AST SpaceMobile ($ASTS) podcast mentions
Timestamped AST SpaceMobile ($ASTS) mentions across our podcast corpus.
We're back with Prof G Markets. Two of the biggest space companies in America reported earnings Monday night, and neither one gave investors much to like. Rocket Lab brought in a record $234 million in revenue, up 62% from last year, but it lost more money than analysts were expecting. AST SpaceMobile came in short on revenue and its losses more than doubled to $231 million. A big chunk of that loss was $126 million write-off from a satellite that Blue Origin had launched into the wrong orbit earlier this year. Both stocks fell on those reports. The real story for these two though goes back to June when SpaceX went public and investors sold off the rest of the sector, presumably to buy in. Rocket Lab dropped 11% on the day of SpaceX's IPO and AST dropped 16%. Space stocks continue to slide through July, with some of them cratering as much as 40%. Today, SpaceX trades below its IPO price, but that money still hasn't come back to the rest of the space sector. So what is next for the space industry? We are speaking with Tim Farrah, president of TMF Associates. Tim, thanks for joining us on the show. We got some some pretty important earnings reports from two of the other big space companies, uh, AST SpaceMobile and also Rocket Lab. It seems that investors are getting kind of shaky, uh, about this sector right now. What do you make of the earnings and what do you make of, of space post-SpaceX IPO?
Ed Elson · Prof G Markets · Inside Nvidia’s $500B AI Financing Loop · 2026-08-12I don't know that anything is necessarily compelling to me right now from a valuation perspective, but I, I do definitely want to watch what's the reality for these companies? If you look at a company like an AST SpaceMobile, a lot of hype behind that business. Are people actually going to sign up for a satellite connection for their phone? Is that going to be included in your plan if you're on Verizon or AT&T? What's the real business model behind it? Because we're currently in this phase of, hey, more rockets going up, more payload, more revenue for these rocket companies. All of this is great. We're not at the there, there yet point, but we're getting really close where these companies are going to have to start showing revenue margin, whether they have pricing power or not. So that's what I'm keeping an eye on. I don't have many or any investments in this space at this point, but I'm intrigued by the potential for growth. I just think we may be set for kind of a pullback when we get to that reality point.
Travis Hoyem · Motley Fool Hidden Gems Investing · RocketLab’s Neutron Update, On Holdings Earnings, and the eVTOL Rivalry Heats Up · 2026-08-12It's helpful. It's helpful to know all of this. Yeah, let's get into our week ahead. I think we've uncovered all we need to uncover in the financial markets. We'll see inflation data from the Consumer Price and Producer Price Indices for July. We'll also see earnings from Rocket Lab, AST SpaceMobile, CoreWeave, and Supermicro Computer, all of the very hot AI or space-adjacent stocks. Scott, any predictions?
Ed Elson · Prof G Markets · Bulls vs. Bears: Who’s Right About This Market? · 2026-08-10For the customer to get access to it. And so that JV will allow us to go and buy from, if you want to go to Amazon or you go to SpaceX or AST SpaceMobile. And I think that is a really appropriate way to go to the market, especially in terms of what the benefit is the customer is going to get from that and ease of access.
John Stankey · Squawk Pod · OpenAI’s “Cyber Incident,” A Saudi Nuclear Deal, & AT&T CEO 7/22/26 · 2026-07-22Yeah, so I mean, this, the satellite direct-to-cell ambitions, you know, we see companies like Starlink, like AST SpaceMobile, It's a threat that's worth watching, but there are some physical constraints with what they're trying to do, is essentially be an emergency backup. If you have your cell phone and you go into an area that doesn't have cell coverage, it would kind of kick over to the satellite. Just for example, the direct-to-cell satellites that exist today anyway are not very good at providing coverage when you're indoors. That's a big obstacle to overcome. So because of things like that, for at least the next few years, this is likely to be a complement, not a replacement, to these these dense tower networks like American Tower operates. It's worth watching, but for the foreseeable future, I'm not worried about it.
