AST SpaceMobile

ASTS Q1 2025 Earnings

Reported May 12, 2025 at 4:35 PM ET · SEC Source

Q1 25 EPS

$-0.20

MISS 17.72%

Est. $-0.17

Q1 25 Revenue

$718,000

MISS 81.35%

Est. $3.9M

vs S&P Since Q1 25

+146.5%

BEATING MARKET

ASTS +169.3% vs S&P +22.8%

Market Reaction

Did ASTS Beat Earnings? Q1 2025 Results

AST SpaceMobile delivered a double miss in Q1 2025, reporting revenue of just $718,000 against a consensus estimate of $3.85 million, an 81.35% shortfall, while its loss per share of $0.20 came in wider than the $0.17 consensus by 17.72%, underscorin… Read more AST SpaceMobile delivered a double miss in Q1 2025, reporting revenue of just $718,000 against a consensus estimate of $3.85 million, an 81.35% shortfall, while its loss per share of $0.20 came in wider than the $0.17 consensus by 17.72%, underscoring how firmly the company remains in its pre-commercial phase. Revenue did grow 43.6% year over year, but the headline numbers reflect a business still burning cash to build the world's first space-based cellular broadband network for unmodified smartphones. The net loss widened to $45.71 million from $19.73 million a year ago, driven largely by a swing in warrant liability remeasurement, a $3.21 million loss this quarter versus an $18.21 million gain in Q1 2024. Still, the balance sheet fortified considerably, with cash rising to $874.46 million. Management is targeting a second-half revenue ramp of $50 million to $75 million as Block 2 BlueBird satellites begin launching in July 2025, with commercial broadband activation planned across the U.S., Europe, and Japan alongside partners AT&T, Verizon, Rakuten, and Vodafone.

Key Takeaways

  • Accelerated satellite manufacturing and multi-provider launch plan with five contracted launches
  • Gateway equipment bookings of $13.6 million in Q1 2025
  • Expanded U.S. government contract pipeline including new DIU contract for up to $20 million
  • Interest income of $8.2 million driven by large cash balance
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ASTS YoY Financials

Q1 2025 vs Q1 2024, source: SEC Filings

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ASTS Revenue by Segment

With YoY comparisons, source: SEC Filings

Q1 25 Q4 25

“AST SpaceMobile continues to execute on our bold strategy, progressing at an accelerated pace toward fulfilling our important mission of connecting the unconnected worldwide.”

— Abel Avellan, Q1 2025 Earnings Press Release