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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Nov 13, 2026 · 1:16:16
AST SpaceMobile's ASTS analyst day: its own Blacklift rocket, a DPAS rating, a T-Mobile hint and a 100-satellite plan. Anpanman discusses the biggest takeaways from its first…
Nov 12, 2026 · 58:02
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…
Nov 10, 2026 · 1:12:18
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…
Nov 10, 2026 · 42:38
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…
Nov 9, 2026 · 27:23
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,…
Nov 8, 2026 · 44:55
AST SpaceMobile's $1.3B Firefly rocket deal explained ahead of Monday earnings and Thursday's NYC event. ASTS stock risks and upside. In this episode, Anpanman digs into AST…
Nov 6, 2026 · 41:59
AST SpaceMobile ($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…
Nov 6, 2026 · 1:08:32
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…
Nov 4, 2026 · 39:12
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…
Nov 3, 2026 · 29:52
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…
Nov 2, 2026 · 47:58
AST SpaceMobile ASTS stock at $40: Kook breaks down the launch priority code theory, the Falcon 9 pause, and Viasat's spectrum fight. Kook opens by re-underwriting the ASTS stock…
Oct 29, 2026 · 1:06:25
AST SpaceMobile earnings are Nov 9, and SpaceX just paused Falcon 9 for 6 weeks. What it means for ASTS and the Bluebird launch rush. Anpanman discusses the latest AST…
Oct 26, 2026 · 1:04:24
ASTS stock crashed from $130 to $40. Kook breaks down AST SpaceMobile, SpaceX's spectrum move, and the launch clues that keep him locked in. Kook opens with a brutal week for…
Oct 23, 2026 · 43:34
Starlink eyes 80,000 cell sites and MNOs sell off. Anpanman breaks down what it means for AST SpaceMobile ($ASTS) and direct-to-cell. In this episode, Anpanman reacts to news…
Oct 22, 2026 · 58:53
AST SpaceMobile ASTS stock sells off with the whole space sector. Anpanman breaks down the macro, launch timing, and Starlink news. Anpanman discusses a brutal day for ASTS…
Oct 20, 2026 · 49:03
AST SpaceMobile's new PR sets intermittent broadband in 5 markets by end of 2026. Anpanman breaks down what it means for ASTS. In this episode, Anpanman covers the latest AST…
Oct 19, 2026 · 1:03:57
Europe's Big 4 telcos just formed a JV to bid on MSS spectrum in May 2027. What it means for AST SpaceMobile (ASTS) and Starlink. Anpanman breaks down the joint venture announced…
Oct 15, 2026 · 49:00
AST SpaceMobile (ASTS) dipped under $40 on margin calls. Anpanman breaks down the macro, leverage, and why the thesis hasn't changed. Anpanman walks through a brutal week for…
Oct 12, 2026 · 53:42
ASTS stock sold off after SpaceX bought spectrum. Kook explains why it may be good news for AST SpaceMobile's direct-to-cell plan. Kook breaks down a brutal week for ASTS stock,…
Oct 8, 2026 · 48:48
SpaceX buys Grain Management spectrum - why Anpanman says it's bullish for AST SpaceMobile ($ASTS) and locks in the carriers. In this episode, Anpanman reacts to the news that…
Oct 6, 2026 · 41:29
T-Mobile scrubbed Starlink from its T-Satellite site. AST SpaceMobile (ASTS) news: Canada, the State Dept and Japan's $1B J-LEO. In this episode, Anpanman breaks down why…
Oct 5, 2026 · 42:37
AST SpaceMobile's BlueBird 11 came in nominal and batch 3 is in orbit. Kook breaks down the ASTS T-Mobile deal bet and more. Kook opens by reacting to the news that BlueBird 11…
Oct 2, 2026 · 1:27:24
AST SpaceMobile ASTS: Anpanman breaks down the AT&T, Verizon, T-Mobile telco JV and B. Riley's $85 to $65 downgrade. Anpanman digs into the newly announced joint venture between…
Oct 1, 2026 · 52:15
AST SpaceMobile's Bluebirds 14-16 are shipped and Bluebird 11 unfolded. Anpanman breaks down the ASTS news and launch window. In this episode, Anpanman covers confirmation that…
Sep 29, 2026 · 1:06:23
AST SpaceMobile's new 8-K adds change-of-control severance. Anpanman breaks down what it means for ASTS stock and a possible deal. In this episode, Anpanman digs into the AST…
Sep 28, 2026 · 28:00
AST SpaceMobile's BB11 satellite may be stuck or deployed - Kook digs into TLE data, maxed-out shorts, and AT&T's direct-to-cell push. Kook returns from being off the grid…
Sep 27, 2026 · 57:51
AST SpaceMobile ($ASTS) sentiment is near all-time lows while short interest hits record highs - Anpanman breaks down what's next. Anpanman opens with the setup: implied…
Sep 21, 2026 · 44:49
