Latest / AST SpaceMobile Podcast
Starlink Mobile Just Made AST SpaceMobile the Winner
AST SpaceMobile earnings hit today as Starlink Mobile shakes up the MNO landscape.
Anpanman explains why $ASTS uptake could go from 5% to 100%.
In this episode, Anpanman previews AST SpaceMobile's earnings release and unpacks the weekend's biggest storyline: Elon Musk's claims that Starlink Mobile could capture up to 50% of global internet traffic. Anpanman argues this competitive pressure will push mobile network operators like AT&T, Verizon, and eventually T-Mobile to bake AST SpaceMobile's direct-to-cell satellite service into every plan, pushing ASTS stock uptake far beyond the old 5-10%…
The skinny
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