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AST SpaceMobile (NASDAQ: ASTS) loses BlueBird 7 but reaffirms 45-satellite 2026 target

Filing Impact
(High)
Filing Sentiment
(Neutral)
Form Type
8-K

Rhea-AI Filing Summary

AST SpaceMobile, Inc. reported that during the New Glenn 3 mission on April 19, 2026, its Block 2 BlueBird 7 satellite was placed into a lower-than-planned orbit, making its altitude too low for sustained operations with its on-board thruster and leading to a decision to de-orbit the satellite. The satellite did separate from the launch vehicle and powered on, and the company expects the cost of BlueBird 7 to be recovered under its insurance policy. BlueBird 7 would have been the company’s eighth satellite in low Earth orbit for its planned space-based cellular broadband network. AST SpaceMobile is in production of Block 2 BlueBird satellites through BlueBird 32, with BlueBird 8 to 10 expected to be ready to ship in approximately 30 days, and it continues to expect an orbital launch every one to two months on average during 2026, targeting about 45 satellites in orbit by the end of 2026.

Positive

  • None.

Negative

  • Loss of operational satellite asset: BlueBird 7 was placed into an orbit too low for sustained operations and will be de-orbited, removing what would have been the company’s eighth low Earth orbit satellite, which may affect near-term constellation build-out until later satellites launch.

Insights

Loss of BlueBird 7 is partially insured, while deployment targets remain unchanged.

The company states that BlueBird 7 was delivered into a lower-than-planned orbit and cannot operate with its current thruster capability, so it will be de-orbited. This represents the loss of what would have been the eighth satellite in its low Earth orbit constellation.

Management notes that the cost of the satellite is expected to be recovered under an insurance policy, which helps mitigate direct financial impact but does not replace lost capacity or time. The company emphasizes continued production through BlueBird 32 and expects BlueBird 8 to 10 to be ready to ship in about 30 days.

AST SpaceMobile reiterates expectations for an orbital launch every one to two months during 2026 and a target of approximately 45 satellites in orbit by the end of 2026. Actual effects on network ramp-up and service readiness will depend on execution of these launch plans and performance of future missions as disclosed in subsequent filings.

Item 7.01 Regulation FD Disclosure Disclosure
Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.
Item 8.01 Other Events Other
Voluntary disclosure of events the company deems important to shareholders but not covered by other items.
Item 9.01 Financial Statements and Exhibits Exhibits
Financial statements, pro forma financial information, and exhibit attachments filed with this report.
BlueBird 7 mission outcome 1 satellite to be de-orbited Block 2 BlueBird 7 placed in lower-than-planned orbit on New Glenn 3
Production run BlueBird 2 through 32 Company reports it is in production of Block 2 BlueBird satellites through BlueBird 32
Next satellites shipping BlueBird 8 to 10 in ~30 days BlueBird 8 to 10 expected to be ready to ship in approximately 30 days
Launch cadence target Every 1–2 months in 2026 Company continues to expect an orbital launch every one to two months on average during 2026
2026 constellation goal Approximately 45 satellites Targeted number of satellites in orbit by the end of 2026
Deployed position pre-BlueBird 7 Seven satellites BlueBird 7 would have been the company’s eighth satellite deployed into low Earth orbit
Regulation FD Disclosure regulatory
"Item 7.01. Regulation FD Disclosure. On April 19, 2026, AST SpaceMobile, Inc."
low Earth orbit technical
"BlueBird 7 would have been the Company’s eighth satellite deployed into low Earth orbit"
Low Earth orbit (LEO) is the region of space close to Earth, roughly from about 160 to 2,000 kilometers above the surface, where satellites and spacecraft circle the planet quickly—think of it as a busy highway just overhead. It matters to investors because many communications, imaging and data services rely on satellites in LEO; their shorter lifespans, lower launch costs, crowded lanes and debris risks directly affect the cost, revenue potential and operational risks of companies that build, launch or use these satellites.
forward-looking statements regulatory
"This on contains “forward-looking statements” that are not historical facts"
Forward-looking statements are predictions or plans that companies share about what they expect to happen in the future, like estimating sales or profits. They matter because they help investors understand a company's outlook, but since they are based on guesses and assumptions, they can sometimes be wrong.
emerging growth company regulatory
"405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company"
An emerging growth company is a recently public or smaller public firm that qualifies for temporary, lighter regulatory and disclosure rules to reduce the cost and effort of being public. For investors, it means the company may provide less historical financial detail and face fewer reporting requirements than larger firms, so it can grow more quickly but also carries higher uncertainty—like buying a promising early-stage product with fewer user reviews.
space-based cellular broadband network financial
"the company building the first and only space-based cellular broadband network accessible directly by everyday smartphones"
false 0001780312 0001780312 2026-04-19 2026-04-19 iso4217:USD xbrli:shares iso4217:USD xbrli:shares

