# AST SpaceMobile Q2 2026 Earnings Call

Page: https://stenobird.com/podcast/ast-spacemobile-podcast-7446851/ast-spacemobile-q2-2026-earnings-call
Text version: https://stenobird.com/podcast/ast-spacemobile-podcast-7446851/ast-spacemobile-q2-2026-earnings-call.md
Podcast: [AST SpaceMobile Podcast](https://stenobird.com/podcast/ast-spacemobile-podcast-7446851)
Published: 2026-08-10T23:38:18+00:00
Episode link: https://podcasters.spotify.com/pod/show/spacemob/episodes/AST-SpaceMobile-Q2-2026-Earnings-Call-e3n853s
Audio file: https://anchor.fm/s/1082b3988/podcast/play/124047932/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-7-10%2F429601190-44100-2-3e522f2465878.mp3
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JSON: https://stenobird.com/v1/public/podcasts/ast-spacemobile-podcast-7446851/episodes/ast-spacemobile-q2-2026-earnings-call
Duration seconds: 3835

## Resource

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

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## Transcript

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