AST SpaceMobile Intermittent Service Starts in 2026

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 SpaceMobile press release and the market backdrop driving the ASTS stock price. He compares ASTS to the NeoCloud names, explains why Rocket Lab trades better right now, and walks through the hedge fund pair trade of long SpaceX against short AT&T and Verizon. He also looks at the Starlink Mobile timeline and the spectrum it can realistically deploy.

The core of the episode is the PR itself: initial intermittent direct-to-cell broadband in the United States, Canada, Japan, the United Kingdom and Saudi Arabia before year end 2026, 60 gateways deployed or in planning, and about 100 MHz of spectrum targeted in the US. Anpanman explains why he thinks the timing, just ahead of SpaceX earnings and a wave of MNO earnings, was deliberate. He also covers the pressure on T-Mobile and other carriers, the European Satellite Connect Europe structure, and how the FCC and other regulators are affected.

The Q&A covers what 10 by 10 MHz of spectrum means, hedge fund deleveraging and positioning, the timing of the next satellite launch from Cape Canaveral, and the shift toward mid-band Bluebirds in satellite production.

00:00 Introduction

00:26 Market Volatility and NeoCloud Selloff

01:40 ASTS vs NeoClouds

03:13 Why Rocket Lab Trades Better

05:15 The Hedge Fund Pair Trade

07:45 SpaceX Starlink Mobile Timeline

13:21 Breaking Down Today's PR

17:25 Timing Ahead of MNO Earnings

19:41 What MNO Testing Signals

21:55 Pressure on Global MNO Partners and T-Mobile

27:04 Europe Spectrum Co and Satellite Connect Europe

30:54 Coverage Cells Milestone

32:28 Regulators Put on Notice

35:06 US Spectrum Disclosure

38:27 What Comes Next for MNO Earnings

40:16 Q&A: 10 by 10 Spectrum Explained

42:15 Q&A: Deleveraging and Positioning

44:25 Q&A: Launch Timing

45:36 Q&A: Satellite Production

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