AST SpaceMobile

ASTS Q3 2025 Earnings

Reported Nov 10, 2025 at 4:27 PM ET · SEC Source

Q3 25 EPS

$-0.45

MISS 66.85%

Est. $-0.27

Q3 25 Revenue

$14.7M

MISS 33.13%

Est. $22.0M

vs S&P Since Q3 25

-1.2%

TRAILING MARKET

ASTS +4.3% vs S&P +5.5%

Market Reaction

Did ASTS Beat Earnings? Q3 2025 Results

AST SpaceMobile delivered a headline miss on both top and bottom lines in Q3 2025, though the numbers alone tell only part of the story for a company still racing to build its space-based cellular network. Revenue came in at $14.74 million, a strikin… Read more AST SpaceMobile delivered a headline miss on both top and bottom lines in Q3 2025, though the numbers alone tell only part of the story for a company still racing to build its space-based cellular network. Revenue came in at $14.74 million, a striking 1,239.9% surge year-over-year, yet 33.13% short of the $22.04 million consensus, while an EPS loss of $0.45 fell well below the $0.27 estimate, a 66.85% miss that rattled investors watching closely. The shortfall was largely a function of timing: revenue remains tied to gateway deliveries and government milestones rather than recurring commercial service, keeping results lumpy and unpredictable. Against that backdrop, the company secured over $1.00 billion in contracted revenue commitments, including landmark deals with stc Group and Verizon. Looking ahead, management reiterated second-half 2025 revenue guidance of $50.00 million to $75.00 million and targets five orbital launches by end of Q1 2026, aiming for 45 to 60 operational satellites by year-end 2026.

Key Takeaways

  • Q3 2025 GAAP revenue of $14.7 million driven by U.S. Government contract milestones and gateway deliveries
  • Secured over $1.0 billion in aggregate contracted revenue commitments from partners
  • Definitive commercial agreements signed with stc Group and Verizon
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ASTS YoY Financials

Q3 2025 vs Q3 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 lead the direct-to-device space-based cellular broadband industry. During the past few months, commercial activity has significantly accelerated, demonstrating the robust demand for our solution across the ecosystem.”

— Abel Avellan, Q3 2025 Earnings Press Release