# AST SpaceMobile: Amazon Files for 5,000 Satellites

Page: https://stenobird.com/podcast/ast-spacemobile-podcast-7446851/ast-spacemobile-amazon-files-for-5-000-satellites
Text version: https://stenobird.com/podcast/ast-spacemobile-podcast-7446851/ast-spacemobile-amazon-files-for-5-000-satellites.md
Podcast: [AST SpaceMobile Podcast](https://stenobird.com/podcast/ast-spacemobile-podcast-7446851)
Published: 2026-07-27T01:31:46+00:00
Episode link: https://podcasters.spotify.com/pod/show/spacemob/episodes/AST-SpaceMobile-Amazon-Files-for-5-000-Satellites-e3mj86h
Audio file: https://anchor.fm/s/1082b3988/podcast/play/123362961/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-6-27%2F428672485-44100-2-8b4c9963485e8.mp3
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JSON: https://stenobird.com/v1/public/podcasts/ast-spacemobile-podcast-7446851/episodes/ast-spacemobile-amazon-files-for-5-000-satellites
Duration seconds: 3235

## Resource

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 Amazon's new FCC filing for a 5,000+ satellite direct-to-device constellation and what it means for AST SpaceMobile's Ligado and Viasat spectrum position. He dives into the economics of mid-band and C-band spectrum deployment, AT&T's comments on CapEx savings from satellite coverage, and the massive one-bar coverage gap that direct-to-cell technology could solve. Anpanman also shares updates on ASTS stock, the upcoming Bluebird launch expected the week of August 3rd, projected Q2 earnings timing, and a candid discussion on margin, options, and risk management during this volatile market. 00:02 Introduction and market reflections 02:07 Amazon's 5,000-satellite FCC filing 07:24 Ligado, Viasat and the spectrum poison pill 10:41 Mid-band and C-band spectrum economics 17:49 The one-bar signal opportunity 22:19 Hedge fund short sellers and the government business 25:39 Earnings date and launch timing 28:44 Investor Q&A: Amazon patents vs Starlink 30:36 Market volatility, rates and the Iran conflict 35:33 Margin, options and risk management lessons 52:10 Closing thoughts 🎙️ 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 is not financial advice. Do your own research before making any investment decisions.

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## Transcript

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