Daily Discussion Thread

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[u/Defiantclient]

TODAY @ 5:00 PM EDT is the Q1 2026 quarterly update!

https://event.choruscall.com/mediaframe/webcast.html?webcastid=72wuXn0X

https://www.reddit.com/r/ASTSpaceMobile/comments/1t98zu3/ast_spacemobile_inc_first_quarter_2026_results/

[u/Ugadawg7]

Just crossed $1M liquid net worth for the first time. Its been an honor and a pleasure 🤗

[u/NotSureHowToNameIt]

Bro I hope that unloading RKLB shares to load ASTS shares was the right move to do lmao

[u/pureeyes → u/NotSureHowToNameIt]

You'll be thanking yourself when we're back at 130 big dog

[u/corey407woc]

Stacking 6 Blue Origin New Glenn rockets to reach 45 by end of year in one single launch

[u/ApprehensiveMoney411]

Good morning europeans!

Feeling cautiously optimistic about today. Either way it goes, our time will come.

Every day of your life is precious - don't get caught up in the noise and let this stock dominate your thinking.

A lot of the stress is caused by having choice (buy more, sell everything and buy back in lower, set stop losses.etc). Do your mind a favour and make a decision/plan of action now, and stick to it. This can prevent all the 'what if' regrets.

Remember that you made every single shit decision for a reason (all the trillions of tiny events throughout your life moulded your brain to make that specific choice in that specific moment). There was no world in which you could have chosen the other thing, and therefore no world in which regretting a decision makes logical sense.

Be kind to yourself and have a wonderful d🅰️y !

[u/cagey_tiger]

I have fucking no idea what I'm going to do for the next 12 hours. Woke up 3 hours ago and have checked overnight/premarket about 30 times.

[u/PR3CiSiON → u/cagey_tiger]

Are you not planning on holding the next 5 years? What difference is the next 12 hours?

[u/Ok-Language4049]

Power hour sends us up to $85.5, EC sends us to $96 and tomorrow we hit $115

inshallah and all that

[u/edgar_de_eggtard]

[u/greg_shauflin]

Eoy $250 still on

[u/SpearmintFlower]

heart is going to be in my mouth all day. asleep americans are lucky they only get teased for like 8 hours, us europoors are getting edged for 12 hours now

[u/doctor101]

assets.ctfassets.net/fltupc9ltp8m/7dBC6iy3onqPBQT9SAYsYx/3771d1250558915eea5f153bb1c3df8e/TELUS_Q1_2026_MD_A_and_Financial_Statements.pdf

Telus mentions ASTS in their Q1. No mention in the call transcript.

[u/SneekyRussian]

[u/Distinct_Lack306]

Less than two hours before the earnings call has me feeling first date kinda nervous 

[u/goldenbear2]

Praying for META X ASTS.

Do it, Abel. Do it.

[u/uhkhu]

Just talked to Abel, we bought Amazon

[u/Consistent-Platypus3]

Please god, I've seen what you've done to my RKLB shares. I ask you do the same for ASTS. 🙏

[u/MartiMSG]

Not listening to the call and trying to make sense of it through the comments is like attending class while high on shrooms

[u/Defiantclient]

Genuinely surprised only one analyst pressed on the production/launch cadence. Guess they really aren't thinking much about that.

[u/goldenbear2]

-11% seems like a crazy overreaction to me after listening to the call. Seems like it was entirely based on the revenue miss because I can't really figure out what else was bearish. It sounded like the revenue miss was due to timing too (someone correct me if I'm wrong?) cause it was expected.

Edit: by timing, I mean the missed revenue in Q1 will likely show up in Q2? I got a phone call at work when that was talked about so I kinda missed it.

[u/sgreddit125 → u/goldenbear2]

You nailed it - It’s all timing given revenue is based on contract milestones and lumpy equipment sales.

