ASTS Nasdaq Russell 1000 Konferencja wynikowa
AST SpaceMobile (ASTS) · wyniki II kw. 2026
Cena akcji: $36.33 · 2026-11-02
Wyniki II kw. 2026 vs I kw. 2026 · poprzedni kwartał · opublikowano 10 sie 2026 i 11 maj 2026
Net loss widened on the previous quarter. Management sounded restrained, in its script and in answers to analysts.
Na razie dostępna jest tylko podstawowa analiza tej spółki.
1 · Liczby
Strata większa
Zysk netto vs I kw. 2026
Podano perspektywy
Zysk netto -230,9 mln vs -191,0 mln
Przychody +113,9%
Zysk netto -230,9 mln vs -99.4M in II kw. 2025 and -191.0M last quarter.
2 · Jak mówił zarząd
Powściągliwy
Less upbeat than 66% of company calls
Answers to analysts: restrained, in line with the script.
Similar to last call.
3 · Co się wyróżniło
Prognoza
The company expects revenue to build sequentially each quarter during 2026 through contributions from commercial revenues, primarily gateway sales…
Wycena
Odwrócony DCF. Wolne przepływy pieniężne z ostatniego pełnego roku obrotowego, powiększane przez 10 lat, zdyskontowane, plus wartość rezydualna. „Wzrost implikowany” to tempo, które zakłada obecna cena.
Wycena niedostępna: wolne przepływy pieniężne i zysk były ujemne w ostatnim pełnym roku i średnio w trzech ostatnich, więc nie ma czego dyskontować.
Aktualna cena
$36.33
zamknięcie z 2026-11-02
Wzrost przychodów, 3 lata
+72,5% rocznie
średnioroczne tempo (CAGR)
Wolne przepływy pieniężne 2023
−$0,3B
Wolne przepływy pieniężne 2024
−$0,3B
Wolne przepływy pieniężne 2025
−$1,1B
Między wierszami
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Główny temat
In this backdrop, AST SpaceMobile is building the first and only global cellular broadband network in space to operate directly…
Cytat ze źródła
“In this backdrop, AST SpaceMobile is building the first and only global cellular broadband network in space to operate directly... The markets we are pursuing in AST SpaceMobile are massive, and the problem we are solving is important and touches nearly all of us. It is now my pleasure to pass this over to Chairman and CEO, Abel Avellan, who will go through our activities since our last public update.”
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Prognoza
ASIC chip is now in full production and should nearly double peak speeds from 98.9 megabits per second.
Cytat ze źródła
“Our ASIC chip is now in full production, and we are expecting to nearly double the peak data speed of 98.9 megabits per second achieved using our on-orbit...”
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Liczba
The company increased its revenue backlog to approximately 100 million dollars as an indicator of success from its expanding total addressable market.
Cytat ze źródła
“As an early indicator of success from our expanding total addressable market of opportunities, we increased our revenue backlog to approximately...”
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Słabnie
ASTS plans to integrate AI edge computing and spectrum management features into next-generation Bluebird satellites in production by year-end to drive innovation into sale capabilities.
Cytat ze źródła
“We are deploying a specific AI edge computing and AI spectrum management features for on-orbit capabilities to incorporate into novel... We continue to leverage these advantages by driving innovation into every aspect of our sale capabilities. We currently expect to integrate these features into our next-generation bluebird satellite targeting blue birds in production by year-end.”
Ton
Jak optymistyczny był język w porównaniu z innymi spółkamiiTon to liczba pozytywnych słów finansowych minus liczba negatywnych, skorygowana o długość tekstu. Zarządy zwykle mówią pozytywnie, więc etykiety porównują każdą konferencję z ostatnimi konferencjami wszystkich spółek: „typowy” to środkowa trzecia, „bardzo optymistyczny” to najlepsze 10%, „ostrożny” to najsłabsze 10%.. Kropka: II kw. 2026. Pierścień: I kw. 2026.
Script and answers carried a similar tone, so the script's message held up under questioning.
Zdania, które wpłynęły na ton
“As an early indicator of success from our expanding total addressable market of opportunities, we increased our revenue backlog to approximately $1.3 billion in aggregated contracted revenue, agreement with partners...”
“The hard work across the organization continues with revenue building on plan for 2026 satellite manufacturing increasing to support our orbital launch campaign and increasing applications within our rapidly expanding...”
“The primary drivers of the increase versus the prior quarter were growth in our workforce, including contractors and consultants, our expanded production facilities, other professional fees and critical investments relating...”
Wszystkie liczby
USD · SEC EDGAR XBRL (10-Q, period end 2026-06-30)
| Pozycja | II kw. 2026period end 2026-06-30 | I kw. 2026period end 2026-03-31 | Zmiana | II kw. 2025 | r/r |
|---|---|---|---|---|---|
| Przychody | 31,5 mln | 14,7 mln | +113,9% | 1,2 mln | +2626,6% |
| Zysk operacyjny | -298,8 mln | -248,4 mln | Strata większa | -135,2 mln | Strata większa |
| Zysk netto | -230,9 mln | -191,0 mln | Strata większa | -99,4 mln | Strata większa |
| C/Z | — | — | — | — | — |
Tematy
Najczęściej omawiane teraz
- Nowe What AST SpaceMobile is seeing is that this opportunity is going to start scaling up into a recurring multibillion dollar a year...
- Nowe I won't speak to individual markets, but certainly, Europe and NATO and you can see how it's playing out through...
- For those of you who may be new to AST SpaceMobile's company and mission, there are nearly 6 billion mobile phones...
- AST SpaceMobile's manufacturing progress positions us well to support its current network deployment plan, targeting approximately 45…
- In particular, the 700-megahertz band is one that AST SpaceMobile has put on the satellite in order to be able to address...
Zniknęło od I kw. 2026
- Zniknęło I am thrilled to report that the leadership AST SpaceMobile has in place is now producing microns, face a race stackable...
- Słabnie AST SpaceMobile's 95% vertically integrated manufacturing strategy is significant long-term advantage with its manufacturing team ramping…
- Słabnie AST SpaceMobile continues to execute on key business objectives at the company transitioning from R&D stage to fully scale operational…
- Słabnie The strength of AST SpaceMobile's balance sheet positions us to complete the full buildout and launch of a constellation of over...
Najnowsze komunikaty
Oficjalne raporty spółki, od najnowszych.
- Director or officer change · SEC 8-K
- Results of operations; Regulation FD disclosure · SEC 8-K
- Material agreement; New financial obligation; Unregistered share sale; Other events · SEC 8-K
- Results of operations; Regulation FD disclosure; Other events · SEC 8-K
- Shareholder vote results · SEC 8-K
- Results of operations; Regulation FD disclosure · SEC 8-K
- Regulation FD disclosure; Other events · SEC 8-K
- Results of operations; Regulation FD disclosure · SEC 8-K