AST SpaceMobile Podcast

Wake & Bake: Bluebird 7 Confirmed on New Glenn, Tera Wave FUDIn this episode of "Wake and Bake," Anpnman (@spacanpanman) breaks down the biggest news hitting the SpaceMob this morning, ranging from confirmed launch vehicles to battling short-seller reports.AST SpaceMobile (ASTS) Updates:Launch Confirmation: Bluebird 7 is officially confirmed to launch aboard Blue Origin’s New Glenn flight 3. The timeline looks set for the end of February, potentially coinciding within days of the Artemis moon mission.The Mission: This launch is critical for Blue Origin’s DoD certification. The satellite (Bluebird 7/FM2) is an SDA halo satellite, making the New Glenn partnership highly strategic.Tera Wave "Threat" Debunked: Anpnman addresses the market panic regarding Blue Origin’s "Tera Wave" announcement. He explains why this high-throughput enterprise constellation is not a competitor to ASTS but rather a potential backbone data layer for Golden Dome defense applications.Market Outlook: With the "impulse" chart patterns broken to the upside and the SpaceX IPO looming in July, the setup for ASTS leading into summer is incredibly bullish. Anpnman also details his recent "buy the dip" trades during the recent pullback.Tune in for a deep dive on due diligence, market mechanics, and why the SpaceMob remains confident in the face of volatility.

A major development unfolds as AST SpaceMobile secures government contractor status, marking the reality of the 'Golden Dome' theory. The podcast explores the implications this has for the company’s future and stock potential. Listeners learn about strategic synergies with Blue Origin and the validation of a dual-use model that could open up significant government spending. Additionally, insights into production expansion and challenges in satellite launches provide a comprehensive look at the fast-evolving landscape of space telecommunications.

Anpanman reveals AST SpaceMobile's selection for the MDA's Shield program, marking a milestone for the Space Mob community. He dives into the implications of a $151 billion contract, highlighting AST's transition to a key defense player in the Golden Dome initiative. The discussion also emphasizes the validation of dual-use technologies, including radar sensing and electronic warfare. Analysts are challenged on their market misinterpretations, while Anpanman predicts a surge in defense revenue by 2026 and upcoming catalysts for the company.

Episode Summary: The Battle of the Banks, Production Clues, and the "Platform" ThesisIn this week's update, we navigate the recent volatility surrounding AST SpaceMobile, starting with the clash between Scotiabank’s "firefighting" downgrade and Bank of America’s supportive "zoom out" perspective. Despite the noise, the market absorbed the dip, signaling strong investor conviction ahead of 2026.We break down the key takeaways from Scott’s appearance at CES and the company's narrative focus. A major highlight is the forensic analysis of the recent facility tour by Mirko Bibic, CEO of Bell Canada. We discuss the implications of the "signed" hardware—why it likely isn't Batch 1 due to clean room protocols, and what that signals about the production funnel and the progress of Batch 2 and beyond.Key Topics Covered:Market Action: Analyzing the Scotiabank "hit piece" versus the Bank of America rebuttal. Why the short thesis regarding "timing" and "lack of customers" is losing steam against the backdrop of imminent execution.Production & Testing: Deciphering the clues from the Bell Canada visit, updated production cadence language (testing vs. construction), and the potential timeline for satellite deliveries.Regulatory & Orbit: A celebration of FM2’s regulatory clearance and gateway signings. Plus, a return to "birdwatching" with updates on FM1’s orbital stability and flight plan adjustments.Global Mandates & TAM: How government initiatives are expanding the Total Addressable Market (TAM). We look at the UK Space Agency’s emergency network plans and a massive development in India regarding vehicle-to-vehicle mesh connectivity (30MHz spectrum allocation).Nokia & Tactical Use: Nokia’s recruitment for "tactical" non-terrestrial network solutions, reinforcing the shift from casual consumer use to critical defense and infrastructure applications.The "Platform" Valuation: Why ASTS should be valued as a scalable platform rather than a niche point solution, and how SatCo’s first commercial hire supports this monetization strategy.Physics & PNT: A deep dive into Position, Navigation, and Timing (PNT). We contrast the fragility of low-power GPS against the high-power, jam-resistant nature of ASTS signals, particularly relevant in modern electronic warfare contexts (the "Growler" discussion).The Bear Cave: engaging with recent short theses (including "Valuations" and Anthony Bozza). We explore why their "upside risks"—like successful launches or a SpaceX IPO—are actually the Space Mob's base case.Investment Warning: A specific look at the mechanics of leveraged ETFs (like the double-long AST). We explain why "gamma burn" and volatility decay make these dangerous vehicles for long-term holders, even when the underlying stock price rises.Join us as we connect the dots between regulatory filings, executive facility tours, and global telecom trends to understand where AST SpaceMobile stands today.

