Stocklore

AST SpaceMobile, Inc. (ASTS)

Telecom · US stock

What changed in recent filings

  • Products segment 11% → 91%Dec 31, 2024 → Mar 31, 2026

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

Company overview

AST SpaceMobile Inc is currently designing, developing and manufacturing the constellation of BlueBird (BB) satellites and has begun launching its planned space-based Cellular Broadband network distributed through a constellation of low Earth orbit (LEO) satellites. The company is building a cellular broadband network in space to operate directly with standard, unmodified mobile devices, and off-the-shelf mobile phones based on extensive IP and patent portfolio. It has focused on eliminating the connectivity gaps faced by mobile subscribers. The Company's spaceMobile Service is being designed to provide cost-effective, high-speed Cellular Broadband services to end-users who are out of terrestrial cellular coverage using existing mobile 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.

ASTS segment revenue mix trend

Quarterly change in segment revenue share · verified from SEC filings

Dec '24Mar '25Dec '25Mar '26
Products 91%Services 9%

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 segmentsegment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdingsholdings and weight changes of major institutions (45-day delay)
  • Sector-relative metricsValuation 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 currently designing, developing and manufacturing the constellation of BlueBird (BB) satellites and has begun launching its planned space-based Cellular Broadband network distributed through a constellation of low Earth orbit (LEO) satellites. The company is building a cellular broadband network in space to operate directly with standard, unmodified mobile devices, and off-the-shelf mobile phones based on extensive IP and patent portfolio. It has focused on eliminating the connectivity gaps faced by mobile subscribers. The Company's spaceMobile Service is being designed to provide cost-effective, high-speed Cellular Broadband services to end-users who are out of terrestrial cellular coverage using existing mobile devices.

What sector is AST SpaceMobile, Inc. in?

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

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.

Stocklore · CEO Lee Seung-jae · Business reg. no. 764-36-01607 · E-commerce permit 2026-Jeonju Wansan-0476 · Tel +82-70-7954-4939 · S120, Rm 302, 3F, 21 Jungsanjungang-ro, Wansan-gu, Jeonju, Jeonbuk, Korea