Inferra AI / Company / ASTS
Ast Spacemobile, Inc.
ASTS · Communication Services
Last earnings Aug 10, 2026
Key results
Revenuequarter
$14.7 million
revenue of $14.7 million driven by gateway deliveries and U.S. Government milestones met •
SEC original ↗Ast Spacemobile, Inc. — Earnings release (8-K exhibit)EX-99May 11, 2026
Our Adjusted operating expenses, excluding Adjusted cost of revenues (1) for the first quarter of 2026 was $79.8 million, compared to $66.8 million in the fourth quarter of 2025 • As of March 31, 2026, we had cash, cash equivalents, and restricted cash of approximately $3.5 billion • As of March 31, 2026, we had incurred approximately $1.8 billion of gross capitalized property and equipment costs and accumulated depreciation and amortization of $191.0 million.
SEC original ↗Ast Spacemobile, Inc. — Earnings release (8-K exhibit)EX-99May 11, 2026
Services revenuequarter
$ 13,406
revenues of $7,852 and $0 for the three months ended March 31, 2026 and 2025, respectively) $ 13,406 $ 375 Services revenues 1,329 343 Total revenues 14,735 718 Operating expenses: Cost of revenues (exclusive of items shown separately below) Cost of revenues - products (includes related party cost of
SEC original ↗Ast Spacemobile, Inc. — Earnings release (8-K exhibit)EX-99May 11, 2026
revenues of $4,870 and $0 for the three months ended March 31, 2026 and 2025, respectively) 11,063 - Cost of revenues - services 586 - Engineering services costs 84,097 27,204 General and administrative costs 43,657 18,384 Research and development costs 7,129 7,135 Depreciation and amortization 17,615 10,958 Total oper
SEC original ↗Ast Spacemobile, Inc. — Earnings release (8-K exhibit)EX-99May 11, 2026
Stock-based compensation for the three months ended March 31, 2026 and December 31, 2025 consisted of $39.2 million and $10.4 million of engineering services costs, $15.9 million and $4.3 million of general and administrative costs, and $0.3 million and $0.5 million of cost of revenues, respectively.
SEC original ↗Ast Spacemobile, Inc. — Presentation / slide deck (8-K exhibit)EX-99May 11, 2026
If you further adjust for these costs, our Adjusted operating expenses, excluding Adjusted cost of revenues were closer to $79.8 million during Q1 2026 and $66.8 million during Q4 2025, respectively.
SEC original ↗Ast Spacemobile, Inc. — Presentation / slide deck (8-K exhibit)EX-99May 11, 2026
operating expenses - 3 months ended Stock-based compensation for the three months ended March 31, 2026, December 31, 2025, and March 31, 2025 consisted of $39.2 million, $10.4 million, and $4.0 million of engineering services costs, $15.9 million, $4.3 million, and $3.8 million of general and administrative costs, and $0.3 million, $0.5 million, and $0.0 million of cost of revenues, respectively.
SEC original ↗Ast Spacemobile, Inc. — Presentation / slide deck (8-K exhibit)EX-99May 11, 2026
AI analysis
Q1 2026 · reported May 11, 2026
Based on: Earnings release + Q1 2026 deck + parent 8-K + 10-Q — transcript not held
Headline figures
| Metric | Q1 2026 | Prior qtr | Year ago |
|---|---|---|---|
| Revenue | $14.7 million | — | — |
| Services revenue | $ 13,406 | — | — |
Guidance · company-stated
No guidance located in the held release
“On track to achieve full year 2026 revenue guidance of $150.0 million to $200.0 million, supported by additional contract awards from the U.”
Capital allocation
For the six months ended June 30, 2026 , other segment items also included induced conversion expense related to the repurchases of a portion of the 2032 4.25 % Convertible Notes and the 2032 2.375 % Convertible Notes.
As of June 30, 2026, the aggregate fair value of the Company s debt was $ 3.5 billion , which included the fair value of the 2032 4.25 % Convertible Notes of $ 12.6 million , the 2032 2.375 % Convertible Notes of $ 512.8 million , the 2036 2.00 % Convertible Notes of $ 1,338.7 million and the 2036 2.25 % Convertible Notes of $ 1,154.6 million .