 

 

 

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): April 19, 2026

 

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 April 19, 2026, AST SpaceMobile, Inc. (the “Company”) issued a press release addressing the orbital launch of the Company’s Block 2 BlueBird 7 satellite on the New Glenn launch vehicle. A copy of the press release is attached hereto as Exhibit 99.1 and is incorporated by reference herein.

 

The information included 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 that section, nor shall 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 a filing.

 

Item 8.01. Other Events.

 

On April 19, 2026, during the New Glenn 3 mission, the Company’s Block 2 BlueBird 7 satellite was placed into a lower than planned orbit by the upper stage of the launch vehicle. While the satellite separated from the launch vehicle and powered on, the altitude is too low to sustain operations with its on-board thruster technology and will be de-orbited. The cost of the satellite is expected to be recovered under the Company’s insurance policy.

 

BlueBird 7 would have been the Company’s eighth satellite deployed into low Earth orbit and is one of many planned for the Company’s space-based cellular broadband network. The Company is currently in production of Block 2 BlueBird satellites through BlueBird 32, with BlueBird 8 to 10 expected to be ready to ship in approximately 30 days.

 

The Company continues to expect an orbital launch every one to two months on average during 2026, supported by agreements with multiple launch providers, and it continues to target approximately 45 satellites in orbit by the end of 2026.

 

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 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; and (vii) 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 Form 10-K filed with the SEC on March 2, 2026.

 

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 Form 10-K filed with the SEC on March 2, 2026. 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 April 19, 2026
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: April 20, 2026 By:  /s/ Andrew M. Johnson
    Andrew M. Johnson
    Executive Vice President, Chief Financial Officer and Chief Legal Officer

 

 

 

 

Exhibit 99.1

 

 

AST SpaceMobile Addresses Today’s Orbital Launch of BlueBird 7 on the New Glenn Launch Vehicle

 

AST SpaceMobile, Inc. (“AST SpaceMobile”) (NASDAQ: ASTS), the company building the first and only space-based cellular broadband network accessible directly by everyday smartphones, designed for both commercial and government applications, addresses today’s orbital launch of BlueBird 7 on the New Glenn launch vehicle.

 

During the New Glenn 3 mission, BlueBird 7 was placed into a lower than planned orbit by the upper stage of the launch vehicle. While the satellite separated from the launch vehicle and powered on, the altitude is too low to sustain operations with its on-board thruster technology and will de-orbited. The cost of the satellite is expected to be recovered under the company’s insurance policy.

 

BlueBird 7 would have been AST SpaceMobile’s eighth deployed into low Earth orbit and is one of many planned for its space-based cellular broadband network. The company is currently in production through BlueBird 32, with BlueBird 8 to 10 expected to be ready to ship in approximately 30 days.

 

The company continues to expect an orbital launch every one to two months on average during 2026, supported by agreements with multiple launch providers, and it continues to target approximately 45 satellites in orbit by the end of 2026.

