Episode
AST SpaceMobile Q2 2026 Earnings Call
- Podcast
- AST SpaceMobile Podcast
- Published
- Aug 10, 2026
- Duration seconds
- 3835
- Processing state
not_requested- Canonical source
- https://podcasters.spotify.com/pod/show/spacemob/episodes/AST-SpaceMobile-Q2-2026-Earnings-Call-e3n853s
Actions
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Summary
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 23:09 Manufacturing Cadence and CapEx Outlook 30:33 $1.15B Convertible Notes Offering 32:31 Shareholder Q&A Session 38:39 Analyst Q&A: Rakuten Deal and Backlog 53:47 Beta Trials and Commercial Timeline 1:00:41 Sovereign Constellations and Global Expansion 🎙️ Catch all episodes on Spotify: https://open.spotify.com/show/5u6rTxenTvGw4STNbjswAk