AST SpaceMobile, Inc. · NASDAQ:ASTS
AST SpaceMobile — Q3 2026 Earnings Presentation
15 slides from AST SpaceMobile's earnings presentation, Nov 9, 2026
Slide 1: Business Update and Third Quarter 2026 Results
Business Update and Third Quarter 2026 Results Monday, November 9, 2026 | 5:00 p.m. ET Midland, Texas | NASDAQ: ASTS EARNINGS CONFERENCE CALL The company building the first and only space-based cellular broadband network accessible directly by everyday smartphones, designed for both commercial and g
Slide 2: Forward Looking Statements
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. These forward-looking statements can be id
Slide 3: Four Milestones That Define the Quarter
Four Milestones That Define the Quarter Q3 2026 AT A GLANCE Service Nationwide intermittent service activation in the United States and other key markets before year-end 2026 First step of coverage roll-out to strategic partners in the United States, Canada, Japan, Saudi Arabia and United Kingdom La
Slide 4: Message from Abel Avellan, Chairman and CEO
Message from Abel Avellan CHAIRMAN AND CEO “We advanced several important initiatives to support the global expansion of our space-based cellular broadband network and expect to work with all major mobile network operators in the United States and Europe, providing potential expansion of our commerc
Slide 5: Advancing to Service Readiness by Year-End 2026
Advancing to Service Readiness by Year-End 2026 COMMERCIAL SERVICE Nationwide intermittent coverage expected in key markets by year-end 2026, leveraging mobile network infrastructure, spectrum, customer relationships and technology leadership. First step of coverage roll-out to strategic partners in
Slide 6: A Global Gateway Network Built for Scale
A Global Gateway Network Built for Scale GROUND INFRASTRUCTURE More than 60 gateways deployed, installed, or in planning worldwide, supporting a global ecosystem of over 60 mobile network operators representing over 3 billion subscribers. 60+ Gateways deployed, installed or planned 60+ Mobile networ
Slide 7: ASIC Satellites Pulled Forward; Achieving Run-Rate Production in December
ASIC Satellites Pulled Forward; Achieving Run-Rate Production in December MANUFACTURING Next-generation ASIC microns pulled forward to BlueBird 34 from BlueBird 50. ASIC INTEGRATION ROADMAP Block 1 and Block 2 In orbit today BlueBird 34 Full-scale ASIC integration begins BlueBird 50 Original ASIC pl
Slide 8: Scaling BlueBird Production in Texas
Scaling BlueBird Production in Texas MANUFACTURING Two factories running full shifts to reach run-rate production of six ASIC satellites per month in December 2026. 2 Factories running full shifts BB 51 Now in production in Texas 6 / mo BlueBird production rate expected in December 2026 10x Processi
Slide 9: More Microns to Orbit, on the Largest Phased Arrays Ever Deployed in LEO
More Microns to Orbit, on the Largest Phased Arrays Ever Deployed in Low Earth Orbit TECHNOLOGY The ability to deploy more microns to orbit, faster and cheaper, on larger arrays than any satellite manufacturer in history. 200+ microns Form the phased array for one Block 2 BlueBird satellite 2,000+ m
Slide 10: BlueBirds Are on the Move
BlueBirds Are on the Move CONSTELLATION DEPLOYMENT Launch agreements now cover over 100 BlueBird satellites expected to be deployed cumulatively between 2027 and 2028. DPAS RATING BlueBirds 20–25 shipping during December and January for expected DPAS-rated dual-use launches during Q1 2027 IN ORBIT B
Slide 11: Blacklift: Regular, Unconstrained Access to Orbit
Blacklift: Regular, Unconstrained Access to Orbit with Attractive Owners’ Economics LAUNCH ACCESS Blacklift AST SpaceMobile’s purpose-built, reusable rocket to deploy BlueBird satellites into low Earth orbit. 20-ton Reusable rocket Up to 5 BlueBirds per launch Late 2028 First orbital launch Miranda
Slide 12: Expanding Scope of Services and Total Addressable Market
Expanding Scope of Services and Total Addressable Market MARKET EXPANSION Positioning AST SpaceMobile as the partner-of-choice for global mobile network operators, technology leaders and the United States Government. U.S. GOVERNMENT ~$100M U.S. Space Force contract for advanced space-based sensing (
Slide 13: Financial Results
FINANCIAL RESULTS Non-GAAP. See appendix for a reconciliation. Adjusted operating expenses is equal to total operating expense adjusted to exclude depreciation and amortization, loss on involuntary conversion, and stock based-compensation expense. Depreciation and amortization for the three months e
Slide 14: Reconciliation to Non-GAAP Measures
Reconciliation to Non-GAAP Measures APPENDIX ADJ. OPERATING EXPENSES - 3 MONTHS ENDED ADJ. OPERATING EXPENSES - 9 MONTHS ENDED FOOTNOTES ($ in thousands) Sep 30, ‘26 Jun 30, ‘26 Sep 30, ’25 Cost of revenues (exclusive of items shown below) 25,314 23,567 5,511 Engineering services costs 95,788 87,286
Slide 15: Questions and Answers
Questions and Answers Thank you for joining the AST SpaceMobile Q3 2026 Business Update Investor contact: investors@ast-science.com Media contact: Allison Worldwide | ASTSpaceMobile@allisonpr.com Webcast archive: ast-science.com/investors AST SpaceMobile | Q3 2026 Business Update | NASDAQ: ASTS