ASTS AST SpaceMobile (ASTS) Q2 FY26 earnings call
AST SpaceMobile is rapidly advancing towards commercial deployment, marked by significant progress in satellite manufacturing, a robust spectrum strategy, and a substantial expansion of its total addressable market beyond direct-to-device services. The company has secured key government contracts and fortified its balance sheet, positioning it for scaled operations and long-term growth, despite increasing operational and capital expenditures to support its ambitious build-out.
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ASTS operating KPIs by quarter
| KPI | Jun 2025 Q2 FY25 | Sep 2025 Q3 FY25 | Mar 2026 Q1 FY26 | This call Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|---|---|
| Employees | 1,200+And now globally, we will soon have a manufacturing footprint with over 400,000 square feet of manufacturing space supported by a great team of over 1,200 global workforce.Source: earnings call transcript | <1,800This effort is supported by our steady expanding manufacturing footprint soon to be over 0.5 million square feet of manufacturing and operations space supported by a global workforce of nearly 1,800 people.Source: earnings call transcript | — | — | — |
| Gateway equipment bookings | $14.9MIn Q2, we delivered gateway equipment bookings of $14.9 million, a sequential increase primarily driven by the accelerated deployment of our global network infrastructure.Source: earnings call transcript | ~$14MWe also replenished the pipeline of Gateway bookings with approximately $14 million in new gateway equipment sales during Q3 and we continue to believe we will book over $10 million of new gateway equipment sales per quarter on average.Source: earnings call transcript | — | — | — |
| Manufacturing and operations space | — | — | 500K sq ft+On the manufacturing front, we have over 0.5 million square feet of manufacturing and operations space globally, as we continue to scale our manufacturing efforts.Source: earnings call transcript | 500K sq ft+We currently have over 500,000 square feet of manufacturing and operations space globally, including our dedicated macro production facility to help accelerate satellite production as we ramp up into our target cadence of 6 fully assembled satellites per month.Source: earnings call transcript | — |
| Patents and patent-pending claims | — | — | ~3,900We're supported by our extensive IP and patent portfolio of approximately 3,900 patents and patent-pending claims we successfully advanced from early-stage R&D to scale deployment of satellites and ground-based gateways.Source: earnings call transcript | 3,900+In particular, we're combining our over 3,900 patents and patent pending claims intellectual property and very large phased arrays with our spectrum access.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.