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AST SpaceMobile Inc. Class A (ASTS) earnings date & stock reaction

AST SpaceMobile Inc. Class A · Consumer Discretionary

AST SpaceMobile Inc. Class A earnings date & time

Next earningsMon, November 9 around 4:00 PM ET, after the closescheduled

Schedule

Korea time (KST)
Tue, November 10
Reporting pattern
12 of last 12 after close
Typical move
±18.5% · 12-report avg

What the market expects

Consensus EPS

$-0.45Coming in above this counts as a beat

Year-ago quarter
$-0.45→+0.0%
Full earnings calendarFrom an earnings calendar
Latest reportApr–Jun 2026 results· August 10, 2026 reported
EPS consensus -$0.33 → -$0.77 ▼ -132.0% missRev $32M
Post-earnings price move
Next-day move
+4.2%
After 5 days
+3.5%
Price around earnings
Earnings callAccelerating space-based broadband network deployment and expanding government contract wins
“We increased our revenue backlog to approximately $1.3 billion in aggregated contracted revenue, agreements with partners, and contracts award with the U.S. government.”
· Abel Avellan, CEO
“I am pleased to confirm that we remain on track to meet our full-year 2026 revenue guidance of $150 million-$200 million.”
· Andy Johnson, CFO
Positives
  • ▲Expansion of Government Contracts and Backlog
    • Revenue backlog increased to approximately $1.3 billion, strengthening the foundation for commercial and government revenue.
    • Secured over $125 million in new contract awards from the U.S. government.
  • ▲Strengthened Network and Manufacturing Capabilities
    • Increased in-orbit satellites to 13 and expanded manufacturing space by 400,000 sq ft to target a production rate of six satellites per month.
    • Next-generation Block 2 satellites are expected to deliver peak data rates approaching 200 Mbps.
  • ▲Global Partnership Ecosystem
    • Signed partnerships with over 60 MNOs globally, covering more than 3 billion subscribers.
    • Secured potential for approximately $1 billion in non-dilutive government funding through the Japan J-LEO initiative.
Concerns
  • ▼Surging Operating Expenses and Capital Expenditures
    • Q2 adjusted operating expenses rose to $119.1 million from $91.2 million in Q1.
    • Q2 capital expenditures reached approximately $610 million, more than double the $257 million spent in Q1.
  • ▼Stagnant Guidance and Continued Cost Pressure
    • Maintained the 2026 full-year revenue guidance of $150 million-$200 million without an upward revision.
    • Projected Q3 adjusted operating expenses of $105 million-$115 million, indicating persistent cost burdens.
Based on the Aug 10, 2026 earnings-call transcript. Quotes are verbatim.

AST SpaceMobile Inc. Class A (ASTS) rose the day after earnings in 7 of its last 12 reports (58%), moving ±18.5% on average. It has fallen despite beating the consensus estimate 1 times.

Up next day
7/12
58%
Fell despite growth
1/12
Good earnings ignored
Price when beating
+33.2%
avg over 2 beats
Price when missing
+8.9%
avg over 8 misses
Avg earnings move
±18.5%
typical swing on earnings
Biggest single move
+68.6%
'24.5 · largest reaction
🔑What actually moves this stock?
What really matters here
Satellite launches and carrier deals (pre-revenue)
In finance terms: Launches · carrier deals
What to watch next report

Watch satellite launches and carrier deals, not earnings.

The real bar for this stock

Beating estimates isn't enough. Here's where the real surprise started.

Beat consensus 1 of 9 times
Median beat +9.1%. 1 of those beats still fell the next day.

How this stock reacts to earnings

Traits seen across its recent earnings reactions

Moves in line with results, fairly predictable
Avg +33.2% on a beat, +8.9% on a miss
vs Consumer Discretionary sector avg (218 peers)
This
+10.5%
Sector
+0.6%
Avg next-day reaction

Earnings number vs guidance: which drives it?

How often the beat/miss matched the actual price move

This stock reacts more to guidance & expectations than the reported number
Moved opposite to results 6 of last 10 times (60%)
1xBeat but fell
Even a beat sells off if guidance disappoints
5xMissed but rose
Even a miss rebounds if guidance reassures
Fell despite growth1/12

watches Launches · carrier deals

Next-day reaction
  • Jun 2026 report+4.2%
  • Mar 2026 report-11.6%
  • Dec 2025 report+6.6%
  • Sep 2025 report-1.2%
  • Jun 2025 report+8.4%
  • Mar 2025 report-2.3%

Earnings timeline · bars = next-day move, ▲▼ = beat/miss

Apr–Jun 2026 results
Reported 2026-08-10
Next-day move
+4.2%
After 5 days +3.5%
EPS consensus -$0.33 → -$0.77 ▼ -132.0% missRev $32M
Missed by -132.0% but stock +4.2%
Price around earnings

Earnings trend · last 12 quarters

EPS$-0.77YoY -88%
'23.11'26.8
Revenue$0.0B
'23.11'26.8

Earnings history and price reaction

AST SpaceMobile Inc. Class A across its last 12 earnings reports: EPS versus consensus, the move on the earnings day, and the cumulative move five trading days later.
Quarter endedReported (ET)vs market expectation (consensus)Earnings dayAfter 5 days
6/20262026-08-10-132.0%†+4.2%+3.5%
3/20262026-05-11-230.0%†-11.6%+5.2%
12/20252026-03-02-30.0%+6.6%+3.3%
9/20252025-11-10-74.4%-1.2%-17.6%
6/20252025-08-11-86.4%+8.4%+4.9%
3/20252025-05-12+9.1%-2.3%-9.4%

12 reports, quarters ending 9/2023 to 6/2026. The earnings-day move is the first trading day that reflects the report; the five-day figure is the cumulative move from that point.

Frequently asked questions

When is the next AST SpaceMobile Inc. Class A earnings date?

The next AST SpaceMobile Inc. Class A (ASTS) earnings report is expected Mon, November 9 around 4:00 PM ET, after the close. It comes from an earnings calendar and may not be a company-confirmed date; it updates automatically if it changes.

What is the consensus EPS forecast for AST SpaceMobile Inc. Class A's next earnings?

Analysts expect EPS of about $-0.45 for AST SpaceMobile Inc. Class A (ASTS). Coming in above that counts as a beat, below it a miss — though a beat does not guarantee the stock rises.

Does AST SpaceMobile Inc. Class A (ASTS) stock usually go up after earnings?

Over the last 12 earnings reports, the stock rose on 7 of them (58%). The average move on earnings day was ±18.5%.

Does AST SpaceMobile Inc. Class A react more to the earnings numbers or to guidance?

In 6 of the last 10 reports (60%), the stock moved the opposite way from whether it beat or missed the forecast. A high share means guidance and expectations drive the move more than the reported numbers.

Can AST SpaceMobile Inc. Class A stock fall even when earnings are good?

Yes. In 1 of the last 12 reports, AST SpaceMobile Inc. Class A fell on the earnings day despite growing EPS. Expectations already priced in, or guidance, can matter more than the reported numbers.

Does AST SpaceMobile Inc. Class A stock keep moving after the earnings day?

Over the last 12 reports, the move continued in the same direction for the following five trading days 50% of the time. This tendency is known as post-earnings announcement drift.