AST SpaceMobile - FY2026 Q3 Earnings $ASTS $[PRICE] [[±X.XX]% AH] ❌ Revenue: $42.3M (Est: $44.5M) [+188% YoY] ❌ EPS: -$0.44 (Est: -$0.41) Additional Metrics: Cash and Liquidity: about $3.2B Operating Expenses: $211.0M, incl. $77.4M D&A and SBC Announcements: Blacklift: 20-ton reusable rocket, launches starting late 2028 BlueBirds: 100+ satellites deployed during 2027 and 2028 Japan Funding: $1.0B non-dilutive funding Orbit Target: about 45 BlueBird satellites by mid-2027 U.S. Space Force: about $100M contract, 16 awards to date Key Updates: Commercial Ecosystem: 60+ operators representing 3B+ subscribers ASIC: 10x processing bandwidth improvement vs. Block 1 BlueBirds FY2026 Guidance (affirmed): ✅ Revenue: $150-200M (Est: $159.8M)

AST SPACEMOBILE $ASTS Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $42.3M (Est. $46.6M) 🔴 🔹 EPS: -$0.44 (Est. -$0.40) 🔴 🔹 Cash & Liquidity: ~$3.2B Affirms FY26 Guide: 🔹 Revenue: $150M-$200M (Est. $167M) 🟡 Announcements: 🔹 Blacklift: 20-ton reusable rocket; launches starting late 2028 🔹 BlueBirds: 100+ satellites deployed during 2027 and 2028 🔹 Japan Funding: $1.0B non-dilutive funding 🔹 Orbit Target: ~45 BlueBird satellites by mid-2027 🔹 U.S. Space Force: ~$100M contract; 16 awards to date Key Updates: 🔹 Commercial Ecosystem: 60+ operators representing 3B+ subscribers 🔹 ASIC: 10x processing bandwidth improvement vs. Block 1 BlueBirds 🔹 Q3 Opex: $211.0M, incl. $77.4M D&A and SBC Comments: 🔸 “We expect to achieve a production rate of six ASIC satellites per month in December of this year.” 🔸 “With additional launch capacity and manufacturing output expected to increase, we are focused on accelerating constellation deployment and capitalizing on this expanded opportunity.”

$ASTS Q3 EARNINGS • Revenue: $42M vs. Est. $46M • EPS: ($0.44) vs. Est. ($0.45) • Backlog: $1.3B • Cash: $3.2B 2026 Guidance • Revenue: $175M vs. Est. $167M • Orbit Target: 45 BlueBird satellites by mid-2027 • Blacklift First Launch: targeted for late 2028

Woah, this caught my attention today. Apparently $ASTS decided to build their own medium/heavy lift reusable rockets. Could be a potential competitor to $RKLB Neutron or $SPCX Falcon 9? "Starting in late 2028, the use of the Blacklift rocket will complete AST SpaceMobile's end-to-end vertical integration" But it kinda seems extremely difficult, capital intensive, and takes very long to do... But more valuable if they can pull it off Does anyone in the Spacemob think this is realistically achievable given AST capabilities?