launch priority, ASIC chips and a $1B Japan subsidy. Why ASTS stock holders called it the best update yet. Anpanman breaks down the AST SpaceMobile Q3 update, starting with the confident tone from management and the new D-Pass priority rating that puts two dual-use launches at the front of the queue in Q1. He covers production, including the goal of 6 satellites per month by December 2026, ASIC chips being added from BlueBird 34, and the shift of the 45-satellite target to mid 2027. He also walks through the launch schedule for BlueBirds 14 through 25 across Falcon 9 and New Glenn, plus early Blacklift details. Next, Anpanman looks at funding and spectrum for this direct-to-cell satellite company. That includes the $1B Japanese government subsidy through J-LEO and Rakuten, the $1.2B pipeline of quasi-government financing, and updates on L-band and S-band in the US, Brazil, Colombia, Chile and Japan. He also covers the $100M Space Force AMTI award, the 16 US government awards, and the T-Mobile question. Finally, he reviews the financials behind ASTS stock: Q3 revenue of $42.3M, reiterated 2026 guidance of $150M to $200M, and the $1B run rate target. He closes with what to expect at Thursday's Blacklift event in New York. 00:00 Introduction 01:21 Confidence and swagger on the call 02:45 D-Pass priority rating explained 04:21 Topics roadmap 04:58 Production: 6 satellites per month 07:41 ASIC now in BlueBird 34 09:48 Factory expansion 10:09 Launch: BlueBirds 14-16 11:06 BlueBirds 17-19 on New Glenn 14:11 BlueBirds 20-25 and D-Pass launches 15:50 45 satellites by mid 2027 16:59 Blacklift development 19:24 Funding: $1B Japan J-LEO subsidy 22:12 $1.2B quasi-government financing 24:49 Spectrum update 27:58 Regulatory and government awards 31:33 T-Mobile and carrier questions 33:03 Finance: revenue and guidance 36:50 Blacklift economics 38:17 Thursday NY event and wrap-up 🎙️ 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/ #astspacemobile #ASTSEarnings #DPass

    AST SpaceMobile: 6 Satellites a Month by December 2026

  4. 3d ago

    AST SpaceMobile Japan J-LEO: $1B Sovereign Satellite Deal

    AST SpaceMobile ASTS lands up to $1B from Japan for the J-LEO satellite constellation with Rakuten. Anpanman breaks down the deal. Anpanman covers the big day for ASTS stock, which rallied almost 17% as risk returned to the market and the space sector bounced. The main focus is the formal J-LEO announcement from Japan: up to $1 billion in government funding over roughly 3 years, a joint venture with Rakuten (51%) and AST SpaceMobile (49%), and an initial constellation of about 50 satellites targeting operations by March 2029. He explains why this sovereign satellite model matters, how data stays in Japan, and how it ties into the wider federated AST SpaceMobile constellation. Anpanman then walks through the direct-to-cell spectrum picture, from Rakuten's 700 MHz service planned for the end of this year to the L-band and S-band spectrum behind J-LEO. He also covers non-dilutive funding options, Japanese self-defense interest, parallels in Europe and the US with AT&T and Verizon, and why he thinks the US government is next. He also recaps last week's news, including the Space Force award, the D-Pass rating, and the Blacklift rocket developed with Firefly engine technology. He previews the earnings call and Thursday's analyst event in New York City, and answers viewer questions on JV economics and the subsidy match. 00:00 Introduction 00:04 ASTS rallies as risk returns 00:52 Iran headlines and market caution 01:08 Japan J-LEO announcement 02:30 Non-dilutive funding options 03:36 Key takeaways: $1B grant over 3 years 04:27 Rakuten JV structure and sovereignty 05:38 New business model and constellation 08:21 Japan resilience and carrier access 09:46 Japanese Self-Defense Force interest 10:30 Spectrum breakdown 13:02 Timeline: D2D launch and March 2029 13:27 Europe and US telco parallels 15:24 Last week's news and Blacklift rocket 19:30 Earnings and Thursday analyst event 20:31 US government next 22:04 Viewer Q&A: JV economics and subsidy match 24:58 Growing L-band and S-band spectrum portfolio 26:27 Wrap-up 🎙️ 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/ #astspacemobile #JLEO #Rakuten