AST SpaceMobile ($ASTS) went strangely quiet at the Paris satellite conference this week - Kook breaks down why, plus the Bluebird 11 mystery. Kook opens with a candid look at…
Sep 17, 2026 · 36:00
AST SpaceMobile ($ASTS) rallies post-Fed as 48 Bluebirds sit in production. Anpanman breaks down the real story behind the delays. In this episode, Anpanman discusses the Fed's…
Sep 14, 2026 · 1:05:10
AST SpaceMobile just got confirmed for space-based sensing and targeting - Kook breaks down the SDA filing and a $68 vs $210 price target debate. Kook opens with the weekend…
Sep 8, 2026 · 1:07:37
AST SpaceMobile ($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…
Sep 8, 2026 · 40:24
AST SpaceMobile's BW11 satellite remains undeployed - Kook explains why, plus Adriana Cisneros just sent a bullish signal on $ASTS stock. Kook dives into the mystery of Bluebird…
Sep 3, 2026 · 32:06
Bahrenberg initiates AST SpaceMobile ($ASTS) coverage with a Buy rating and $92 price target - here's the full thesis. In this episode, Bahrenberg walks through the full…
Aug 31, 2026 · 58:06
AST SpaceMobile hits satellite 48 in production as Bluebird 14 completes - Kook breaks down why $ASTS still has 10-20X upside despite the selloff. In this week's episode, Kook…
Aug 29, 2026 · 1:10:59
AST SpaceMobile ($ASTS) craters to $58 as Fed rate fears crush high-beta stocks. New Antonov delivery hints at a Q4 production surge. Anpanman breaks down a brutal day for the…
Aug 24, 2026 · 45:13
AST SpaceMobile ($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…
Aug 22, 2026 · 8:30
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…
Aug 21, 2026 · 48:32
Grain Management's $6 billion spectrum sale has AST SpaceMobile and SpaceX both in the mix - here's what's really happening. Anpanman breaks down the Bloomberg report claiming…
Aug 19, 2026 · 33:40
AST SpaceMobile ($ASTS) stock dipped near $64 before rebounding this week. Anpanman explains why a T-Mobile deal could be the next major catalyst. Anpanman opens this space by…
Aug 18, 2026 · 53:30
AST SpaceMobile ($ASTS) update: Chris Ambar joins T-Mobile, FCC grants Grain 800MHz test authority, plus a major new strategic hire. Anpanman opens with a real-world tale of…
Aug 17, 2026 · 46:09
AST SpaceMobile ($ASTS) confirms J-LEO, lands new government contracts, and reveals its AI edge compute roadmap this week. Kook breaks down AST SpaceMobile's latest earnings…
Aug 11, 2026 · 1:01:02
AST SpaceMobile's Q2 call revealed a $1.3B backlog, 100 MHz of US spectrum, and a shocking Wall Street hire. In this episode, Anpanman breaks down AST SpaceMobile's Q2 earnings…
Aug 10, 2026 · 1:03:55
AST SpaceMobile Q2 2026 Earnings Call 00:00 Introduction and Safe Harbor 01:57 Abel Avellan's Opening Remarks 03:30 Spectrum Strategy and Tunable Bands 05:37 Rakuten J-LEO Award…
Aug 10, 2026 · 49:48
AST SpaceMobile earnings hit today as Starlink Mobile shakes up the MNO landscape. Anpanman explains why $ASTS uptake could go from 5% to 100%. In this episode, Anpanman previews…
Aug 8, 2026 · 31:07
Three more Blue Bird satellites just reached orbit, and $ASTS now covers 80% of Europe's mobile subscribers. Kook breaks down last week's successful launch and the growing…
Aug 8, 2026 · 1:54:05
Kook reads the entire $ASTS DD live as AST SpaceMobile counts down to its Batch 2 launch on Falcon 9. In this episode, Kook walks through the full AST SpaceMobile due diligence…
Aug 7, 2026 · 47:28
AST SpaceMobile just began testing with Deutsche Telekom - and DT publicly said the name live on today's earnings call. In this episode, Anpanman breaks down the news that…
Aug 6, 2026 · 37:06
AST SpaceMobile launched Bluebird 11, 12 & 13 this week. SpaceX's direct-to-cell bombshell changes everything for $ASTS. In this episode, Anpanman recaps the recent AST…
Aug 5, 2026 · 29:42
SpaceX just exposed its plan to steal AT&T, Verizon and T-Mobile customers - and why that's huge for AST SpaceMobile. In this episode, Anpanman breaks down SpaceX's shocking…
Aug 4, 2026 · 40:11
Bluebird 11-13 launch early Wednesday morning as $ASTS rebounds hard off the big market unwind. Anpanman breaks down why AST SpaceMobile and the wider satellite sector may have…
Aug 3, 2026 · 54:49
Batch Two is ready to launch, and Vodafone's CEO just confirmed $ASTS is worth it. Plus: the $20B hedge fund blowup rattling markets, and a possible Golden Dome signal. In this…
Jul 31, 2026 · 25:47
A $45 billion hedge fund unwind rocked $ASTS this week. Kook breaks down why Citadel was suddenly trading everywhere. In this solo episode, Kook walks through the trading fallout…
