Episode Details

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

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