Stocklore

AST SpaceMobile, Inc. (ASTS)

Telecom · US stock

What changed in recent filings

  • Revenue +2627% YoYQuarter ended Jun 30, 2026
  • Products segment 11% → 78%Dec 31, 2024 → Jun 30, 2026

What changed in recent SEC filings — factual, not a buy/sell recommendation.

AST SpaceMobile, Inc. recent earnings releases

Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.

  • 26Q2Released Aug 10, 2026
    Revenue +2626.6% YoY
    Released after the close: Aug 10 close → Aug 11 close, the stock moved +4.2% · over the same window, market -0.3% · sector +1.8%
  • 26Q1Released May 11, 2026
    Revenue +1952.2% YoY
    Released after the close: May 11 close → May 12 close, the stock moved -11.6% · over the same window, market -0.2% · sector +1.3%
  • 25Q4Released Mar 2, 2026
    Revenue +2758.2% YoY
    Released after the close: Mar 2 close → Mar 3 close, the stock moved +6.6% · over the same window, market -0.9% · sector +1.8%
  • 25Q3Released Nov 10, 2025
    Revenue +1239.9% YoY
    Released after the close: Nov 10 close → Nov 11 close, the stock moved -1.2% · over the same window, market +0.2% · sector +1.2%

The next earnings release is estimated around Nov 9, 2026 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).

Company overview

AST SpaceMobile Inc. is a satellite communications company focused on building a space-based cellular broadband network that connects directly to standard smartphones. The company designs, manufactures, and develops the BlueBird satellite constellation and related ground infrastructure to extend mobile coverage without requiring special devices or terminals. Its services are aimed at commercial and government users, with a business model centered on working with mobile network operators to expand connectivity into remote, rural, maritime, and underserved areas. AST SpaceMobile’s platform is positioned at the intersection of satellite technology, wireless infrastructure, and telecom services, supporting direct-to-device communications for voice, data, and broadband applications. Headquartered in Midland, Texas, AST SpaceMobile plays a distinct role in the market by enabling mobile connectivity from space for everyday devices.

What is the Telecom sector?

Mobile, wireline, and cable. Stable subscription revenue model.

AST SpaceMobile, Inc. is classified under the Telecom sector. See peers below.

AST SpaceMobile, Inc. key financials

Based on SEC filings · as of Jun 30, 2026

-536.7%
-14.3%
1.24x
as of Jun 30, 2026

Tap a metric name to see its meaning in the glossary.

AST SpaceMobile, Inc. vs Telecom sector benchmark

Median of 7 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
2265.6%vs benchmark 1.0%↑ above
Net margin
-536.7%vs benchmark 10.3%↓ below
ROE
-14.3%vs benchmark 18.0%↓ below

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

ASTS revenue by segment summary

SEC 10-Q · segment totals cross-checked against total revenue

2026-06-30 revenue was $0.0B, +2626.6% YoY.

The largest segment is Products, 77.5% of revenue — a highly concentrated structure.

Recent revenue growth was led mainly by the Products segment (about 80% of the increase).

Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.

ASTS segment revenue mix trend

Quarterly change in segment revenue share · verified from SEC filings

Dec '24Jun '25Jun '26
Products 78%Services 23%

ETFs holding AST SpaceMobile, Inc.

Per SEC N-PORT · 2026-06-30 · by weight · factual

VUGVANGUARD GROWTH INDEX FUND
0.05%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.03%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.03%

ASTS on Stocklore

  • Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
  • Sector-relative metrics — Valuation and growth compared with the Telecom average
See full ASTS analysis →

Peers · Telecom

ASTS FAQ

What is AST SpaceMobile, Inc. (ASTS)?

AST SpaceMobile Inc. is a satellite communications company focused on building a space-based cellular broadband network that connects directly to standard smartphones. The company designs, manufactures, and develops the BlueBird satellite constellation and related ground infrastructure to extend mobile coverage without requiring special devices or terminals. Its services are aimed at commercial and government users, with a business model centered on working with mobile network operators to expand connectivity into remote, rural, maritime, and underserved areas. AST SpaceMobile’s platform is positioned at the intersection of satellite technology, wireless infrastructure, and telecom services, supporting direct-to-device communications for voice, data, and broadband applications. Headquartered in Midland, Texas, AST SpaceMobile plays a distinct role in the market by enabling mobile connectivity from space for everyday devices.

What sector is AST SpaceMobile, Inc. in?

AST SpaceMobile, Inc. is classified under Telecom. Mobile, wireline, and cable. Stable subscription revenue model.

What are AST SpaceMobile, Inc.'s key financials?

As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 2265.6%, Net margin -536.7%, ROE -14.3%, Debt-to-equity 1.24x. Definitions and interpretation are available on Stocklore.

What are AST SpaceMobile, Inc.'s main revenue segments?

The largest segment is Products, about 77.5% of revenue. Segment totals are cross-checked against total revenue from SEC filings.

Where can I analyze AST SpaceMobile, Inc. (ASTS) stock?

On Stocklore you can see ASTS's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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