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Artwork for AST SpaceMobile Podcast

AST SpaceMobile Podcast

SpaceMob
AST Spacemobile
Spacex
Starlink
Blue Origin
Verizon
AT&T
FCC
Vodafone
Satellite Technology
Satellite Communications
Cellular Broadband
Telecommunications
Golden Dome
Globalstar
T-Mobile
Mobile Network Operators
Saudi Telecom
Firstnet
Investment Strategies
Bluebird 6

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 AS... more

PublishesDailyEpisodes156Founded10 months ago
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Artwork for AST SpaceMobile Podcast

Latest Episodes

AST SpaceMobile is entering a pivotal week with the scheduled launch of Bluebirds 8, 9, and 10. This episode breaks down the latest news regarding the Falcon 9 launch, the debunking of persistent engineering myths, and the high-stakes competitive lan... more

Kook returns with a high-stakes breakdown of the shifting landscape in the global satellite market, starting with exclusive insights from the defense industry. While the financial markets braced for turbulence, AST SpaceMobile showed remarkable stren... more

AST SpaceMobile and ASTS investors are closely watching the fallout from the recent William Blair conference. Anpanman breaks down the critical updates shared by Scott Wisniewski regarding the 3-6 month commercial service delay and the massive regula... more

Anpanman dissects the recent waves of misinformation surrounding Blue Origin and the FUD merchants who incorrectly predicted multi-year delays for the New Glenn program. Despite reports of catastrophic damage to the Kennedy Space Center, the truth re... more

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Recent Guests

Tone Tran
Investor, 10 West Advisors
10 West Advisors
Episode: Crossroads Capital - AST SpaceMobile and the Final Bridge to Universal Human Connectivity
Scott Wisniewski
President and Chief Strategy Officer of AST SpaceMobile
AST SpaceMobile
Episode: SatShow - Live in the Booth with AST SpaceMobile President Scott Wisniewski
Simon Allard
Industry executive presenting the Two Degrees-AST Space Mobile collaboration
Two Degrees
Episode: The Low Earth Orbit Communication Race is on - Simon Allard, Head of Network Architecture and Delivery at 2degrees (NZ)
Owen Moore
CEO of BeWhere, leading innovative developments in IoT asset tracking technology
BeWhere
Episode: BeWhere CEO talks about their partnership with AST SpaceMobile

Reviews

4.9 out of 5 stars from 95 ratings
  • AST Current Updates

    Great way to collect the latest news from some of the top contributors to the SpaceMob. The podcast is well-assembled and professionally edited. Draws a lot from Spaces on X, however, not its sole content. Great contribution to the investing community!

    Apple Podcasts
    5
    adamup4
    United States2 months ago
  • Only the positives here

    These guys only seem to make positive comments about ASTS…wish they would share some of the concerns that others have instead of just being ra ra ra for the home team.

    Apple Podcasts
    3
    will37212
    United States2 months ago
  • Very informative

    Outstanding I shared with everybody I know it might be interested in this company stock or is already an investor. Great to listen to for those moments of weakness when you’re questioning your resolve and the fact that you put more than half of your assets into one basket, but I know where this is going. I have no fears. I sleep well at night. And this certainly helps.

    Would love to connect with you guys. I have a document that I would love to share with you that I have been working on for a w... more

    Apple Podcasts
    5
    Rastaman Ramirez
    United States2 months ago
  • Great Pod!

    Go Spacemob!

    Apple Podcasts
    5
    Bath Natural Mark
    United States2 months ago
  • Invaluable resource

    TY, Redrum. As an ASTS investor, I rely heavily on this podcast to stay current on AST SpaceMobile related content.

