[8-K] AST SpaceMobile, Inc. Reports Material Event

Rhea-AI Filing Summary

AST SpaceMobile (ASTS) announced a 10-year commercial agreement with Saudi Telecom Company (STC). STC committed a $175 million prepayment during 2025 for future services, supporting the rollout of direct-to-device satellite mobile connectivity across Saudi Arabia and key regional markets.

The partnership targets delivering 5G and 4G LTE service directly to standard mobile phones, without special software or device updates. AST expects to build three ground gateways in Saudi Arabia and establish a Network Operations Center in Riyadh to support operations and service quality. Commercial services are anticipated to launch during 2026, contingent upon securing full regulatory authorization, licensing, and compliance from Saudi Arabia’s Communications, Space and Technology Commission and other bodies across a 15-country footprint.

Insights

Satellite telecom analyst

Multi-year STC deal adds $175M 2025 prepayment; 2026 launch contingent.

AST SpaceMobile disclosed a 10-year commercial agreement with STC, including a $175,000,000 prepayment during 2025 for future services. The arrangement supports direct-to-device 4G/5G service to standard smartphones and includes three Saudi gateways plus a Network Operations Center in Riyadh.

Commercial service is anticipated in 2026, contingent on full regulatory authorization and licensing in Saudi Arabia and across a 15-country footprint. Execution depends on timely approvals and infrastructure build-out aligned with the company’s planned satellite deployments.

The agreement outlines a significant long-term commercial revenue commitment from STC. Actual revenue timing will hinge on regulatory milestones and service commencement; subsequent disclosures may detail implementation progress and terms.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): October 29, 2025

AST SpaceMobile, Inc.

(Exact name of registrant as specified in its charter)

Delaware		001-39040		84-2027232
(State or Other Jurisdiction		(Commission		(IRS Employer
of Incorporation)		File Number)		Identification No.)

Midland International Air & Space Port 2901 Enterprise Lane Midland, Texas		79706
(Address of principal executive offices)		(Zip Code)

Registrant’s telephone number, including area code: (432) 276-3966

N/A

(Former name or former address, if changed since last report.)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐	Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐	Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐	Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐	Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class		Trading Symbol(s)		Name of each exchange on which registered
Class A common stock, par value $0.0001 per share		ASTS		The Nasdaq Stock Market LLC

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 7.01 Regulation FD Disclosure.

On October 29, 2025, AST SpaceMobile, Inc. (the “Company”) issued a press release announcing that AST & Science, LLC (“AST LLC”), a wholly owned subsidiary of the Company, has entered into a ten-year commercial agreement with Saudi Telecom Company (“STC”) to enable direct-to-device satellite mobile connectivity across Saudi Arabia and key regional markets. A copy of the press release is attached hereto as Exhibit 99.1 and is incorporated by reference herein.

The information contained in this Item 7.01 and in Exhibit 99.1 shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of such section, nor will such information be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as may be expressly set forth by specific reference in such filing.

Item 8.01 Other Events.

On October 29, 2025, AST LLC entered into a ten-year commercial agreement with STC to enable direct-to-device satellite mobile connectivity across Saudi Arabia and key regional markets. As part of this agreement, STC has committed to a prepayment of $175 million during 2025 for future services and made a significant long-term commercial revenue commitment. The partnership aims to eliminate connectivity gaps by delivering 5G and 4G LTE services directly to standard mobile phones without the need of any specialized software or device support or updates, for consumers, enterprises, and government sectors, ensuring seamless voice and broadband access, and pursuant to the agreement, AST LLC expects to build three ground gateways in Saudi Arabia and establish a Network Operations Center in Riyadh to support the network’s operations and service quality. Commercial services arising from the partnership are anticipated to launch during 2026, contingent upon securing full regulatory authorization, licensing, and compliance from the Communications, Space and Technology Commission of Saudi Arabia and other relevant regulatory bodies across the 15-country operating footprint.

