NASDAQ$ASTS

AST SpaceMobile Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

AST SpaceMobile provided a business update for the second quarter ended June 30, 2022.

AST SpaceMobile reported its Q2 2022 business update, highlighting the completion of the BlueWalker 3 test satellite assembly and its transportation to Cape Canaveral, FL, with a planned launch window in early to mid-September. The company also reported cash and cash equivalents of $202.4 million and an increase in total operating expenses to $35.4 million.

  • Completed final assembly, integration, and ground transportation of the BlueWalker 3 test satellite to Cape Canaveral, FL, with an upcoming planned launch window for early to mid-September.
  • Once BlueWalker 3 is operational, testing is planned with MNOs and equipment providers on all 6 inhabited continents.
  • Next five satellites are under initial phase of component construction, with launch planned in late 2023.
  • Executed a definitive agreement to sell its majority ownership stake in NanoAvionika UAB, expecting approximately $27 million in net proceeds.

Headline financials

Total Revenue

$7.26M

Previous: $2.77M+162.0%
EPS (adj)

-$0.06

Previous: -$0.39+84.6%
Capital Expenditures

-$12.2M

Previous: -$7M-74.3%
Free Cash Flow

-$20.3M

Previous: -$72.2M+71.9%
Net Income

-$8.07M

Previous: -$65.2M+87.6%
Operating Income

-$30.3M

Previous: -$23.4M-29.5%
Gross Profit

$5.06M

Previous: $1.66M+204.8%
Cash & Equivalents

$202M

Previous: $403M-49.7%
Total Assets

$385M

Previous: $483M-20.3%
Stock-Based Comp

$2.44M

Previous: $242K+908.7%

Revenue & EPS history

AST SpaceMobile · Revenue · Quarterly

$7.26M

Q2 2022+162%vs Q2 2021
Beat estimate in 0 of 1 quarters(0%)
ActualEstimate

Forward guidance

The company is focused on the upcoming launch of BlueWalker 3 and preparing for future production of BlueBird satellites.

Tailwinds

  • BlueWalker 3 test satellite is undergoing final preparations for launch in early to mid-September.
  • Testing is planned with MNOs and equipment providers on all 6 inhabited continents
  • Commercial agreements in place with suppliers for most components of the next five Block 1 BlueBird satellites and next generation satellites
  • Announced a five-year 4G LTE/5G technology agreement with Nokia
  • Executed a definitive agreement to sell its majority ownership stake in NanoAvionika UAB

Headwinds

  • The actual launch date remains subject to change and is contingent on a number of factors
  • Total operating expenses increased by $2.7 million to $35.4 million for the second quarter of 2022
  • Loss before income tax expense (7,972 )
  • Net loss attributable to common stockholders $ (2,924 )
  • The transaction values NanoAvionika UAB at an enterprise valuation of €65 million and is expected to close in the third quarter of 2022, subject to customary closing conditions, including required regulatory review; the Company expects to receive approximately $27 million in net proceeds at closing

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 Q2 2022

Historical avgQ2 2022

+2.2%

Avg return

Earnings day

+4.5%

Avg return

5 days after

+18.4%

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%+16.4%
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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