Earnings summaries and quarterly performance for AST SpaceMobile.
Executive leadership at AST SpaceMobile.
Abel Avellan
Detailed
Chief Executive Officer
CEO
AJ
Andrew Johnson
Detailed
Executive Vice President, Chief Financial Officer, and Chief Legal Officer
HY
Huiwen Yao
Detailed
Chief Technology Officer
SW
Scott Wisniewski
Detailed
President, Chief Strategy Officer
SG
Shanti Gupta
Detailed
Executive Vice President, Chief Operating Officer
Board of directors at AST SpaceMobile.
Research analysts who have asked questions during AST SpaceMobile earnings calls.
BK
Bryan Kraft
Deutsche Bank AG
6 questions for ASTS
Also covers: ATUS, CHTR, DIS +8 more
CS
Christopher Schoell
UBS
6 questions for ASTS
Also covers: CCOI, EA, PLTK +2 more
Christopher Quilty
Quilty Space
5 questions for ASTS
Also covers: BKSY, GILT, GSAT +7 more
Colin Canfield
Cantor Fitzgerald
5 questions for ASTS
Also covers: AIRO, AMTM, AVAV +10 more
SS
Scott Searle
ROTH MKM
4 questions for ASTS
Also covers: ADEA, AIOT, AIRG +21 more
Caleb Henry
Quilty Space
3 questions for ASTS
Also covers: BKSY, PL, TSAT
Greg Pendy
Clear Street
3 questions for ASTS
Also covers: BMTX, LUNR, PL
Griffin Boss
B. Riley Securities
2 questions for ASTS
Also covers: APEI, CMTL, EGLXF +7 more
LD
Louie DiPalma
William Blair
2 questions for ASTS
Also covers: AIR, AVAV, BAH +16 more
MC
Michael Crawford
B. Riley Securities, Inc.
2 questions for ASTS
Also covers: ATEX, CMTL, DCO +9 more
MF
Michael Funk
Bank of America
2 questions for ASTS
Also covers: ADSK, AMT, ASAN +22 more
MC
Mike Crawford
B. Riley Securities
2 questions for ASTS
Also covers: ATEX, CMTL, DCO +8 more
Timothy Horan
Oppenheimer & Co. Inc.
2 questions for ASTS
Also covers: AI, BKSY, CCOI +18 more
Recent press releases and 8-K filings for ASTS.
AST SpaceMobile Awarded Prime Contract Position on U.S. Missile Defense Agency SHIELD Program
ASTS
New Projects/Investments
- AST SpaceMobile was awarded a prime contract position on the U.S. Missile Defense Agency Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) indefinite-delivery/indefinite-quantity (IDIQ) contract.
- This contract enables AST SpaceMobile to compete for future task orders across research, development, engineering, prototyping, and operations of critical Missile Defense Agency systems.
- The award validates the company's unique on-orbit, dual-use technology for both communications and non-communications applications and highlights growing government interest in resilient, dual-use Low-Earth Orbit (LEO) constellations for national defense.
3 days ago
AST SpaceMobile shares surge after BlueBird 6 launch and defense contract award
ASTS
Product Launch
New Projects/Investments
Guidance Update
- AST SpaceMobile shares surged after the December 2025 launch of BlueBird 6, which delivers broadband to unmodified smartphones and supports a plan for 45–60 satellite launches by late 2026.
- The company was named a prime contract awardee for the U.S. Missile Defense Agency’s Shield contract, positioning it to bid on R&D and operational services for the Golden Dome missile defense effort.
- Market enthusiasm was reinforced by a TradePulse Power Inflow trading signal and analysts, including Bank of America, raising price targets to $100.
- Despite these developments, AST SpaceMobile remains unprofitable, reporting $4.4 million in recent revenue against Q3 2025 operating expenses of $94.41 million, highlighting significant cash burn and capital spending.
3 days ago
AST SpaceMobile Shares Tumble Amid Downgrade and Missed Earnings
ASTS
Earnings
New Projects/Investments
Profit Warning
- AST SpaceMobile shares tumbled 8-12% after Scotiabank downgraded the stock to sector underperform/sell, setting a $45.60 price target and calling the near-term valuation "irrational".