Matt Frankel · Motley Fool Hidden Gems Investing · Meta Has Been Busy · 2026-07-09Yeah, yeah. So he's doubling down, he's putting in $2 billion directly and Coatue is getting twice as much allocation, $4 billion. There's another interesting Coatue tidbit I alluded to earlier from the New York Times piece. Bezos's family office is a major investor in Coatue's Innovative Strategies Fund, which is focused on emerging technology startups. So I'm not sure if, the money's coming out of that fund specifically, but there is a connection there. He's been building a relationship with Coatue for a long time, and they are optimistic about Blue Origin's prospects. The valuation is expected to be $130 billion. Big for a private company. I was listening to Gavin Baker and Travis Kalanick talk about how crazy it was when Gavin was at Fidelity, and he wanted to value Uber at $14 billion, and everyone thought he was crazy. The valuation turned into an auction, came in at $17, and everyone was like, This is unprecedented. We've never seen a private company this big. And now $17 billion, even $60 billion in the private markets looks quaint by modern standards in an era where we have several trillion-dollar private companies, many up in the $100 billion-plus range. It's a wild, wild time. The Elon bulls are saying, oh, SpaceX is underpriced now. Because you have to imagine, I don't know if there's an exact revenue figure that's leaked for Blue Origin, but based on the size of that business, it has to be small. This has to be a very high multiple. But you're not really valuing this company on cash flow or even revenue. You're valuing it on the capability, which is it's the second company in the world, I believe, to bring a rocket to orbit, land it successfully, you know, prove reusability. They got there before China, which has been trying to copy SpaceX for years. And so lots of really solid progress. Of course, there was that setback with the launch pad that exploded, but they figured out a solution to that and things are chopping along just, just fine. The company is estimated to burn $5 billion this year, so this looks like a pretty standard 12 to 18 month fundraise at $10 billion, and it's burned something like $27 billion to date, which, you know, a billion a year on average over 25 years, not too bad for such an ambitious project. Still a lot of money, but a big opportunity. And you have to imagine there are a number of other comps like AST SpaceMobile, as you like to call them. AST SpaceMobile.
Jordi Hays · TBPN · Blue Origin Raises Capital, Getty-Shutterstock Deal Dies, GPT-5.6 Launches Tomorrow | Diet TBPN · 2026-07-09I own the AST SpaceMobile.
John Coogan · TBPN · Blue Origin Raises Capital, Getty-Shutterstock Deal Dies, GPT-5.6 Launches Tomorrow | Diet TBPN · 2026-07-09The Elon bulls are saying, "Oh, SpaceX is underpriced now." I don't know if there's an exact revenue figure that's leaked for Blue Origin, but based on the size of that business, it has to be small. This has to be a very high multiple. But you're not really valuing this company on cash flow or even revenue. You're valuing it on the capability, which is, it's the second company in the world, I believe, to bring a rocket to orbit, land it successfully, prove reusability. They got there before China, which has been trying to copy SpaceX for years. And so lots of really solid progress. Of course, there was that setback with the launchpad that exploded, but they figured out a solution to that and things are chopping along just fine. The company is estimated to burn $5 billion this year. So this looks like a pretty standard 12 to 18 month fundraise at $10 billion.. And it's burned something like $27 billion to date, which, you know, a billion a year on average over 25 years, not too bad for such an ambitious project. Still a lot of money, but a big opportunity. And you have to imagine there are a number of other comps like AST SpaceMobile, as you like to call them. AST SpaceMobile.
John Coogan · TBPN · GPT-5.6 Sol Reactions, Coatue Bets Big on Blue Origin, Cheaper Vision Pro Delayed | Vincent Weisser, Ben Thompson, Rodrigo Liang, Alana Palmedo, Byron Boots, Will Mayer, Tucker Brown · 2026-07-08Pop on the AST SpaceMobile.
Jordi Hays · TBPN · GPT-5.6 Sol Reactions, Coatue Bets Big on Blue Origin, Cheaper Vision Pro Delayed | Vincent Weisser, Ben Thompson, Rodrigo Liang, Alana Palmedo, Byron Boots, Will Mayer, Tucker Brown · 2026-07-08The other thing to understand is the economics of some of these satellite deals. Like if you look at AST SpaceMobile, they have revenue share deals with the partners that actually own the spectrum. So Verizon owns the spectrum to reach your Verizon phone. AST can't just come in and replace them. They've gotta license that spectrum from them.