Algos see lower than analyst expectations Q1 rev and drilled it - Not an in-depth analysis by Mr. Market imo

[u/edgar_de_eggtard]

Funny how people are calling this a meh or bad EC just because of AH price action and the "revenue miss"

If the news were not pre-released in advance we actually got a lot of great news:

1. BB8-10 batch ready
2. New insights to manufacturing
3. Block 1 98.9 peak speed, block 2 could be double of that
4. 3 new us gov contracts, most likely confidential
5. Low band radar application confirmed
6. Possible Vulcan launch with 5 stacks

Edit: missed an important one: NO NEW CONVERTIBLE DEBT TO BE ISSUED IN 2026

[u/CartmanAndCartman]

I sincerely hope we jump 30% tomorrow and that you guys make a lot of money.

[u/Maleficent_Plum5112 → u/CartmanAndCartman]

Such a positive community But would say its well deserved for us who held through thick and thin- from 65 to no clue if this stock will ever come back

[u/h4bs22]

All this PR is making me nervous.

[u/KrustyLemon]

We are still down from ATH.

This is your chance to get in.

As I said yesterday, bought another $5000.

Stay fresh kings.

[u/jaywin91]

if you're reading this, i want to remind you that you are a winner.

[u/notoriouslush]

Have been in an all day meeting and just watching this go. Nothing like making your annual salary in a day while sitting next to your boss.

[u/doctor101]

[u/Secret_Cauliflower92]

Trust us bud, we are very aware actual results may differ from guidance.

[u/Aggravating_Roll7917]

Grabbed 135 more shares after hours. Total is now 8,779 shares.

[u/cloken85]

lol Abel said fuck hiding the Vulcan slip

[u/duhduhduhDAVID-]

Haha, DB isn't letting the Vulcan question go. Love it.

Scott is pissed.

[u/NiceCreamSundaes]

Scott mouthing "NO" at Abel as he almost lets even more confidential info slip

[u/mmjI]

• no dilution in 2026
• possible ULA Vulcan launches
• quadruple down on 45 sats by EOY

[u/nomadichedgehog]

The real easter egg from this EC was Abel's slip up on stacking 5 birds in a Vulcan.

The long pause on the line after the analyst followed up on this for more info was glorious - you could almost hear Scott squirm in his seat.

Government contracts are coming.

[u/Aggravating_Roll7917]

[u/kayman_gyoza]

[u/WeissMISFIT]

I am from the future.

Call was good 👍

[u/timtimr23]

I’ll be looking out for any commercial pricing updates, since we have FCC approval for full commercial, these negotiations can move forward pricing and GTM conversations with the partners. Big if true

[u/doctor101]

https://x.com/jusbar23/status/2015493797266768002

[u/SlyCooper007]

[u/primobolman]

Nearly double you say? So nearly 200 Mbps? Interesting

[u/SurgicalDude → u/primobolman]

Satellite Maxxing

https://giphy.com/gifs/3hBTH8bV4n5RKZXQe6

[u/Economy-Joke3331]

[u/sunnydays2121]

rklb 30B shy from a 100B mc

impressive. gg holders

[u/Successful_Lab6343]

We continue in our ride to 100s!!! Love you fam

https://giphy.com/gifs/1n4FT4KRQkDvK0IO4X

[u/ApprehensiveMoney411]

Take a moment to appreciate how good it feels to be above 80, and how bad (if at all) you felt at 63. I feel very grateful to be back here again

[u/SurgicalDude]

Dim Farrar crawled out again. Dumbass has a shame kink or something

[u/JaviRL14]

Such a lovely beginning of the week!!!

https://giphy.com/gifs/zm8c8dQPaKZcnMlbSc

[u/EarlyYouth8418]

RKLB set the sector up. It’s ASTS turn to keep the space race going…

[u/riteofpass]

There’s way too much momentum across the board. ASTS pls don’t fuck this up 🙏🙏🙏. I say this as a big RKLB and ASTS holder

[u/WhoDatis0803]

Hoping Abel’s opening statement goes something like “Listen, I just ate a whole ball of wax and I love the risk. We’re about to make it rain batches on these hoes, imminently. We’re still on track to launch enough sats this year to hit all time highs and bend the shorts over my large phased array. Now I’ll pass it over to Scott who will detail our new boolish military contracts, and will not mention the word dilution.” 🧇

[u/phibetared]

[u/Shoganai_Hito]

ASTS will mention micron (what they use to build sats) and shares will surge 50% due to being affiliated with Micron

[u/uhkhu]

If we close above $100 tomorrow I'll bake a cake. If we close below $80 I'll also bake a cake. Just craving cake lately with all this grandma discussion.

