earnings
confidence high
sentiment positive
materiality 0.85
AST SpaceMobile reports $14.7M Q3 revenue; signs $175M stc Group deal and Verizon pact
AST SpaceMobile, Inc.
- Over $1B in contracted revenue commitments; stc Group deal (10yr, $175M prepayment)
- Cash & liquidity pro forma $3.2B; raised $1.15B via 2% convertible notes due 2035
- GAAP revenue $14.7M in Q3 from govt milestones; H2 2025 guidance $50-75M
- BlueBird on track: five launches by Q1 2026, 45-60 satellites by end of 2026
- Verizon definitive agreement expands partnership; targets 100% US coverage