Recorded live at the final Space Track session of CES 2026, this panel explores how the satellite industry is making "no signal" a thing of the past. Hosted by Samantha, a manager at Novaspace, this discussion features executives from five major satellite operators—Globalstar, Lynk, Viasat, Iridium, and AST SpaceMobile—breaking down the rapid shift from pilot programs to full commercialization of Direct-to-Device (D2D) services.In this episode, we cover:The Shift to Commercialization: How 2025 marked a turning point where the industry moved from beta testing to early commercial services and mass adoption strategies.Strategic Partnerships & M&A: The panelists discuss the massive partnerships shaping the landscape, including Globalstar’s work with Apple, Viasat’s "Equitas" joint venture with SpaceX, Lynk’s merger with Omnispace, and AST SpaceMobile’s deep integration with mobile network operators like Verizon and Vodafone.Service Capabilities: The evolution from basic SOS and messaging to true broadband. AST SpaceMobile highlights their "broadband first" approach using massive satellites, while Iridium and Viasat discuss the expansion of safety services, IoT, and automotive connectivity through standards-based solutions (3GPP).Spectrum & Regulation: Why spectrum is considered the "lifeblood" of the industry and the challenges of navigating global regulatory frameworks to ensure seamless roaming.The Competitive Landscape: Despite Starlink’s head start, the panel agrees this will not be a "winner-take-all" market. They discuss why regulator demand for competition and the sheer variety of use cases—from agriculture to aviation—will support a multi-operator ecosystem.Meet the Panelists:Barbie (Globalstar): Leveraging 25+ years of mobile satellite service to support over half a billion consumer devices.Amy Mehlman (Lynk): Pioneering the "cell tower in space" concept for unmodified phones and leveraging multi-orbit infrastructure with SES.Kevin Cohen (Viasat): Utilizing the largest portfolio of spectrum to bring satellite connectivity to smartphones and automobiles.Susie McBride (Iridium): Focusing on global reliability, safety services, and the "End-to-End Direct" solution using standard chipsets.Scott Wisniewski (AST SpaceMobile): Executing a strategy to partner directly with mobile operators to provide cellular broadband to standard phones.Tune in to understand how the convergence of satellite and cellular networks is redefining global connectivity in 2026 and beyond.

In an engaging session from his car, the host dissects a recent downgrade report on AST Spacemobile. He contends that the analysis reflects short seller influence rather than objective evaluation. Key comparisons between Starlink and AST highlight significant differences in capabilities and market approach. Observations on Wall Street dynamics reveal how hedge funds can shape research narratives. Concluding with optimism, he suggests upcoming launches may favor AST, despite current skepticism.

The latest updates reveal that FM1 has successfully completed its launch and is operational, with FM2 awaiting liftoff. A discussion unfolds around strategic military applications enabled by specific orbital mechanics. AT&T's visit brings excitement over FirstNet's investment and the potential launch of a vast number of IoT devices. Furthermore, the broad competitive landscape includes Starlink reaching significant customer milestones, along with insights into execution risks and market demands that shape the future of satellite communication.