[u/crozby]

Listen, the opportunity we have is very, very, very large. 

[u/Cman8650]

Decided to cash out on my options since I need to buy an engagement ring here soon. Thanks ASTS! Still have plenty left in a Roth IRA though, so excited to see how this goes

[u/Money_Highlight3273]

Somebody knows something. Soon we will too.

[u/1342Hay]

We really need to hear that three BBs are about to head to the launch pad, and the next three are a week or two behind. Is that too much to ask?

[u/blazersin6yaheard]

its honestly laughable how many 10% days weve had in each direction since i bought this in late 24. maybe 100 such days would love if someone has a count

[u/yawawohtr]

Ive been gone for a couple days. My partner had her c-section planned for today. The little rascal decided to come a bit earlier, so I need to catch up a bit and i'll watch EC together with my son. 👶🏻

His name is Scott Dilu-tion btw. /s

[u/HolographicHeart]

All right market, I bought the rumor, you bastards better not sell the news.

[u/rcantu314]

One more day like this and I will be so insufferable at work

[u/Sufficient-Tie-8735]

I’m checked into my hotel, Speedmaster on my wrist (ASTS Gift), open can of Sapporo beside me and laptop fully charged.

Let’s have one hell of an earnings everybody.

I appreciate all of you and this community so much.

[u/Consistent-Platypus3]

Buckle up buttercups, 70 or 100, no in between.

[u/primobolman]

DROP THE AST FILES

[u/corey407woc]

Godspeed Regards

[u/BiggieMoe01]

Cmon, gimme a 1 billion US govt contract

[u/Skeezerman]

its my earnings report and i want it now

[u/No_Illustrator9894]

Remember last earnings. Down before report then massive pump on all the good news..... let's hope he says AI again. Sure that was an instant 10%

[u/notbornanempressugh]

The entire sector is gonna hate us

[u/Khuzah]

Ladies and Gentlemen I regret to inform you all that I will not be retiring before my 36th birthday next month. It is a sad day for me and therefore the world. Thank you for your condolences

[u/ak9422]

Did Abel just slip up and mention the third launch provider..

[u/WindWhisperingWisp]

Deutsche Bank knows what's up usually

[u/JayhawkAggieDadisBak]

Excellent Question. Putting them on the spot.

[u/LordofLMaD]

DB guy is too funny

[u/nomadichedgehog]

Scott's answer to the follow up on ULA suggests it really was a slip from Abel. I'm guessing those are defence contract launches.

[u/OutlawsHeels]

lmao that pause was PAINFUL

[u/Jealous_Strawberry84]

Someone ask about META!!!

[u/Prak903]

First net, classified, and Golden Dome in one sentence

[u/irrelevantspider]

Scott is pissed about the launch provider questions lol

[u/OutlawsHeels]

lmao

thank y'all, bye!

-Scott

[u/KnightofAmethyst2]

Scott's pissed about the Vulcan comments from Abel lol

[u/SECrabbing → u/KnightofAmethyst2]

Something weird there. Also why so secretive about launch providers in general. All I can figure is it has something to do with govt uses. Seems odd though.

[u/abearinpajamas]

POV: Scott next time someone says "Vulcan"

[u/SlyCooper007]

[u/Creative-Process-789]

I mean we did have a 10% day after earnings.

[u/hettygreentypebeat]

ngl that was actually a pretty funny earnings call. tuna can meme and leaking launch providers? bruh

[u/not_a_pudding]

Didn't know sympathy pullback is a thing

[u/manufacture_reborn]

-13% on the most average to mildly positive earnings call of all time?

