other material
confidence high
sentiment positive
materiality 0.75
AST SpaceMobile plans 5 launches in 6-9 months, targets $50-75M H2 2025 revenue
AST SpaceMobile, Inc.
- Cash and equivalents of $874.5M as of March 31, 2025; no Q1 revenue reported.
- Five orbital launches contracted over next 6-9 months; first Block 2 BlueBird launch July 2025.
- H2 2025 revenue opportunity of $50-75M from MNO partners and U.S. Government contracts (DIU up to $20M).
- Gateway equipment bookings of $13.6M in Q1 2025; ~$10M/quarter average expected through 2025.
- Two-way video call completed on Rakuten network; FCC special authority for FirstNet Band 14 received.