AST SpaceMobile x Deutsche Telekom - Europe conquered

AST SpaceMobile just began testing with Deutsche Telekom - and DT publicly said the name live on today's earnings call.In this episode, Anpanman breaks down the news that Satellite Connect Europe, the AST/Vodafone joint venture, has begun integration and testing with Deutsche Telekom alongside its existing European carrier partners. He digs into Deutsche Telekom's earnings call, where executives acknowledged AST SpaceMobile for the first time and raised doubts about Echostar's ability to secure S-band spectrum in the EU as its Starlink acquisition moves through regulatory review. Anpanman also covers the SpaceX lockup expiry and its ripple effects across satellite stocks, plus strong quarterly results from Redwire, Satellogic and BlackSky. He explains why direct-to-cell technology, MNO spectrum partnerships and shifting European regulatory dynamics could position ASTS stock as a dominant force in both the US and EU wireless markets.00:00 Introduction00:36 Deutsche Telekom testing announcement01:53 SpaceX lockup expiry breakdown04:00 Short interest and institutional demand dynamics07:41 Sector earnings: Redwire, Satellogic, BlackSky08:13 T-Mobile and Deutsche Telekom talks09:39 Deutsche Telekom earnings call reaction12:47 Echostar spectrum problems in Europe15:24 Valuing AST SpaceMobile's EU opportunity17:02 Bear narrative collapses on analysts20:43 Public safety and emergency response use case23:53 NATO, defense and European manufacturing25:36 Satellite Connect Europe ownership structure27:51 SpaceX's European regulatory dependency29:38 Amazon and Globalstar comparison32:44 Audience Q&A begins39:52 Which MNOs stick with Starlink43:11 Final thoughts and risk management🎙️ Catch all episodes on Spotify: https://open.spotify.com/show/5u6rTxenTvGw4STNbjswAk👋 Connect with the host on X: https://x.com/spacanpanman👕 Get the Gear: https://spacemob.printify.me📩 AST SpaceMobile Podcast Newsletter: https://ast-spacemobile-podcast.beehiiv.com/