Jul 31, 2026 · 1:14:59
ASTS cratered from $133 to $56 in weeks. Anpanman explains the brutal deleveraging event behind the crash - and why fundamentals still win. In this episode, Anpanman unpacks the…
Jul 27, 2026 · 57:29
Stock got crushed last week, but ASTS production is ripping - Bluebirds 8, 9 and 10 fully deployed, satellites in assembly hit 42. Kook breaks down a brutal week for ASTS stock,…
Jul 27, 2026 · 53:55
Amazon just filed for a 5,000+ satellite direct-to-device constellation. Anpanman breaks down what it means for AST SpaceMobile and $ASTS. In this episode, Anpanman covers…
Jul 24, 2026 · 42:26
AT&T CEO reveals a CapEx savings story analysts missed - decommissioning towers via satellite. Plus: is T-Mobile's Starlink exclusivity actually a problem for $ASTS? Anpanman…
Jul 20, 2026 · 37:06
👋 Connect with the host on X: https://x.com/thekookreport 👕 Get the Gear: https://spacemob.printify.me/ Last week was a rollercoaster for $ASTS investors, and Kook doesn't…
Jul 17, 2026 · 40:42
👋 Connect with the host on X: https://x.com/spacanpanman 👕 Get the Gear: https://spacemob.printify.me/ In one of the most raw and personal episodes yet, Anpanman opens up from…
Jul 16, 2026 · 58:49
👋 Connect with the host on X: https://x.com/spacanpanman 👕 Get the Gear: https://spacemob.printify.me/ In one of the most candid and unfiltered conversations to hit the AST…
Jul 16, 2026 · 57:18
👋 Connect with the host on X: https://x.com/spacanpanman 👕 Get the Gear: https://spacemob.printify.me/ AST SpaceMobile investors have had a brutal stretch — and Anpanman isn't…
Jul 15, 2026 · 11:36
👋 Connect with the writer on X: https://x.com/redrum_2001 What really separates AST SpaceMobile from Starlink's direct-to-cell service? Most people frame it as a David vs.…
Jul 13, 2026 · 47:22
The market is bleeding, sentiment is at rock bottom, and space stocks have been grinding lower since the end of May — but Anpanman isn't sweating it. In this episode, recorded…
Jul 13, 2026 · 39:23
What does a choppy stock price, a massive spectral efficiency breakthrough, and a high-profile executive hire all have in common? According to Kook, they're all pieces of a…
Jul 8, 2026 · 40:53
In a market drowning in red, Anpanman cuts through the noise to deliver two pieces of news that he believes will matter enormously once the dust settles. With every sector under…
Jul 7, 2026 · 22:43
On a brutal red day across high-beta markets, Anpanman jumped on a live space to cut through the noise and deliver some of the most significant technical and strategic updates…
Jul 6, 2026 · 12:11
What if the phone already in your pocket could find a signal anywhere on Earth — no dish, no extra hardware, no new subscription? That is the audacious promise at the heart of…
Jul 6, 2026 · 21:31
What happens when a quiet Fourth of July week turns into a flood of signal for AST SpaceMobile investors? In this rapid-fire halftime episode, Kook breaks down a week's worth of…
Jul 5, 2026 · 20:51
What if the real AST SpaceMobile story isn't about any single market — but about one physical asset silently dominating three at the same time? In this episode, Redrum lays out a…
Jul 2, 2026 · 45:40
The satellite connectivity space just had a seismic week, and Anpanman is breaking it all down in real time. In this episode, Anpanman covers the FCC approval of the Grain…
Jul 1, 2026 · 54:32
What does it take to hold a stock from $2 to $130? According to Anpanman, it takes a special kind of delusion — and he means that as the highest possible compliment. In this…
Jun 30, 2026 · 11:16
The following text was written by X user @BlackScholesMan https://x.com/BlackScholesMan/status/2070888587101397040?s=20 What if the most important defense technology story of…
Jun 30, 2026 · 7:08
What happens when the world's two most rigorous technology regulators independently audit the same satellite company and reach the same conclusion? AST SpaceMobile Podcast breaks…
Jun 29, 2026 · 32:03
What happens when the most reputable business publication in Japan reports that AST SpaceMobile and Rakuten are expected to win a landmark government satellite project? You get…
Jun 29, 2026 · 56:25
The stock hit the sixties, the shorts are piling in, and the noise from the SpaceX IPO is deafening — but Kook isn't blinking. In this week's episode, Kook delivers a thorough,…
Jun 27, 2026 · 17:24
What happens when a distressed cable giant and an ambitious satellite internet company reportedly start talking? Anpanman breaks down the bombshell Bloomberg report suggesting…