Forward-Looking Statements

This Current Report on Form 8-K contains “forward-looking statements” that are not historical facts and involve risks and uncertainties that could cause actual results of the Company to differ materially from those expected and projected. These forward-looking statements can be identified by the use of forward-looking terminology, including the words “believes,” “estimates,” “anticipates,” “expects,” “intends,” “plans,” “may,” “will,” “would,” “potential,” “projects,” “predicts,” “continue,” or “should,” or, in each case, their negative or other variations or comparable terminology. These forward-looking statements are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. These forward-looking statements involve significant risks and uncertainties that could cause the actual results to differ materially from the expected results. Most of these factors are outside the Company’s control and are difficult to predict.

Factors that could cause such differences include, but are not limited to: (i) expectations regarding the Company’s strategies and future financial performance, including the Company’s future business plans or objectives, expected functionality of the SpaceMobile Service, anticipated timing of the launch of the Block 2 BlueBird satellites, anticipated demand and acceptance of mobile satellite services, prospective performance and commercial opportunities and competitors, the timing of obtaining regulatory approvals, ability to finance its research and development activities, commercial partnership acquisition and retention, products and services, pricing, marketing plans, operating expenses, market trends, revenues, liquidity, cash flows and uses of cash, capital expenditures, and the Company’s ability to invest in growth initiatives; (ii) the negotiation of definitive agreements with mobile network operators relating to the SpaceMobile Service that would supersede preliminary agreements and memoranda of understanding and the ability to enter into commercial agreements with other parties or government entities; (iii) the ability of the Company to grow and manage growth profitably and retain its key employees and the Company’s responses to actions of its competitors and its ability to effectively compete; (iv) changes in applicable laws or regulations; (v) the possibility that the Company may be adversely affected by other economic, business, and/or competitive factors; (vi) the outcome of any legal proceedings that may be instituted against the Company; (vii) the expected benefits of entering into the agreement with STC described above and associated anticipated milestones and (viii) other risks and uncertainties indicated in the Company’s filings with the Securities and Exchange Commission (“SEC”), including those in the Risk Factors section of the Company’s Annual Report on Form 10-K for the fiscal year ended December 31, 2024 filed with the SEC on March 3, 2025 and Quarterly Report on Form 10-Q for the fiscal quarter ended March 31, 2025 filed with the SEC on May 12, 2025.

The Company cautions that the foregoing list of factors is not exclusive. The Company cautions readers not to place undue reliance upon any forward-looking statements, which speak only as of the date made. For information identifying important factors that could cause actual results to differ materially from those anticipated in the forward-looking statements, please refer to the Risk Factors in the Company’s Annual Report on Form 10-K for the fiscal year ended December 31, 2024 filed with the SEC on March 3, 2025, its Quarterly Report on Form 10-Q for the fiscal quarter ended March 31, 2025 filed with the SEC on May 12, 2025, and the future reports that the Company may file from time to time with the SEC. The Company’s securities filings can be accessed on the EDGAR section of the SEC’s website at www.sec.gov. Except as expressly required by applicable securities law, the Company disclaims any intention or obligation to update or revise any forward-looking statements whether as a result of new information, future events or otherwise.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits

Exhibit No.		Description
99.1		Press release issued on October 29, 2025
104		Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

	AST SPACEMOBILE, INC.
Date: October 29, 2025	By:	/s/ Andrew M. Johnson
		Andrew M. Johnson
		Executive Vice President, Chief Financial Officer and Chief Legal Officer

FAQ

What did AST SpaceMobile (ASTS) announce with STC?

A 10-year commercial agreement to deliver direct-to-device satellite mobile connectivity across Saudi Arabia and key regional markets.

How much is the STC prepayment and when will it occur?

STC committed a prepayment of $175 million during 2025 for future services.

When are commercial services expected to launch under the ASTS–STC agreement?

Commercial services are anticipated to launch during 2026, subject to regulatory authorization and licensing.

What infrastructure will AST SpaceMobile build in Saudi Arabia?

AST expects to build three ground gateways and establish a Network Operations Center in Riyadh.

What technologies will the service support?

The partnership aims to deliver 5G and 4G LTE services directly to standard mobile phones without special software or device updates.

What regulatory approvals are required?

Approvals are required from the Communications, Space and Technology Commission of Saudi Arabia and other relevant regulators across the 15-country footprint.