AST SpaceMobile reports $31.5 million Q2 2026 revenue, reiterates $150 million–$200 million guidance
AI Market Summary
AST SpaceMobile reported Q2'2026 revenue of $31.5m, up over 100% sequentially, and reiterated full-year guidance of $150m-$200m, supported by government milestones and carrier gateway sales. Management highlighted over $1.3bn in contracted revenue/awards and new U.S. contracts exceeding $100m. A U.S. policy memo targeting faster permitting, more launch capacity, and spectrum access could further improve sector operating conditions.
Impact level
● Medium
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▲ Bullish
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AST SpaceMobile reported second-quarter 2026 revenue of $31.5 million, up more than 100% sequentially, driven by government contract milestone revenue and sales of gateway equipment to carrier partners. Management reiterated its full-year revenue guidance of $150 million to $200 million. The company said it has recently secured more than $100 million in contracts. It also said it works with more than 60 mobile network operator partners covering more than 3 billion subscribers.
