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$ASTS: Why the Telco JV Is Really Aimed at Starlink
AST SpaceMobile ASTS: Anpanman breaks down the AT&T, Verizon, T-Mobile telco JV and B. Riley's $85 to $65 downgrade.
Anpanman digs into the newly announced joint venture between AT&T, Verizon and T-Mobile and explains why he believes it squarely fits AST SpaceMobile and was formed to counter Starlink. He covers the pooling of scarce low-band spectrum, open standards versus proprietary networks, the regulatory path through the DOJ and FCC, and why direct-to-cell competitors like Amazon and Iridium don't fit the JV's model.
Next, Anpanman reviews the new Chief Commercial Officer hire, Wayne…
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