{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-26-216946","form_type":"8-K","ticker":"ASTS","cik":"0001780312","company_name":"AST SpaceMobile, Inc.","filed_at":"2026-05-11T20:38:20+00:00","discovered_at":"2026-05-11T20:40:00.297658+00:00","generated_at":"2026-05-11T21:42:48.960552+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"AST SpaceMobile Q1 revenue $14.7M, reaffirms FY 2026 guidance $150-200M, FCC clears commercial service","bullets":["Q1 2026 revenue $14.7M; FY 2026 revenue guidance $150-200M reaffirmed, partly from existing contracted backlog.","FCC granted Supplemental Coverage from Space for commercial SpaceMobile Service in the US using up to 248 satellites.","Next BlueBird launch (8,9,10) on Falcon 9 expected mid-June; targeting ~45 satellites in orbit by end of 2026.","Cash, cash equivalents, and restricted cash approx. $3.5B as of March 31, 2026.","Achieved 98.9 Mbps peak data speeds from Block 1 BlueBird satellite; Block 2 expected to nearly double speed."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-216946","json":"https://secwatch.observer/filing/0001193125-26-216946.json","markdown":"https://secwatch.observer/filing/0001193125-26-216946.md","text":"https://secwatch.observer/filing/0001193125-26-216946.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1780312/000119312526216946/0001193125-26-216946-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1780312/000119312526216946/asts-20260511.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-11T21:42:48.960552+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"4efad3462776ff285ec9472897fbbbb380f32ec9","claim":"AST SpaceMobile, Inc. reported the first quarter ended March 31, 2026 results: revenue $14.7 million. Guidance reaffirmed.","evidence_excerpt":"to achieve full year 2026 revenue guidance of $150.0 million to $200.0 million, primarily driven by mobile network partners and the U.S. Government o First quarter revenue was $14.7 million, consistent with plans for quarterly revenue ramp during 2026 o Approximately half of the full year 2026 revenue guidance is expected to be achieved from existing contracted","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1780312/000119312526216946/0001193125-26-216946-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the first quarter ended March 31, 2026"},{"label":"Revenue","value":"$14.7 million"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}