- The company missed quarterly revenue and EPS estimates, reporting a loss of $0.45 per share against an expected $0.18 loss, and revenue of $14.74 million which missed estimates of $22.04 million.
- Scotiabank noted that AST may not reach positive operating profits until 2027, with meaningful free cash flow potentially delayed until 2028–29.
- Insider selling has been substantial, with over 2.3 million shares worth more than $164 million sold in the past 90 days, including significant sales by the CTO and Chief Accounting Officer.
- Operationally, BlueBird-7 has arrived in Florida for launch integration following the late December launch of BlueBird-6, with a target of 45-60 satellite launches by end-2026.
Jan 7, 2026, 1:47 PM
AST SpaceMobile Launches BlueBird 6 Satellite and Outlines Future Deployment Plans
ASTS
Product Launch
New Projects/Investments
Guidance Update
- AST SpaceMobile, Inc. successfully launched its BlueBird 6 satellite on December 23, 2025, which is the largest commercial communications array ever deployed in low Earth orbit, measuring nearly 2,400 square feet.
- The BlueBird 6 satellite is designed to deliver peak data rates of up to 120 Mbps directly to standard mobile devices, providing critical communications infrastructure globally.
- Following this launch, the company plans to deploy 45-60 satellites by the end of 2026, with missions scheduled every one to two months on average, to establish global coverage.
- AST SpaceMobile maintains partnerships with over 50 mobile operator partners, collectively representing nearly 3 billion subscribers.
Jan 2, 2026, 5:45 PM
AST SpaceMobile Announces Successful Orbital Launch of BlueBird 6
ASTS
Product Launch
New Projects/Investments
Guidance Update
- AST SpaceMobile successfully launched BlueBird 6, the largest commercial communications array ever deployed in low Earth orbit, on December 23 at 10:25 p.m. EST from the Satish Dhawan Space Centre in Sriharikota, India.
- BlueBird 6 spans nearly 2,400 square feet, making it three times larger and having 10x the capacity of AST SpaceMobile’s six satellites currently in orbit.
- The satellite is designed to enable peak data rates of up to 120 Mbps directly to standard, unmodified mobile devices, supporting voice, full data, and video applications from space.
- This successful launch keeps AST SpaceMobile on track to launch 45–60 satellites by the end of 2026, with launches planned every one or two months on average.
Dec 24, 2025, 5:31 AM
AST SpaceMobile Highlights 2025 Milestones, 2026 Deployment Plans, and Financial Strength
ASTS
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- AST SpaceMobile achieved significant milestones in 2025, including scaling its business, raising $2 billion-$3 billion in capital, and securing over $1 billion of committed revenue for the second half of the year. The company now holds over $3.2 billion of pro forma cash and liquidity on its balance sheet.
- The company is focused on network deployment, aiming to have 45-60 satellites in orbit by the end of 2026 to provide commercial-grade service in key markets, with plans for up to 13 launches total through the end of 2026. Its manufacturing plant is nearing a production rate of six satellites per month.
- Technologically, the new ASIC chip will enable satellites to achieve up to 10 GHz of processing power per satellite. Strategically, AST SpaceMobile secured a long-term lease agreement for over 80 years for 20+20 MHz of L-band spectrum in the United States and Canada.
- Commercial agreements, such as those with Verizon and Saudi Telecom Company, typically run for 5 to 10 years and are structured with a 50/50 revenue share model for add-on services, including minimum revenue commitments and significant prepayments. The company anticipates flow-through margins in excess of 90% over time once the constellation is operational.
Dec 8, 2025, 6:30 PM
AST SpaceMobile details 2025 capital raise and commercial agreements, outlines 2026 satellite deployment and funding
ASTS
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- AST SpaceMobile raised $2-$3 billion in capital in 2025 and guided to over $1 billion of committed revenue for the second half of 2025. The company has signed definitive commercial agreements with partners like Verizon and Saudi Telecom Company, which include minimum revenue commitments, significant prepayments, and a 50/50 revenue share for add-on services.