Event summary
Ast Spacemobile, Inc. Q1 2026 — revenue of $14.7 million driven by gateway deliveries and U.S. Government milestones met •
Based on: Earnings release + Q1 2026 deck + parent 8-K + 10-Q — transcript not held
Guidance & outlook
No guidance located in the held release
Capital allocation
For the six months ended June 30, 2026 , other segment items also included induced conversion expense related to the repurchases of a portion of the 2032 4.25 % Convertible Notes and the 2032 2.375 % Convertible Notes.
SEC original ↗Ast Spacemobile, Inc. — 10-Q Quarterly report10-QAug 10, 2026
As of June 30, 2026, the aggregate fair value of the Company s debt was $ 3.5 billion , which included the fair value of the 2032 4.25 % Convertible Notes of $ 12.6 million , the 2032 2.375 % Convertible Notes of $ 512.8 million , the 2036 2.00 % Convertible Notes of $ 1,338.7 million and the 2036 2.25 % Convertible Notes of $ 1,154.6 million .
SEC original ↗Ast Spacemobile, Inc. — 10-Q Quarterly report10-QAug 10, 2026
As of December 31, 2025, the aggregate fair value of the Company s debt was approximately $ 2.5 billion , which included the fair value of the 2032 4.25 % Convertible Notes of $ 147.2 million , the 2032 2.375 % Convertible Notes of $ 760.8 million , and the 2036 2.00 % Convertible Notes of $ 1,156.7 million .
SEC original ↗Ast Spacemobile, Inc. — 10-Q Quarterly report10-QAug 10, 2026
The fair value of remaining debt has been determined under the discounted cash flow method using significant inputs derived from, or corroborated by, observable market data (Level 2 inputs).
SEC original ↗Ast Spacemobile, Inc. — 10-Q Quarterly report10-QAug 10, 2026
Debt discount and issuance costs are comprised of costs incurred in connection with debt issuance and are presented in the unaudited condensed consolidated balance sheets as a deduction to the carrying amount of the debt and amortized using the effective interest method to interest expense over the term of the debt.
SEC original ↗Ast Spacemobile, Inc. — 10-Q Quarterly report10-QAug 10, 2026
During the three and six months ended June 30, 2026, the Company recognized $ 23.6 million and $ 45.3 million of interest expense related to the debt noted above, respectively.
SEC original ↗Ast Spacemobile, Inc. — 10-Q Quarterly report10-QAug 10, 2026
Strategy & priorities
” “Our network deployment for 2026 is targeting approximately 45 satellites in orbit, supported by our manufacturing cadence and multi-partner launch strategy” added Avellan.
SEC original ↗Ast Spacemobile, Inc. — Earnings release (8-K exhibit)EX-99May 11, 2026
200+ microns 650+ microns Purpose-built Largest in LEO1 End result ABILITY TO deploy more microns to orbit, faster and cheaper, on larger arrays than any satellite manufacturer in history 1,150 MHz low and mid-band tunable MNO spectrum globally 45 MHz of MSS mid band spectrum access in North America 60 MHz of AST SpaceMobile-licensed S-band spectrum priority rights globally Allocated spectrum of 50+ MNO partners 80+ MHz of spectrum in the U.
SEC original ↗Ast Spacemobile, Inc. — Presentation / slide deck (8-K exhibit)EX-99May 11, 2026
for satellite and terrestrial usage Comprehensive Global Spectrum Strategy with Shared MNO Frequencies and Controlled MSS Frequencies Note: Plans for expected satellite(s) ready to ship as of May 11, 2026.
SEC original ↗Ast Spacemobile, Inc. — Presentation / slide deck (8-K exhibit)EX-99May 11, 2026
This measure is used to monitor operating results, compare actual performance to internal budgets and forecasts, evaluate performance relative to strategic objectives, and determine the level of operating and capital resources required.
SEC original ↗Ast Spacemobile, Inc. — 10-Q Quarterly report10-QAug 10, 2026
Risks & headwinds
Forward-Looking Statements This communication contains “forward-looking statements” that are not historical facts, and involve risks and uncertainties that could cause actual results of AST SpaceMobile to differ materially from those expected and projected.