Travis Hoyem · Motley Fool Hidden Gems Investing · Oil Pulls the Market Lower Again · 2026-07-08I think this is pretty simple. If you want exposure to Indonesia, I would buy EIDO. TLK, this is a name we had owned for a little bit. We sold it, had too much relative weakness, some accounting issues. And when you go buy an EIDO, the iShares MSCI Indonesia Fund, you're getting much broader exposure, 60 different holdings. Yes, TLK is in there, but It's only 1 of, of 60. So I would rather hold something that's broader, getting broader diversity, just so you can gain exposure to all these companies or all 60 companies. And you have much better diversity and shot at winning. Okay. Let's talk about SpaceX. SpaceX goes IPO tomorrow, but who will be the winners and losers and what is depending on how well this performs. Now, currently price is up about 21% from its implied IPO price on Hyperliquid, which is a trading platform, cryptocurrency trading platform that trades perpetual futures, which would be a reasonable success. But obviously this is a very narrow, illiquid market, so it's hard to say exactly how this IPO will perform. But first off, it will benchmark, be a good benchmark for companies like AST SpaceMobile as well as Rocket Labs. You know, where do, where does valuation ultimately settle out at? And there will be, uh, an adjustment in those stocks as well. Then telecom, a lot of names like Verizon, AT&T, T-Mobile It sold off recently on fears that SpaceX with their Starlink will disrupt their business. I, I think that's a little overblown, but wireless produ— wireless customers or wireless stocks, excuse me, could bounce if the IPO doesn't go well. And then there's the future IPOs, OpenAI, Anthropic. If this holds, if valuation stays around these levels for a reasonable amount of time— for SpaceX, you're talking months, because that's where it's going to take for OpenAI to Anthropic to, to actually get to market— if it can, can hold its value for a period of time, it will allow these other names to go public. If this flops and you get it down 20, 30, 40% in the coming months, Well, then that would call into question the valuation and the ability for OpenAI, Anthropic to go public. Then there's the AI market in general, from names like Caterpillar to Vertiv, the G of Vernova, NVIDIA, Alphabet, et cetera.
Justin Klein · InvestTalk · Florida Home Insurance Reform Is Working — And It Could Reshape the Entire Market · 2026-06-12This has been one of the bigger questions we've been being asked by clients and prospects and other people recently is what is going on with active small-cap investing? Because it seems like everybody who's kind of a concentrated active small-cap investor is just getting killed on a relative basis. And we are no exception. Um, over the last 2 months or the last 12 months. And we were feeling great in the wake of Liberation Day where we were ahead of the market. We had conservatively financed boring companies on offense in small-cap world. Hey, this is great. This is our market. And it has just totally gone the other way. It feels like when you look at each one of these kind of 2,000 stocks in the Russell 2000,— and we wrote about this in our last little Research Perspectives note— it's harder to draw a lot of broad conclusions there because a lot of the things driving the index the most don't even really have multiples. And therefore, you can't say, well, this went from this multiple to that multiple. It just went up a lot. And that to us speaks to some speculation, some momentum. A lot of concept stocks, you know, are, are kind of flying high. And if you're a boring company that generates real free cash flow, this has been kind of the worst possible environment for you on a stock price basis in, in small-cap world recently. You know, some of the The top stocks in the Russell 2000 value, value, you know, have been EchoStar, AST, SpaceMobile. I mean, you know, it's, it's, there's, there's some silliness out there. But in a lot of ways, this is, you know, it's, it's really setting, we feel, up a boring portfolio like ours to, to shine from here. What a brutal April and May. But when things go vertical, they more often than not start going vertical the other direction. And a lot of these valuations on a price-to-value basis are just well off of what they should be.
Ross Glotzbach · The Acquirers Podcast · The Stock Market Is Rewarding the Wrong Companies Right Now — Here's the Math · 2026-06-11