The KOOK Report: FM1 Launch Analysis, Production Ramps, and Market MechanicsIn this episode, The KOOK Report returns following a brief suspension from X to provide a comprehensive breakdown of the recent AST SpaceMobile (ASTS) launch and the company's trajectory. From the technical nuances of satellite deployment to the behavior of short sellers, this session covers the transition of ASTS from an R&D experiment to an operational juggernaut.Key Topics Covered:FM1 Launch & Operations: A review of the successful launch of the FM1 satellite, its current state of tumbling in orbit to generate solar energy, and the anticipation of the "unfurling" phase (rejecting the "unfolding" nomenclature).Strategic & Military Utility: Insight into FM1 and FM2 as likely SDA satellites for government technology trials feeding into the "Golden Dome" defense initiative. The host discusses the strategic value of ship-to-ship data transfer capabilities demonstrated in company videos, which avoids ground station sovereignty issues for the Navy.Launch Diversification: Speculation that FM2 will utilize a non-SpaceX launcher as part of a diversification strategy, with a launch date announcement potentially imminent.Production Ramp-Up: Analysis of the company's shift in language from "production" to "assembly, integration, and testing," signaling that Batch 1 and Batch 2 satellites are nearing shipment. The host predicts ASTS will soon become one of the largest satellite producers by tonnage globally.Market Mechanics & Valuation: A critique of the "sell the news" reaction by short sellers following the launch. The host outlines a long-term valuation model based on data capacity and EBITDA multiples, suggesting the stock will transition from an event-driven trade to a "secular growth stock" for long-term institutional holders.Competitive Landscape: A comparison with Starlink, arguing that SpaceX’s direct-to-device ambitions are hampered by physics and architecture compared to ASTS, as highlighted by recent DoD recognition of ASTS as a top startup over competitors like Rocket Lab.

Join the Space Mob for an exclusive launch party celebration and deep-dive into the historic successful launch of the first Bluebird Block 2 satellite. In this episode, we capture the live reactions and expert analysis following the deployment of the largest commercial communication satellite in low Earth orbit, launched via the ISRO LVM3 rocket from India.Our panel of community contributors, including Anpanman, CatSE, Kook, and Tut, reflects on the five-year journey from a speculative concept to a validated technology backed by industry giants such as AT&T, Verizon, and Google.Key Topics Covered in This Episode:The LVM3 Success: Insights into the historic branding event for ISRO and the technical milestones of the Bluebird’s separation and upcoming unfurling process.The 2026 Roadmap: Details on the upcoming launch campaign aiming for 45 to 60 satellites within the next year, utilizing a combination of Falcon 9 and Blue Origin's New Glenn rockets to achieve seamless nationwide coverage.Defense and "Golden Dome": An in-depth look at the 10 identified military use cases, exploring how massive phased arrays act as "space-based radars" and "force multipliers" for situational awareness and missile defense.Technical Superiority: Comparing the Block 2 and upcoming Block 3 shells, including the 3.3x throughput increase provided by the ASIC technology and the 10-year longevity of satellites in higher orbits.The Power of the Space Mob: Personal stories from long-term investors on maintaining conviction through the "valley of death" and the importance of a distributed community in sharing due diligence.AST SpaceMobile is currently the only company with the full technology to deliver cellular broadband directly from space to unmodified everyday smartphones . Our mission is to make connectivity seamless, regardless of where you are, so that the user doesn't even know they are connected by a satellite.Subscribe to catch all the latest news as we move toward the BB7 launch and the official start of commercial service.Analogy for Understanding:The company has successfully crossed the "valley of death" and is now shifting from a single-launch "event" mindset to a continuous "production machine". Just as a locomotive requires an immense amount of energy to start moving, AST SpaceMobile has overcome the initial friction and is now building the momentum of a financial snowball as it approaches global commercial service .

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