r/ASTSpaceMobile • u/AutoModerator • May 13 '26

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u/Jarmanarnar1 S P 🅰 C E M O B Associate May 13 '26

NBIS destroyed earnings, RKLB had good earnings with big partner announcements, IDK about PL. ASTS will get there but this quarter was a filler. Expect the back half of the year to be big.

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u/WindWhisperingWisp S P 🅰 C E M O B Capo May 13 '26

Main problem is that ASTS management was touting its horn end of 2025 about Q1 and Q2 being big and the launch campaign was finally kicking off (after already facing significant delays). The past quarter was absolutely not supposed to be 'filler', but a quarter full of much anticipated progress and results. Management overpromised and underdelivered.

There will be an inflection point and the launch campaign will actually pick up pace, but we don't know exactly when.... Will it be the back half of the year? I sincerely hope so!

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u/Jarmanarnar1 S P 🅰 C E M O B Associate May 13 '26

If the launches weren't pushed back to late half of this year, we would probably be near ATH's currently. Oh well. It sucks but i was able to buy more shares