AST SpaceMobile

ASTS Q2 2025 Earnings

Reported Aug 11, 2025 at 4:41 PM ET · SEC Source

Q2 25 EPS

$-0.41

MISS 412.50%

Est. $-0.08

Q2 25 Revenue

$1.2M

MISS 95.29%

Est. $24.5M

vs S&P Since Q2 25

+26.1%

BEATING MARKET

ASTS +38.2% vs S&P +12.1%

Market Reaction

Did ASTS Beat Earnings? Q2 2025 Results

AST SpaceMobile delivered a sharply disappointing set of Q2 2025 results, with the pre-commercial satellite broadband company posting an EPS loss of $-0.41 against a consensus estimate of $-0.08, a miss of 412.50%, while revenue of $1.16 million fell… Read more AST SpaceMobile delivered a sharply disappointing set of Q2 2025 results, with the pre-commercial satellite broadband company posting an EPS loss of $-0.41 against a consensus estimate of $-0.08, a miss of 412.50%, while revenue of $1.16 million fell 95.29% short of the $24.54 million Wall Street had anticipated. The revenue shortfall largely reflects the company's still pre-revenue commercial posture, with the quarter's $1.16 million representing a modest 28.4% year-over-year gain from $0.90 million. The headline loss was amplified by a $65.03 million non-cash charge tied to warrant liability remeasurement, alongside surging operating costs as the company races to scale satellite manufacturing ahead of commercial launch. Yet for investors watching closely, the strategic picture continued to expand: AST closed a $575 million convertible notes offering, ended the quarter with $939.40 million in cash, and guided for $50 million to $75 million in H2 2025 revenue as it targets 45 to 60 satellites in orbit by 2026.

Key Takeaways

  • Accelerating satellite manufacturing and production ramp
  • Expanded spectrum strategy with S-Band and L-Band acquisitions
  • Growing U.S. Government contract awards (eight total to date)
  • Over 50 MNO partnerships representing nearly 3 billion subscribers globally
24/7 Wall St

ASTS YoY Financials

Q2 2025 vs Q2 2024, source: SEC Filings

24/7 Wall St

ASTS Revenue by Segment

With YoY comparisons, source: SEC Filings

Q1 25 Q4 25

“We are confirming our fully-funded plan to deploy 45 to 60 satellites into orbit by 2026 to support continuous service in the US, Europe, Japan, and other strategic markets, including the U.S. Government. We also have planned orbital launches every one to two months on average during 2025 and 2026.”

— Abel Avellan, Q2 2025 Earnings Press Release