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AST SpaceMobile Podcast: Daily Summaries Delivered
by SpaceMob
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.
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- Today1h 12m
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 Introduction02:02 Four milestones of the quarter05:01 Nationwide service and AT&T handover06:48 Bluebird launch timeline07:57 BlackLift rocket explained11:46 Firefly Miranda engine15:52 Government, sovereign and J-LEO18:31 Q3 financial update28:06 Balance sheet and convertible notes29:32 Shareholder questions37:03 Analyst Q&A: 2027 revenue40:04 BlackLift production and Firefly payments43:51 Manufacturing and launch visibility46:03 BlackLift launch pads48:23 $1.2B non-dilutive financing pipeline53:04 Rocket reusability and engine confidence58:07 Beta trials and satellite costs1:00:48 ASIC shift and Bluebird 111:04:23 Sovereign constellations and spectrum1:07:40 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
- Today42 min
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 Introduction01:21 Confidence and swagger on the call02:45 D-Pass priority rating explained04:21 Topics roadmap04:58 Production: 6 satellites per month07:41 ASIC now in BlueBird 3409:48 Factory expansion10:09 Launch: BlueBirds 14-1611:06 BlueBirds 17-19 on New Glenn14:11 BlueBirds 20-25 and D-Pass launches15:50 45 satellites by mid 202716:59 Blacklift development19:24 Funding: $1B Japan J-LEO subsidy22:12 $1.2B quasi-government financing24:49 Spectrum update27:58 Regulatory and government awards31:33 T-Mobile and carrier questions33:03 Finance: revenue and guidance36:50 Blacklift economics38:17 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
- Yesterday27 min
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 Introduction00:04 ASTS rallies as risk returns00:52 Iran headlines and market caution01:08 Japan J-LEO announcement02:30 Non-dilutive funding options03:36 Key takeaways: $1B grant over 3 years04:27 Rakuten JV structure and sovereignty05:38 New business model and constellation08:21 Japan resilience and carrier access09:46 Japanese Self-Defense Force interest10:30 Spectrum breakdown13:02 Timeline: D2D launch and March 202913:27 Europe and US telco parallels15:24 Last week's news and Blacklift rocket19:30 Earnings and Thursday analyst event20:31 US government next22:04 Viewer Q&A: JV economics and subsidy match24:58 Growing L-band and S-band spectrum portfolio26:27 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
- Yesterday44 min
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 $250 million of engineering support, the engine supply, the possible 2028 first launch, and why he thinks mid-2029 is more realistic. He also addresses the Rocket Lab investor backlash.Finally, Anpanman answers viewer questions on funding and dilution for ASTS stock, covering J-LEO, the XM financing, the Ligado SPV, and possible Office of Strategic Capital support. He also touches on Elon Musk's comments about buying Verizon and whether he has changed his own position size.00:00 Introduction01:02 Earnings Monday and Thursday NYC event01:22 Has the ASTS thesis changed?02:04 Ligado spectrum lesson as a precedent05:34 Is AST SpaceMobile becoming a launch company?06:44 Launch-agnostic strategy continues07:24 How the launch industry has changed08:28 Orbital data centers, sovereigns and direct-to-device demand14:18 De-risking launch with MLAs16:26 The DPAS rating explained18:57 Firefly deal terms19:50 Eclipse design and three stages24:16 First launch timeline and reusability28:08 Rocket Lab investor backlash34:47 Upside and the big commercial cargo customers36:29 Q&A: funding and dilution40:03 Musk, Verizon and antitrust40:51 Position sizing and rocket risk🎙️ Catch all episodes on Spotify: https://open.spotify.com/show/5u6rTxenTvGw4STNbjswAk👋 Connect with the host on X: https://x.com/spacanpanman👕 Get the Gear: https://spacemob.printify.me/#astspacemobile #Firefly #ASTS
- 4 days ago41 min
AST SpaceMobile: Blacklift Rocket With Firefly Explained
