Kook's Weely - March 9 - Constellation Constipation Relief: AST SpaceMobile’s Billion Dollar Guidance

AST SpaceMobile Podcast · Mar 9, 2026 · 50m · transcript

Kook analyzes the current macro environment and the high-stakes world of satellite telecommunications following the most recent AST SpaceMobile earnings call. This episode breaks down the technical details behind the recent launch delays, specifically focusing on the certification of the stacking mechanism for the Block 1 BlueBirds. Kook explains why this 'constellation constipation' is about to clear, leading to a significant increase in launch cadence.

Kook dives into the massive manufacturing expansion in Midland, Texas, where AST SpaceMobile has doubled its production capacity. This…