NASDAQ$ASTS

AST SpaceMobile Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

AST SpaceMobile reported results for Q1 2024 and provided a business update.

AST SpaceMobile reported cash, cash equivalents, and restricted cash of $212.4 million as of March 31, 2024. The company is on track for July or August delivery of 5 Block 1 satellites to Cape Canaveral and signed a 6-year definitive commercial agreement with AT&T for SpaceMobile Service.

  • On target for July or August delivery of 5 Block 1 satellites to Cape Canaveral
  • Signed milestone, 6-year definitive commercial agreement with AT&T for SpaceMobile Service
  • First 5 satellites allow U.S. nationwide non-continuous service with 5,600+ cells in premium low-band spectrum
  • Activities and discussions with government regulatory bodies, including FCC, are advancing as expected

Headline financials

Total Revenue

$500K

Previous: $2.39M-79.1%
EPS

-$0.16

Previous: -$0.23+30.4%
Capital Expenditures

-$39.6M

Previous: -$15.2M-159.8%
Free Cash Flow

-$59.3M

Previous: -$31.5M-88.0%
Net Income

-$19.7M

Previous: -$16.3M-20.9%
Operating Income

-$55.5M

Previous: -$44.5M-24.8%
Gross Profit

$500K

Previous: $0.00
Cash & Equivalents

$210M

Previous: $185M+13.5%
Total Assets

$502M

Previous: $401M+25.2%
R&D Expense

$4.26M

No prior period

Revenue & EPS history

AST SpaceMobile · Revenue · Quarterly

$500K

Q1 2024-79.1%vs Q1 2023
Beat estimate in 3 of 9 quarters(33%)
ActualEstimate

Forward guidance

AST SpaceMobile is preparing for the launch of their first five commercial satellites and initial commercial service.

Tailwinds

  • On target for July or August delivery of 5 Block 1 satellites to Cape Canaveral
  • Signed milestone, 6-year definitive commercial agreement with AT&T for SpaceMobile Service
  • First 5 satellites allow U.S. nationwide non-continuous service with 5,600+ cells in premium low-band spectrum
  • Activities and discussions with government regulatory bodies, including FCC, are advancing as expected
  • Continue to advance discussions with additional strategic partners, following the blueprint of commercial payments alongside commercial agreements

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

+2.2%

Avg return

Earnings day

+4.5%

Avg return

5 days after

+18.5%

Avg return

30 days after

38%

10 / 26 earnings

Positive

+60.6%

Q1 2024

Best reaction

-30.7%

Q4 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+9.9%+11.3%
Q4 2025+6.5%+2.9%+6.6%
Q3 2025-1.2%-10.6%+23.4%
Q2 2025+0.0%+7.0%+133.7%
Q1 2025+1.7%-2.1%+80.2%
Q4 2024+11.7%+1.9%-29.8%
Q3 2024-13.1%-6.3%-15.8%
Q2 2024+49.6%+84.2%+42.3%
Q1 2024+60.6%+110.4%+307.2%
Q4 2023-30.7%-24.0%-22.1%
Q3 2023+16.5%+20.7%+37.2%
Q2 2023-13.3%-9.4%-5.4%
Q1 2023-4.1%+2.7%+15.2%
Q4 2022-24.8%-33.8%-17.3%
Q3 2022-15.0%-25.3%-55.2%
Q2 2022+19.8%+5.7%-12.8%
Q1 2022-2.9%+0.8%-17.3%
Q4 2021+2.8%-0.2%-26.9%
Q3 2021-3.0%-8.9%-34.6%
Q2 2021-13.3%-11.7%+16.7%
Q1 2021+4.7%+4.4%+51.4%
Q4 2020-3.9%-6.9%-15.7%
Q2 2020+0.0%-0.3%+0.4%
Q1 2020+0.0%+0.0%+0.2%
Q4 2019-0.3%+0.5%+0.8%
Q3 2019+0.0%+3.6%+0.8%

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