AST SpaceMobile ($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 Introduction00:38 AST's 20-ton rocket and the Firefly deal01:46 Joint development and engine licensing03:29 Why it's called Blacklift04:38 Why assured launch access matters07:23 100 satellites secured and DPAS rating08:54 Space Force award and Starlink alternatives12:05 Orbital compute and launch demand13:45 Risks and how it gets funded15:45 Build vs buy and launch cost savings19:05 Competing constellations and global demand21:57 Timing with the SDA award22:47 Earnings, Firefly call and Nov 12 NYC event23:56 Q&A: outsourcing, financing and reusability26:51 Q&A: execution trust and AI data center capex29:33 Q&A: launch pad, buying Firefly and Vulcan37:15 Q&A: Starlink kill switch concerns38:41 Q&A: dilution and announcement timing40:44 Closing thoughts🎙️ Catch all episodes on Spotify: https://open.spotify.com/show/5u6rTxenTvGw4STNbjswAk👕 Get the Gear: https://spacemob.printify.me/#astspacemobile #Blacklift #Firefly
- 4 days ago1h 8m
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 Introduction00:59 Luis's background and the Nokia satellite mockup01:51 AST progress: manufacturing, MNOs, spectrum, gateways04:15 Technology and strategic investors05:07 How LEO satellites are disrupting the market06:30 Why AST puts MNOs in control08:07 Large satellites and low-band spectrum09:24 Nokia AirScale partnership10:59 AI for networks and networks for AI13:43 NTN, 3GPP and the path to 6G15:41 First seamless satellite-terrestrial handover17:57 Can operators make money from satellite?20:24 Call for MNO collaboration22:16 Panel kickoff and introductions30:35 Challenges of seamless TN and NTN integration41:26 Will AI replace standards?45:30 Can satellites guarantee an SLA?51:23 Satellite economics versus terrestrial1:01:54 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
- 6 days ago39 min
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 Introduction00:12 ASTS Dips to $35 After the Midterms01:22 Why a Democratic Sweep Is Bullish02:02 Trump, Musk and the ASTS Narrative03:27 SpaceX Enters Mobile04:08 Retail Ownership and Institutional Views05:24 The Lazy Short Trade07:18 Midterm Blowout: Iran, Oil and Inflation09:49 Texas Flips Blue and Abel's Story11:25 Musk Loses Political Cover12:46 Starlink Ukraine and EchoStar Scrutiny14:34 Boost Mobile and Falcon 9 Pause Speculation16:34 Data Centers and SpaceX Valuation18:02 Tesla Merger and FCC Balance20:45 Boost Deal and a SpaceX Breakup25:46 Military Wants Alternatives to SpaceX28:32 Spectrum Allocation in Europe31:33 Hedge Fund Repositioning34:26 Rocket Lab, Firefly and Launch Alternatives37:03 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
- 1 weeks ago29 min
AST SpaceMobile AT&T Satellite Handoff Test Succeeds
AST SpaceMobile and AT&T just completed a seamless satellite handoff on Oct 21. ASTS stock fell 6.8% anyway - here's the breakdown.In this quick live reaction, Anpanman breaks down the AT&T and AST SpaceMobile announcement of a successful handoff between a terrestrial tower and a satellite. The test was a voice call over LTE, and the handoff happened in milliseconds instead of seconds. Anpanman explains why this matters for direct-to-cell service, how Ericsson and Nokia fit in, and why AST's 3,900 patent-pending claims and bent pipe architecture make a satellite behave like a tower in space. He also contrasts this with Starlink's separate roaming approach, which today can't do voice over the satellite.Anpanman also covers the ASTS stock selloff in a risk-off market, with the election adding uncertainty. He then moves to launch and production updates, including Falcon 9's expected return to service on November 29 and composite rings delivered to Midland.Finally, Anpanman digs into the Washington Post report that SpaceX may be talking to EchoStar about Boost Mobile. He covers the roughly 7 million subscribers, the abandoned tower leases, the AT&T and T-Mobile MVNO change-of-control issues, and SpaceX's widening credit default swaps.00:00 Introduction00:24 Risk-off market and ASTS stock selloff00:49 Election uncertainty and the market01:37 AT&T and AST seamless handoff announced02:26 Ericsson and Nokia roles03:31 Why seamless voice handoffs are so hard04:38 3,900 patent claims and the secret sauce05:41 Bent pipe architecture and MNO integration06:19 How Starlink compares on voice09:08 Test details: Granite Falls, October 2110:48 Block 1 and Block 2 satellites11:31 AT&T tweet and 98 Mbps peak speeds12:24 Falcon 9 return to service and launch timing12:51 Composite rings and production update13:27 SpaceX, EchoStar and Boost Mobile report17:06 What SpaceX would get: 7M customers and MVNO issues20:03 Why the story may have leaked23:16 SpaceX credit default swaps and data centers27:27 AT&T tweet 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 #ATT #BoostMobile
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About AST SpaceMobile Podcast
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.
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