secwatch.observer — SEC 8-K summary
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Issuer:     AST SpaceMobile, Inc. (ASTS)
CIK:        0001780312
Form:       8-K
Filed at:   2026-11-06T22:00:25+00:00
Accession:  0001493152-26-050513
Event type: other_material
Sentiment:  positive
Materiality: 0.70
Item codes: 7.01, 9.01
LLM model:  deepseek-v4.1-flash:cloud@v2

AST SpaceMobile to build Blacklift rocket with Firefly engines in deals totaling ~$1.3B
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- Pays ~$800M upfront for a perpetual license to manufacture Firefly's Miranda and Vira engines: $400M cash plus 10-14M Class A shares set by forward VWAP.
- $250M for engines on the first three Blacklift rockets plus $250M over three years for Firefly engineering services, ~$1.3B in total.
- Blacklift is a reusable 20-ton rocket targeting up to five BlueBird satellites per launch starting late 2028; a new U.S. engine plant is planned.
- Miranda is a 230,000 lbf thrust engine with 175+ hot-fire tests and 4,200 seconds of runtime; Firefly (FLY) CEO Jason Kim calls it a 'bold transformational deal.'
- External launch agreements now cover over 100 BlueBirds cumulatively in 2027-2028; BlueBird arrays are in production through unit 51 in Midland, Texas.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1780312/000149315226050513/0001493152-26-050513-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1780312/000149315226050513/form8-k.htm
  HTML page:      https://secwatch.observer/filing/0001493152-26-050513

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