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AST SpaceMobile - All 3 US Carriers Now On Board
AT&T CEO reveals a CapEx savings story analysts missed - decommissioning towers via satellite. Plus: is T-Mobile's Starlink exclusivity actually a problem for $ASTS?
Anpanman returns from vacation to break down a massive week for AST SpaceMobile, covering earnings calls from all three major US carriers - AT&T, Verizon, and T-Mobile - and what their comments mean for ASTS stock and the direct-to-cell satellite opportunity. He unpacks AT&T CEO John Stankey's explicit comments on the CapEx savings story, Verizon shutting down the SpaceX MVNO backdoor theory, and the T-Mobile CEO's surprising…
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