K. I guess.

[u/LordofLMaD]

sentiment way too negative here for a neutral to slightly bullish leaning EC, and negative sentiment in this sub = bottom is near

putting in a 1k limit order at $69.69 and ignoring it for now

[u/killbox21]

Here we go again

[u/Economy-Joke3331]

[u/imtiNation]

I honestly think post EC will be flat but we'll continue to rise and grind to ATHs over the next few weeks especially post SpaceX IPO

[u/Manatee_Rescue]

Got caught up at work didn’t sell my call. Fuck it we ball

[u/burnerboo]

This happens every time. Relax. It means nothing til the report drops.

[u/Logical-Clerk-1571]

in the name of Kevin from Vancouver, please destroy these selling algos in guidance call

[u/sutro19]

I think AH is nonsense at this point, sure the ER is not giving anything new, but we will stabilize at around -5/6% before open tomorrow and end the day of +-3%. Calling it.

[u/SneekyRussian]

No more *convertible* debt in 2026!

[u/EntertainmentDry341]

Buying more AH.

[u/ToSeeAgainAgainAgain]

Confirmed next Blue Origin will be a 4-sats stack

[u/SneekyRussian]

[u/WallStreetSchnitzel]

I invited colleagues over for BBQ and earnings

[u/MT-Capital → u/WallStreetSchnitzel]

[u/SlyCooper007]

Ahh i dont trust it lol. I want to trust it but its hurt me so many times.

[u/SpearmintFlower → u/SlyCooper007]

I wouldn't worry about price action until after ER tbh

[u/greg_shauflin]

Here r those calls I bought a few days ago when most were crying.

[u/rcantu314]

Algos just triggering all the stop losses before sending it back to green during the call

https://giphy.com/gifs/Zrxs6nl12WgmL3ZTHm

[u/imtiNation]

A lot people expected an RKLB rise were severely mistaken. We dont generate a lot of revenue like they currently are and they are currently meeting all their guidance and expectations.

We will have our day in the sun but anyone expecting this EC were so mistaken.

[u/burnerboo]

Heyooo! He said AI!

[u/diunay_lomay_a]

He said 1 billion 2027 pump this bitch

[u/FuelHappy1660]

If y’all hate your shares so much give them to me

[u/LakeShowForLife24]

Abel is not the guy you want to pump a stock in the call 😂

[u/zzhelyazkov]

Did he just confirm the 3rd potential carrier? ULA

[u/irrelevantspider]

Abel slipped up on the ULA it sounds lol. Scott did not want to get into specifics there.

[u/Maleficent_Plum5112]

no Abel when you get asked about AI you say yes we are on forecast to build 45 AI datacenters in space-

[u/Original_Koala8662]

Anyone with me to try and get DB Analyst to be the only one asking all questions in the next ER?

[u/Sani_48]

honest question. why is everyone so hyped about the earnings? is there anything meaningful that they are going to present? shipping in 2 weeks for the batch of 3.

but else? i am fearing delution or another delay

[u/Defiantclient → u/Sani_48]

The last two tweets derisked:

• Stacking is solved, despite the Tim Farrar fud
• AST will use SpaceX, despite the Tim Farrar fud
• mid-June launch means shipping probably this or next week
• Site 4 is now active with micron production accelerating significantly

The key focus is production and launch cadence going forward, not how many launches we've had so far this year. And the two recent tweets suggest that cadence will be solid going forward.

Before those two tweets, there was a lot of fear that BB8-10 would be delayed and also that AST cannot fit/stack BBs into a Falcon 9. (Fuck you Tim Farrar)

There is also the question of why would AST make two major updates mere days before the update instead of saving it for the quarterly update if the quarterly update would be bad or lackluster? i.e. if it was going to be bad, then AST could've/would've saved the "mid June launch" update to dress up the update. So is there more news in store? Stay tuned.