    Apple Podcasts
    5
    MatthewWanderer
    United States2 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners praise the show as a concise, informative resource for AST SpaceMobile updates.
Audience notes the content is highly useful for investors and retail traders seeking deep dives without scanning multiple sources.
Many listeners emphasize the show's humor and candid discussions as a differentiator in a niche market.
Viewers appreciate the breadth of topics from regulatory milestones to production and partnerships, highlighting practical insights for investment decisions.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#76
Sweden/Business/Investing
Apple Podcasts
#105
India/Business/Investing
Apple Podcasts
#139
Israel/Business/Investing
Apple Podcasts
#143
Denmark/Business/Investing
Apple Podcasts
#146
Norway/Business/Investing
Apple Podcasts
#187
Spain/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Anpanman - Space is Hard: The New Glenn Anomaly and the SpaceMobile Pivot
Q: Sorry, quick question. And I mean, obviously you don't crystal ball, but like, I don't know. So in general, like if a stock has some big event or something like that, and you get like a hard down or something in the open, is there always a bounce or is it sometimes a bounce or is it like, just depends on that?
The discussion suggests that knee-jerk moves are common at open after such news, with a potential bounce later depending on volume, investor sentiment, and whether the company can secure alternative launches or discounts to stabilize the cadence. In practice, investors look for practical paths to backlog and cadence restoration, such as booking more Falcon 9 launches or diversifying launch providers.
Scott Wisniewski at JP Morgan conference
Q: Can you detail how the backlog and minimum revenue commitments underpin your 2026-2027 revenue trajectory and the mix between government and commercial revenue?
The backlog and take-or-pay style commitments underpin a significant portion of upcoming revenue; we expect roughly half to come from commercial deployments and half from government programs over the next few years, with upside potential if both streams execute strongly.
Scott Wisniewski at JP Morgan conference
Q: How does the AT&T/Verizon/T-Mobile satellite announcement affect AST SpaceMobile's commercial positioning and moat?
We view it as validation and a signal that carriers are organizing around space-enabled connectivity; it reinforces our carrier-neutral strategy and complements our partnerships, while we continue to execute with our existing operators and spectrum, maintaining a strong moat built on our technology and relationships.
Scott Wisniewski at JP Morgan conference
Q: What are your two to three top priorities over the next 18 months as you transition from a primarily R&D/manufacturing story to a revenue-generating operating company?
The priorities are network deployment to enable revenue in 2026-2027 and, second, building the market by expanding the customer base and partner ecosystem; both are essential to scale, with broader carrier relationships and regulatory progress supporting the commercial service.
AST SpaceMobile Q1 2026 Earnings Call
Q: What is the commissioning window from launch to service activation with MNOs for 45 satellites, and how many MNOs are expected to be live at commercial launch?
The target is approximately 45 days from launch to activation for initial service with MNOs, with ongoing improvements expected to shorten this window over time; the plan envisions multiple MNOs going live at launch across regions as ground/network integration progresses.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About AST SpaceMobile Podcast

What is AST SpaceMobile Podcast about and what kind of topics does it cover?

This show offers market-oriented and technology-focused discussions around a space-based cellular broadband company. Episodes routinely cover corporate moves, regulatory milestones, and technology developments that could reshape how satellites connect devices. Frequent themes include stock sentiment, production ramp challenges, spectrum strategy, and partnerships with mobile operators, with heavy emphasis on catalysts like FCC approvals, batch satellite shipments, and notable industry moves (SpaceX, Blue Origin, Rakuten, AT&T). A notable strength is the blend of rigorous analysis with approachable, sometimes humorous commentary, appealing to investors, tech enthusiasts, and industry observers who want timely context on strategy, execution, ... more

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Which podcasts are similar to AST SpaceMobile Podcast?

These podcasts share a similar audience with AST SpaceMobile Podcast:

1. The SpaceMobile Show
2. Odd Lots
3. Yet Another Value Podcast
4. In Good Company with Nicolai Tangen
5. Invest Like the Best with Patrick O'Shaughnessy

How many episodes of AST SpaceMobile Podcast are there?

AST SpaceMobile Podcast launched 10 months ago and published 156 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on AST SpaceMobile Podcast?

Recent guests on AST SpaceMobile Podcast include:

1. Tone Tran
2. Scott Wisniewski
3. Simon Allard
4. Owen Moore

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