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.”