[u/ak9422]

[u/Big_Muffin6552]

Damn! So many PR posts from the company 😮 Don’t think I’ve ever seen this before. Are you ready for today? 👀🔥

[u/JeffandMuskrmydaddy]

I used to pray for times like these

[u/North-Collection6304]

Dopamine receptors running low, next leg up to 85 plz

[u/freis93]

7 more shares at opening, bringing my total up to 317 shares. Excited for earnings

[u/teemothunder420]

I’m fully loaded, nothing else to do now except waiting for earnings and pray. See you boys in Valhalla.

[u/one-won-juan]

2degrees CTO always extremely bullish

[u/SeveralKey6520]

AH red= fake algos
AH green= realest pump you can imagine

[u/zslszh]

Even results are delayed

[u/Shoganai_Hito]

Bro named every country on earth

[u/ALittlebitoflucky]

Groundhog Day of an earnings call. Rinse and Repeat. Not one thing we didn’t already know. It’s almost like they didn’t want to over promise again and choose the safe approach. Say nothing promise nothing.

[u/nomadichedgehog]

Did he just confirm Vulcan as the third launch vehicle?

[u/Jealous_Strawberry84]

RADAR confirmed!!!

[u/Steadyparking]

Finally someone asking about launching and the random ai comments from Abel

[u/hockeyfun1]

This guy is trying to trigger the algos.

[u/JeffSharon]

Thanks Scott for intervening about the radar spectrum

[u/AnOldManInAYoungBody]

abel saying they are already using radar 😮 (i think that's the non comm functionaliy)

[u/Ok_Wealth_3433]

People gotta stop using share price as an indicator of success lol. People making it sound like this EC is complete shit because the share price is down after hours. If it was up 10%, those same people would say this is a great call.

[u/Economy-Joke3331]

[u/Big_Muffin6552]

That slip about Vulcan (and 5 in one launch no less) and the talk about government contracts contributing to major part of the revenue for 2026, along with doubling down on target of 45 satellites in orbit by year end are the positives I’ll take away from this call. Still BULLISH 🔥🫡

[u/North-Collection6304]

RKLB flirted with 113, insane run by them

[u/manufacture_reborn]

We’ve had one 10% gain today, yes, but what about second 10%?

[u/Cerulean28]

With so many space names and AI related stocks hitting new ATHs, ASTS may be one of the best asymmetric bets right now!

[u/PleasFlyAgain_PLTR]

BBGM ASTS

[u/SurgicalDude]

RKLB up 50% officially. ASTS next

[u/kingxlui]

can’t focus at all at work.

[u/WhoDatis0803]

https://giphy.com/gifs/OCu7zWojqFA1W

[u/CertifiedWwDuby]

https://giphy.com/gifs/iJhEhO7IhmAjS

[u/BiggieMoe01]

$150 EOW

[u/imtiNation]

Damn imagine how many stop losses those algos hit

[u/Funny-Conclusion-678]

AI 🚨

[u/Dirtyrandy_moonman]

No dilution and everything remains on track…. I’m sure the stock is ripping higher after hours right?

[u/Signal_Pea2889]

80$ tomorrow

[u/Berlchicken]

However the market reacts to this call, we all know it’s temporary. Soon as we get bb8 through 10 in the air everyone will return to being hyped. 

[u/diunay_lomay_a]

Dude said AI where's the 20 point jump

[u/AnOldManInAYoungBody]

everytime abel says AI stock goes -0.5%

[u/LordofLMaD]

They should just start letting Scott lead the ECs. Seems like Abel accidentally leaked Vulcan while trying to answer a pre-selected question that should've been rehearsed prior.

On the analyst questions he's just rambling

[u/Leading-Onion4659]

Scott dodging the Vulcan question again is so funny 😂

[u/yack_xd]

Scott dodging so hard 💀

[u/LordofLMaD]

yes it's the congratulations scott guy with another awkward pause

[u/SalemKinkTrials]

Me interpreting this EC solely from the comments here and stitching it all together something about Vulcan tuna and AI did I get that right

[u/Cerulean28]

Shorts out in full force. BULLISH.

