Episode
AST SpaceMobile Q2 - Anpanman Bullish
- Podcast
- AST SpaceMobile Podcast
- Published
- Aug 11, 2026
- Duration seconds
- 3662
- Processing state
not_requested- Canonical source
- https://podcasters.spotify.com/pod/show/spacemob/episodes/AST-SpaceMobile-Q2---Anpanman-Bullish-e3n8ls8
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Summary
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 call and explains why the market's negative reaction misses the real story. He opens with the surprise hire of Ozzy Ramos, a longtime vice chair of investment banking at UBS and Barclays, calling it a huge vote of confidence in ASTS stock and a signal of major strategic moves ahead. Anpanman digs into the spectrum disclosures, including C-band capability built into mid-band Bluebird satellites, the ASIC chip's ability to process low-band, mid-band, and C-band signals, and the plan to bring 100 MHz of usable spectrum to the US direct-to-cell network. He also covers the confirmed US joint venture with AT&T, Verizon, and T-Mobile, ongoing testing with Deutsche Telekom, and recent FCC commentary on global S-band spectrum rights tied to EchoStar's pending sale to SpaceX. The episode closes with a look at AST SpaceMobile's $1.3 billion contracted backlog, new government awards tied to Golden Dome and Arsenal Freedom, the Japan J-LEO sovereign satellite opportunity with Rakuten, and reiterated 2026 revenue guidance of $150 to $200 million despite the Blue Origin launch delay. Anpanman also reacts to Cantor Fitzgerald's price target upgrade and Piper Sandler naming ASTS its favorite space stock. 00:00 Introduction 01:22 Wall Street veteran Ozzy Ramos joins AST SpaceMobile 09:55 C-band spectrum coming to mid-band Bluebirds 14:34 ASIC chip already supports low, mid and C-band 15:21 100 MHz of usable US spectrum explained 18:45 International S-band rights and FCC sovereignty questions 22:06 US joint venture: AT&T, Verizon, T-Mobile and a 4th player 25:44 AI compute and orbital data centers 29:01 La…