    AST SpaceMobile Japan J-LEO: $1B Sovereign Satellite Deal

  5. 4d ago

    ASTS Is Building Its Own Rocket - Here's Why It's Smart

    AST SpaceMobile's $1.3B Firefly rocket deal explained ahead of Monday earnings and Thursday's NYC event. ASTS stock risks and upside. In this episode, Anpanman digs into AST SpaceMobile's surprise move to partner with Firefly on a purpose-built launch vehicle. He explains why he sees it as an option and a hedge rather than a pivot, and compares it to the Ligado L-band spectrum deal that shocked investors at first but made sense later. He also covers how the launch market has shifted with orbital data centers, fixed wireless, sovereign networks, and direct-to-cell demand all competing for rocket capacity. Anpanman breaks down how the near-term satellite deployment plan was de-risked, including master launch agreements covering over 100 satellites and the DPAS rating that could move military-related launches up the queue. He walks through the deal terms, including the $1.3 billion foundation, the $250 million of engineering support, the engine supply, the possible 2028 first launch, and why he thinks mid-2029 is more realistic. He also addresses the Rocket Lab investor backlash. Finally, Anpanman answers viewer questions on funding and dilution for ASTS stock, covering J-LEO, the XM financing, the Ligado SPV, and possible Office of Strategic Capital support. He also touches on Elon Musk's comments about buying Verizon and whether he has changed his own position size. 00:00 Introduction 01:02 Earnings Monday and Thursday NYC event 01:22 Has the ASTS thesis changed? 02:04 Ligado spectrum lesson as a precedent 05:34 Is AST SpaceMobile becoming a launch company? 06:44 Launch-agnostic strategy continues 07:24 How the launch industry has changed 08:28 Orbital data centers, sovereigns and direct-to-device demand 14:18 De-risking launch with MLAs 16:26 The DPAS rating explained 18:57 Firefly deal terms 19:50 Eclipse design and three stages 24:16 First launch timeline and reusability 28:08 Rocket Lab investor backlash 34:47 Upside and the big commercial cargo customers 36:29 Q&A: funding and dilution 40:03 Musk, Verizon and antitrust 40:51 Position sizing and rocket risk 🎙️ 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/ #astspacemobile #Firefly #ASTS

    ASTS Is Building Its Own Rocket - Here's Why It's Smart

  6. 6d ago

    AST SpaceMobile: Blacklift Rocket With Firefly Explained

    AST SpaceMobile ($ASTS) is building a 20-ton Blacklift rocket with Firefly to launch Bluebirds. Big NYC event Nov 12. Anpanman breaks down the surprise AST SpaceMobile and Firefly deal to build a dedicated 20-ton rocket called Blacklift, designed to deliver up to 5 Bluebird satellites to LEO. He covers how the joint development works, including licensing Firefly's engine technology after 175 Miranda engine hot fire tests, and why a first flight at the end of 2028 will probably slip to 2029. Anpanman also explains why assured launch access matters for the direct-to-cell satellite buildout and for ASTS stock. He covers the 100 satellites secured for launch over 2027 and 2028, the new DPAS rating, the Space Force award, and the push by governments and MNOs for alternatives to Starlink. He weighs the build vs buy economics, the funding and dilution risks, and the extra 400,000 square feet approved in Midland. The second half is live Q&A on reusability, launch pad location, why not buy Firefly or Vulcan, and whether the company can execute. Anpanman also flags the key dates ahead: earnings, the Firefly call, and the New York press event on November 12. 00:00 Introduction 00:38 AST's 20-ton rocket and the Firefly deal 01:46 Joint development and engine licensing 03:29 Why it's called Blacklift 04:38 Why assured launch access matters 07:23 100 satellites secured and DPAS rating 08:54 Space Force award and Starlink alternatives 12:05 Orbital compute and launch demand 13:45 Risks and how it gets funded 15:45 Build vs buy and launch cost savings 19:05 Competing constellations and global demand 21:57 Timing with the SDA award 22:47 Earnings, Firefly call and Nov 12 NYC event 23:56 Q&A: outsourcing, financing and reusability 26:51 Q&A: execution trust and AI data center capex 29:33 Q&A: launch pad, buying Firefly and Vulcan 37:15 Q&A: Starlink kill switch concerns 38:41 Q&A: dilution and announcement timing 40:44 Closing thoughts 🎙️ Catch all episodes on Spotify: https://open.spotify.com/show/5u6rTxenTvGw4STNbjswAk 👕 Get the Gear: https://spacemob.printify.me/ #astspacemobile #Blacklift #Firefly