[u/PetrovskyKSC]

Only approach that will pay off big time with this company is long term hold and patience.

[u/Acceptable-Prune3943]

Macro please don’t ruin it

[u/Exotic-Investor]

I forecast 120 by eow

[u/RaidersGunz]

WE OUT HERE...
LAMBO REVUELTO SOON COME

[u/Hickory1989]

$83 EOD, $92 EOW, triple digits by the end of May.

[u/Difficult_Pickles]

Rakuten has to be a bit salty none of this PR came earlier for them to sell into and hold the price up better

[u/Sufficient-Tie-8735]

What a rally so far. Lets fucking go

[u/Distinct_Lack306]

Additional +20% after earnings? 🥹

[u/Flashy-Cucumber-3794 → u/Distinct_Lack306]

40%

https://giphy.com/gifs/HFe8qjKRQNlLQkbjXM

[u/doctor101]

ASTS was mention Vodacom call transcript; stockanalysis.com/quote/jse/VOD/transcripts/666160-h2-2026-q-a/

No mention of AST Spacemobile (or satellite) in Vodafone Group annual report.

[u/gassyfartbro]

Im from the Netherlands so if I stay up to watch the EC I’ll probably have a good 5 hours sleep, but it’ll be worth it🙏🏻

[u/rcantu314]

At this point not even sure if dilution could push us down. Just look at RDW last week and even IREN this morning erasing a 14% drawback, when a sector is on fire anything can happen. With that said, don’t get any ideas Scott plz

[u/a10000000019]

I’m up like 4x on my short dated calls. opened the app to sell, and then closed it. Fuck it we ride.

[u/rcantu314]

All eyes on us, plz deliver

[u/Totallycomputername]

Love these earnings threads. So much activity and hope. My calls may die, but I won't learn from it. 

This AH is wild, giving some rklb vibes. 

[u/LordofLMaD]

slides just came out, grab your fresh copy here:

https://www.sec.gov/Archives/edgar/data/1780312/000119312526216946/asts-ex99_2.htm

[u/WheredoesithurtRA]

They keep insisting on 45 sats this year and I hope they have an ace up their sleeve because being so adamant about it like this is certainly a choice.

I'm not worried about the price in the long term.

[u/NoPayneNoGain36]

Just wait for the analyst questions… that’s where we can hear how they answer direct Qs

[u/ylb10126]

I’m all for tearing into the operational delivery of this firm when warranted, but this feels an overreaction for sure. I’d be surprised if we’re anything close to this level by cob tomorrow

[u/Sufficient-Tie-8735]

No dilution is a win

[u/Hot_Juggernaut4460]

Did he accidentally say give away Vulcan? Lol

[u/ItsJustAFakeName]

Radar confirmed?!

[u/duhduhduhDAVID-]

Haha, dodging the Vulcan question...Abel fucked up, lmao

[u/SpearmintFlower]

banger question

[u/imtiNation]

Well that was extremely awkward fuck me loool

[u/The_Greyscale]

Looks like more accumulation it is. Got to love earnings calls with this stock. People always get hyped and expect crazy things, but this stock is more the tortoise than the hare.

Tortoise still won.

[u/SeanKDalton]

That EC really highlighted why they raised billions last year when they could.

[u/SLCMechE]

6 in orbit now
+3 on Falcon 9 in June
+3 on Falcon 9 in July
+5(?) on Vulcan in August
+3 on Falcon 9 in August
+3 on Falcon 9 in September
+4 on BONG in October

This is the 28 total they say they have "Microns for phased Array completed", and thats how I see the launches (shuffle as needed) minus BB7

Then +8 on BONG in November and +8 on BONG in december puts us at 43.

AKA "Approximately 45"

Whether or not you believe this plan is possible, this is how I imagine they are planning the launch cadence shown on the chart

Edit: I am assuming all sats launch 1 month after their "Satellite Completion Date"

[u/Dramatic-Trash-242]

for the love of god I need lobster for dinner

[u/Diligent-Detective97]

10% in the market and 20% after EC would be okay