AST SpaceMobile Advances 2026 Roadmap with Q1 Results and Big Satellite Rollout

AST SpaceMobile posted Q1 2026 revenue of $14.7 million as it accelerates a multi‑year push to deploy its space‑based direct‑to‑device broadband network. Management reiterates full‑year 2026 revenue guidance of $150–$200 million, driven by U.S. government milestones and commercial partnerships, and aims to deploy roughly 45 BlueBird satellites in 2026 with BlueBird 8–10 slated for a mid‑June Falcon 9 launch and BlueBird 11–33 in advanced production. The company highlights substantial manufacturing capacity (over 500,000 sq ft), a growing ecosystem of nearly 60 mobile network operators and government customers, and regulatory progress including FCC Supplemental Coverage from Space. Cash reserves stand around $3.5 billion. First‑quarter results show higher operating expenses (notably engineering, G&A, and SBC) leading to a GAAP net loss, with non‑GAAP adjustments provided; milestones include in‑orbit performance (Block 1 achieving nearly 99 Mbps peak speeds to unmodified smartphones) and ongoing AI edge computing work for on‑orbit management, with plans to enable global coverage across more than 100 BlueBird satellites in the coming years.