- The company aims to deploy 45 to 60 satellites by the end of 2026 to offer commercial-grade service, with up to 13 launches total scheduled through that period. Manufacturing is scaling, with the plant almost at full rate, aiming for six satellites per month, and new facilities in Florida and Texas ramping up. New ASIC chip technology will boost processing power to up to 10 gigahertz per satellite.
- AST SpaceMobile holds over $3.2 billion in pro forma cash and liquidity, with funding secured for over 100 satellite deployments, exceeding its 2026 target. The company also acquired a long-term lease (80+ years) for 20+20 MHz of L-band spectrum in the US and Canada. The government sector now represents a majority of initial revenue, with potential for over $100 million annual revenue from programs of record.
Dec 8, 2025, 6:30 PM
AST SpaceMobile Reports Q3 2025 Revenue, Secures Over $1 Billion in Contracted Commitments, and Updates Launch Plans
ASTS
Earnings
Guidance Update
Revenue Acceleration/Inflection
- AST SpaceMobile reported approximately $15 million in revenue for Q3 2025, an increase from approximately $2 million in the prior quarter, and reiterated its second-half 2025 revenue guidance of $50-$75 million.
- The company has secured over $1 billion in total contracted revenue commitments from its commercial partners.
- As of September 30, 2025, AST SpaceMobile's pro forma cash and liquidity reached over $3.2 billion, making it fully funded to manufacture and launch a constellation of over 100 satellites for worldwide service.
- Manufacturing efforts are on track, with the company expecting to exit calendar 2025 at a manufacturing cadence of six satellites per month, and anticipates five orbital launches by the end of Q1 2026 as it progresses towards 45-60 satellites launched by the end of 2026.
- New definitive commercial agreements were signed with Verizon and Saudi Telecom Group (STC), with the STC deal including a $175 million prepayment to be made by the end of 2025.
Nov 10, 2025, 10:00 PM
AST SpaceMobile Reports Q3 2025 Results and Operational Milestones
ASTS
Earnings
Guidance Update
New Projects/Investments
- AST SpaceMobile reported GAAP revenue of $14.7 million for Q3 2025 and reiterated its second-half 2025 revenue guidance of $50.0 million to $75.0 million.
- The company secured over $1.0 billion in aggregate contracted revenue commitments from partners, including definitive commercial agreements with stc Group (featuring a $175.0 million prepayment) and Verizon, along with a new contract award with the U.S. Government.
- AST SpaceMobile maintains a robust balance sheet with over $3.2 billion in cash, cash equivalents, restricted cash, and liquidity on a pro forma basis as of September 30, 2025.
- Operational progress includes the shipment of BlueBird 6 to India for a launch expected in the first half of December, with plans for five orbital launches by the end of Q1 2026 and a goal of 45 to 60 satellites in orbit by the end of 2026.
Nov 10, 2025, 10:00 PM
AST SpaceMobile Reports Q3 2025 Revenue and Secures Over $1 Billion in Contracted Revenue Commitments
ASTS
Earnings
Guidance Update
New Projects/Investments
- AST SpaceMobile reported GAAP revenue of $14.7 million for Q3 2025, primarily driven by gateway hardware sales and U.S. government service milestones, and expects second-half 2025 revenue in the range of $50-$75 million.
- The company has secured over $1 billion in total contracted revenue commitments from commercial partners, including definitive agreements with Verizon and Saudi Telecom Group (STC), the latter involving a $175 million prepayment by the end of 2025.
- Manufacturing is on track to complete 40 satellites by early 2026, with a cadence of six satellites per month by the end of 2025, and plans for five orbital launches by the end of Q1 2026 towards a goal of 45-60 satellites by the end of 2026.
- As of September 30, 2025, AST SpaceMobile's cash, cash equivalents, and restricted cash, pro forma for recent financial transactions, stood at approximately $3.2 billion, making it fully funded to manufacture and launch a constellation of over 100 satellites.
- The company's novel ASIC chip, enabling peak data transmission speeds of up to 120 megabits per second, is anticipated to be integrated into Block 2 Bluebird satellites during Q1 2026.
Nov 10, 2025, 10:00 PM
Quarterly earnings call transcripts for AST SpaceMobile.
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