    AST SpaceMobile: Blacklift Rocket With Firefly Explained

  7. 6d ago

    The Future of Direct-to-Device: Al, Technology Evolution and Unified Networks

    AST SpaceMobile's exec reveals the first seamless satellite-to-tower handover, 60+ MNO deals and 3B reach. What it means for ASTS. Anpanman brings you a keynote and panel from a Nokia-hosted event, with Luis of AST SpaceMobile explaining why the company builds the largest LEO satellites ever and keeps mobile operators in control. He covers the 60+ MNO partnerships with access to 3 billion subscribers, roughly 1 million square feet of manufacturing space, about 60 gateways in various stages of build-out, and why spectrum is now "more like diamond." For ASTS stock watchers, this is a detailed look at the direct-to-cell strategy behind the satellite buildout. The talk then turns to the Nokia AirScale partnership, AI for networks and networks for AI, and the milestone Luis calls unprecedented: a native handover from the terrestrial network to the satellite and back without dropping or losing quality. He also cites GSMA research that 60% of consumers would pay more for universal connectivity and 47% would switch operators, with a 5% to 20% price uplift. In the panel that follows, Skylo, Qualcomm, Anritsu, MDA Space and Airbus debate seamless TN and NTN integration, whether AI will replace standards, satellite SLAs, and whether satellite economics can ever match terrestrial. The episode closes with audience questions on AI-driven beam management and why 3GPP has zero terrestrial bands standardized for NR NTN. 00:00 Introduction 00:59 Luis's background and the Nokia satellite mockup 01:51 AST progress: manufacturing, MNOs, spectrum, gateways 04:15 Technology and strategic investors 05:07 How LEO satellites are disrupting the market 06:30 Why AST puts MNOs in control 08:07 Large satellites and low-band spectrum 09:24 Nokia AirScale partnership 10:59 AI for networks and networks for AI 13:43 NTN, 3GPP and the path to 6G 15:41 First seamless satellite-terrestrial handover 17:57 Can operators make money from satellite? 20:24 Call for MNO collaboration 22:16 Panel kickoff and introductions 30:35 Challenges of seamless TN and NTN integration 41:26 Will AI replace standards? 45:30 Can satellites guarantee an SLA? 51:23 Satellite economics versus terrestrial 1:01:54 Audience Q&A on AI beams and 3GPP spectrum 🎙️ 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/ #astspacemobile #Nokia #DirectToCell

    The Future of Direct-to-Device: Al, Technology Evolution and Unified Networks

  8. Nov 4

    ASTS Stock: Democratic Sweep Is Bullish for AST SpaceMobile

    AST SpaceMobile (ASTS) dipped to $35 as Democrats swept the midterms. Anpanman explains why he bought and sees it as bullish. Anpanman discusses why the Democratic sweep of the House and Senate could be a major tailwind for AST SpaceMobile and ASTS stock. He walks through how the Musk-aligned Republican political environment fed the "lazy trade" of going long SpaceX and short the MNOs and ASTS. He also covers AST's heavy retail ownership and how institutions view the stock compared with names like Rocket Lab and its Iridium acquisition. The conversation then turns to the new scrutiny on SpaceX and Elon Musk. Anpanman covers the Starlink Ukraine inquiry, the EchoStar deal, a possible Boost Mobile transaction, a SpaceX-Tesla merger, and the FCC balance under Brendan Carr. He also covers the Texas flip, Abel's story out of Midland, and SpaceX data center growth. Finally, Anpanman explains why the US military and allies want alternatives to Starlink, citing Golden Dome, MDA Shield, the proliferated warfighter program and FirstNet. He covers the European spectrum allocation in May 2027 and how a satellite direct-to-cell player like AST SpaceMobile fits in. He closes with how hedge funds may reposition and why he sees ASTS as the pure play on these themes. 00:00 Introduction 00:12 ASTS Dips to $35 After the Midterms 01:22 Why a Democratic Sweep Is Bullish 02:02 Trump, Musk and the ASTS Narrative 03:27 SpaceX Enters Mobile 04:08 Retail Ownership and Institutional Views 05:24 The Lazy Short Trade 07:18 Midterm Blowout: Iran, Oil and Inflation 09:49 Texas Flips Blue and Abel's Story 11:25 Musk Loses Political Cover 12:46 Starlink Ukraine and EchoStar Scrutiny 14:34 Boost Mobile and Falcon 9 Pause Speculation 16:34 Data Centers and SpaceX Valuation 18:02 Tesla Merger and FCC Balance 20:45 Boost Deal and a SpaceX Breakup 25:46 Military Wants Alternatives to SpaceX 28:32 Spectrum Allocation in Europe 31:33 Hedge Fund Repositioning 34:26 Rocket Lab, Firefly and Launch Alternatives 37:03 Why ASTS Is the Pure Play 🎙️ 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/ #astspacemobile #ASTS #SpaceX

    ASTS Stock: Democratic Sweep Is Bullish for AST SpaceMobile
See All (243)

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
    243
  • Rating
    Clean
  • Copyright
    © SpaceMob
  • Show Website
    AST SpaceMobile Podcast

You Might Also Like