secwatch.observer — SEC 8-K summary
======================================

Issuer:     AST SpaceMobile, Inc. (ASTS)
CIK:        0001780312
Form:       8-K
Filed at:   2026-08-10T20:38:57+00:00
Accession:  0001193125-26-342540
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1780312/000119312526342540/0001193125-26-342540-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1780312/000119312526342540/asts-20260810.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-342540

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer