{"podcast":{"title":"AST SpaceMobile Podcast","slug":"ast-spacemobile-podcast-7446851","podcast_index_feed_id":7446851,"rss_url":"https://anchor.fm/s/1082b3988/podcast/rss","website_url":"https://podcasters.spotify.com/pod/show/spacemob","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/44220178/44220178-1779037853912-874d61d8ec933.jpg","author":"SpaceMob","episode_count":212,"summary":"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.","last_synced_at":"2026-09-04T00:20:43.158024+00:00","page_url":"https://stenobird.com/podcast/ast-spacemobile-podcast-7446851"},"episode":{"title":"AST SpaceMobile x Deutsche Telekom - Europe conquered","slug":"ast-spacemobile-x-deutsche-telekom-europe-conquered","published_at":"2026-08-07T10:42:23+00:00","page_url":"https://stenobird.com/podcast/ast-spacemobile-podcast-7446851/ast-spacemobile-x-deutsche-telekom-europe-conquered","show_page_url":"https://stenobird.com/podcast/ast-spacemobile-podcast-7446851","url":"https://podcasters.spotify.com/pod/show/spacemob/episodes/AST-SpaceMobile-x-Deutsche-Telekom---Europe-conquered-e3n3m1r","audio_url":"https://traffic.megaphone.fm/APO3280851026.mp3","summary":"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 Satellite Connect Europe, the AST/Vodafone joint venture, has begun integration and testing with Deutsche Telekom alongside its existing European carrier partners. He digs into Deutsche Telekom's earnings call, where executives acknowledged AST SpaceMobile for the first time and raised doubts about Echostar's ability to secure S-band spectrum in the EU as its Starlink acquisition moves through regulatory review. Anpanman also covers the SpaceX lockup expiry and its ripple effects across satellite stocks, plus strong quarterly results from Redwire, Satellogic and BlackSky. He explains why direct-to-cell technology, MNO spectrum partnerships and shifting European regulatory dynamics could position ASTS stock as a dominant force in both the US and EU wireless markets. 00:00 Introduction 00:36 Deutsche Telekom testing announcement 01:53 SpaceX lockup expiry breakdown 04:00 Short interest and institutional demand dynamics 07:41 Sector earnings: Redwire, Satellogic, BlackSky 08:13 T-Mobile and Deutsche Telekom talks 09:39 Deutsche Telekom earnings call reaction 12:47 Echostar spectrum problems in Europe 15:24 Valuing AST SpaceMobile's EU opportunity 17:02 Bear narrative collapses on analysts 20:43 Public safety and emergency response use case 23:53 NATO, defense and European manufacturing 25:36 Satellite Connect Europe ownership structure 27:51 SpaceX's European regulatory dependency 29:38 Amazon and Globalstar comparison 32:44 Audience Q&A begins 39:52 Which MNOs stick with Starlink 43:11 Final thoughts and risk management 🎙️ Catch all episodes on Spotify: https://open.spotify.com/show/5u6rTxenTvGw4ST…","meta_description":"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 d…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2848,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/ast-spacemobile-podcast-7446851/episodes/ast-spacemobile-x-deutsche-telekom-europe-conquered/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/ast-spacemobile-podcast-7446851/ast-spacemobile-x-deutsche-telekom-europe-conquered.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}