Earnings call briefSecond-quarter 2026

AST SpaceMobile expects third-quarter adjusted operating expenses to increase

AST SpaceMobile also expects full-year 2026 adjusted operating expenses, excluding adjusted cost of revenues, to average approximately $100 million per quarter, or $400 million in total.

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On its second-quarter call, AST SpaceMobile also said it expects third-quarter capital expenditure of approximately $350 million to $425 million.

CFO and Chief Legal Officer Andrew Johnson said that range is primarily driven by the timing of launch payments, which vary from quarter to quarter.

Quotes from the call

“For the third quarter of 2026, we estimate that our adjusted operating expenses, excluding adjusted cost of revenues will increase to the range of approximately $105 million to $115 million...”

Andrew Johnson, CFO and Chief Legal Officer

Key facts from the call

Expected Q3 2026 adjusted operating expenses
Approximately $105 million to $115 million, excluding adjusted cost of revenues
Expected Q3 2026 capital expenditure
Approximately $350 million to $425 million
Expected 2026 adjusted operating expenses
Approximately $100 million per quarter, or $400 million total for the year, excluding adjusted cost of revenues

All ASTS call briefs

Source: AST SpaceMobile's second-quarter 2026 earnings call, August 10, 2026.

Written by GetSignal with AI from the company's earnings call.

Not investment advice.

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