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Sam Badawi
@Sam_Badawi
Stock analyst & creator. Interviews + deep dives on stocks, fundamentals & AI. Origins of Alpha + Quarterly Conviction on YouTube | Beta opens Dec 1 ⤵️
参加 March 2020
698 フォロー中    56.7K ファン
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)
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