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AST SpaceMobile Q2 2026 · Story

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ASTSQ2 20261/5

Estimate vs Actual

Earnings per Share

− $0.77

− 168.0% vs Estimate

Surprise as recorded in the analysis; the estimate itself is not on the calendar.

ASTSQ2 20262/5

Guidance

Full Year Revenue

Company Guidance
150 – 200 million
Market Estimate
164.45 million

Reaffirmed ✓

Q3 Capital Expenditure

Company Guidance
350 – 425 million

Pace Easing ▼

Q3 Operating Expenses

Company Guidance
105 – 115 million

Slight Step Down 7.6% ▼

ASTSQ2 20264/5

In 30 Seconds

Revenue rose 2,627% year over year to $31.5M but missed the $35M estimate; loss per share was $0.77.

  • The in-orbit BlueBird fleet reached 13; the BB7 satellite lost in April cost a $125.9M charge.
  • Shares slipped 1.8% after hours; the $150-200M full-year revenue target leaves a heavy second half.

First point of the analysis's “In 30 Seconds”.

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