NASDAQ$ASTS

AST SpaceMobile Inc · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

AST SpaceMobile reported its business update for Q3 2023.

AST SpaceMobile reported the first-ever space-based 5G cellular broadband connection and is on track to launch its first five commercial satellites in Q1 2024. Total operating expenses for the third quarter of 2023 were $59.0 million and cash, cash equivalents, and restricted cash of $135.7 million.

  • Demonstrated space-based 5G cellular broadband capabilities.
  • First five commercial satellites expected to be launched in Q1 2024.
  • Total and Adjusted Operating Expenses Expected to Decrease by $10 Million to $15 Million Per Quarter Beginning Q1 2024.
  • IP Portfolio Has Grown to More than 3,100 Patent and Patent Pending Claims Worldwide.

Headline financials

Total Revenue

$4.17M

Previous: $4.17M+0.0%
EPS (adj)

-$0.23

Previous: -$0.18-27.8%
Capital Expenditures

-$96.5M

Previous: -$20.7M-366.3%
Free Cash Flow

-$117M

Previous: -$30.5M-285.4%
Net Income

-$20.9M

Previous: -$9.77M-114.1%
Operating Income

-$59M

Previous: -$40.5M-45.7%
Gross Profit

$0.00

Previous: $1.64M-100.0%
Cash & Equivalents

$133M

Previous: $199M-33.0%
Total Assets

$402M

Previous: $386M+4.1%
R&D Expense

$9.42M

No prior period

Revenue & EPS history

AST SpaceMobile · Revenue · Quarterly

$4.17M

Q3 2023+0%vs Q3 2022
Beat estimate in 3 of 9 quarters(33%)
ActualEstimate

Forward guidance

AST SpaceMobile expects total and adjusted operating expenses to decrease by $10 million to $15 million per quarter beginning Q1 2024. The expected reduction is driven by completion of Block 1 design and development, substantial completion of the ASIC design, and partial completion of Block 2 design, with no material change in headcount.

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 Q3 2023

Historical avgQ3 2023

+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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