AST SpaceMobile filings document the development, financing, governance, and material events of a public company building a direct-to-device satellite broadband network. Its 8-K reports cover financial results, business-update materials, BlueBird satellite launch matters, and capital-structure transactions involving Class A common stock and convertible senior notes.
Proxy materials describe annual meeting voting matters, board composition, stockholder agreement rights, executive compensation, and governance practices. Registration and financing disclosures address shelf offerings, registered direct offerings, note indentures, conversion terms, risk factors, indebtedness, and the funding needs associated with satellite manufacturing and deployment.
AST SpaceMobile, Inc. disclosed that Chief Technology Officer Yao Huiwen received an equity compensation award tied to future service. On May 22, 2026, Yao acquired 30,000 shares of Class A Common Stock at $0.00 per share through a grant of restricted stock units.
The RSUs will vest in three tranches: one third on the first anniversary of May 15, 2026, one third on the second anniversary of that date, and one third on September 30, 2028, subject to continued service. After this award, Yao directly holds 74,750 shares of Class A Common Stock.
AST SpaceMobile, Inc. director and executive officer Andrew Martin Johnson, the company’s CFO and CLO, reported an open-market sale of Class A Common Stock. He sold 5,000 shares on May 20, 2026 at a price of $90.25 per share, primarily to cover anticipated tax liabilities. After this transaction, he continues to hold 565,805 shares of Class A Common Stock directly.
AST SpaceMobile, Inc. Chief Operating Officer Shanti B. Gupta reported equity compensation tied to performance-based awards. On May 18, 2026, she received a grant/award of 66,667 shares of Class A Common Stock at no cash cost, and 11,350 shares were disposed of to cover tax obligations at $86.83 per share. Footnotes describe achievement of performance-based stock unit awards granted on September 26, 2024, with PSUs representing 22,222 shares, one-third vesting immediately and the remainder scheduled to vest in May 2027 and May 2028, and note a net vested amount of 10,872 shares after tax withholding. Following these transactions, Gupta directly holds 434,022 shares of Class A Common Stock.
AST SpaceMobile, Inc. reported that Chief Technology Officer Yao Huiwen exercised AST LLC Incentive Equity Options into 40,000 shares of Class A Common Stock at an exercise price of $0.0641 per share.
Following the transaction, Yao directly holds 44,750 shares of Class A Common Stock and indirectly holds 259,912 AST LLC Incentive Equity Options, which are exercisable into Class A shares and expire on April 17, 2029. This was an option exercise, not an open-market purchase or sale.
AST SpaceMobile director Julio A. Torres reported an open-market sale of 15,000 shares of Class A Common Stock at a weighted average price of $76.34 per share. The shares were sold to cover anticipated tax liabilities tied to vesting of restricted stock units, and he now holds 43,239 shares directly.
AST SpaceMobile reported Q1 2026 revenue of $14.7 million, up sharply from $0.7 million a year earlier, mainly from gateway equipment sales to mobile network operators and government services work. Growth is still early-stage and far below spending.
The company posted a net loss attributable to common stockholders of $191.0 million versus $45.7 million in Q1 2025, or $0.66 per share compared with $0.20. Higher engineering, general and administrative costs and a large $100.5 million other expense, including induced conversion costs on convertible notes, weighed on results.
AST SpaceMobile ended the quarter with $3.0 billion in cash and cash equivalents and total assets of $6.1 billion, funded largely by long-term debt of $3.0 billion and recent convertible note issuances. It has contract liabilities of $233.0 million and remaining performance obligations of about $1.2 billion, reflecting future revenue under signed agreements. After quarter-end, a Block 2 BB7 satellite was lost due to a launch issue, and the company expects a Q2 2026 asset write-off of roughly $155–160 million, partially offset by launch insurance.
AST SpaceMobile reported rapid operational progress and heavy investment in its space-based cellular broadband network for the first quarter of 2026. Revenue reached $14.7 million, up from early-stage levels a year ago, mainly from gateway deliveries and U.S. government milestones, and the company reiterated full-year 2026 revenue guidance of $150.0 million to $200.0 million.
The business remains deeply loss-making as it scales. Total operating expenses were $164.1 million, and net loss attributable to common stockholders was $191.0 million, or ($0.66) per share. On a non-GAAP basis, adjusted operating expenses were $91.2 million, reflecting significant stock-based compensation and depreciation add-backs.
AST SpaceMobile ended March 31, 2026 with a large liquidity position of about $3.5 billion in cash, cash equivalents and restricted cash, after raising over $1.0 billion in new debt and investing roughly $379.3 million in property, equipment and spectrum. Operationally, it is targeting about 45 BlueBird satellites in orbit during 2026, has achieved a 98.9 Mbps peak data speed to an unmodified smartphone, holds an FCC Supplemental Coverage from Space authorization in the U.S., and has nearly 60 mobile network operator partners covering more than 3 billion subscribers.
AST SpaceMobile, Inc. director and CFO/CLO Andrew Martin Johnson reported a tax-related share disposition tied to equity compensation. On vesting of 75,000 Restricted Stock Units in Class A Common Stock, 29,513 shares were withheld to cover tax liabilities at $70.68 per share, resulting in a net 45,487 shares vesting to him. Following this withholding, he directly holds 570,805 shares of Class A Common Stock. This was an administrative tax-withholding event, not an open-market sale.