---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-26-342540"
form_type: "8-K"
ticker: "ASTS"
cik: "0001780312"
company_name: "AST SpaceMobile, Inc."
filed_at: "2026-08-10T20:38:57+00:00"
generated_at: "2026-08-10T20:40:12.402075+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# AST SpaceMobile Q2 rev $31.5M, backlog $1.3B, raises $1.15B convertible, reaffirms FY26 guide

## Summary
- Q2 2026 revenue $31.5M; FY26 revenue guidance reaffirmed at $150-200M.
- Revenue backlog ~$1.30B incl. USG contract awards; received >$125M in USG awards.
- Raised $1.150B from 1.625% convertible notes (July 2026); pro forma cash >$3.7B; dilution <2%.
- Network now 13 in-orbit spacecraft; BlueBirds 14-16 ready to ship; production through BlueBird 46.
- Japan MIC prelim select Rakuten/AST JV for J-LEO up to ~$1B non-dilutive govt capital.

## SEC filing metadata
- accession: 0001193125-26-342540
- form_type: 8-K
- ticker: ASTS
- cik: 0001780312
- company_name: AST SpaceMobile, Inc.
- filed_at: 2026-08-10T20:38:57+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1780312/000119312526342540/0001193125-26-342540-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1780312/000119312526342540/asts-20260810.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-342540
- JSON: https://secwatch.observer/filing/0001193125-26-342540.json
- Plain text: https://secwatch.observer/filing/0001193125-26-342540.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.