SEC original ↗Ast Spacemobile, Inc. — Earnings release (8-K exhibit)EX-99May 11, 2026
These forward-looking statements involve significant risks and uncertainties that could cause the actual results to differ materially from the expected results.
SEC original ↗Ast Spacemobile, Inc. — Earnings release (8-K exhibit)EX-99May 11, 2026
htm EX-99.2 BUSINESS UPDATE FIRST QUARTER 2026 May 11, 2026 NASDAQ: ASTS Forward Looking Statements This communication contains “forward-looking statements” that are not historical facts, and involve risks and uncertainties that could cause actual results of AST SpaceMobile to differ materially from those expected and projected.
SEC original ↗Ast Spacemobile, Inc. — Presentation / slide deck (8-K exhibit)EX-99May 11, 2026
Legal Proceedings 45 Item 1A.
SEC original ↗Ast Spacemobile, Inc. — 10-Q Quarterly report10-QAug 10, 2026
The Company assesses estimates on an ongoing basis; however, actual results could materially differ from those estimates due to risks and uncertainties, including the continued uncertainty surrounding rapidly changing market and economic conditions due to geopolitical conflicts and macroeconomic conditions including changes in inflation and interest rates.
SEC original ↗Ast Spacemobile, Inc. — 10-Q Quarterly report10-QAug 10, 2026
That consideration is constrained due to the uncertainty about the amount of the consideration to be received, which may not be resolved for a period of time.
SEC original ↗Ast Spacemobile, Inc. — 10-Q Quarterly report10-QAug 10, 2026
Earnings deck slides
0 decks with slide viewAst Spacemobile, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Ast Spacemobile, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Ast Spacemobile, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
31 documents- Q3 2026
- 8-KASTS
Oct 20, 2026
- Q2 2026
- 8-KASTS
Sep 28, 2026
- 10-QASTS
Aug 10, 2026
- 8-KASTS
Aug 10, 2026
- 8-KASTS
Jul 20, 2026
- 8-KASTS
Jul 15, 2026
- Q1 2026
- 8-KASTS
Jun 15, 2026
- 10-QASTS
May 11, 2026
- 8-KASTS
May 11, 2026
- 8-KASTS
Apr 20, 2026
- EX-99ASTS
Apr 20, 2026
- Q4 2025
- 10-KASTS
Mar 2, 2026
- 8-KASTS
Mar 2, 2026
- 8-KASTS
Feb 23, 2026
- 8-KASTS
Feb 20, 2026
- 8-KASTS
Feb 17, 2026
- 8-KASTS
Feb 11, 2026
- EX-99ASTS
Feb 11, 2026
- EX-99ASTS
Feb 11, 2026
- EX-99ASTS
Feb 11, 2026
- 8-KASTS
Jan 16, 2026
- Q3 2025
- 8-KASTS
Nov 21, 2025
- 10-QASTS
Nov 10, 2025
- 8-KASTS
Nov 10, 2025
- 8-KASTS
Nov 3, 2025
- 8-KASTS
Oct 29, 2025
- 8-KASTS
Oct 29, 2025
- 8-KASTS
Oct 24, 2025
- 8-KASTS
Oct 21, 2025
- EX-99ASTS
Oct 21, 2025
- EX-99ASTS
Oct 21, 2025
Earnings releases
7 documentsPresentations
3 documents
Transcripts
0 documentsNo transcripts for Ast Spacemobile, Inc. are held in this edition of the library.
Mentioned by
3 companiesOther tracked companies whose held documents mention Ast Spacemobile, Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.
“arket trends, revenues, liquidity, cash flows and uses of cash, capital expenditures, and AST SpaceMobile’s ability to invest in growth initiatives; (ii) the negotiation of definitive… …marketing plans, operating expenses, market trends, revenues, li”
“arket trends, revenues, liquidity, cash flows and uses of cash, capital expenditures, and AST SpaceMobile’s ability to invest in growth initiatives; (ii) the negotiation of definitive… …marketing plans, operating expenses, market trends, revenues, li”
“arket trends, revenues, liquidity, cash flows and uses of cash, capital expenditures, and AST SpaceMobile’s ability to invest in growth initiatives; (ii) the negotiation of definitive… …marketing plans, operating expenses, market trends, revenues, li”
See also the earnings calendar for every tracked company’s next earnings date.