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Just reported
Q3 2026 results
From AST Spacemobile's results release of 2026年11月9日; its quarterly report has since been filed.
Revenue
Actual
$42.3M
+187% y/y
+34% q/qGuided
—
No guide given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
The full earnings report →Keep exploring
The themes AST Spacemobile is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The themes it is part of
Highest-graded in Communication Equipment
Graded A or B and worth $2B or more: A first, then the largest.
HPEHewlett Packard Enterprise Company$66.6BA
LITELumentum Holdings Inc.$56.6BA
CIENCiena Corp$41.7BA+
UIUbiquiti Inc.$41.3BA+
ZBRAZebra Technologies Corporation$15BA
Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
LRCXLAM Research Corporation2026年10月22日BAGraded B, now A
IBMInternational Business Machines Corporation2026年10月21日BAGraded B, now A
CDNSCadence Design Systems, Inc.2026年10月28日BAGraded B, now A
NXPINXP Semiconductors N.V.2026年10月27日BAGraded B, now A- UIUbiquiti Inc.2026年11月6日BAGraded B, now A
どうやって稼いでいるか
- Gateway equipment, software and related services for mobile carriers91%
- Services for United States government agreements9%
売上構成比はquarter ended March 31, 2026の推計であり、提出された報告書の数字ではありません。
競合
- Starlink (SpaceX)
何を売っているか4
Gateway equipment
Ground equipment used to connect the planned satellite network with mobile carriers’ networks.
Gateway software and related services
Software and associated work sold to mobile carriers as they prepare ground infrastructure for satellite service.
SpaceMobile Service
A planned service that would let people use ordinary mobile phones for voice, text and data beyond cell-tower coverage, through their existing mobile carrier.
Government satellite testing services
Testing work using the company’s satellites for United States government applications.
誰が買っているか4
- Mobile carriers including AT&T and Verizon have agreements for planned satellite phone service in the United States; carriers are expected to sell it to their subscribers.
- Vodafone has agreements covering satellite service and distribution in Europe, the United Kingdom and other markets.
- Saudi Telecom Company has a commercial agreement for satellite mobile connectivity in Saudi Arabia and regional markets.
- The United States government, directly or through prime contractors, pays for satellite testing and other contracted work.
何に支えられ、何に崩されうるか
事業が頼っているもの
- 1The planned phone service depends on mobile carriers providing access to spectrum and integrating the service with their networks and customers.
- 2The network depends on regulatory approvals for satellite operations, spectrum use and ground stations in each market.
- 3Satellite production and deployment depend on suppliers, launch providers and the availability of funding for manufacturing and launches.
うまくいかなくなる可能性
- 1The satellite phone service has not launched; completing the network and beginning service depend on satellite production, successful launches, network integration and commercial agreements.
- 2A satellite or launch failure can disrupt deployment and cause asset losses; the company reported that BB7 was de-orbited after entering a lower-than-planned orbit.
- 3Spectrum and operating permissions are subject to regulatory approval, and the company needs access to spectrum controlled by mobile carriers and other parties.
AST Spacemobile, Inc.について
AST SpaceMobile is building satellites in low Earth orbit to connect ordinary mobile phones in places without cell-tower coverage. Mobile network operators are expected to sell this service to their own customers and share the revenue with AST SpaceMobile. The satellite phone service has not launched; current revenue comes from gateway equipment, software and related work for mobile carriers, and work under United States government agreements.
- 本社
- Texas, United States
- 従業員数
- 1,126 (December 31, 2025, high)
- 上場市場
- Nasdaq
- 決算期
- December 31
AST Spacemobile, Inc. 自身が米国証券取引委員会（SEC）に提出した書類にもとづきます。数字は報告されたままで、1 株当たりの履歴は今日の株数基準に修正済みです。 これは事業の説明です——投資助言ではなく、売買を勧めるものでもありません。