Episode
AST SpaceMobile - All 3 US Carriers Now On Board
- Podcast
- AST SpaceMobile Podcast
- Published
- Jul 24, 2026
- Duration seconds
- 2546
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Summary
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 returns from vacation to break down a massive week for AST SpaceMobile, covering earnings calls from all three major US carriers - AT&T, Verizon, and T-Mobile - and what their comments mean for ASTS stock and the direct-to-cell satellite opportunity. He unpacks AT&T CEO John Stankey's explicit comments on the CapEx savings story, Verizon shutting down the SpaceX MVNO backdoor theory, and the T-Mobile CEO's surprising statement that satellite coverage is now "table stakes" - a significant shift from the bear case narrative. Anpanman also digs into Abel's bullish Bluebird tweet, which revealed radar phased array capabilities, space edge AI computing, and peak data rates of 200 Mbps, and closes with his take on the Falcon 9 wind-down speculation and what it means for AST's launch cadence. 00:00 Introduction 00:34 AT&T Earnings - CapEx Savings Story and Coverage Strategy 02:00 AT&T Blocks Starlink MVNO and the One-Bar Opportunity 05:48 AT&T as Lead Partner and the JV Structure 06:09 Verizon Earnings - MVNO Shutdown and JV Commitment 07:53 T-Mobile Earnings - Exclusivity Comments and Table Stakes Shift 13:56 Abel's Bluebird Tweet - Radar, AI Computing, and 200 Mbps 26:44 Falcon 9 Wind-Down Speculation and Launch Cadence 33:13 Q&A - Price Action, T-Mobile Exclusivity, JV Structure, Launch Timing 🎙️ 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/ This content is for informational and entertainment purposes only and does not consti…