 

About AST SpaceMobile

 

AST SpaceMobile is building the first and only global cellular broadband network in space to operate directly with standard, unmodified mobile devices based on our extensive IP and patent portfolio, and designed for both commercial and government applications. Our engineers and space scientists are on a mission to eliminate the connectivity gaps faced by today’s five billion mobile subscribers and finally bring broadband to the billions who remain unconnected. For more information, follow AST SpaceMobile on YouTube, X (Formerly Twitter), LinkedIn and Facebook. Watch this video for an overview of the SpaceMobile mission.

 

Forward-Looking Statements

 

This communication contains “forward-looking statements” that are not historical facts, and involve risks and uncertainties that could cause actual results of AST SpaceMobile 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 involve significant risks and uncertainties that could cause the actual results to differ materially from the expected results. Most of these factors are outside AST SpaceMobile’s control and are difficult to predict.

 

Factors that could cause such differences include, but are not limited to: (i) expectations regarding AST SpaceMobile’s strategies and future financial performance, including AST’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 AST SpaceMobile’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 AST SpaceMobile to grow and manage growth profitably and retain its key employees and AST SpaceMobile’s responses to actions of its competitors and its ability to effectively compete; (iv) changes in applicable laws or regulations; (v) the possibility that AST SpaceMobile may be adversely affected by other economic, business, and/or competitive factors; (vi) the outcome of any legal proceedings that may be instituted against AST SpaceMobile; and (vii) 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 AST SpaceMobile’s Form 10-K filed with the SEC on March 2, 2026.

 

AST SpaceMobile cautions that the foregoing list of factors is not exclusive. AST SpaceMobile 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 AST SpaceMobile’s Form 10-K filed with the SEC on March 2, 2026. AST SpaceMobile’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, AST SpaceMobile disclaims any intention or obligation to update or revise any forward-looking statements whether as a result of new information, future events or otherwise.

 

Investor Contact:

 

Scott Wisniewski

investors@ast-science.com

 

Media Contact:

 

Allison

Eva Murphy Ryan

917-547-7289

AstSpaceMobile@allisonpr.com

 

 

 

FAQ

What happened to ASTS’s BlueBird 7 satellite on the New Glenn 3 mission?

BlueBird 7 was placed into a lower-than-planned orbit by the launch vehicle’s upper stage. Although it separated and powered on, the altitude is too low for sustained operations using its thruster, so AST SpaceMobile plans to de-orbit the satellite.

Will ASTS recover the cost of the BlueBird 7 satellite?

AST SpaceMobile expects to recover the cost of BlueBird 7 under its insurance policy. This reduces the direct financial impact of losing the satellite, though it does not replace the lost asset or time in building out the planned constellation.

How does BlueBird 7 fit into ASTS’s overall satellite constellation plan?

BlueBird 7 would have been AST SpaceMobile’s eighth satellite deployed into low Earth orbit. It is part of a broader plan to build a space-based cellular broadband network, with production underway for Block 2 BlueBird satellites through BlueBird 32.

What are ASTS’s near-term satellite production and shipping expectations?

AST SpaceMobile states it is producing Block 2 BlueBird satellites through BlueBird 32. It expects BlueBird 8 to 10 to be ready to ship in approximately 30 days, supporting continued constellation deployment despite the loss of BlueBird 7.

How many satellites does ASTS aim to have in orbit by the end of 2026?

The company continues to target approximately 45 satellites in orbit by the end of 2026. It also continues to expect an orbital launch every one to two months on average during 2026, supported by agreements with multiple launch providers.

What type of network is AST SpaceMobile building with its BlueBird satellites?

AST SpaceMobile is building a space-based cellular broadband network designed to operate directly with standard, unmodified mobile devices. The network targets both commercial and government applications and aims to reduce global connectivity gaps.

Filing Exhibits & Attachments

5 documents