Jun 26, 2026 · 54:20
The wireless industry just shifted overnight, and Anpanman breaks down exactly why the biggest threat to terrestrial carriers may be the single greatest catalyst for AST…
Jun 25, 2026 · 54:42
The landscape of the space sector is shifting toward a new model of national sovereignty, and AST SpaceMobile is at the center of this transition. Anpanman provides a deep dive…
Jun 24, 2026 · 50:30
Anpanman explores the intense volatility currently rocking the space sector, providing a clinical breakdown of the 49% peak-to-trough drawdown in AST SpaceMobile. The episode…
Jun 23, 2026 · 59:59
In this episode, Anpanman delivers an urgent update on the rapidly evolving landscape for AST SpaceMobile (ASTS). The headline news features the confirmed launch window for…
Jun 23, 2026 · 44:54
Kook provides an in-depth review of the monumental launch week for AST SpaceMobile and the strategic shifts that are positioning the company as the primary competition for the…
Jun 23, 2026 · 22:52
AST SpaceMobile recently sparked intense discussion within the investor community following a regulatory filing regarding CEO Abel Avellan. In this deep-dive analysis, Kook…
Jun 21, 2026 · 11:54
The J-Leo initiative represents a monumental shift in how sovereign nations approach telecommunications and disaster resilience. Japan is investing roughly one billion US dollars…
Jun 17, 2026 · 40:40
Anpanman breaks down the historic successful launch of the first Block 2 Bluebird satellites via SpaceX and what this means for the future of Direct-to-Device connectivity. This…
Jun 17, 2026 · 58:15
Anpanman provides a raw, real-time reaction to the successful launch and orbital deployment of AST SpaceMobile satellites 8, 9, and 10. This episode captures the electric…
Jun 16, 2026 · 44:04
The space sector is at a critical turning point as the SpaceX IPO creates a massive liquidity shift across the industry. Anpanman breaks down why the tiny public float and global…
Jun 15, 2026 · 48:46
The space industry has reached a definitive turning point with the SpaceX IPO, and the implications for AST SpaceMobile are profound. In this episode, Kook breaks down the…
Jun 11, 2026 · 22:41
The telecommunications landscape is facing a seismic shift following the release of the SpaceX S-1 prospectus. This document outlines a bold strategy to capture a 1.6 trillion…
Jun 10, 2026 · 45:43
Anpanman analyzes the rapidly evolving landscape of the space sector as AST SpaceMobile approaches its pivotal June 17th launch date. This episode explores the manufacturing…
Jun 9, 2026 · 44:26
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…
Jun 8, 2026 · 51:00
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…
Jun 3, 2026 · 42:12
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…
Jun 2, 2026 · 51:15
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…
Jun 1, 2026 · 49:07
Anpanman analyzes the recent red day in the space sector, where stocks like AST SpaceMobile faced significant pullbacks following a period of massive growth. This volatility is…
Jun 1, 2026 · 1:04:34
The recent explosion at Blue Origin’s New Glenn launch pad has dominated headlines, but Kook argues that the market is misinterpreting the risk to AST SpaceMobile. This episode…
May 29, 2026 · 55:33
Anpanman and Jacob discuss the recent anomaly involving Blue Origin's New Glenn-4 booster during a static fire test. The explosion resulted in significant damage to launch pad…
May 29, 2026 · 3:10:36
Welcome to a special edition of the AST SpaceMobile Podcast. In this episode, we are presenting an AI-narrated audio version of the deep-dive research report, "AST SpaceMobile:…
May 26, 2026 · 45:29
Anpanman breaks down the explosive Reuters report detailing the Pentagon's frustrations with SpaceX pricing. As Starlink attempts to quintuple the cost of drone terminals, the…
May 26, 2026 · 1:22:39
Kook breaks down the major milestones achieved this week as AST SpaceMobile shifts from development into a high-cadence production phase. The shipping of Bluebird satellites to…
May 22, 2026 · 44:57
Anpanman explores the rapid sentiment shift in the space sector, moving from the “𝘱𝘪𝘵 𝘰𝘧 𝘥𝘦𝘴𝘱𝘢𝘪𝘳” in early May to a significant rally driven by fundamental catalysts.…
May 20, 2026 · 16:28
Anpanman explores the recent release of Anduril's Voyager G1, a warfighter communication device that features 4G LTE cellular capabilities. The analysis suggests that Palmer…
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