AST SpaceMobile Q2 2026 Earnings Call

AST SpaceMobile Q2 2026 Earnings Call

AST SpaceMobile Q2 2026 Earnings Call


00:00 Introduction and Safe Harbor

01:57 Abel Avellan's Opening Remarks

03:30 Spectrum Strategy and Tunable Bands

05:37 Rakuten J-LEO Award in Japan

06:26 60+ MNO Partners and 3B Subscribers

07:27 Bluebird Satellite Manufacturing Update

08:04 ASIC Chip Reaches Full Production

08:40 Texas Manufacturing Expansion

10:59 $1.3B Revenue Backlog Revealed

11:32 Scott Wisniewski on Commercialization

13:56 US Government Contracts and Golden Dome

15:10 Expanding TAM: Radar, IoT, AI Edge Compute

19:31 Q2 Revenue and 2026 Guidance

20:50 Andy Johnson's Financial Update

23:09 Manufacturing Cadence and CapEx Outlook

30:33 $1.15B Convertible Notes Offering

32:31 Shareholder Q&A Session

38:39 Analyst Q&A: Rakuten Deal and Backlog

53:47 Beta Trials and Commercial Timeline

1:00:41 Sovereign Constellations and Global Expansion


🎙️ Catch all episodes on Spotify: https://open.spotify.com/show/5u6rTxenTvGw4STNbjswAk

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(208)

AST SpaceMobile: AT&T COO's Bullish Grain Spectrum Post

AST SpaceMobile: AT&T COO's Bullish Grain Spectrum Post

AT&T's COO just gave AST SpaceMobile a massive public endorsement over Grain Management's 800MHz spectrum test. Here's why it matters.Anpanman breaks down AT&T COO Jeff McElfresh's LinkedIn post congr...

22 Aug 8min

AST SpaceMobile - The $6 Billion Spectrum War With SpaceX

AST SpaceMobile - The $6 Billion Spectrum War With SpaceX

Grain Management's $6 billion spectrum sale has AST SpaceMobile and SpaceX both in the mix - here's what's really happening.Anpanman breaks down the Bloomberg report claiming SpaceX and AST SpaceMobil...

21 Aug 48min

AST SpaceMobile: T-Mobile Deal Coming Next

AST SpaceMobile: T-Mobile Deal Coming Next

AST SpaceMobile ($ASTS) stock dipped near $64 before rebounding this week.Anpanman explains why a T-Mobile deal could be the next major catalyst.Anpanman opens this space by addressing the recent AST ...

19 Aug 33min

Why AST SpaceMobile's Grain Spectrum Deal Is Huge

Why AST SpaceMobile's Grain Spectrum Deal Is Huge

AST SpaceMobile ($ASTS) update: Chris Ambar joins T-Mobile, FCC grants Grain 800MHz test authority, plus a major new strategic hire.Anpanman opens with a real-world tale of losing cell coverage entire...

18 Aug 53min

AST SpaceMobile - J-LEO Confirmed, T-Mobile Next?

AST SpaceMobile - J-LEO Confirmed, T-Mobile Next?

AST SpaceMobile ($ASTS) confirms J-LEO, lands new government contracts, and reveals its AI edge compute roadmap this week.Kook breaks down AST SpaceMobile's latest earnings call, covering the post-ear...

17 Aug 46min

AST SpaceMobile Q2 - Anpanman Bullish

AST SpaceMobile Q2 - Anpanman Bullish

AST SpaceMobile's Q2 call revealed a $1.3B backlog, 100 MHz of US spectrum, and a shocking Wall Street hire.In this episode, Anpanman breaks down AST SpaceMobile's Q2 earnings call and explains why th...

11 Aug 1h 1min

Starlink Mobile Just Made AST SpaceMobile the Winner

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 earni...

10 Aug 49min

Populärt inom Business & ekonomi

framgangspodden
badfluence
rss-jossan-nina
varvet
dynastin
rss-borsens-finest
uppgang-och-fall
avanzapodden
svd-tech-brief
rss-inga-dumma-fragor-om-pengar
borsmorgon
rss-dagen-med-di
fill-or-kill
bathina-en-podcast
rss-kort-lang-analyspodden-fran-di
rss-hos-psykologen
lastbilspodden
tabberaset
skaraborgspodden
rss-borslunch