AST SpaceMobile, Inc. Q2 2025 Earnings Recap

AST SpaceMobile reported a highly productive second quarter, marked by significant advancements in satellite manufacturing and a strong trajectory towards commercial service in the U.S. by year-end.

Key Takeaways

• Completed assembly of microns and phase arrays for eight Block 2 BlueBird satellites, with a target of 40 by early 2026.
• Anticipates at least five orbital launches by Q1 2026, ensuring key market coverage including the U.S., Europe, and Japan.
• Established agreements with over 50 mobile network operator partners, representing nearly 3 billion potential subscribers globally.
• Secured 60 MHz of global S-Band spectrum priority rights, enhancing service capability across multiple countries as regulatory conditions allow.
• Preparing for interim nationwide service deployment in the U.S. with partners AT&T and Verizon by end of 2025.