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-earnings vol crush, the wild market psychology of a stock that swung from $37 to $70, and confirmation of the J-LEO deal - a billion-dollar non-dilutive subsidy structure for Japanese-flagged satellites within the ASTS constellation.

The episode dives into new US government contracts worth over $100 million, a multi-billion dollar recurring radar and GPS opportunity, and strong signals that Deutsche Telekom's T-Mobile is nearing a direct-to-cell partnership with AST SpaceMobile, backed by a newly surfaced FCC spectrum filing tied to existing ASTS-T-Mobile agreements.

Kook also unpacks ASTS's AI edge compute roadmap starting with Bluebird 47, the hiring of banking veteran Ozzy Ramos as a strategic advisor, financial details including $3.7 billion in proforma cash and a $1.3 billion revenue backlog, plus the growing wave of sovereign satellite deals and Vodafone's EU spectrum priority lane position.

00:00 Introduction from a closet in France

01:52 Vol crush and market psychology after earnings

03:03 Stock at $70 vs the July 2025 lows

04:18 Wall Street Journal coverage and New Glenn photo

04:56 J-LEO deal confirmed and Tesla analogy

07:24 New government contracts and Deutsche Telekom signals

10:51 Cash, backlog, and launch cadence

12:52 Radar, GPS, and government revenue mix

14:40 Dave's earnings summary and AI compute reveal

16:46 The Iceland power analogy

19:37 AI edge compute roadmap revealed

21:26 Porsche and Ruff analogy for compute value

22:52 T-Mobile spectrum evidence via FCC filing

25:25 Multi-billion dollar radar opportunity math

27:39 2021 patents on space data centers

31:56 Ozzy Ramos joins as strategic advisor

37:38 56 sovereign satellite deals emerging

42:00 Dr. Ali's trillion dollar TAM and $2200 upside case

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

👋 Connect with the host on X: https://x.com/thekookreport

👕 Get the Gear: https://spacemob.printify.me/

📩 AST SpaceMobile Podcast Newsletter: https://ast-spacemobile-podcast.beehiiv.com/

#astspacemobile #JLEO #TMobile

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