AST SpaceMobile, Inc.
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AST SpaceMobile, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied
AST SpaceMobile has 8 disclosed suppliers and 9 disclosed customers in SEC filings.
AST SpaceMobile, Inc.
40.95
SentenceOn September 25, 2025, we acquired 100% of the issued and outstanding equity interests in EllioSat Ltd., whose wholly owned subsidiary, Sky and Space Global (UK) Limited, holds certain S-Band ITU priority rights to MSS frequencies in the range of 1980-2010 MHz and 2170-2200 MHz, for use in LEO (the "Transaction").
ASTS 10-Kaccession 0001780312-26-000006
SentenceWe have executed lease agreements with Verizon and AT&T, and a similar agreement with FirstNet, and have filed notices of those agreements with the FCC.
ASTS 10-Kaccession 0001780312-26-000006
SentenceOn January 5, 2025, AST LLC entered into a binding agreement (the "Strategic Collaboration Term Sheet") with Ligado LLC under which we will receive long-term access to up to 45 MHz of lower mid-band spectrum in the United States and Canada for direct-to-device satellite applications.
ASTS 10-Kaccession 0001780312-26-000006
SentenceOn March 22, 2025, we and certain of our subsidiaries entered into certain definitive agreements with Ligado LLC and its subsidiaries for usage rights for mid-band spectrum, which were approved by the Bankruptcy Court on June 23, 2025.
ASTS 10-Kaccession 0001780312-26-000006
SentenceOn March 22, 2025, we and certain of our subsidiaries entered into certain definitive agreements with Ligado Networks LLC ("Ligado LLC") and its subsidiaries for usage rights for mid-band spectrum, which were approved by the United States Bankruptcy Court for the District of Delaware (the "Bankruptcy Court") on June 23, 2025.
ASTS 10-Kaccession 0001780312-26-000006
SentenceWe also have an agreement with Vodafone to provide SpaceMobile Services to Vodafone's end users outside of the markets covered by our agreement with SatCo.
SentenceOn May 23, 2024, AST LLC and Verizon entered into a Memorandum of Understanding which provides, among other things, that Verizon will make a $45.0 million commercial payment for prepaid service revenue, creditable against future service revenue of AST LLC, subject to us receiving certain regulatory approvals for our SpaceMobile Service and entry into a definitive commercial agreement.
SentenceTo that end, we entered into a contract with the United States Space Development Agency ("SDA") through a prime contractor with total expected revenue of $43.0 million to provide certain testing services utilizing the initial BB satellites, an agreement directly with the United States SDA for the Europa Track 2 commercial solutions program with a total contract value of approximately $30.0 million, and an indefinite-delivery/indefinite-quantity (IDIQ) contract award on the Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) program that enables us to pursue future task orders under the Missile Defense Agency's multi-award framework.
ASTS 10-Kaccession 0001780312-26-000006
SentenceOn December 18, 2025, we entered into a reseller agreement with SatCo to exclusively distribute SpaceMobile Service to MNOs in Europe, UK and certain other markets.
ASTS 10-Kaccession 0001780312-26-000006
SentenceAs part of this agreement, STC has committed to a prepayment of $175.0 million during 2025 for future services and entered into a long-term commercial revenue commitment.
ASTS 10-Kaccession 0001780312-26-000006
SentenceWe have recognized revenue from completion of performance obligations in agreements with the U.S. government either directly or indirectly through prime contractors utilizing the initial BB satellites and expect to continue to recognize revenue as and when we complete the remaining performance obligations under the agreements.
ASTS 10-Kaccession 0001780312-26-000006
SentenceTo this end, we have entered into agreements with the United States ("U.S.") government either directly or through prime contractors to perform certain tasks.
ASTS 10-Kaccession 0001780312-26-000006
SentenceTo that end, we entered into a contract with the United States Space Development Agency ("SDA") through a prime contractor with total expected revenue of $43.0 million to provide certain testing services utilizing the initial BB satellites, an agreement directly with the United States SDA for the Europa Track 2 commercial solutions program with a total contract value of approximately $30.0 million, and an indefinite-delivery/indefinite-quantity (IDIQ) contract award on the Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) program that enables us to pursue future task orders under the Missile Defense Agency's multi-award framework.
ASTS 10-Kaccession 0001780312-26-000006
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Expected move
Inputsstraddle ±15.2%
spot 40.97exp Nov 13ATM strike 41ATM straddle 7.35IV 115%