Earnings call briefThird-quarter 2026
AST SpaceMobile ASTS
AST SpaceMobile expects Q4 capex of approximately $400 million to $500 million
AST SpaceMobile said it expects Q4 adjusted operating expenses, excluding adjusted cost of revenues, of approximately $130 million to $140 million.
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AST SpaceMobile said on its third-quarter call it expects fourth-quarter capital expenditures of approximately $400 million to $500 million, primarily driven by the timing of launch payments, which vary from quarter to quarter. The company also said it expects to spend several hundred million dollars of incremental capital expenditures in 2027 associated with its Blacklift rocket.
Quotes from the call
“Following lighter than originally anticipated CapEx spend in Q3, we expect our capital expenditures in Q4 of 2026 to be in the range of approximately $400 million to $500 million, primarily driven by the timing of launch payments, which, as I've previously explained and evidenced by historical spend, varies from quarter-to-quarter.”
Key facts from the call
- Expected Q4 2026 capex
- Approximately $400 million to $500 million
- Expected Q4 2026 adjusted operating expenses
- Approximately $130 million to $140 million, excluding adjusted cost of revenues
- Expected incremental 2027 capex tied to Blacklift
- Several hundred million dollars
Source: AST SpaceMobile's third-quarter 2026 earnings call, November 9, 2026.
Written by GetSignal with AI from the company's earnings call.
Not investment advice.
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