AST SpaceMobile Q2 2026 Earnings Call

AST SpaceMobile Podcast · Aug 10, 2026 · 1h 3m

AST SpaceMobile Q2 2026 Earnings Call

00:00 Introduction and Safe Harbor

01:57 Abel Avellan's Opening Remarks

03:30 Spectrum Strategy and Tunable Bands

05:37 Rakuten J-LEO Award in Japan

06:26 60+ MNO Partners and 3B Subscribers

07:27 Bluebird Satellite Manufacturing Update

08:04 ASIC Chip Reaches Full Production

08:40 Texas Manufacturing Expansion

10:59 $1.3B Revenue Backlog Revealed

11:32 Scott Wisniewski on Commercialization

13:56 US Government Contracts and Golden Dome

15:10 Expanding TAM: Radar, IoT, AI Edge Compute

19:31 Q2 Revenue and 2026 Guidance

20:50 Andy Johnson's Financial Update…