ASTS Q4 results & commercial/backlog claims (unverified)
Key Questions
What were AST SpaceMobile's Q4 financial results?
Q4 revenue was $54.3M, beating estimates with +2731% QoQ growth, but reported a -$73.9M loss. Capex was part of broader FY25 figures at $407M.
What is the reported FY25 performance for ASTS?
FY25 revenue totaled $70.9M with a $340M loss. These figures come from unverified claims cited in Seeking Alpha.
What backlog does AST SpaceMobile claim?
A $1.2B backlog is reported, including over $1B from TELUS for equity and ground infrastructure in Canada starting 2026. No EDGAR filings or statements of work verify this amid 50+ MNO partnerships.
What are the revenue projections for AST SpaceMobile?
Q1 estimates are $54.31M revenue and -$0.23 EPS. Projections escalate from $71M to $180M to $785M in 2026, reaching $2.1B by 2028.
What is the TELUS partnership with AST SpaceMobile?
TELUS partnered with AST SpaceMobile to expand satellite-based cellular coverage across Canada, including equity investment and ground infrastructure rollout in 2026.
Are the Q4 results and backlog claims verified?
Claims are unverified, with no EDGAR filings or statements of work available despite mentions of 50+ mobile network operators. Sources include Seeking Alpha citations.
How has ASTS stock performed recently relative to peers?
ASTS climbed 8% over three months, underperforming the wireless equipment industry's 22.9% gain. It is highlighted in space stock comparisons with Rocket Lab and Planet Labs.
What growth potential do analysts see for ASTS?
Projections suggest significant revenue ramps in 2026-2028, with potential for 10x growth over five years. However, execution amid competition remains key.
Q4 $54.3M beat (+2731%QoQ)/-$73.9M loss/$407M capex FY25 $70.9M/$340M loss/$1.2B backlog(TELUS$1B+ equity/ground infra 2026 Canada)/SA cited confirms UFO; Q1 est $54.31M/-$0.23EPS; rev projs $71M→$180M→$785M 2026/$2.1B '28; no EDGAR/SOWs amid 50+MNOs.