[8-K] – NEXTNAV INC. (NN, NNAVW, NXNVW) (CIK 0001865631)

Rhea-AI Filing Summary

NextNav Inc. (NN) amended its agreement with AT&T Services, Inc., extending the term to October 28, 2028. The amendment covers the Equipment, Network Colocation and Installation Agreement that supports NextNav’s Pinnacle network operations, which are primarily used for public safety applications such as enhanced E911 and operate in partnership with AT&T’s FirstNet initiative.

The prior expiration was October 7, 2026; the new term adds roughly two years. The company states no operational, financial, or other terms were changed. Pinnacle altitude stations remain co-located at AT&T wireless sites, leveraging site power and backup systems, with connectivity currently provided by AT&T.

Insights

Telecom infrastructure analyst

Term extended to October 28, 2028; other terms unchanged.

NextNav extended its AT&T colocation and installation agreement that underpins the Pinnacle network used for public safety, including enhanced E911. The partnership aligns with AT&T’s FirstNet footprint, with stations co-located at AT&T sites and connectivity currently provided by AT&T.

The disclosed change is limited to the end date, moving from October 7, 2026 to October 28, 2028. No new financial, pricing, or operational adjustments are indicated in the amendment.

This extends contractual visibility for existing operations through 2028. Actual impact depends on continued network usage and any future disclosures about deployment, costs, or service scope, which are not detailed in the excerpt.

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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 9, 2025

NEXTNAV INC.

(Exact name of Registrant as Specified in Its Charter)

Delaware			001-40985	87-0854654
(State or Other Jurisdiction of Incorporation)			(Commission File Number)	(IRS Employer Identification No.)
11911 Freedom Drive, Ste. 200
Reston, Virginia 20190				20190
(Address of Principal Executive Offices)				(Zip Code)
Registrant’s Telephone Number, Including Area Code: (800) 775-0982

(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
Common Stock, par value $0.0001 per share		NN		Nasdaq Capital Market
Warrants, each to purchase one share of Common Stock		NNAVW		Nasdaq Capital Market

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 1.01 Entry into a Material Definitive Agreement.

On October 9, 2025, NextNav LLC, a wholly-owned subsidiary of NextNav Inc. (the “Company”), entered into an amendment (the “Amendment”) to the Equipment, Network Colocation and Installation Agreement with AT&T Services, Inc. (“AT&T”), dated October 7, 2019 (the “Agreement”), relating to our Pinnacle network operations. The Agreement was previously filed as Exhibit 10.11 to the Company’s Registration Statement on Form S-4 filed on August 25, 2021.

As previously disclosed, our Pinnacle network is primarily operated in partnership with AT&T as part of its FirstNet® initiative. Our Pinnacle system is primarily used for public safety applications, including enhanced E911 to devices operating on all the national cellular networks. The Pinnacle altitude stations are co-located at AT&T wireless sites pursuant to the Agreement and take advantage of the power systems, including battery backup and generators, at the AT&T sites. We monitor the Pinnacle network health through our network operations center (“NOC”). Connectivity among the Pinnacle altitude stations, our cloud service platform, and our NOC are enabled through wireless connections, currently provided by AT&T. We are not required to use AT&T wireless sites for network expansion and may establish new service areas through independently acquired site leases or with other partners.

The Amendment materially extends the term of this Agreement. Prior to the Amendment, the Agreement was scheduled to expire on October 7, 2026. Pursuant to the Amendment, the term of the Agreement has been extended for approximately two years and will now expire on October 28, 2028. Other than the extension of the term, the Amendment does not modify any operational, financial or other terms of the Agreement.

SIGNATURES

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

			NEXTNAV INC.
Date:	October 15, 2025	By:	/s/ James Black
			Name: James Black Title:   General Counsel and Secretary

FAQ

What did NextNav (NN) change in its agreement with AT&T?

The company extended the term of its Equipment, Network Colocation and Installation Agreement with AT&T to October 28, 2028.

Did the amendment alter any financial or operational terms?

No. NextNav states the amendment does not modify operational, financial or other terms beyond extending the term.

What is the prior and new expiration date of the AT&T agreement?

The prior expiration was October 7, 2026; the new expiration is October 28, 2028.

What network is covered by the AT&T agreement for NextNav?

It relates to NextNav’s Pinnacle network operations, which support public safety applications including enhanced E911.

How are Pinnacle altitude stations deployed under this agreement?

They are co-located at AT&T wireless sites, leveraging site power systems and backup, with connectivity currently provided by AT&T.

Is NextNav required to use AT&T sites for future expansion?

No. NextNav may establish new service areas via independently acquired site leases or with other partners.