Latest / AST SpaceMobile Podcast
Will Starlink Be Shut Out of Europe?
Europe's Big 4 telcos just formed a JV to bid on MSS spectrum in May 2027. What it means for AST SpaceMobile (ASTS) and Starlink.
Anpanman breaks down the joint venture announced by Deutsche Telekom, Orange, Telefonica and Vodafone to pursue S-band spectrum for advanced direct-to-cell service in Europe. He explains how the 60 MHz currently held by Viasat and EchoStar is likely to be split into three buckets, and why the venture is built around European sovereignty. He also covers why the announcement is a big deal for ASTS stock, with Deutsche Telekom now publicly acknowledged as an AST…
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