AST SpaceMobile booked a big year-on-year rise in revenue in Q2, driven by gateway deliveries and milestones tied to US government contracts as the direct-to-device (D2D) satellite operator continues to scale ahead of a planned beta service launch later this year.

The company stated it remains on track to meet its full-year 2026 revenue guidance of $150 million to $200 million on the back of additional contract awards from the US government.

Revenue backlog grew to approximately $1.3 billion in aggregate contracts with commercial partners and government.

Chair and CEO Abel Avellan said the company’s technology platform, spectrum strategy and manufacturing capabilities position it to deliver D2D connectivity for commercial and government customers globally, pointing to the growth of its constellation to 13 spacecraft in orbit

On its earnings call, president Scott Wisniewski highlighted growing momentum with US government customers who he said view the company’s technology as unique, strategic, innovative and flexible for communications and non-communications uses.

He said AST SpaceMobile previously flagged a trend of small development contracts evolving into larger awards, eventually maturing into full programmes of record.

“Today, you can see that trend as we are announcing three new contract awards with funded near-term value of over $100 million in total expected during 2026 and 2027.”

Further public details on the awards are expected soon, but Wisniewski described them as capabilities developed in partnership with the US Department of War over several years which employ the company’s technology to address a significant strategic need.

Trends
AST SpaceMobile booked revenue of $31.5 million compared with $1.2 million in Q2 2025.

Net loss attributable to common stockholders grew from $99.4 million to $230.9 million.

Trends in the opening half followed suit, with revenue of $46.3 million compared with $1.9 million, and attributable net loss up from $145.1 million to $421.9 million.

The post AST SpaceMobile revenue rockets appeared first on Mobile World Live.

AST SpaceMobile shifted the timeline for reaching its target satellite constellation, moving the milestone from the end of 2026 into early 2027.

The delay was revealed in a Securities and Exchange Commission (SEC) regulatory filing tied to a $1 billion notes offering and follows a serious setback to one of its two main launch partners

The company stated based on its current expectations around launch availability, its campaign is now targeting approximately 45 BlueBird satellites in orbit by early 2027.

In May, the satellite player targeted approximately the same number of BlueBird satellites in orbit by the end of 2026 after previously projecting 45 to 60 of its next generation birds would launch this year.

In late 2024, AST SpaceMobile signed a multi-launch agreement with Jeff Bezos’ Blue Origin. It previously relied on SpaceX’s Falcon 9 rockets to launch its birds into orbit before attempting to branch out to the larger New Glenn models.

AST SpaceMobile previously predicted an orbital launch cadence of roughly every one to two months in 2026 through deals with multiple launch providers, but New Glenn is no longer an option for this year.

Its multi-provider strategy has been strained since April, when AST lost its BlueBird 7 satellite after a Blue Origin New Glenn launch failed to reach a sustainable orbit.

Analysts previously told Mobile World Live the setback was significant, since New Glenn had been AST’s best launch option for its oversized satellites, and rebuilding that capacity could take a year or more.

The loss of New Glenn as a near-term option appears to have factored into the newly disclosed timeline shift. In the filing, AST SpaceMobile said the timing of future BlueBird launches remains contingent on a number of factors, including completion of satellite assembly and testing, launch vehicle readiness, logistics, and other elements largely outside its control.

The updated timeline accompanied pricing details for AST SpaceMobile’s $1 billion offering of convertible senior notes due 2034, aimed at qualified institutional buyers, with an option for initial purchasers to acquire an additional $150 million.

Offering
Net proceeds are expected to reach roughly $983.6 million, or $1.13 billion if the option is fully exercised, after fees and expenses. The company stated it intends to use the funds to pursue growth initiatives and secure additional access to orbit, “including potential partnerships or acquisitions aimed at further vertically integrating its launch capabilities”.

Tim Farrar, president of TMF Associates, said on X the filing “makes it pretty clear they now intend to buy/invest in a launch provider,” calling it a “fascinating pivot” from expectations AST would direct more capital toward spectrum. He questioned which rocket companies might be available at the right price.

 “What launch provider is for sale that’s ready and able to launch 4,500kg satellites in the near term?”

The post AST SpaceMobile pushes deployment target into 2027 appeared first on Mobile World Live.

Bell Canada completed construction of its first sovereign direct-to-device (D2D) satellite ground station, a milestone in a strategy to offer connectivity beyond the reach of its traditional wireless network.

The facility in the province of Quebec connects with AST SpaceMobile satellites, with testing underway as the operator works to build the infrastructure required to provide D2D services.

Bell stated the companies completed integration testing covering “text messaging, broadband data connectivity”, and voice and video calls.

Video streaming, IoT and public alert tests are scheduled for the coming weeks.

The milestone builds on demonstrations Bell and AST SpaceMobile ran in 2025.

In addition to connecting customers in rural or remote locations, Bell stated the service is expected to support use cases including emergency response, environmental monitoring, resource development, energy production and transportation.

The company is continuing to build ground station infrastructure elsewhere in Canada, with additional sites under construction in the provinces of Ontario, Alberta, and Newfoundland and Labrador.

Bell explained the facilities would provide nationwide D2D coverage while ensuring customer traffic runs through domestic infrastructure and data remains sovereign.

EVP and CTO Mark McDonald said the ground infrastructure “is designed to support a full suite of D2D capabilities including messaging, data connectivity, voice calling and video streaming”.

AST SpaceMobile CCO Chris Ivory pointed to Canada’s geography as a driver for the project, explaining the work with Bell would provide seamless connectivity “beyond the reach of traditional terrestrial networks”.

The post Bell edges closer to D2D service launch appeared first on Mobile World Live.

AST SpaceMobile decoupled from recent launch disappointments by scheduling the orbital deployment of its next three satellites on a SpaceX Falcon 9 rocket.

The space-based mobile network company hopes to blast its BlueBird 8, 9 and 10 satellites into low Earth orbit (LEO) on 17 June. As ever, launches are dependent on various environmental and other factors, so precise timing is fluid.

AST SpaceMobile expects the latest satellites to deliver almost twice the data rates of its initial BlueBird models, which it noted recently hit 98.9Mb/s in the downlink.

Company president Scott Wisniewski said the significance of the satellites goes beyond expanding its constellation and coverage: they represent the culmination of an in-house manufacturing drive and bolster claims to having birds with the largest phase-arrayed antennas at LEO heights.

AST SpaceMobile stated the trio of satellites are already stacked using a proprietary architecture and ready to be integrated with the SpaceX rocket.

The scheduled launch is something of a firing back by AST SpaceMobile at commentators who questioned whether a recent failure of a Blue Origin New Glenn rocket during a test would impact a plan to conduct regular launches throughout 2026.

The post AST SpaceMobile turns to SpaceX for next launches appeared first on Mobile World Live.

AST SpaceMobile expects Blue Origin’s recent launchpad explosion will delay its direct-to-smartphone constellation by three to six months, investment bank William Blair said in an equity research note, pushing initial commercial services into the first half of 2027.

The post AST SpaceMobile sees New Glenn setback delaying initial commercial service into 2027 appeared first on SpaceNews.